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exit266

@exit266

72 (12) days left in the Black Sea Grain Initiative,
936 (+2) ships outbound carrying 29,555,390MT,
870(+3) ships delivered carrying 26,548,754MT.
06May

🧵⬇️ #bsgi #oatt #wheat #corn #barley #sunflowers #agriculture #maritime #graindeal #blackseagraininitiative

Exports per Continent

Europe 40.1%
Africa 11.8%
Asia 48.1%

Two ships left Ukraine on 06May, inspections reported today were:
Inbound 05May 1+, 06May 1
Outbound 06May 2

Read 10 tweets

exit266

@exit266

73 (13) days left in the Black Sea Grain Initiative,
934 (+2) ships outbound carrying 29,502,381MT,
867(+3) ships delivered carrying 26,428,041MT.
05May

🧵⬇️ #bsgi #oatt #wheat #corn #barley #sunflowers #agriculture #maritime #graindeal #blackseagraininitiative

29.5Million MT of agricultural products including 14.8Million MT of corn, that’s a lot of grain.

Two ships left Ukraine on 05May, inspections reported today were:
Inbound 05May 2
Outbound 05May 1

Read 9 tweets

exit266

@exit266

twitter.com/i/web/status/1…

74 (14) days left in the Black Sea Grain Initiative,
932 (+2) ships outbound carrying 29,437,381MT,
864(+0) ships delivered carrying 26,344,721MT.
04May

🧵⬇️ #bsgi #oatt #wheat #corn #barley #sunflowers #agriculture #maritime #graindeal #blackseagraininitiative twitter.com/i/web/status/1…

Exports per Country

China 22.7%
Spain 17.9%
Türkiye 10.2%

Two ships left Ukraine on 04May, inspections reported today were:
Inbound 04May 2
Outbound 04May 0

Read 12 tweets

exit266

@exit266

twitter.com/i/web/status/1…

77 (17) days left in the Black Sea Grain Initiative,
926 (+0) ships outbound carrying 29,217,856MT,
858 (+4) ships delivered carrying 26,083,924MT.
01May

🧵⬇️ #bsgi #oatt #wheat #corn #barley #sunflowers #agriculture #maritime #graindeal #blackseagraininitiative twitter.com/i/web/status/1…

Two days in a row no ships have left the Odesa area ports.

No ships left Ukraine on 01May, inspections reported today were:
Inbound 30Apr 3
Outbound 30Apr 2

Read 8 tweets

exit266

@exit266

twitter.com/i/web/status/1…

78 (18) days left in the Black Sea Grain Initiative,
926 (+0) ships outbound carrying 29,217,856MT,
854 (+2) ships delivered carrying 25,875,245MT.
30Apr

🧵⬇️ #bsgi #oatt #wheat #corn #barley #sunflowers #agriculture #maritime #graindeal #blackseagraininitiative twitter.com/i/web/status/1…

Over 8Million MT of wheat and nearly 15Million MT of corn have left the Odesa area ports in the first nine months of the Black Sea Grain Initiative.

No ships left Ukraine on 30Apr, inspections reported today were:
Inbound 30Apr 3
Outbound 30Apr 2

Read 11 tweets

exit266

@exit266

twitter.com/i/web/status/1…

79 (19) days left in the Black Sea Grain Initiative,
926 (+2) ships outbound carrying 29,217,856MT,
852 (+2) ships delivered carrying 25,796,075MT.
29Apr

🧵⬇️ #bsgi #oatt #wheat #corn #barley #sunflowers #agriculture #maritime #graindeal #blackseagraininitiative twitter.com/i/web/status/1…

As we near Russia’s implied closure date we’re seeing a lack of ships in Odesa area ports. Between Russian shenanigans and ship owners being wary of being caught in port during a closure there is a lack of traffic.

Two ships left Ukraine on 29Apr, inspections reported today were:
Inbound 29Apr 0
Outbound 29Apr 3

Read 10 tweets

exit266

@exit266

105 (45) days left in the Black Sea Grain Initiative,
871 (+3) ships outbound carrying 26,768,433MT,
788 (+2) ships delivered carrying 22,986,027MT.
03Apr

🧵⬇️ #oatt #wheat #corn #barley #sunflowers #agriculture #maritime #graindeal #blackseagraininitiative #bsgi

Jordan holds the title of the country who has taken delivery of the smallest load, 5,230 MT of barley.

