Sal

Hormuz just tightened. AIS shows tanker queues building inside the Gulf. Eastbound exits collapsed. That’s not noise. That’s flow disruption!

🇷🇺🌾Russian barley back on the screen at agressive numbers, 235$ FOB! #Ukraine and #France feeling the heat already. Market’s staring at one thing only: volume & duration! #oatt #agtwitter #barley

@alegenbattery milling wheat

@cmdtySal This is milling or durum wheat ?

🇷🇺🌾Russian 12.5% wheat traded at 226$ FOB! After months of calm and a harvest-delay peak in August, prices are now sliding and plenty of sellers on the market! 🌾📉 #oatt #agtwitter #wheat #Russia

💥 Turkey 🇹🇷 TMO has booked 300,000 MT 12.5% protein Russian milling wheat 🌾 outside tender from United Grain Company (UGC aka “OZK” ),. for shipment in 7 vessels by 31st December 2025. Price undisclosed… 💸 Wheat can be a tool of geopolitical influence!

🇺🇦🌽Ukrainian corn traded today above 220$+ FOB! Despite stronger-than-expected production and yields, the market won’t cool off! Harvest delays and fresh logistics headaches keep nearby FOB levels climbing🔼 #oatt #agtwitter #Ukraine #corn

🇹🇷TMO just announced a 255k #barley tender! taking place next Tuesday, 30th of September!

🚨 BREAKING: Ukraine’s #Chornomorsk Sea Port warns of mine threats amid ongoing military operations! ➡️ Civilian vessel traffic may face restrictions! ➡️ Ship owners must provide guarantees to exit port. #oatt #agtwitter

🚨 @JMilei announced permanent export tax cuts at La Rural! 🌱 #Soybeans: 33% → 26% 🌽 #Corn & Sorghum: 12% → 9.5% 🌻 #Sunflower: 7.5% → 5.5% 🛢️ Byproducts: 31% → 24% 🌾 #Wheat & #Barley stay at 9.5% 🇦🇷As Milei would say: ¡Viva la libertad agro, carajo!

@gemoscatelli Indeed. Buyers holding firm at $235–237 Too many offers at these high levels. sellers will blink soon.

@cmdtySal FOB? Expensive

🌾🇷🇺Russian #wheat sellers are back in the game, and they're not being shy! After weeks of silence, they're flooding the market with multiple offers at $245/mt FOB for 12.5pro The silence is over! #oatt #AgTwitter #Russia

#Barley is back in the spotlight! 10–12 vessels rumored sold to #China 🇨🇳, July traders scrambling to cover in #Ukraine Local 🇺🇦 market tight, $202 CPT traded. First pmx arrives for LDC, ADM/Cargill next. FOB CVB 🇷🇴 sellers at €178+ #Russia 🇷🇺 no offers at all! Bulls sniffing blood! #oatt #AgTwitter #Romania

@lockedlimit This wasn’t really a short squeeze. There was genuine demand at that price level, mainly from Turkish companies purchasing on behalf of Iran. However, they were the only ones to pay those prices. Now that this demand appears to be easing, the remaining buyers are bidding lower

@cmdtySal short squeeze?

🇺🇦🌽Ukrainian corn recently traded at 253$ FOB POC! Feels like that was the peak — and a sharp correction might be right around the corner...🌽📉 Not much left to sell — but who’s paying these prices? Only Iran. Other destinations are at least 10$ lower! #Ukraine #corn #oatt

@OGTCHedger March 2023, peak was around $260/mt FOB

@cmdtySal When is the last time Ukraine traded this high?

🇺🇦🌽Ukraine corn trading above $240 FOB POC for April! Mainly fueled by local Ukrainian sellers aggressively covering their short positions! 🔥🔼 #AgTwitter #oatt #corn #Ukraine️

@gemoscatelli 242 highest trade/wash-out

@cmdtySal How much above $240?

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 ➡️ trib.al/2UOhOqn 📺 Sky 501 and YouTube

🚨 BREAKING 🚨 Missile strike hits Odesa Port: The MJ Pinar vessel, loading #wheat for export, was attacked. Crew members have been killed! Confirmed damage: ‼️ Berth No. 35 ‼️Grain gallery at Brooklyn-Kyiv LLC terminal #oatt #Ukraine #Russia #AgTwitter