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Sal

@cmdtySal

commodity trader with focus on grain (Eastern Europe/Black Sea Region) updates about market and personal executed trades, trading around ~1.5mio mt/year

 Zürich, Schweiz
Joined February 2022
  • Tweets482
  • Following93
  • Followers2.9K
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Photo by Sal (@cmdtySal)Photo by Sal (@cmdtySal)Photo by Sal (@cmdtySal)Photo by Sal (@cmdtySal)Photo by Sal (@cmdtySal)Photo by Sal (@cmdtySal)Photo by Sal (@cmdtySal)Photo by Sal (@cmdtySal)Photo by Sal (@cmdtySal)Photo by Sal (@cmdtySal)
Ukraine grain stocks set for a record! 🇺🇦🌾 USDA attaché sees 2026/27 ending stocks at 36.1 Mt, 4x last season. Corn near 20 Mt, wheat 11.8 Mt. Exports seen at just 8.7 Mt wheat and 10.2 Mt corn. #oatt #agtwitter #Ukraine #corn #wheat world-grain.com/articles/234…
Record grain ending stocks forecast in Ukraine

Record grain ending stocks forecast in Ukraine

FAS: War with Russia has dramatically decreased exports

world-grain.com
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Drone sinks ship off Romania! 🇷🇴🚢 Khoryv went down ~13nm off Constanța, en route to Sulina with metal. 9 crew rescued, 3 missing. Romania's President blames Russia. Reuters counts 7+ ships hit near the Sulina route in two weeks. #oatt #BlackSea #Danube apnews.com/article/black-sea…
A drone hit and sank a cargo vessel in new Black Sea attack near Romania, killing 1

A drone hit and sank a cargo vessel in new Black Sea attack near Romania, killing 1

A drone attack has hit and sunk a cargo vessel in the Black Sea, killing one crew member and leaving three missing.

apnews.com
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Ukraine's Cabinet approves veg oil export priority! 🇺🇦🌻 Sunflower, soy and rapeseed oil get first slot on rail, at ports and through Sulina. Grain queues behind. Aim is to stop oil piling up and keep crushers running. #oatt #agtwitter #Ukraine #sunoil epravda.com.ua/biznes/priori…
Пріоритет у перевезенні олії: стали відомі деталі урядового рішення

Пріоритет у перевезенні олії: стали відомі деталі урядового рішення

Кабінет міністрів України запровадив тимчасовий пріоритет для перевезення та експорту української рослинної олії залізницею, через морські й річкові порти та державний кордон.

epravda.com.ua
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Drones hit two ships off Bulgaria overnight! 🇧🇬🚢 Azov Concord sank off Shabla, search for crew ongoing. Chelsea 3 hit off Byala while sailing empty after delivering Ukrainian grain to Turkey. All 15 crew rescued, 6 injured. #oatt #agtwitter #BlackSea apnews.com/article/bulgaria-…
Drones hit ships in Black Sea, sinking 1 and prompting rescue operations, Bulgaria says

Drones hit ships in Black Sea, sinking 1 and prompting rescue operations, Bulgaria says

Bulgarian Prime Minister Rumen Radev says drones struck two ships in the Black Sea, sinking one and prompting emergency rescue operations.

apnews.com
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#Russia ships its first wheat cargo via Murmansk! 🇷🇺🌾 40kt of Stavropol wheat out of the Arctic as Black Sea routes get squeezed. Meanwhile the Baltics push an EU-wide ban on Russian grain transit. #oatt #agtwitter #wheat graininfo.ru/news/iz-murmans…
Image from Sal (@cmdtySal)
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Black Sea war-risk cover up fivefold in two weeks! 🚢 From 0.1% to 0.5% of hull value, with 1%+ expected. That's roughly $3/t more on freight. About 90% of transits now hug the 12-mile zone off Romania and Bulgaria. #oatt #agtwitter #BlackSea #freight
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Ukraine sunflower harvest near halfway! 🇺🇦🌻 48.6% complete as of 5 Oct, with 5.38 Mt already in the bin. #oatt #agtwitter #Ukraine #sunflower
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Poland and Romania decline to expand Ukraine grain transit, Politico reports 🇺🇦 Romania cites its farmers and low Danube water. Kyiv says up to 35 Mt could stay stuck. Germany open to longer routes. #oatt #agtwitter #Ukraine #grain politico.eu/article/eu-neigh…
EU neighbors shun Kyiv’s plea to free trapped grain

EU neighbors shun Kyiv’s plea to free trapped grain

Poland and Romania said there’s nothing more they can do to help Ukraine export its grain through Europe, as the blockade in the Black Sea continues.

