NYT: The U.S.-European peace plan to deter future Russian attacks on Ukraine calls for a more robust Ukrainian military, the deployment of European forces inside the country and increased use of American intelligence.
#oatt #blacksea #wheat #sizovreport
NYT: The U.S.-European peace plan to deter future Russian attacks on Ukraine calls for a more robust Ukrainian military, the deployment of European forces inside the country and increased use of American intelligence.
#oatt #blacksea #wheat #sizovreport
One of the reasons behind recent #wheat weakness.
#oatt #sizovreport
One of the reasons behind recent #wheat weakness.
#oatt #sizovreport
(Next step: a triumphal arch in my own name. That’ll really complete the look.)
Legendary!
#winning
(Next step: a triumphal arch in my own name. That’ll really complete the look.)
Legendary!
#winning
We saw a spike on Friday after the previous attack (1).
But Saturday’s attack was largely ignored (2).
Both commodities are in the red now.
#oatt #sizovreport #oott #blacksea
We saw a spike on Friday after the previous attack (1).
But Saturday’s attack was largely ignored (2).
Both commodities are in the red now.
#oatt #sizovreport #oott #blacksea
Is there still a chance for a rebound?
China is still buying, and the pace is surprisingly fast.
#oatt #sizovreport
Is there still a chance for a rebound?
China is still buying, and the pace is surprisingly fast.
#oatt #sizovreport
Free note: blog.sizov.report/sovecon-lowe...
#oatt #blacksea
Free note: blog.sizov.report/sovecon-lowe...
#oatt #blacksea
Bessent says he sold his ND farm… no more skin in the game? 😞
www.msn.com/en-us/money/...
#oatt #soybeans
Bessent says he sold his ND farm… no more skin in the game? 😞
www.msn.com/en-us/money/...
#oatt #soybeans
Is the market pricing in a potential Ukraine-Russia ceasefire — or is something else at play?
#oatt #sizovreport #oott
Is the market pricing in a potential Ukraine-Russia ceasefire — or is something else at play?
#oatt #sizovreport #oott
He said more than a month ago that it would be inked "next week."
RTRS: Bessent - China is expected to fulfill commitments..including the purchase of 12 MMT of soybeans, by end-Feb 2026.
#soybeans
Is the market pricing in a potential Ukraine-Russia ceasefire — or is something else at play?
#oatt #sizovreport #oott
Is the market pricing in a potential Ukraine-Russia ceasefire — or is something else at play?
#oatt #sizovreport #oott
Plenty of reasons to be bearish short-term, IMO. But let’s see how the Putin-Witkoff meeting unfolds - it’s starting now.
Black Sea insights and data for funds and traders 👉 sizov.report?utm_campaign...
Plenty of reasons to be bearish short-term, IMO. But let’s see how the Putin-Witkoff meeting unfolds - it’s starting now.
Black Sea insights and data for funds and traders 👉 sizov.report?utm_campaign...
...
The problem was due to a "cooling issue at CyrusOne data centres"
#fightclub #nachalos
...
The problem was due to a "cooling issue at CyrusOne data centres"
#fightclub #nachalos
www.reuters.com/business/car...
#oatt
www.reuters.com/business/car...
#oatt
Black Sea insights and data for funds and traders: sizov.report?utm_campaign...
#oatt #blacksea #ukraine #sizovreport
Black Sea insights and data for funds and traders: sizov.report?utm_campaign...
#oatt #blacksea #ukraine #sizovreport
Expect a lot of noise short term.
#oatt #sizovreport
Expect a lot of noise short term.
#oatt #sizovreport