Chuck_Penner

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Chuck_Penner

Chuck_Penner

@LeftFieldCR

LeftField is your research department for 16 Canadian crop markets - small grains, oilseeds & special crops - adding confidence to marketing decisions

Winnipeg, Canada Katılım Ekim 2011
1.2K Takip Edilen7K Takipçiler
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Chuck_Penner
Chuck_Penner@LeftFieldCR·
For 48 weeks a year, @leftfieldcr and @JonDriedger cover 8 special crops, 2 oilseeds and 6 grains focused on Canada but with a global view. For a free 4-week trial of any of our four reports, go to leftfieldcr.com
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Chuck_Penner@LeftFieldCR·
@brian_perillat Not as long as I can remember. But Chinese imports have been growing at an impressive rate. Mostly Aussie with some Russian. FYI, we calculate FOB Vcr oats at US$230-235 currently.
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Brian Perillat
Brian Perillat@brian_perillat·
@LeftFieldCR Thanks. Had we exported a meaningful volume of oats to China in the past?
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Chuck_Penner
Chuck_Penner@LeftFieldCR·
Wouldn't it be great if Mr. Carney could use his friendly relations with China to open its doors to Cdn oats. Another large (and growing) buyer would help diversify demand. How many EVs would it take?
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Chuck_Penner
Chuck_Penner@LeftFieldCR·
@brian_perillat Not sure about ocean freight on a fluffy crop like oats. Trade data shows Aussie oats at US$280/t in Apr, but not sure if that's FOB or CNF. Problem is it's just theoretical. China has barred Cdn oats other than "planting seed", which amounts to about 1,000 tonnes per month.
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Chuck_Penner
Chuck_Penner@LeftFieldCR·
Sask canola planting struggling. Only 15% done as of May 18 vs 47% average. Will need ideal conditions to get it done.
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Ed White
Ed White@EdWhiteMarkets·
Prairie farmers: How is seeding going?
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Chuck_Penner
Chuck_Penner@LeftFieldCR·
@sizov_andre Here are the last few years. Planting window closes around June 10, give or take.
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Spiga Dorata
Spiga Dorata@spiga_dorata·
First "official" estimate of 2026/27 durum wheat crop in #Italy 🇮🇹🌾 given by CREA today at #DurumDays in Foggia ➡️ 3,85 million tons** 📈 up +5% from 3,65 million tons of last year (ISTAT data) driven by favourable weather condition and higher avg yields #durumwheat #bledur #granoduro
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Chuck_Penner
Chuck_Penner@LeftFieldCR·
@sizov_andre Last Saskatchewan Ag crop report (May 11) showed 14% spring wheat planted vs 53% last yr and 10-yr avg of 35%. Just got off a call with front-line people and progress ranges from 0% to 95% in various regions. And more rain forecast this week.
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Chuck_Penner
Chuck_Penner@LeftFieldCR·
Rain/snow over the last 7 days. Not ideal for catching up from planting delays in Sask.
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Andrey Sizov
Andrey Sizov@sizov_andre·
Russia’s spring #wheat planting is off to its slowest start in years. Now May matters most. Cold and wet weather has delayed fieldwork. Some regions could soon run out of time, with Siberia the key area to watch in our view. Bloomberg: A break in the rain and improved weather conditions across the country’s main grain-producing regions could help speed up planting, said Sizov. “The first half of May is a make-or-break period,” Sizov said by phone. “If there was no acceleration in May, then there would be serious problems.” For now, Russia’s total wheat output is seen at 89.7 million tons, slightly higher than the previous season, according to SovEcon. The new crop forecast is due this week: sizov.report/?utm_source=tw… #oatt #agwx #sizovreport
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Chuck_Penner
Chuck_Penner@LeftFieldCR·
A few samples of the analytics we do out in LeftField. Just one of 24 crop types in our monthly Cash Grain Reference for (data nerd) farmers.
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Angie Setzer
Angie Setzer@GoddessofGrain·
imagine if the meeting had gone badly
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Chuck_Penner
Chuck_Penner@LeftFieldCR·
Seasonal highs (5.0 indicators) showing up for a few crops this week. You know what that means though.
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Chuck_Penner
Chuck_Penner@LeftFieldCR·
PSA: Here's what the seasonal index indicates for flax prices over the next 12 weeks. You're welcome.
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Chuck_Penner
Chuck_Penner@LeftFieldCR·
Just noticed the shampoo in our shower is gluten free. What a relief!
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Chuck_Penner
Chuck_Penner@LeftFieldCR·
Nice surge in lentil exports heading into Q4 of 25/26. This would be the driver of improved red lentil bids in recent weeks.
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