Two ships left Ukraine on 03Apr, inspections reported today were:
Inbound 03Apr 2
Outbound 03Apr 3

Read 9 tweets

exit266

@exit266

106 (46) days left in the Black Sea Grain Initiative,
868 (+5) ships outbound carrying 26,671,783MT,
786 (+3) ships delivered carrying 22,872,827MT.
02Apr

🧵⬇️ #oatt #wheat #corn #barley #sunflowers #agriculture #maritime #graindeal #blackseagraininitiative #bsgi

At sea but not yet delivered, we currently have corn leading the way with 2.4Million MT, over 3x the next closest grain, wheat at 734K MT.

Five ships left Ukraine on 02Apr, inspections reported today were:
Inbound 02Apr 1
Outbound 02Apr 3

Read 9 tweets

exit266

@exit266

107 (47) days left in the Black Sea Grain Initiative,
863 (+3) ships outbound carrying 26,441,768MT,
783 (+2) ships delivered carrying 22,674,697MT.
01Apr

🧵⬇️ #oatt #wheat #corn #barley #sunflowers #agriculture #maritime #graindeal #blackseagraininitiative #bsgi

78% of exported sunflower meal has gone to China, 32% of sunflower oil has gone to India and 30% of rapeseed has gone to Belgium.

Three ships left Ukraine on 01Apr, inspections reported today were:
Inbound 01Apr 4
Outbound 01Apr 3

Read 8 tweets

exit266

@exit266

108 (48) days left in the Black Sea Grain Initiative,
862 (+2) ships outbound carrying 26,438,618MT,
781 (+1) ships delivered carrying 22,554,348MT.
31Mar

🧵⬇️ #oatt #wheat #corn #barley #sunflowers #agriculture #maritime #graindeal #blackseagraininitiative #bsgi

China holding still at 22%.

Two ships left Ukraine on 31Mar, inspections reported today were:
Inbound 31Mar 4
Outbound 31Mar 2

Read 8 tweets

eGGxit266

@exit266

54 days left in the Black Sea Grain Initiative,

674(+1) ships outbound carrying 18,382,020MT,

591 (+2) ships delivered carrying 14,857,866MT.
24Jan

🧵⬇️ #oatt #wheat #corn #barley #sunflowers #agriculture #maritime #maritimenews #graindeal #blackseagraininitiative

Spain has the highest tonnage imported but is only second in number of ships at 88.

One ship left Odesa on 24Jan. Four inbound and a unknown number of outbound inspections were completed today.

Read 6 tweets

eGGxit266

@exit266

55 days left in the Black Sea Grain Initiative,

673(+2) ships outbound carrying 18,372,920MT,

589 (+1) ships delivered carrying 14,857,866MT.
23Jan

🧵⬇️ #oatt #wheat #corn #barley #sunflowers #agriculture #maritime #maritimenews #graindeal #blackseagraininitiative

While Türkiye is third in percentage of grains imported they have had, by nearly double, the largest amount of ships deliver to their ports, 166.

Two ships left Odesa on 23Jan. Two inbound and four outbound inspections were completed today, one more could not be completed due to lack of time and another was not prepared.

Read 7 tweets

eGGxit266

@exit266

56 days left in the Black Sea Grain Initiative,

671(+3) ships outbound carrying 18,330,360MT,

588 (+2) ships delivered carrying 14,792,632MT.
22Jan

🧵⬇️ #oatt #wheat #corn #barley #sunflowers #agriculture #maritime #maritimenews #graindeal #blackseagraininitiative

Spain continues to be the largest importer of wheat at 25.7%, the next closest is Turkey at 16.2% but a large portion of the wheat that Turkey imports is processed into flour and then re-exported.

Three ships left Odesa on 22Jan. Five inbound and two outbound inspections were completed today, one more could not be completed due to fumigation.

Read 7 tweets

eGGxit266

@exit266

62 days left in the Black Sea Grain Initiative,

652(+2) ships outbound carrying 17,500,711MT,

576 (+3) ships delivered carrying 14,367,732MT.
16Jan

🧵⬇️ #oatt #wheat #corn #barley #sunflowers #agriculture #maritime #maritimenews #graindeal #blackseagraininitiative

Which country has the largest number of shipments as part of the Black Sea Grain Initiative? Unsurprisingly it’s Türkiye. Because Türkiye processes a lot of the grains before they are exported they are the destination for 163 ships and have a higher volume of smaller loads.

Two ships left Odesa on 16Jan. There are five loaded ships at anchor near Odesa and six ships are inspected and waiting to transit the humanitarian corridor towards Odesa.

