@sizov-andre.bsky.social
#Crude (green) and #wheat (violet) are injecting some risk premium into prices amid geopolitical tensions...
Makes sense to me.
#oatt #sizovreport
Makes sense to me.
#oatt #sizovreport
December 22, 2025 at 2:49 PM
#Crude (green) and #wheat (violet) are injecting some risk premium into prices amid geopolitical tensions...
Makes sense to me.
#oatt #sizovreport
Makes sense to me.
#oatt #sizovreport
Probably a non-starter for Putin IF true:
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
December 17, 2025 at 1:53 PM
Probably a non-starter for Putin IF true:
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
Black Sea ceasefire odds bounce again… tend to agree.
One of the reasons behind recent #wheat weakness.
#oatt #sizovreport
One of the reasons behind recent #wheat weakness.
#oatt #sizovreport
December 16, 2025 at 1:31 PM
Black Sea ceasefire odds bounce again… tend to agree.
One of the reasons behind recent #wheat weakness.
#oatt #sizovreport
One of the reasons behind recent #wheat weakness.
#oatt #sizovreport
Nothing extra - just me and me in the lobby of our beautiful White House.
(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
December 15, 2025 at 2:07 PM
Nothing extra - just me and me in the lobby of our beautiful White House.
(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
#Wheat (green) and WTI (black) don’t seem impressed by another attack on a merchant ship in the Black Sea.
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
December 15, 2025 at 1:30 PM
#Wheat (green) and WTI (black) don’t seem impressed by another attack on a merchant ship in the Black Sea.
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
#Soybeans are struggling at the moment…
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
December 12, 2025 at 1:37 PM
#Soybeans are struggling at the moment…
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
No more a “soybean farmer.”
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
December 8, 2025 at 1:15 PM
No more a “soybean farmer.”
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
Wonder if anyone's asked Bessent when that "trade agreement" with #China will be signed at last… 🤔
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
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
December 4, 2025 at 1:28 PM
The sell-off in European #natgas continues… down 13% since mid-November. 📉
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
December 2, 2025 at 2:29 PM
The sell-off in European #natgas continues… down 13% since mid-November. 📉
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
March CBOT #wheat is finally approaching the Oct 27 gap. 📉
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...
December 2, 2025 at 2:12 PM
March CBOT #wheat is finally approaching the Oct 27 gap. 📉
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...
RTRS: An outage at the world's biggest exchange operator, #CME Group, has halted trade on its currency platform
...
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
November 28, 2025 at 1:31 PM
RTRS: An outage at the world's biggest exchange operator, #CME Group, has halted trade on its currency platform
...
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
Trump is awake and has something very important to share this morning. 👀
November 26, 2025 at 2:23 PM
Trump is awake and has something very important to share this morning. 👀
🇺🇦 Harvest delays and wartime logistics bottlenecks have pushed Ukraine’s #corn exports to an 8-year low.
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
November 26, 2025 at 12:15 PM
🇺🇦 Harvest delays and wartime logistics bottlenecks have pushed Ukraine’s #corn exports to an 8-year low.
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
Black Sea ceasefire odds keep pushing higher. hashtag#Wheat doesn't like that...
Expect a lot of noise short term.
#oatt #sizovreport
Expect a lot of noise short term.
#oatt #sizovreport
November 25, 2025 at 1:04 PM
Black Sea ceasefire odds keep pushing higher. hashtag#Wheat doesn't like that...
Expect a lot of noise short term.
#oatt #sizovreport
Expect a lot of noise short term.
#oatt #sizovreport
Reuters: USDA’s Rollins says China soy deal expected “within 2 weeks.”
Wonder if it's the same deal that was supposed to be signed weeks ago, as per Bessent? $11+ #soybeans want to know...
#oatt #sizovreport
Wonder if it's the same deal that was supposed to be signed weeks ago, as per Bessent? $11+ #soybeans want to know...
#oatt #sizovreport
November 24, 2025 at 1:40 PM
Reuters: USDA’s Rollins says China soy deal expected “within 2 weeks.”
Wonder if it's the same deal that was supposed to be signed weeks ago, as per Bessent? $11+ #soybeans want to know...
#oatt #sizovreport
Wonder if it's the same deal that was supposed to be signed weeks ago, as per Bessent? $11+ #soybeans want to know...
#oatt #sizovreport
Black Sea ceasefire odds are surging.
This narrative is shaping up to be a major bearish driver for #wheat.
Our take in today’s note: sizov.report?utm_campaign...
#oatt #sizovreport
This narrative is shaping up to be a major bearish driver for #wheat.
Our take in today’s note: sizov.report?utm_campaign...
