# ![@sizov_andre Avatar](https://lunarcrush.com/gi/w:26/cr:twitter::2188860466.png) @sizov_andre Andrey Sizov

Andrey Sizov posts on X about china, russia, commodities, ukraine the most. They currently have [------] followers and [---] posts still getting attention that total [-----] engagements in the last [--] hours.

### Engagements: [-----] [#](/creator/twitter::2188860466/interactions)
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- [--] Week [------] +102%
- [--] Month [-------] +220%
- [--] Months [---------] +28%
- [--] Year [---------] -10%

### Mentions: [--] [#](/creator/twitter::2188860466/posts_active)
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- [--] Months [---] +37%
- [--] Year [---] -3.40%

### Followers: [------] [#](/creator/twitter::2188860466/followers)
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- [--] Week [------] +0.21%
- [--] Month [------] +0.79%
- [--] Months [------] +3.70%
- [--] Year [------] +7.90%

### CreatorRank: [-------] [#](/creator/twitter::2188860466/influencer_rank)
![CreatorRank Line Chart](https://lunarcrush.com/gi/w:600/cr:twitter::2188860466/c:line/m:influencer_rank.svg)

### Social Influence

**Social category influence**
[countries](/list/countries)  44.93% [finance](/list/finance)  25.36% [currencies](/list/currencies)  15.22% [travel destinations](/list/travel-destinations)  11.59% [stocks](/list/stocks)  2.9% [cryptocurrencies](/list/cryptocurrencies)  1.45% [technology brands](/list/technology-brands)  0.72% [social networks](/list/social-networks)  0.72% [automotive brands](/list/automotive-brands)  0.72%

**Social topic influence**
[china](/topic/china) 18.12%, [russia](/topic/russia) 12.32%, [commodities](/topic/commodities) #324, [ukraine](/topic/ukraine) 5.8%, [beijing](/topic/beijing) 5.07%, [could be](/topic/could-be) 4.35%, [trade war](/topic/trade-war) 4.35%, [tariffs](/topic/tariffs) 3.62%, [sea](/topic/sea) 3.62%, [india](/topic/india) 2.9%

**Top assets mentioned**
[NVIDIA Corp. (NVDA)](/topic/$nvda) [Bunge, Ltd. (BG)](/topic/$bg) [ADAMANT Messenger (ADM)](/topic/$adm) [Archer-Daniels-Midland Co (ADM)](/topic/archer-daniels-midland-co) [Deere & Company (DE)](/topic/$de)
### Top Social Posts
Top posts by engagements in the last [--] hours

"Front-month US #soybean oil is at long-term highs making it even more uncompetitive globally. As noted before I doubt the US will supply any meaningful volumes of its expensive #soybean oil to India. One of the reasons: The Indian government on Monday said that tariffs on imports of several agricultural and intermediate products will be phased out over a period of up to [--] years under the pact which will provide adequate adjustment space for domestic players. The Economic Times #oatt #india #commodities"  
[X Link](https://x.com/sizov_andre/status/2021197399335620637)  2026-02-10T12:19Z 38.4K followers, [----] engagements


"BREAKING: YOU CAN'T EAT #SILVER BUT YOU CAN EAT #WHEAT 😋 What was that A risk-off move Silver (black) vs wheat (green) 5-min:"  
[X Link](https://x.com/sizov_andre/status/2021998463282733537)  2026-02-12T17:22Z 38.4K followers, 10.7K engagements


"Did you put all our college money into #silver #commodities"  
[X Link](https://x.com/sizov_andre/status/2022266383329898836)  2026-02-13T11:07Z 38.4K followers, [----] engagements


"@HTSCommodities But Ive been reading a lot that one of the SO strength reasons is potential Indian demand🙂"  
[X Link](https://x.com/sizov_andre/status/2023106753219408161)  2026-02-15T18:46Z 38.4K followers, [---] engagements


"Russia & Global #grain market weekly Feb 09-13: * Wheat Jumps as Funds Rush to Cover Shorts Amid Macro Geopolitics * Russian February Wheat Exports Seen Above Average * Grain Lower in Rubles * Weather Favorable for New Crop More: #oatt #sizovreport #blacksea https://sizov.report/reports/28796/utm_campaign=Feb16 https://sizov.report/reports/28796/utm_campaign=Feb16"  
[X Link](https://x.com/anyuser/status/2023412326846603287)  2026-02-16T15:01Z 38.4K followers, [----] engagements


"So many wrong takes on the Black Sea #graindeal. Heres what you need to know if you trade #wheat (and #corn) as of today: * Odesa shipments are over. The chance was high that the Kremlin would stop the grain deal and show everyone that they should stay away from Odesa. We gave a heads-up about such a scenario last week after the first light attack on Odesa and Putins angry interview (the market/media missed that everyone was watching the NATO forum). * Despite what the media/politicians are telling you Odesa shipments are not a game-changer now. Ukraine can ship 40+ mmt of grain via other"  
[X Link](https://x.com/anyuser/status/1682382836907618305)  2023-07-21T13:31Z 38.4K followers, 1.2M engagements


"How will CBOT open tonight 🐂 Broad commodities are higher * Metals up again * Natgas +18% () thats 7% of $BCOM 🐻 The EU isnt the #1 buyer but it is an important market for US exports: Several MMT of #corn and #soybeans per year Plus corn and soy products Euronext corn +1% today #oatt #sizovreport https://twitter.com/i/web/status/2013286447646650443 https://twitter.com/i/web/status/2013286447646650443"  
[X Link](https://x.com/sizov_andre/status/2013286447646650443)  2026-01-19T16:24Z 38.4K followers, [----] engagements


"#Bunge is crushing the S&P [---] ahead of earnings: 🔹 +40% since October 🔹 S&P [---] just +5% Whats going on here Is $NVDA buying a stake in $BG too #oatt"  
[X Link](https://x.com/sizov_andre/status/2016186567539273877)  2026-01-27T16:28Z 38.4K followers, [----] engagements


"Reuters - Grain trader Archer-Daniels-Midland Company has agreed to pay a $40 million civil penalty to settle charges from the U.S. Securities and Exchange Commission that it inflated the performance of a key business segment the regulator said on Tuesday. $ADM reached the settlement without admitting or denying any wrongdoing and said the Justice Department which had been conducting its own probe has closed its investigation without bringing criminal charges. https://twitter.com/i/web/status/2016859267681136885 https://twitter.com/i/web/status/2016859267681136885"  
[X Link](https://x.com/sizov_andre/status/2016859267681136885)  2026-01-29T13:01Z 38.4K followers, [----] engagements


"Not a bad start to the year for $BCOM.will energy and grains join the party #oatt #oott"  
[X Link](https://x.com/sizov_andre/status/2016879161831276968)  2026-01-29T14:20Z 38.4K followers, [----] engagements


"Russia & Global #Grain Market Weekly Jan 2630: #Wheat gains as funds cover shorts amid broader risk-off January Russian wheat exports estimate lowered Ruble market stronger on improved demand Another cold snap approaches the Black Sea Request a trial: #oatt #sizovreport https://sizov.report/reports/28711/utm_campaign=Feb2 https://sizov.report/reports/28711/utm_campaign=Feb2"  
[X Link](https://x.com/sizov_andre/status/2018316831841288200)  2026-02-02T13:33Z 38.4K followers, [----] engagements


"#Soybeans rally continues while China remains silent on any additional [--] mmt purchase for 25/26. [----] could be the next target. I struggle to see Beijing buying size without getting something back from the US. Still bearish and Ive been wrong so far. #oatt #china #commodities https://twitter.com/i/web/status/2019769192430367052 https://twitter.com/i/web/status/2019769192430367052"  
[X Link](https://x.com/sizov_andre/status/2019769192430367052)  2026-02-06T13:44Z 38.4K followers, 11.4K engagements


"WellIm bearish too. But thats far from mortgage the house trade if such exists 😜 Odds of the White House giving something to China (i.e. fentatyl tax 10% to 0%) and Beijing booking overpriced [--] mmt of US #soybeans in return Very far from 0% imoBeans +50 cents in that scenario or higher #oatt #commodities The only thing that keeps me from mortgaging the house max out the credit card and put it all together with all my savings on a short soybean trade is that too many here on X paint this as an obvious sell. Other than that.I think it should revert back quickly with farmers"  
[X Link](https://x.com/sizov_andre/status/2020210367838974380)  2026-02-07T18:57Z 38.4K followers, 11.2K engagements