politico.eu
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Sulina jam keeps growing! 🇺🇦🚢 About 125 ships stuck after almost a week of weather closure. 80 waiting to go in, 45 to come out. No reopen confirmed yet. Outbound clears first. #oatt #agtwitter #Ukraine #Danube #wheat ukragroconsult.com/en/news/a…
About 125 vessels queue at Sulina Canal after week-long navigation halt

About 125 vessels queue at Sulina Canal after week-long navigation halt

Around 125 vessels have accumulated near the Sulina Canal after navigation was suspended for almost a week due to adverse weather conditions. About 80 vessels are currently waiting to enter the...

ukragroconsult.com
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🇷🇺 Russia warned NATO it would use its full arsenal, incl. nuclear, if NATO tried to isolate Kaliningrad. NATO denounced the rhetoric. Baltic war-risk can widen on this noise — not a fresh grain-berth hit. reuters.com/world/europe/rus… #oatt #agtwitter #Baltic #Russia #NATO
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🇺🇦 Sulina Canal suspended since Sat 26 Sep on weather. ~70 vessels waiting; resume not before Oct 2 (Avalon Shipping). Soft Danube drafts still pinching Reni, Giurgiulesti, Galati! ukragroconsult.com/en/news/s… #oatt #agtwitter #Ukraine #BlackSea #Danube
Shipping on the Sulina Canal suspended due to bad weather

Shipping on the Sulina Canal suspended due to bad weather

Shipping on the Sulina Canal on the Danube, one of the key routes to Ukrainian river ports, has been suspended due to adverse weather conditions. According to shipping company Avalon, navigation was...

ukragroconsult.com
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🇷🇺 ~80% of RU Black Sea/Azov grain terminals can restart fast if attacks stop, Reuters says. ~20% badly damaged, incl. NKHP Novorossiysk (~4–6 months). Export capacity hangs on the security picture! reuters.com/world/russia-can… #oatt #agtwitter #Russia #BlackSea #wheat
Russia can restart 80% of Black Sea grain export terminals if attacks stop

Russia can restart 80% of Black Sea grain export terminals if attacks stop

Russia could quickly restart up to ​80% of its grain terminal capacity in the Black Sea and Sea of Azov if diplomatic efforts to ‌halt mutual attacks by Russia and Ukraine result in a ceasefire, a...

reuters.com
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🇺🇦 Danube hit overnight! Drones struck Kiliia on 27 Sep. Port and civilian infrastructure damaged. Fire out, no casualties (Izmail District Admin). River corridor still under pressure! pravda.com.ua/eng/news/2026/… #oatt #agtwitter #Ukraine #BlackSea #Danube
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🇺🇦🇷🇺 Friday Black Sea wheat! FOB Russia 12.5% ~$212 FOB Danube 11.5% ~$195 (−$2) FOB CVB 11.5% ~$278 CIF Egypt 11.5% ~$303 (−$2) | 12.5% ~$312 (−$2) Feed barley FOB France ~$253 (−$3) UA cash a bit softer into the weekend. #oatt #agtwitter #wheat #BlackSea #Ukraine
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🇹🇷 @RTErdogan at UNGA: Turkey pushing hard on Black Sea grain corridor diplomacy! Says Zelenskyy’s response was positive. Markets watching what Moscow wants in return. #oatt #agtwitter #BlackSea #Ukraine
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🇺🇦 Sulina still jammed! Clearance moved offshore on 23 Sep to clear the backlog. Midweek ~70 ships waiting, Reni/Izmail waits 12–17 days. UA→Egypt transit blown out from ~12 days to a month-plus! Maghreb stems feel it. #oatt #agtwitter #Ukraine #BlackSea
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BREAKING Russia hit an Antigua & Barbuda flagged cargo ship in the Black Sea overnight. Fire out, crew evacuated. Unfortunately people were killed. Ukraine seaports / Reuters. UA cash thin. Few firm Black Sea offers. Logistics still tight! #oatt #agtwitter #BlackSea #Ukraine
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Hormuz just tightened. AIS shows tanker queues building inside the Gulf. Eastbound exits collapsed. That’s not noise. That’s flow disruption!
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🇷🇺🌾Russian barley back on the screen at agressive numbers, 235$ FOB! #Ukraine and #France feeling the heat already. Market’s staring at one thing only: volume & duration! #oatt #agtwitter #barley
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🇷🇺🌾Russian 12.5% wheat traded at 226$ FOB! After months of calm and a harvest-delay peak in August, prices are now sliding and plenty of sellers on the market! 🌾📉 #oatt #agtwitter #wheat #Russia
Image from Sal (@cmdtySal)
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