#oatt #sizovreport
November 21, 2025 at 1:40 PM
Black Sea ceasefire odds are surging.
This narrative is shaping up to be a major bearish driver for #wheat.
Our take in today’s note: sizov.report?utm_campaign...
#oatt #sizovreport
This narrative is shaping up to be a major bearish driver for #wheat.
Our take in today’s note: sizov.report?utm_campaign...
#oatt #sizovreport
#Wheat doesn’t like all that “Black Sea peace plan” talk...
We warned our clients about a likely sell-off when we were ~20 cents higher
Black Sea insights and data for traders and funds:
👉 sizov.report?utm_campaign...
#oatt #sizovreport
We warned our clients about a likely sell-off when we were ~20 cents higher
Black Sea insights and data for traders and funds:
👉 sizov.report?utm_campaign...
#oatt #sizovreport
November 20, 2025 at 3:09 PM
#Wheat doesn’t like all that “Black Sea peace plan” talk...
We warned our clients about a likely sell-off when we were ~20 cents higher
Black Sea insights and data for traders and funds:
👉 sizov.report?utm_campaign...
#oatt #sizovreport
We warned our clients about a likely sell-off when we were ~20 cents higher
Black Sea insights and data for traders and funds:
👉 sizov.report?utm_campaign...
#oatt #sizovreport
Bessent (Oct 30): China will buy 12 MMT of US #soybeans in 2025
Bessent (Oct 31): US and China to sign the deal “over the coming week”
USDA flash (Nov 14): China (+unknown) booked only ~0.8 MMT of US soybeans
Bessent (Nov 16): Deal will “hopefully” be done by Thanksgiving
Bessent (Oct 31): US and China to sign the deal “over the coming week”
USDA flash (Nov 14): China (+unknown) booked only ~0.8 MMT of US soybeans
Bessent (Nov 16): Deal will “hopefully” be done by Thanksgiving
November 16, 2025 at 10:16 PM
Bessent (Oct 30): China will buy 12 MMT of US #soybeans in 2025
Bessent (Oct 31): US and China to sign the deal “over the coming week”
USDA flash (Nov 14): China (+unknown) booked only ~0.8 MMT of US soybeans
Bessent (Nov 16): Deal will “hopefully” be done by Thanksgiving
Bessent (Oct 31): US and China to sign the deal “over the coming week”
USDA flash (Nov 14): China (+unknown) booked only ~0.8 MMT of US soybeans
Bessent (Nov 16): Deal will “hopefully” be done by Thanksgiving
November 14, 2025 at 1:05 PM
#Wheat isn’t impressed with China’s 120K mt purchase.
Rumors pointed to up to 500K.
ZWZ -1.5% overnight
---
RTRS: (Nov 6): China has booked two cargoes of US wheat, traders said on Thursday
The purchases of around 120,000 metric tons for Dec shipment include one cargo of SWW and HRS
#oatt
Rumors pointed to up to 500K.
ZWZ -1.5% overnight
---
RTRS: (Nov 6): China has booked two cargoes of US wheat, traders said on Thursday
The purchases of around 120,000 metric tons for Dec shipment include one cargo of SWW and HRS
#oatt
November 6, 2025 at 12:04 PM
October 31, 2025 at 1:07 PM
~€194 resistance has been rejected again- for now.
Not seeing a major bullish trigger for Matif #wheat at the moment, but the chart still doesn’t look too bad.
Sooner or later, we might break out higher... 📈
#oatt #sizovreport
Not seeing a major bullish trigger for Matif #wheat at the moment, but the chart still doesn’t look too bad.
Sooner or later, we might break out higher... 📈
#oatt #sizovreport
October 29, 2025 at 2:07 PM
~€194 resistance has been rejected again- for now.
Not seeing a major bullish trigger for Matif #wheat at the moment, but the chart still doesn’t look too bad.
Sooner or later, we might break out higher... 📈
#oatt #sizovreport
Not seeing a major bullish trigger for Matif #wheat at the moment, but the chart still doesn’t look too bad.
Sooner or later, we might break out higher... 📈
#oatt #sizovreport
Thanks to funds' positioning (large short), wheat remains the biggest beneficiary of the announced Chinese #soybeans purchase.
The short-covering rally continues.
Can we break above 534? 🤔
#oatt #sizovreport
The short-covering rally continues.
Can we break above 534? 🤔
#oatt #sizovreport
October 28, 2025 at 1:02 PM
Thanks to funds' positioning (large short), wheat remains the biggest beneficiary of the announced Chinese #soybeans purchase.
The short-covering rally continues.
Can we break above 534? 🤔
#oatt #sizovreport
The short-covering rally continues.
Can we break above 534? 🤔
#oatt #sizovreport