"@scottwestacre what's new about taiwan"  
[X Link](https://x.com/sizov_andre/status/2020569204286501001)  2026-02-08T18:43Z 38.4K followers, [--] engagements


"Russia & Global #grain market weekly Feb 02-06: * Wheat FOB rises on demand; futures pressured by improving weather * Russian February #wheat exports seen near average * Ruble market higher * Russian winter crops seen in good shape More: #oatt #agwx https://sizov.report/reports/28744/utm_campaign=Feb09 https://sizov.report/reports/28744/utm_campaign=Feb09"  
[X Link](https://x.com/sizov_andre/status/2020844354223645088)  2026-02-09T12:56Z 38.4K followers, [----] engagements


"Soyoil is higher again today on IndiaUS deal optimism. But when will the market realize one thing US soyoil is hugely price uncompetitive vs South American oil. 🤷♂ #oatt #commodities #soybeans"  
[X Link](https://x.com/sizov_andre/status/2020847010362847704)  2026-02-09T13:07Z 38.4K followers, [----] engagements


"Private exporters reported sales of [------] metric tons of #soybeans for delivery to China during the 2025/2026 marketing year - USDA"  
[X Link](https://x.com/sizov_andre/status/2020865252108152839)  2026-02-09T14:19Z 38.4K followers, [----] engagements


"Only just realized the Winter Olympics have started. Feels like in recent years theyve clearly fallen behind the Summer Games in popularity no Warmer climate is probably one of the reasons. I used to be a big fan - as a kid I was a competitive cross-country skier"  
[X Link](https://x.com/sizov_andre/status/2020866268883009777)  2026-02-09T14:23Z 38.4K followers, [----] engagements


"Wheat futures eased WoW on improved global weather. #Soybeans jumped sharply on expectations of additional Chinese demand #oatt #commodities"  
[X Link](https://x.com/sizov_andre/status/2020904327372525713)  2026-02-09T16:55Z 38.4K followers, [----] engagements


"you are right. it's landed costs that matters. my point is us sbo even with a lower tax will be still more expensive vs argy because of higher fob and freight. that's why i'm asking what numbers you use. (also you might want to bear in mind that india said that they will be phasing out taxes of up to ten years)"  
[X Link](https://x.com/sizov_andre/status/2021197479350349961)  2026-02-10T12:20Z 38.4K followers, [--] engagements


"My interview with Gaftaworld: [----] drivers: Grain markets are shaped not only by fundamentals (S&D weather) but increasingly by geopolitics USChina trade policy energy markets and macro factors. Grain S&D: The glut narrative is largely priced in. In historical terms markets are not excessively loose. Wheat likely passed peak bearishness; corn still faces downside risks. Black Sea: Structurally critical accounting for over one-third of global wheat trade. The main risk for importers is price volatility not physical availability. Structural shifts: Ukraine reduced area due to war but production"  
[X Link](https://x.com/sizov_andre/status/2021216437612732877)  2026-02-10T13:35Z 38.4K followers, [----] engagements


"@kushalk9876 any news on how the import tariff for the US will be be phased out"  
[X Link](https://x.com/sizov_andre/status/2021217127202488776)  2026-02-10T13:38Z 38.4K followers, [--] engagements


"China already bought plenty of overpriced US #soybeans for political reasons. Why not buy more 🤔 Price isnt the key factor right now. The real question: what concession could the US offer That should be the main focus. #oatt #commodities"  
[X Link](https://x.com/sizov_andre/status/2021254603707130166)  2026-02-10T16:07Z 38.4K followers, [----] engagements


"@PHDChicago US nov-jan was was cheaper than SA"  
[X Link](https://x.com/sizov_andre/status/2021255994362261915)  2026-02-10T16:12Z 38.4K followers, [---] engagements


"@GraInformant lol again what specifically about taiwan"  
[X Link](https://x.com/sizov_andre/status/2021276079034450391)  2026-02-10T17:32Z 38.4K followers, [---] engagements


"@GraInformant well we are quite far from demilitarizing taiwan 'overlook intent' - a bit vague no so if the point is djt sold taiwan for [--] mmt of beans i keep doubting it 🙃"  
[X Link](https://x.com/sizov_andre/status/2021280809517240368)  2026-02-10T17:51Z 38.4K followers, [--] engagements


"The US is sending another friendly signal to #China #oatt #soybeans"  
[X Link](https://x.com/sizov_andre/status/2021562932203495561)  2026-02-11T12:32Z 38.4K followers, [----] engagements


""The U.S.-China relationship is now in a very comfortable place. We will be rivals but we want the rivalry to be fair" Bessent. He is preparing to meet Chinese Vice Premier He Lifeng in the coming weeks ahead of a planned April visit to China by U.S. President Donald Trump. No #soybeans mentioned by the former ND farmer #oatt #commodities https://twitter.com/i/web/status/2021571377640231008 https://twitter.com/i/web/status/2021571377640231008"  
[X Link](https://x.com/sizov_andre/status/2021571377640231008)  2026-02-11T13:05Z 38.4K followers, [----] engagements


"Feb 15: Russias #grain export quota goes live. Cap: [--] mmt of #wheat #corn and #barley through July. SovEcon sees [--] mmt of #wheat during the quota window. Other grains could add [--] mmt. Net impact on export flows likely limited. Black Sea insights and data for traders and hedge funds: #oatt #commodities https://sizov.report/utm_campaign=Feb11 https://sizov.report/utm_campaign=Feb11"  
[X Link](https://x.com/sizov_andre/status/2021574201325306216)  2026-02-11T13:17Z 38.4K followers, [----] engagements


"Ukrainian USD bonds just hit a new all-time high: 64%. [----] low: 45%. Meanwhile Polymarket shows ceasefire odds at long-term lows. Prediction markets are cautious. Credit markets are buying diplomacy. I tend to trust the bond market. #oatt #blacksea #wheat #sizovreport"  
[X Link](https://x.com/sizov_andre/status/2021603825665085574)  2026-02-11T15:14Z 38.4K followers, [----] engagements


"Macron: Spanish grid can't support its renewable energy model. Tend to agree. More blackouts ahead https://x.com/JavierBlas/status/2021540206181019968s=20 French President Emmanuel Macron met this week with a group of seven newspapers for a joint interview. He was asked about the Spanish blackout (and the role of the cross-border electricity connections between the Iberian peninsula and France). He didn't mince his words: https://t.co/4si62pdfwx https://x.com/JavierBlas/status/2021540206181019968s=20 French President Emmanuel Macron met this week with a group of seven newspapers for a joint"  
[X Link](https://x.com/sizov_andre/status/2021607472360755528)  2026-02-11T15:29Z 38.4K followers, [----] engagements


"@GraInformant wheat market could be pretty sensitive to black sea news (ceasefire = higher exports narrative)"  
[X Link](https://x.com/sizov_andre/status/2021654130788610140)  2026-02-11T18:34Z 38.4K followers, [---] engagements


"Its funny how many serious takes there are on what this Kremlin memo for Trump (published by BBG) means for USD #gold you name it. Probably nothing. The Kremlin may have floated this to get Trump interested hoping hed seize the opportunity for another HISTORIC DEAL. But it sounds like POTUS didnt buy it. That likely disappointed Moscow. Russian FM Lavrov said this week on US relations: We dont see any bright future in the economic sphere. So why leak the memo A reasonable explanation: complicate MoscowBeijing relations ahead of Putins trip to #China. #oatt #sizovreport"  
[X Link](https://x.com/sizov_andre/status/2021979177742651608)  2026-02-12T16:06Z 38.4K followers, 22.4K engagements


"@Laurie_Meadows all metals sold off stocks too broad risk-off"  
[X Link](https://x.com/sizov_andre/status/2022099318220763625)  2026-02-13T00:03Z 38.4K followers, [--] engagements


