Sal retweeted
π₯ Turkey πΉπ· TMO has booked 300,000 MT 12.5% protein Russian milling wheat πΎ outside tender from United Grain Company (UGC aka βOZKβ ),. for shipment in 7 vessels by 31st December 2025.
Price undisclosedβ¦ πΈ
Wheat can be a tool of geopolitical influence!
Sal retweeted
BREAKING: "We agree with the proposals for the ceasefire"
Vladimir Putin says he agrees with proposals for ceasefire - but adds he has questions and Russia 'now on offensive in all areas'
Live updates β‘οΈ trib.al/2UOhOqn
πΊ Sky 501 and YouTube
Sal retweeted
The worldβs biggest #wheat exporter is gradually running out of stocks.
π Russian total on-farm stocks: Lowest in three years, but still above average.
π Southern region stocks (#1 export hub): Already below average.
More insights in our stocks note: sizov.report/reports/24718/?β¦
#oatt #sizovreport #blacksea
Sal retweeted
The Ukrainian government has suspended payments on about $700 million it owes to Cargill in tandem with a massive debt reorganization tied to its war with Russia.
Cargill Financial Services International, the agribusiness giantβs trade financing arm, had loaned money to the Ukrainian government prior to the war. Earlier this week, the Ukrainian Cabinet of Ministers decided to temporarily stopped payments on the Cargill debt starting next week, according to several reports.
-Star Tribune
Sal retweeted
Spring Wheat:
πΎSpring wheat ratings take a 4% hit to 69% G/E, but the yield is still solid at 51.1 bpa. With 51% of the harvest complete.
Corn Progress:
πHarvest is underway! 84% of corn is in the dough stage, with 46% dented and 11% mature. LA, TX, and MS are leadingπΎ
Sal retweeted
π₯ π€― GASC RESULT & LineUp
βGo big, or go homeβ π‘ $221βΌοΈ
At that cheap price GASC obviously went big π° π° π° πΈ
GASC are clearly bullish & suppliers are bearish .. & wrong π (?) π»
$221 is Food Aid.
Egypt πͺπ¬ tangibly thanks the sellers for their charity πΈ
Sal retweeted
Gasc in market for wheat πΎ tomorrow shipment:-
11-20 Sept
And/or
21-30 Sept
Payment At sight thru ITFC
Sal retweeted
GASC in the mkt for wheat tmrw - FOB - Ship 21 -31 Aug and/or 1-10 Sep.24, payment by At sight LC by ITFC
Sal retweeted
Gasc in the market tomorrow for importing wheat No. (1) for the year 2024/2025 from all origins listed in the specifications.
Shipping July 5-15, 2024 and/or from
July 15 to 25, 2024
Offer prices are available FOB with 270-day payment facilities from suppliers.
Sal retweeted
The short covering in Wheat complex is phenomenal πΎ
At this rate funds will be net long by next week
