@BVG_Trading @BVG_Trading
Your Partner in Risk Management! Contact us at [email protected] bvg.net Pretoria Joined January 2013-
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@BVG_Trading retweeted
Tonight's HOT TAKE is all about Argentina who has turned agriculture upside down this week 🇦🇷 Outsized role in global ag 💵Ag exports =backbone of the economy 🦵How the Trump Admin just kicked the US farmer while they're already down Link in bio or DM me for a 7 day free trial
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@BVG_Trading retweeted
#EU #Corn exports off to a slow start in 25/26: #Romania dominates (36.02 Kt), Poland lags (7.53 Kt). agricolumn.ro/platform
@BVG_Trading retweeted
Dec 🌽 Seasonal Pattern:
@BVG_Trading retweeted
Dec/Mar 🌽 Spread. Bottom in? Spreads friendly again today.
@BVG_Trading retweeted
World Wheat Stocks-to-Use Ratio Lowest Since 2015: 🌾
@BVG_Trading retweeted
Brazil soy production *potential* for 25/26 is much closer to 185 MMTs than the 175 being advertised Note how 🇧🇷🇺🇸 were tied in soybean production a mere 7 yrs ago @ ~120 MMTs each👀 Since then, 🇧🇷 prod. has skyrocketed & could continue quickly towards 200 MMTs (Wx permitting)
@BVG_Trading retweeted
In the first day of the Zero Export Tax Program, #soybean FS climbed to 534K tons. But the market surprises selling 308K tons of 2025/26 soybean!!! Could we see a large volume of the new crop sold during this "promo"? Keep in touch. #oilseed #vegoils #agribusiness
@BVG_Trading retweeted
🌧️☀️️🌤⛈️️ WEATHER UPDATE: More severe thunderstorms and disruptive rainfall on Thursday. See snowreport.co.za for the full forecast #saws #saweather #forecast #weatherwarnings
@BVG_Trading retweeted
@BVG_Trading retweeted
From June through last week, a total of 567 soybean cargoes were traded CFR China. Arg and Brz sold 166 more cargoes vs. LY. Argentina will likely keep gaining market share after the reduction in retenciones, which should help China cover the Nov–Dec window. Will Argy farmers…
@BVG_Trading retweeted
Corn export inspections were lower week over week but higher year over year. Soybean inspections were lower week over week but almost unchanged year over year. Wheat inspections were higher week over week and year over year. #OATT
@BVG_Trading retweeted
Extended weather forecast for Wednesday and Thursday, 24-25 September 2025: Fine in the western interior, otherwise partly cloudy and cool to warm but hot in places with isolated to scattered showers and thundershowers in the east but widespread in the south-east on Wednesday.
@BVG_Trading retweeted
❄ SNOW FORECAST: Snowfall is indicated for Lesotho and South Africa from late on Tuesday, through Wednesday and into Thursday this week - more details at snowreport.co.za #snowreportsa #africansnow #weather
@BVG_Trading retweeted
🇧🇷Brazil has planted 0.9% of its soybean area for 2025/26, about the same pace as a year ago. Industry estimates generally peg the crop between 175-180 million metric tons, a new record high.
@BVG_Trading retweeted
Wheat has posted some impressive numbers so far this marketing year. Total U.S. export sales - relative to full-year predictions - are at a 12-year high. Sales are up 21% on the year.
@BVG_Trading retweeted
Soybeans breaking below a critical level 🌱 ❌ $10.12 gives back 61.8% of the entire +80 cent rally off the $9.80 lows. This is seen as a standard level for a correction. Anything below indicates it might be something bigger. Below this blue box we have a gap of air down…
Soybeans breaking below a critical level 🌱 ❌ $10.12 gives back 61.8% of the entire +80 cent rally off the $9.80 lows. This is seen as a standard level for a correction. Anything below indicates it might be something bigger. Below this blue box we have a gap of air down… https://t.co/XHqy7HlQXz
@BVG_Trading retweeted
🌽Funds continued trimming their net short position in CBOT corn futures and options through Sept. 16. Their new net short of 80k contracts is the least bearish in over four months. But last week's move was heavy on short covering, and specs removed long positions as well.
@BVG_Trading retweeted
Corn fields as a percentage of land area by US state
@BVG_Trading retweeted
Speculators reduce their net short in wheat. The net position still remains towards heavy 'bets' on a falling market.
@BVG_Trading retweeted
Weather forecast for today & tomorrow, 21 - 22 September 2025. Partly cloudy & warm to cool conditions are expected, with isolated to scattered showers & thundershowers over the central & eastern parts of the country. #saws #weatheroutlook #southafricanweather
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