"Bulls are trading this story. But its not clear that the extension truly means a purchase of [--] MMT of US #soybeans - on top of [--] MMT this season plus [--] MMT per year for the following three years. Thats a big assumption. Bessent is set to meet a top Chinese official shortly to discuss a potential XiTrump summit in April. That could provide some clarity. #oatt #commodities #sizovreport https://twitter.com/i/web/status/2021925082692550890 https://twitter.com/i/web/status/2021925082692550890"  
[X Link](https://x.com/sizov_andre/status/2021925082692550890)  2026-02-12T12:31Z 38.4K followers, [----] engagements


"#Wheat hits the highest level since Nov [----] as funds continue to aggressively cover shorts #oatt"  
[X Link](https://x.com/sizov_andre/status/2021982287974498369)  2026-02-12T16:18Z 38.4K followers, [----] engagements


"Well they can approve even [---] mmt of #wheat exports It's not going anywhere domestic prices are $300. #oatt #india Govt of India has approved export of [--] lakh tonnes of wheat & [--] lakh tonnes of wheat products. Step aims to stabilise domestic mkts & ensure better prices for farmer. Decision taken after reviewing supply & price condition showing govts commitment to protecting farmers int https://t.co/d30o7iciKt Govt of India has approved export of [--] lakh tonnes of wheat & [--] lakh tonnes of wheat products. Step aims to stabilise domestic mkts & ensure better prices for farmer. Decision taken"  
[X Link](https://x.com/sizov_andre/status/2022272356731806089)  2026-02-13T11:31Z 38.4K followers, [----] engagements


"Oofwhat a rally in ZWH/ZWK. Makes you wonder what spooked the ZWH shorts so badly. #oatt #wheat"  
[X Link](https://x.com/sizov_andre/status/2023422280953712987)  2026-02-16T15:40Z 38.4K followers, [----] engagements


"Cargill paid a record dividend after profits surged 44% in its latest financial year - Bloomberg 📈 $3.6B net income (vs $2.5B last year) 🐔 Boost from Sanderson Farms acquisition 💰 $1.5B dividend payout up 25% YoY 🏆 Highest ever for the largest US private company by revenue tks @JavierBlas #oatt"  
[X Link](https://x.com/sizov_andre/status/1955695972920520842)  2025-08-13T18:20Z 37.2K followers, [----] engagements


"$DE down 7%+ --- Despite the top- and bottom-line beats #Deeres agricultural and construction equipment business saw sales decline for a third consecutive quarter marking a slowdown at the company. Management said they expect net income guidance for the entire fiscal year of $5 billion U.S. down from $5.25 billion U.S. previously and below analysts consensus expectation. Deere executives also said that tariffs increased product costs in the latest quarter.Equipment purchases from Deere & Co. are falling as farmers incomes decline due to depressed crop prices. #oatt #tradewars"  
[X Link](https://x.com/sizov_andre/status/1956027294604255745)  2025-08-14T16:17Z 37.2K followers, [----] engagements


"Trump estimates a 25% chance that the upcoming meeting with Putin in Alaska will end unsuccessfully. Im skeptical that the success odds are 75% - but we dont know what "success" means here. I suspect that the outcome will be neutral or bullish for CBOT #wheat which often reacts to Black Sea developments. My fresh take on the wheat market: #oatt #sizovreport https://sizov.report/reports/27323/utm_campaign=Aug14 https://sizov.report/reports/27323/utm_campaign=Aug14"  
[X Link](https://x.com/sizov_andre/status/1956031644877435149)  2025-08-14T16:34Z 37.1K followers, [----] engagements


"Great #grain robbery continues Another week of huge new-crop U.S. corn export sales and finally a big slew of new-crop bean sales. But the old-crop cancellations have started (mkt yr ends Aug 31). Still no new-crop bean sales explicitly to China. https://t.co/1I3ymjqmYO Another week of huge new-crop U.S. corn export sales and finally a big slew of new-crop bean sales. But the old-crop cancellations have started (mkt yr ends Aug 31). Still no new-crop bean sales explicitly to China. https://t.co/1I3ymjqmYO"  
[X Link](https://x.com/sizov_andre/status/1956033915895820357)  2025-08-14T16:43Z 37.1K followers, [----] engagements


"It's good that the mood was upbeat right --- "Despite the tariffs in place by countries such as China and lower export sales the mood from officials and commodity leaders at the event was upbeat. They see strong sale opportunities ahead in new markets for agriculture with deals being reached by the Trump administration. Overall agricultural exports are down 2% in calendar year [----]. While the new marketing year for #corn and soybeans begins in September China has yet to lock any purchases of new-crop #soybeans." #oatt"  
[X Link](https://x.com/sizov_andre/status/1956162530209870197)  2025-08-15T01:14Z 37.1K followers, [----] engagements


"Matif Sep/Dec #wheat is in backwardation Is Europe running out of wheat or what 🧐😁 (OK. I know that Sep is expiring.but that rally started weeks ago.) #oatt #sizovreport"  
[X Link](https://x.com/sizov_andre/status/1956338468545548531)  2025-08-15T12:53Z 37.1K followers, [----] engagements


"@laurdelcourt whats your take on this rally"  
[X Link](https://x.com/sizov_andre/status/1956347083620745651)  2025-08-15T13:27Z 37.1K followers, [---] engagements


"@WheatTraderFCSt lol what's your take on this rally"  
[X Link](https://x.com/sizov_andre/status/1956349459085848782)  2025-08-15T13:37Z 37.1K followers, [---] engagements


"Not even a symbolic air-truce. No press conference. No statements. No proper announcement of further negotiations. Looks like the Alaska summit didnt go too well. (Unless the topics were so sensitive that no one wants to talk about them) Lets see how the market reacts Black Sea grain market info for funds and traders: #oatt #sizovreport #wheat https://sizov.report/utm_campaign=Aug16 https://sizov.report/utm_campaign=Aug16"  
[X Link](https://x.com/sizov_andre/status/1956517853009727587)  2025-08-16T00:46Z 37.1K followers, [----] engagements


"Putin: your election was rigged. you won that election by so much. Trump:"  
[X Link](https://x.com/sizov_andre/status/1956543838647886255)  2025-08-16T02:29Z 37.1K followers, [----] engagements


"#Wheat down WoW after WASDE report; #corn flat; #soybeans sharply up #oatt #agwx"  
[X Link](https://x.com/sizov_andre/status/1957418077907218928)  2025-08-18T12:23Z 37.1K followers, [----] engagements


"Russia & Global #grain market weekly Aug 11-15 2025: * #Wheat Falls After WASDE; Russian Crop Outlook Improves * Wheat Shipment Pace Remains Low * Ruble Wheat Prices Lower * Russian Farmers Harvested 50MMT+ of Wheat More: #oatt #agwx #blacksea https://sizov.report/reports/27356/utm_campaign=Aug18 https://sizov.report/reports/27356/utm_campaign=Aug18"  
[X Link](https://x.com/sizov_andre/status/1957436009605370128)  2025-08-18T13:34Z 37.2K followers, [----] engagements


"Was the Alaska Trump-Putin summit really a failure Maybe not. * Key takeaway: renewed talks on security guarantees for Ukraine. * If the U.S. steps in as a guarantorand Moscow plays ballits a potential game-changer. * Europe could be on board too. * A big question: how will todays US-UA-Europe meetings in DC unfold What does this mean for the #wheat market and how it could be traded We break it down 👉 #sizovreport #oatt https://sizov.report/utm_campaign=Aug18_2 https://sizov.report/utm_campaign=Aug18_2"  
[X Link](https://x.com/sizov_andre/status/1957469189645410588)  2025-08-18T15:46Z 37.1K followers, 12.2K engagements


"Lack of details on key issuesguarantees for Ukraine and territorybut the start of the meeting looks good. Trump says Putin is expecting a call from him afterward. Meanwhile European leaders are waiting in the corridor for the end of the Trump-Zelensky meeting. #oatt #sizovreport #wheat #TrumpZelenskymeet"  
[X Link](https://x.com/sizov_andre/status/1957503437760774436)  2025-08-18T18:02Z 37.1K followers, [----] engagements