Read 9 tweets

Mylton Casaroli Neto

@mylton_neto

RETROSPECTIVA #MILHO 2022 - EM 4 GRÁFICOS

O ano de 2022 foi muito dinâmico para as commodities agrícolas. Clima, guerra e economia impactaram os comportamentos dos mercados e dos preços.
Trago aqui alguns gráficos para tentar ilustrar um pouco disso.

#Corn #oatt #Commodities

1) COTAÇÃO EM CHICAGO

No começo do ano, o milho seguia seu comportamento sazonal de preços. O 1º destaque no gráfico indica o início do conflito na Ucrânia. Apesar de forte volatilidade nos primeiros dias, o preço seguia a sazonalidade de alta.

O 2º destaque indica o momento do estabelecimento do acordo de escoamento de grãos. Vê-se um alívio nas tensões do mercado com uma queda acentuada nas cotações, porém ainda assim um movimento esperado, uma vez que os preços caminham para a sazonalidade de baixa nesse momento.

Read 11 tweets

exit266

@exit266

119 days left in the Black Sea Grain Initiative,

483 (+3) ships outbound carrying 11,586,708MT,

398 (+4) ships delivered carrying 8,517,233MT.
20Nov

🧵⬇️ #oatt #wheat #corn #barley #sunflowers #agriculture #maritime #maritimenews #graindeal #blackseagraininitiative

Another day, another load of 66,000MT of corn headed to China.

And a new chart!

Three ships transited out of the humanitarian corridor on 20Nov and four ships transited in.

Read 10 tweets

exit266

@exit266

120 days left in the Black Sea Grain Initiative,

480 (+5) ships outbound carrying 11,489,106MT,

394 (+4) ships delivered carrying 8,405,358MT.
19Nov

🧵⬇️ #oatt #wheat #corn #barley #sunflowers #agriculture #maritime #maritimenews #graindeal #blackseagraininitiative

Another day, another load of 62,843MT of sunflower meal headed to China.

Five ships transited out of the humanitarian corridor on 19Nov and no ships transited in.

Read 12 tweets

exit266

@exit266

121 days left in the Black Sea Grain Initiative,
475 (+4) ships outbound carrying 11,244,963MT,
390 (+5) ships delivered carrying 8,242,668MT. 18Nov

🧵⬇️ #oatt #wheat #corn #barley #sunflowers #agriculture #maritime #maritimenews #graindeal #blackseagraininitiative

Four ships transited out of the humanitarian corridor on 18Nov and only one transited in.

Ships at Sea is holding relatively steady but only because so many have delivered. There is a growing number of outbound ships waiting for inspection again and as of late only three inspection teams have been operating on most days.

Read 8 tweets

exit266

@exit266

11 days left in the grain deal, 432 ships outbound carrying 10,110,425MT, 329 (+9) delivered carrying 6,798,625MT. 08Nov

Finally! A ship! I see a ship!!

🧵⬇️ #oatt #wheat #corn #barley #sunflowers #agriculture #maritime #maritimenews #graindeal #blackseagraininitiative

Another day, another ship full of sunflower oil headed to China.

Nine ships delivered at various ports today.

Read 7 tweets

exit266

@exit266

This is a inaccurate take and I’m going to tell you why. This has far more to do with the suspension than an extension but both will have consequences in the coming days.🧵⬇️

https://twitter.com/CerasAnalytics/status/1590006562869121024?s=20&t=KMP8vibctj1zj32HPm4ICA

#oatt #wheat #corn #barley #sunflowers #graindeal #blackseagraininitiative

1. That little dip in ships leaving Odesa area ports which lasted for three days was entirely because when RU suspended it’s involvement in the BSGI it meant no inbound ships could be inspected. Once all the previously inspected ships had sailed they needed to wait Russia.

2. There are currently 9 ships inbound to Odesa, 6 ships at anchor waiting to enter port, and 16 ships moored and being loaded, that’s the highest volume we have seen during the Black Sea Grain Initiative.

Read 6 tweets

exit266

@exit266

12 days left in the grain deal, 431 ships outbound carrying 10,067,175MT, 320 (+9) delivered carrying 6,642,285MT. 07Nov
No ships leave Odesa for the third day.

🧵⬇️ #oatt #wheat #corn #barley #sunflowers #agriculture #maritime #maritimenews #graindeal #blackseagraininitiative

Spain continues to lead the way in exports from Ukraine.

Only 25% of the ships who have left Odesa are still at sea, representing 33% of the MT of grains.

Read 7 tweets

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