"So security guarantees for Ukraine were the key topic todayand the US did say that it would participate. Thats progress. Was the Alaska Trump-Putin summit really a failure Maybe not. * Key takeaway: renewed talks on security guarantees for Ukraine. * If the U.S. steps in as a guarantorand Moscow plays ballits a potential game-changer. * Europe could be on board too. * A big question: how will https://t.co/sL2mk66s07 Was the Alaska Trump-Putin summit really a failure Maybe not. * Key takeaway: renewed talks on security guarantees for Ukraine. * If the U.S. steps in as a guarantorand Moscow"  
[X Link](https://x.com/sizov_andre/status/1957603347969515640)  2025-08-19T00:39Z 37.1K followers, [----] engagements


"@georgewbarros RU Foreign Ministry is not the Kremlin (Putin and his administration) very far from it. And this is another examplenobody should care too much about what they say"  
[X Link](https://x.com/sizov_andre/status/1957604588694962471)  2025-08-19T00:44Z 37.1K followers, [---] engagements


"The headlines after yesterdays summit struck an optimistic tone. No clashes Trump seemed pleased and so did Zelensky. Putin however likely less so. From the Donbas + security guarantees package only the guarantees survived. Territorial questions were pushed to future face-to-face talks. Expectations of rapid meaningful progress still seem overly optimistic. What could this mean for #wheat prices #oatt #sizovreport https://sizov.report/utm_campaign=Aug19 https://sizov.report/utm_campaign=Aug19"  
[X Link](https://x.com/sizov_andre/status/1957841205313614111)  2025-08-19T16:24Z 37.1K followers, [----] engagements


"Another version of the Putin-Zelensky meeting from media.still doubt that it's going to happen anytime soon. When Trump called Putin to suggest joining a meeting between Zelensky and the Russian leader Putin replied You dont have to come. I want to see him one-on-one. Source: POLITICO When Trump called Putin to suggest joining a meeting between Zelensky and the Russian leader Putin replied You dont have to come. I want to see him one-on-one. Source: POLITICO"  
[X Link](https://x.com/sizov_andre/status/1957854522191036739)  2025-08-19T17:17Z 37.1K followers, [----] engagements


"Time to quadruple those #soybeans orders Beijing But dont expect a deal anytime soon Trump unlikely to visit China in September Bessent: next talks could be in [--] months #TradeWars #China #oatt Today ASA President Caleb Ragland sent a letter to President Trump urging swift action to resolve the U.S.China #trade dispute. Soybean #farmers cannot weather another prolonged trade war. https://t.co/DGYBaoyN7w #Soybeans #Tariffs #AgPolicy @WhiteHouse https://t.co/3APnczjZk0 Today ASA President Caleb Ragland sent a letter to President Trump urging swift action to resolve the U.S.China #trade dispute."  
[X Link](https://x.com/sizov_andre/status/1957898759402102821)  2025-08-19T20:13Z 37.1K followers, [----] engagements


"Importers have been sitting on their hands for months hoping for cheaper #wheat. But what if that ship has sailed Without a sharp ruble drop Russian prices may not go lower. #Egyptwhere are you Slide from yesterdays webinar. Want access to these insights Start here 👉 #oatt #sizovreport https://sizov.report/utm_campaign=Aug20 https://sizov.report/utm_campaign=Aug20"  
[X Link](https://x.com/sizov_andre/status/1958174692587512234)  2025-08-20T14:30Z 37.2K followers, [----] engagements


"@HoolyMcg looks like the main scenario to me (while the media is seriously discussing whether putin-zelenksy meet in budapest or another place)"  
[X Link](https://x.com/sizov_andre/status/1958175584560803879)  2025-08-20T14:33Z 37.1K followers, [---] engagements


"Well I had the impression there was a real deal on the table after Witkoff's visit - actual security guarantees and territorial concessions. But: No territorial concessions no real security guarantees We're back to the Istanbul nonsense "guarantees" (with a Russian veto) Why did it take so long for people to realize that Putin wont agree to anything serious unless he gets something in return #wheat #oatt #sizovreport To be certain. Nothing has been achieved by Trump and Witkoff if the Russian position has not actually changed from the maximalist position it has held since [----]. And Putins"  
[X Link](https://x.com/sizov_andre/status/1958178539569627245)  2025-08-20T14:45Z 37.1K followers, [----] engagements


"@bopanc Exactly But let's not distract journalists writing about whether Zelensky and Putin are meeting in Budapest or Rome. https://x.com/sizov_andre/status/1958178539569627245 Well I had the impression there was a real deal on the table after Witkoff's visit - actual security guarantees and territorial concessions. But: No territorial concessions no real security guarantees We're back to the Istanbul nonsense "guarantees" (with a Russian https://x.com/sizov_andre/status/1958178539569627245 Well I had the impression there was a real deal on the table after Witkoff's visit - actual security"  
[X Link](https://x.com/sizov_andre/status/1958184126684561513)  2025-08-20T15:07Z 37.1K followers, [---] engagements


"Trump: "Crimea is massive I would say like the size of Texas or something. In the middle of the ocean." And I bet this island nation stands for the "C" in #BRICS 😉"  
[X Link](https://x.com/sizov_andre/status/1958225613715841416)  2025-08-20T17:52Z 37.2K followers, [----] engagements


""Chinas sniffing around US wheat (And it's cheap)" BUT Its not cheap at all there's an additional 15% import tax on US ags thanks to the trade war. I doubt that Beijing will book anything significant before new trade talks which could happen in a few months (per Bessent). #tradewars #oatt #sizovreport"  
[X Link](https://x.com/sizov_andre/status/1958351833287757867)  2025-08-21T02:13Z 37.1K followers, [----] engagements


"@TripleEfarms @kannbwx They didnt completely walk awayBeijing did buy a lot of us ag products in [--] - 21and point as soon as Trump was out is also wrongthe commitments covered a period of feb [----] - feb [----] not until DJT leaves the White House ))"  
[X Link](https://x.com/sizov_andre/status/1959680921935786476)  2025-08-24T18:15Z 37.2K followers, [---] engagements


"PF #corn yield estimate came in 3.2% below the WASDE numberpretty big difference but not unprecedented. Priced in by now #oatt #agwx #pftour25"  
[X Link](https://x.com/sizov_andre/status/1959706154801475608)  2025-08-24T19:55Z 37.2K followers, [----] engagements


"RTRS: A case screwworm has been identified in a person in Maryland who had traveled to the United States from Guatemala according to four sources familiar with the situation. The person who received treatment in Maryland is the first confirmed case in the U.S. of New World screwworm a parasite that eats cattle and other warm-blooded animals alive since an outbreak began to escalate and move northward from Central America and southern Mexico late last year. #cattle #oatt"  
[X Link](https://x.com/sizov_andre/status/1959763107146022954)  2025-08-24T23:41Z 37.2K followers, [----] engagements


""Russian farmers harvested over [--] mmt of #wheat Deputy Prime Minister Dmitry Patrushev said on August [--]. Total grain production reached [--] mmt." #oatt Russian farmers harvested over [--] mmt of wheat Deputy Prime Minister Dmitry Patrushev said on August [--]. Total grain production reached [--] mmt. More: https://t.co/uGoS1T4xeP #oatt #sizovreport Russian farmers harvested over [--] mmt of wheat Deputy Prime Minister Dmitry Patrushev said on August [--]. Total grain production reached [--] mmt. More: https://t.co/uGoS1T4xeP #oatt #sizovreport"  
[X Link](https://x.com/sizov_andre/status/1959942343353598322)  2025-08-25T11:34Z 37.2K followers, [----] engagements


"Russia & Global #grain market weekly Aug 18-22 2025: * #Wheat Mixed as Ample Global Supply Weighs * August Russian Export Estimate Up * Ruble Wheat Prices Drop * Rain Could Disrupt Spring Wheat Harvest More: #oatt #sizovreport https://sizov.report/reports/27395/utm_campaign=Aug25 https://sizov.report/reports/27395/utm_campaign=Aug25"  
[X Link](https://x.com/sizov_andre/status/1959966466511417636)  2025-08-25T13:09Z 37.2K followers, [----] engagements


"@Grainmonster @SenorV1 hey @grok how accurate is the statement above"  
[X Link](https://x.com/sizov_andre/status/1959993406999892323)  2025-08-25T14:56Z 37.1K followers, [---] engagements


"What's your favorite Chinese rumor this week #Cofco buying lots of #soybeans in addition to "huge SRW purchase" last week --- President Trump threatens to impose "200% tariffs or something" on China if they do not provide the US with magnets. #oatt #tradewars #china"  
[X Link](https://x.com/sizov_andre/status/1960036259054997936)  2025-08-25T17:47Z 37.2K followers, [----] engagements


"Big reversal in French #wheat Calendar spread dives after a sharp rally December Matif hits a new contract low Momentum is fading - looks like tough times for the bulls. #oatt #sizovreport"  
[X Link](https://x.com/sizov_andre/status/1961086337890578539)  2025-08-28T15:19Z 37.2K followers, [----] engagements


"Zero US #soybeans exports to China in 25/26 ---- Reuters - China's soybean importers are boosting purchases from Argentina and Uruguay over the next year to fill the supply gap left by the absence of U.S. shipments as the trade war drags on between Washington and Beijing according to two trade sources. Chinese processors may buy up to [--] million metric tons of soybeans from the two South American exporters during the 2025/26 marketing year ending next August which would be a record" #oatt"  
[X Link](https://x.com/sizov_andre/status/1961402376817877231)  2025-08-29T12:15Z 37.2K followers, [----] engagements


""A senior White House official told Axios that Trump is seriously considering stepping back from the diplomatic efforts until one or both parties begin to show more flexibility. "We are going to sit back and watch. Let them fight it out for a while and see what happens" the official said. Some U.S. officials have begun to see European leaders as a major obstacle despite the fact that Trump held a friendly meeting with them and Zelensky less than two weeks ago." #oatt #wheat #blacksea Scoop: White House believes Europe secretly undoing Ukraine war's end. @mikeallen and me write for @axios"  
[X Link](https://x.com/sizov_andre/status/1961775727680147671)  2025-08-30T12:59Z 37.2K followers, 26K engagements


"Russia & Global #grain market weekly Aug 25-29 2025: * # Wheat Higher as Corn Rallies * Russian September Wheat Exports Seen Among Lowest in a Decade * Ruble Wheat Prices Hit by Weak Export Demand * Rain in Siberia Becoming an Issue for New Wheat Crop More: #oatt #sizovreport #blacksea https://sizov.report/reports/27468/utm_campaign=Sep1 https://sizov.report/reports/27468/utm_campaign=Sep1"  
[X Link](https://x.com/sizov_andre/status/1962466672796692944)  2025-09-01T10:44Z 37.2K followers, [----] engagements


"Seems like things are going well between Moscow and Beijing. Trump's trade war is likely the #1 reason #2: Recent escalation in the Middle East still a key LNG supplier to China Yet despite all the cooperation talk Russian #wheat still lacks proper access to China. Only spring wheat varieties are approved - making shipments a logistical and infrastructural challenge. Result China bought just 50K tons of Russian wheat in 24/25 out of [---] MMT total imports. When will this change EU & Australia wheat exporters want to know. #oatt #oott #sizovreport #china #tradewars"  
[X Link](https://x.com/sizov_andre/status/1962916577587642465)  2025-09-02T16:32Z 37.2K followers, [----] engagements


"Winter #wheat planting kicks off in the Black Sea ⚠ Dry again in the Russian South a worrying dj vu. 🔁 Last falls moisture shortage was the first red flag before this years poor southern harvest. Get the full crop & weather breakdown: #oatt #sizovreport #agwx https://sizov.report/utm_campaign=Sep03 https://sizov.report/utm_campaign=Sep03 https://sizov.report/utm_campaign=Sep03 https://sizov.report/utm_campaign=Sep03"  
[X Link](https://x.com/sizov_andre/status/1963223758107492816)  2025-09-03T12:53Z 37.3K followers, [----] engagements


"#Tunisia purchased [---] tmt of #wheat at $256/mt for OctoberNovember delivery #oatt Germanys Agriculture Ministry estimated the countrys winter wheat production at [-----] mmt up 26% from last year. Total grain output was estimated at [-----] mmt 15% higher than a year ago. More: https://t.co/1bKMb18Wcu #oatt #sizovreport Germanys Agriculture Ministry estimated the countrys winter wheat production at [-----] mmt up 26% from last year. Total grain output was estimated at [-----] mmt 15% higher than a year ago. More: https://t.co/1bKMb18Wcu #oatt #sizovreport"  
[X Link](https://x.com/sizov_andre/status/1963563565572391022)  2025-09-04T11:23Z 37.2K followers, [----] engagements


"Russia & Global #grain market weekly Sep 01-05 2025: * #Wheat Slips on Soft Russian FOB; Global Supply Tone Bearish * Export Pace Remains Below Average * Ruble Food Wheat Prices Flat After Weeks of Decline * Siberia Seen Turning Drier More: #oatt #russia #blacksea https://sizov.report/reports/27562/utm_campaign=Sep08 https://sizov.report/reports/27562/utm_campaign=Sep08 https://sizov.report/reports/27562/utm_campaign=Sep08 https://sizov.report/reports/27562/utm_campaign=Sep08"  
[X Link](https://x.com/sizov_andre/status/1965066395785285641)  2025-09-08T14:55Z 37.3K followers, [----] engagements


"Despite the overwhelmingly bearish narrative funds have been quietly covering their shorts in #corn for two months now and adding longs. 📉 Net short position dropped from 190K to 95K contracts as of last week (CFTC). Whats going on here 👀 #corn #oatt #sizovreport"  
[X Link](https://x.com/sizov_andre/status/1965071426358284337)  2025-09-08T15:15Z 37.3K followers, [----] engagements


"Flood-hit India Pakistan face rising basmati prices amid crop losses https://www.reuters.com/sustainability/land-use-biodiversity/flood-hit-india-pakistan-face-rising-basmati-prices-amid-crop-losses-2025-09-08/taid=68bf3241181f3c0001539da5&utm_campaign=trueAnthem:+Trending+Content&utm_medium=trueAnthem&utm_source=twitter https://www.reuters.com/sustainability/land-use-biodiversity/flood-hit-india-pakistan-face-rising-basmati-prices-amid-crop-losses-2025-09-08/taid=68bf3241181f3c0001539da5&utm_campaign=trueAnthem:+Trending+Content&utm_medium=trueAnthem&utm_source=twitter"  
[X Link](https://x.com/sizov_andre/status/1965314238554972578)  2025-09-09T07:20Z 37.3K followers, [----] engagements


"📉 Cheaper ruble cheaper Russian wheat USDRUB just hit its highest level since May - and that could boost Russias export edge on global #wheat markets. #oatt #sizovreport"  
[X Link](https://x.com/sizov_andre/status/1965380616431845555)  2025-09-09T11:43Z 37.3K followers, [----] engagements


"Have #grains decided to take a nap until Fridays #WASDE All trading ranges are just a few cents 💤 #Corn: #oatt"  
[X Link](https://x.com/sizov_andre/status/1965427075386613952)  2025-09-09T14:48Z 37.3K followers, [----] engagements


"Where's the demand --- Between July [--] and September [--] the EU exported [---] mmt of soft #wheat down from [---] mmt a year earlier according to European Commission data. Export figures for France Bulgaria and Ireland remain incomplete analysts cautioned. #oatt Ukraines winter planting area for [----] is projected at [----] mln ha up from [----] mln ha a year earlier according to data from the Economy Ministry. More: https://t.co/H9asYk2Miv #oatt #sizovreport Ukraines winter planting area for [----] is projected at [----] mln ha up from [----] mln ha a year earlier according to data from the Economy Ministry."  
[X Link](https://x.com/sizov_andre/status/1965738117488582782)  2025-09-10T11:24Z 37.3K followers, [----] engagements


"Ruble crash = cheaper Russian #wheat Maybe. but a massive drop in FOB values seems unlikely at this stage. Why * Domestic ruble prices are likely to rise * Weekly export tax (based on USDRUB + reported export prices) will increase soon Yes a weaker ruble helpsbut the math isnt that simple. More here 👉 #oatt #sizovreport #BlackSea https://sizov.report/utm_campaign=Sep10 https://sizov.report/utm_campaign=Sep10"  
[X Link](https://x.com/sizov_andre/status/1965743677910790200)  2025-09-10T11:46Z 37.3K followers, [----] engagements


"The US Supreme Court will decide whether the bulk of President Donald Trumps tariffs are legal with arguments to be heard in the first week of November. The tariffs which affect trillions of dollars in international commerce remain in place for now despite a federal appeals court ruling that Trump exceeded his authority by imposing them. A decision striking down the tariffs could cut the current average US effective tariff rate and force the US to refund tens of billions of dollars potentially upending preliminary trade deals Trump has struck with some countries."  
[X Link](https://x.com/sizov_andre/status/1965765988638470393)  2025-09-10T13:15Z 37.3K followers, [----] engagements


"Bears shout that Russia will crash the #wheat market with exports. But reality looks different: 🔹 Harvest pressure is muted 🔹 Ruble slide not fully passed to FOB: - Farmers want higher prices - Export tax rising fast What we wrote days ago: Ruble sliding hard (85 vs [----] on Aug 25). Bearish but likely overplayed. Export tax to $78 from $2.1 taking some sting out. Farmers arent rushing to sell and may want a USDRUB premium. And now: Export tax +$4 WoW Port bids +$6 WoW ➡ Exporters costs +$10 WoW The Russia floods the market narrative doesnt hold. Full breakdown in our weekly note: #oatt"  
[X Link](https://x.com/sizov_andre/status/1966480884992745914)  2025-09-12T12:35Z 37.3K followers, [----] engagements


"A few days ago Ukraine hit Russias largest oil terminal in Primorsk. Now Zelensky hints other terminals may be next. If you trade #grain ask yourself: Oil is Russias #1 export Whats Ukraines #1 export How well are Odessas terminals defended And how well is all of the above priced in Join our subscribers' Discord 👉 #oatt #wheat #blacksea #sizovreport https://sizov.report/utm_campaign=Sep14 https://sizov.report/utm_campaign=Sep14"  
[X Link](https://x.com/sizov_andre/status/1967300848616169915)  2025-09-14T18:54Z 37.3K followers, 21.3K engagements


"Russia & Global #grain market weekly Sep 08-12 2025: *#Grains End Week Higher After WASDE * Russian Export Pace Remains Below Average * Ruble #Wheat Prices Up * Russian Weather: Favorable for Harvest and Winter Planting More: #oatt #sizovreport #blacksea https://sizov.report/reports/27639/utm_campaign=Sep15 https://sizov.report/reports/27639/utm_campaign=Sep15 https://sizov.report/reports/27639/utm_campaign=Sep15 https://sizov.report/reports/27639/utm_campaign=Sep15"  
[X Link](https://x.com/sizov_andre/status/1967580886783947073)  2025-09-15T13:26Z 37.3K followers, [----] engagements


"Russia revives barter trade to dodge Western sanctions #oatt https://www.reuters.com/business/finance/wheat-chinese-cars-russia-turns-barter-skirt-sanctions-2025-09-15/#::text=secondary%20sanctions https://www.reuters.com/business/finance/wheat-chinese-cars-russia-turns-barter-skirt-sanctions-2025-09-15/#::text=secondary%20sanctions"  
[X Link](https://x.com/sizov_andre/status/1967620410331066619)  2025-09-15T16:03Z 37.3K followers, [----] engagements


"Chinese summer #wheat purchases exceed 100m tons proceed smoothly - Global Times https://buff.ly/x8HZSGv https://buff.ly/x8HZSGv"  
[X Link](https://x.com/sizov_andre/status/1967896255293460757)  2025-09-16T10:20Z 37.3K followers, [----] engagements


"Last week bids in Russian ports jumped by [---] rub/mt ($6) 📈 🔹 Strong demand 🔹 Weak ruble 🔹 Limited farmer selling Not much room left for exporters to cut FOB values Full report: #oatt #sizovreport #russia https://sizov.report/reports/27639/utm_campaign=Sep16 https://sizov.report/reports/27639/utm_campaign=Sep16"  
[X Link](https://x.com/sizov_andre/status/1967919668687147480)  2025-09-16T11:53Z 37.3K followers, [----] engagements


"Tyson Foods to Eliminate #Corn Syrup From Products by Year-End #oatt https://buff.ly/4SJDzne https://buff.ly/4SJDzne"  
[X Link](https://x.com/sizov_andre/status/1967940313344806949)  2025-09-16T13:15Z 37.4K followers, [----] engagements


"@jnev64 @jimmythejet11 i wasn't trolling thought i might be missing something"  
[X Link](https://x.com/sizov_andre/status/1967948973530063194)  2025-09-16T13:49Z 37.3K followers, [---] engagements


"Kazakhstans Grain Union estimates the countrys #wheat crop at [----] mmt down from [----] mmt a year earlier. #oatt Kazakhstans Grain Union estimates the countrys wheat crop at [----] mmt down from [----] mmt a year earlier. The decline is attributed to changes in crop area structure according to union analysts. More: https://t.co/JtN9Sf8KPh #oatt #sizovreport Kazakhstans Grain Union estimates the countrys wheat crop at [----] mmt down from [----] mmt a year earlier. The decline is attributed to changes in crop area structure according to union analysts. More: https://t.co/JtN9Sf8KPh #oatt #sizovreport"  
[X Link](https://x.com/sizov_andre/status/1967972295638687982)  2025-09-16T15:22Z 37.3K followers, [----] engagements


"@jimmythejet11 @jnev64"  
[X Link](https://x.com/sizov_andre/status/1968039641384378509)  2025-09-16T19:49Z 37.3K followers, [--] engagements


"RTRS  Iran may have booked up to [---] MMT of #wheat in August mostly from Russia. If true thats already two-thirds of the USDAs total import estimate for the season. What do the Persians know 🧐 #oatt"  
[X Link](https://x.com/sizov_andre/status/1969005902863667263)  2025-09-19T11:49Z 37.4K followers, [----] engagements


"Algeria is holding a #wheat tender tomorrow. Could be big.they bought around [--] mmt last time. #oatt On Sept. [--] Algerias OAIC will hold a tender for a nominal [--] tmt of milling wheat for OctoberNovember shipment. According to traders OAIC purchased about [--] mmt of wheat at the July tender. More: https://t.co/uuRagW9hSp #oatt #sizovreport On Sept. [--] Algerias OAIC will hold a tender for a nominal [--] tmt of milling wheat for OctoberNovember shipment. According to traders OAIC purchased about [--] mmt of wheat at the July tender. More: https://t.co/uuRagW9hSp #oatt #sizovreport"  
[X Link](https://x.com/sizov_andre/status/1970114101520334897)  2025-09-22T13:12Z 37.4K followers, [----] engagements


"Russia & Global #grain market weekly Sep 15-19: #Wheat Mixed as China Tension Weighs on CBOT; Firmer FOB Supports Prices Russian Weekly Shipments Down Sales Up Sharply Wheat Mixed in Rubles; Sunflower Higher Despite New Harvest Siberia Speeds Up Harvest; Watch Dryness in Winter-Wheat Regions Full report: #oatt #sizovreport https://sizov.report/reports/27690/utm_campaign=Sep22 https://sizov.report/reports/27690/utm_campaign=Sep22"  
[X Link](https://x.com/sizov_andre/status/1970135955643219993)  2025-09-22T14:39Z 37.4K followers, [----] engagements


"#Corn and #soybeans are lower week on week amid US-China #tradewar. #Wheat flat supported by higher FOB globally. #oatt #sizovreport"  
[X Link](https://x.com/sizov_andre/status/1970140639502471549)  2025-09-22T14:58Z 37.4K followers, [----] engagements


"China August #soybean arrivals from Brazil rise 2.4% Hellenic Shipping News Worldwide https://buff.ly/ouvS2YF https://buff.ly/ouvS2YF"  
[X Link](https://x.com/sizov_andre/status/1970157096466370780)  2025-09-22T16:03Z 37.4K followers, [----] engagements


"So #China has bought [--] vessels of Argentine #soybeans (1.3 MMT) 🚢 At this pace Argentina's soybean export program could be wrapped up in a single week #oatt #tradewars https://www.reuters.com/world/china/china-expands-argentina-soybean-buying-20-cargoes-traders-say-2025-09-24/ https://www.reuters.com/world/china/china-expands-argentina-soybean-buying-20-cargoes-traders-say-2025-09-24/"  
[X Link](https://x.com/sizov_andre/status/1970816055443591451)  2025-09-24T11:42Z 37.4K followers, [----] engagements


"RTRS: Euronext #wheat ended higher on Tuesday as renewed demand including an Algerian import tender supported a technical recovery from contract lows. "The [---] euro support holds for now in December Matif (Euronext) wheat despite aggressive fund sales in the previous week" Andrey Sizov head of consultancy Sovecon said referring to a record short position for investment funds. December wheat on Euronext market settled 0.5% up at [------] euros ($224.26) per metric ton. Chicago wheat rebounded more sharply adding around 2% to come off contract lows. #oatt"  
[X Link](https://x.com/sizov_andre/status/1970866526442942969)  2025-09-24T15:02Z 37.4K followers, [----] engagements


"Oof. Tired of hearing about the "#wheat glut" Here's a reminder: global stocks-to-use in major exporting countries is just marginally above record lows. Yes fundamentals might not matter right now but sooner or later they will. #oatt #sizovreport"  
[X Link](https://x.com/sizov_andre/status/1970920899051450630)  2025-09-24T18:38Z 37.4K followers, 17.1K engagements


"@BuxaKevin let's see how this will age"  
[X Link](https://x.com/sizov_andre/status/1970925100812861724)  2025-09-24T18:55Z 37.4K followers, [---] engagements


"@BuxaKevin btw precious metals are a special case but why commodities are being ignored during this "buy everything" run"  
[X Link](https://x.com/sizov_andre/status/1970925344514507141)  2025-09-24T18:56Z 37.4K followers, [---] engagements


"HSBC Says New Quantum Computing Trial Beat Wall Street Rivals https://buff.ly/MAWZXoi https://buff.ly/MAWZXoi"  
[X Link](https://x.com/sizov_andre/status/1971201837366690232)  2025-09-25T13:15Z 37.4K followers, [----] engagements


"@SoybeanTrader88 @traderchicago7 @GoddessofGrain @CDCoffelt and trade deficit narrative could be needed mainly to increase budget revenues"  
[X Link](https://x.com/sizov_andre/status/1971209242876183036)  2025-09-25T13:44Z 37.4K followers, [---] engagements


"Harvest pressure Nowhere to be seen. Russian #wheat prices keep climbing: 🔹 Ruble food wheat bids are rising again 🔹 12.5% protein FOB is once again above $230 Still waiting for that $200 Black Sea crash to cover your needs You might want a plan B. Full update coming later today: #oatt #sizovreport #blacksea https://sizov.report/utm_campaign=Sep26 https://sizov.report/utm_campaign=Sep26"  
[X Link](https://x.com/sizov_andre/status/1971579564854759696)  2025-09-26T14:16Z 37.4K followers, 11.9K engagements


"Russia & Global #grain market weekly Sep 22-26 2025: Argentina Flash Sale Weigh on Ags Strong FOB Supports #Wheat Russian Weekly Shipments Inch Higher Ruble Wheat Market Supported by Strong Demand in South; Volga Valley See Harvest Pressure; Sunflowers Rise Again Siberian Wheat Harvest Looks Good More: #oatt #blacksea #sizovreport https://sizov.report/reports/27750/utm_campaign=Sep29 https://sizov.report/reports/27750/utm_campaign=Sep29"  
[X Link](https://x.com/sizov_andre/status/1972658438346825814)  2025-09-29T13:43Z 37.4K followers, [----] engagements


"Russia expects China to open market to winter #wheat barley fuel pellets - Reshetnikov https://buff.ly/wVKvmUC https://buff.ly/wVKvmUC"  
[X Link](https://x.com/sizov_andre/status/1972693877908746623)  2025-09-29T16:04Z 37.4K followers, [----] engagements


"SovEcon: Russian port bids higher as exporters caught short Last week ruble bids in ports rose as several large traders were likely caught short ahead of arriving vessels. Average bids rose [---] rub for both wheat and barley. 12.5% #wheat bids in deep-sea ports: [----------] rub/mt. #Barley bids: [----------] rub/mt. The wheat export tax was set at [-----] rub/mt ($7.9/mt) based on an index price of $226.0/mt and a USDRUB rate of [----] versus [-----] rub/mt ($5.8/mt) a week earlier. Full report: #oatt #sizovreport #blacksea https://sizov.report/reports/27750/utm_campaign=Sep30"  
[X Link](https://x.com/sizov_andre/status/1973001601381028262)  2025-09-30T12:26Z 37.5K followers, [----] engagements


"How a US government shutdown would affect USDA data nutrition programs and operations https://www.reuters.com/world/us/how-us-government-shutdown-would-affect-usda-data-nutrition-programs-operations-2025-09-30/ https://www.reuters.com/world/us/how-us-government-shutdown-would-affect-usda-data-nutrition-programs-operations-2025-09-30/"  
[X Link](https://x.com/sizov_andre/status/1973174974795096150)  2025-09-30T23:55Z 37.4K followers, [--] engagements


"The government #shutdown - what does it mean for ags #oatt #pumpanddump #china #tradewars Bearish Bullish Show me the results Neutral Bearish Bullish Show me the results Neutral"  
[X Link](https://x.com/sizov_andre/status/1973326157698490550)  2025-10-01T09:56Z 37.4K followers, [--] engagements


"U.S. lawmakers give up on China resuming crop purchases https://buff.ly/FdkD7K5 https://buff.ly/FdkD7K5"  
[X Link](https://x.com/sizov_andre/status/1973419095220437118)  2025-10-01T16:05Z 37.4K followers, [----] engagements


"@sabanbuttanri @GRAINSOILSEEDS yes wheat is pretty cheap disagree with the rest of your take commodities took off because of COVID ( wti dropped below [--] in April [----] 😉)"  
[X Link](https://x.com/sizov_andre/status/1973469319809180087)  2025-10-01T19:25Z 37.5K followers, [---] engagements


"That aged well #oatt #wheat #blacksea RTRS: Vance says the US is considering Tomahawk missiles for Ukraine. Wonder if #wheat starts to pay attention. If you trade it you should. But keep in mind: Kyiv is unlikely to receive any Tomahawks - for one simple reason - they are largely ship/submarine-based. My take on https://t.co/csQ5DXnJws RTRS: Vance says the US is considering Tomahawk missiles for Ukraine. Wonder if #wheat starts to pay attention. If you trade it you should. But keep in mind: Kyiv is unlikely to receive any Tomahawks - for one simple reason - they are largely"  
[X Link](https://x.com/sizov_andre/status/1973908912131776719)  2025-10-03T00:32Z 37.4K followers, [----] engagements


"Treasury Department considers minting a $1 Trump coin - Politico Will they be worth more than $1 #dxy"  
[X Link](https://x.com/sizov_andre/status/1974172482480505035)  2025-10-03T17:59Z 37.5K followers, [----] engagements


"Russia & Global #grain market weekly Sep 29-Oct [--] 2025: * #Grains Slip on U.S. Stocks; Black Sea #Wheat FOB Mostly Steady * Russian Shipments Speeding Up * Ruble Grain Market Lower * Cold Weather Threatens Harvesting in Siberia More: #oatt #sizovreport #blacksea https://sizov.report/reports/27784/utm_campaign=Oct03 https://sizov.report/reports/27784/utm_campaign=Oct03 https://sizov.report/reports/27784/utm_campaign=Oct03 https://sizov.report/reports/27784/utm_campaign=Oct03"  
[X Link](https://x.com/sizov_andre/status/1975211581983150244)  2025-10-06T14:48Z 37.5K followers, [----] engagements


"Temperature on the Moon dropped to record low of -150C.could it impact the weather in your city next summer🧐🧐🥶🥶🥶 🥶 Le #froid s'intensifie en #Sibrie avec des tempratures s'abaissant jusqu' -27C largement sous les normales. Ce froid prcoce peut-il avoir une influence sur l'hiver prochain en France Rponse dans notre article ➡ https://t.co/F60tx4Dyg6 https://t.co/OLPh3AwCnC 🥶 Le #froid s'intensifie en #Sibrie avec des tempratures s'abaissant jusqu' -27C largement sous les normales. Ce froid prcoce peut-il avoir une influence sur l'hiver prochain en France Rponse dans notre article ➡"  
[X Link](https://x.com/sizov_andre/status/1975646193968685287)  2025-10-07T19:35Z 37.5K followers, [----] engagements


"@Meteovilles Temperature on the Moon dropped to record low of -150C.could it impact the weather in your city next summer🧐🧐🥶🥶🥶"  
[X Link](https://x.com/sizov_andre/status/1975646219641712978)  2025-10-07T19:35Z 37.5K followers, [---] engagements


"Snow cover is expanding in Siberia. 🌨 About [---] mln ha still need to be harvested that's roughly [--] MMT of #wheat. Losses could be substantial. Black Sea and global #wheat insights for funds and traders: #oatt #sizovreport #agwx https://sizov.report/utm_campaign=Oct08 https://sizov.report/utm_campaign=Oct08"  
[X Link](https://x.com/sizov_andre/status/1975888847700648259)  2025-10-08T11:39Z 37.5K followers, [----] engagements


"@Stanovaya @RohrSchalmei1 you thinks it's tomahawks per se i suspect the kremlin doesn't like the idea of provision of new type of weapons to ukraine (and they know that tomahawks won't be provided because afu don't have ships/submarines to launch them)"  
[X Link](https://x.com/sizov_andre/status/1975985770331799691)  2025-10-08T18:04Z 37.5K followers, [---] engagements


"Rosario Board of Trade raised its estimate for Argentinas 2025/26 #wheat crop to [--] mmt from [--] mmt citing high yields supported by abundant rainfall. #oatt #agwx The Rosario Board of Trade raised its estimate for Argentinas 2025/26 wheat crop to [--] mmt from [--] mmt citing high yields supported by abundant rainfall. More: https://t.co/y5yiGSbkeo #oatt #sizovreport The Rosario Board of Trade raised its estimate for Argentinas 2025/26 wheat crop to [--] mmt from [--] mmt citing high yields supported by abundant rainfall. More: https://t.co/y5yiGSbkeo #oatt #sizovreport"  
[X Link](https://x.com/sizov_andre/status/1976276405563556304)  2025-10-09T13:19Z 37.5K followers, [----] engagements


"Trump talks beans again. But this time the market barely flinched. No urgency from Beijing to make any deals. China is well covered for months ahead. --- RTRS: U.S. President Donald Trump said Thursday he plans to discuss #soybeans with Chinese President Xi Jinping during their upcoming meeting while issuing a warning about potential restrictions on Chinese imports to the United States. Trump indicated the United States might need to halt a significant portion of imports from China if trade relations between the two countries do not improve. #oatt #sizovreport"  
[X Link](https://x.com/sizov_andre/status/1976342066402562438)  2025-10-09T17:40Z 37.5K followers, [----] engagements


"China expands rare earths export restrictions to new elements https://buff.ly/VLa4WWq https://buff.ly/VLa4WWq"  
[X Link](https://x.com/sizov_andre/status/1976548274581516751)  2025-10-10T07:20Z 37.5K followers, [----] engagements


"Tunisias grain agency ODC will hold a tender on October [--] to buy [------] mt of #wheat for NovemberDecember delivery European traders said. Tunisias grain agency ODC will hold a tender on October [--] to buy [------] mt of wheat for NovemberDecember delivery European traders said. More: https://t.co/hLfXrc14nw #oatt #sizovreport Tunisias grain agency ODC will hold a tender on October [--] to buy [------] mt of wheat for NovemberDecember delivery European traders said. More: https://t.co/hLfXrc14nw #oatt #sizovreport"  
[X Link](https://x.com/sizov_andre/status/1976620722169798755)  2025-10-10T12:07Z 37.5K followers, [----] engagements


"China Escalates US Trade Fight With Curbs on Shipping https://buff.ly/c98a4Rx https://buff.ly/c98a4Rx"  
[X Link](https://x.com/sizov_andre/status/1978069637137911990)  2025-10-14T12:05Z 37.5K followers, [----] engagements


"Reuters: Trump targets China cooking oil trade - but sales were already tanking https://buff.ly/WqCm6Uh https://buff.ly/WqCm6Uh"  
[X Link](https://x.com/sizov_andre/status/1978449578308321495)  2025-10-15T13:15Z 37.5K followers, [----] engagements


"Bessent Calls China Trade Negotiator Unhinged Wolf Warrior - BBG https://buff.ly/YhtLREl https://buff.ly/YhtLREl"  
[X Link](https://x.com/sizov_andre/status/1978811962906530092)  2025-10-16T13:15Z 37.5K followers, [----] engagements


"Aging well President Trump says he will meet with Putin in Hungary after a "productive" call with the Russian leader. Trump and Zelensky to meet tomorrow. Ukraines president is likely to ask for substantial military support. If headlines are correct and he really "won Trump over" we could see a major escalation around the Black Sea. However I have doubts about the Western media https://t.co/9eACik7ucr Trump and Zelensky to meet tomorrow. Ukraines president is likely to ask for substantial military support. If headlines are correct and he really "won Trump over" we could see a major escalation"  
[X Link](https://x.com/sizov_andre/status/1978882238755258577)  2025-10-16T17:54Z 37.5K followers, [----] engagements


"Let me save you a clickCooking oil isnt a new front in the US-China trade war. Imports were already heading to zero long ago thanks to earlier regulatory changes in both China and the US. #oatt Cooking oil could become a new front in the US-China trade war as tensions between the two countries ratchet up. Here's what you need to know https://t.co/cKuNlwTfOA Cooking oil could become a new front in the US-China trade war as tensions between the two countries ratchet up. Here's what you need to know https://t.co/cKuNlwTfOA"  
[X Link](https://x.com/sizov_andre/status/1978896137508504058)  2025-10-16T18:49Z 37.5K followers, [----] engagements


"@HTSCommodities Mostly yeswith a few exceptions like Hungary or Austria"  
[X Link](https://x.com/sizov_andre/status/1979241099240657395)  2025-10-17T17:40Z 37.5K followers, [--] engagements


"Since suprise [---] MMT #wheat purchase by GASC Egyptian pound has lost 12% vs USD. What a coincedence"  
[X Link](https://x.com/sizov_andre/status/839620558010662912)  2017-03-08T23:35Z 34.9K followers, [--] engagements


"RUS Central Bank lowers % from [----] to [----] on getting close to CPI target. USDRUB remains stable not much help for exporters"  
[X Link](https://x.com/sizov_andre/status/857908603390484480)  2017-04-28T10:45Z 34.9K followers, [--] engagements


"Returns from US #farmland fall to lowest since [----] as #Corn Belt values ease. But it's still 6% not bad for current crops prices eh. Don't wait for $1000 BTC convert everything in fiat now and buy some land. If you are brave - in Russia https://buff.ly/2n10bwx https://buff.ly/2n10bwx"  
[X Link](https://x.com/sizov_andre/status/955553429681733632)  2018-01-22T21:31Z 35K followers, [--] engagements


"Trade Conflict Hits Agriculture Commodities - WSJ With China reducing its dependence on U.S. #corn in recent months China had to look somewhere else for corn and that somewhere else was Ukraine said Andrey Sizov from SovEcon. https://buff.ly/2IUBuMj https://buff.ly/2IUBuMj"  
[X Link](https://x.com/sizov_andre/status/978322456682356736)  2018-03-26T17:27Z 35K followers, [--] engagements


"USDRUB +8% this week on a panic selloff of ruble assets. Significant support for RUS #wheat exports. We are likely to up our #wheat export target from [----] mmt (USDA: 37.5). Register for the webinar to know more . $149 / free for TSR subscribers. http://promo.sovecon.ru/webinar/ http://promo.sovecon.ru/webinar/"  
[X Link](https://x.com/sizov_andre/status/983692847873486849)  2018-04-10T13:07Z 34.9K followers, [--] engagements

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