Sal@cmdtySal

commodity trader with focus on grain (Eastern Europe/Black Sea Region) updates about market and personal executed trades, trading around ~1.5mio mt/year

 Zürich, Schweiz
Joined February 2022
77 Photos and videos
🇺🇦 Sulina Canal suspended since Sat 26 Sep on weather. ~70 vessels waiting; resume not before Oct 2 (Avalon Shipping). Soft Danube drafts still pinching Reni, Giurgiulesti, Galati! ukragroconsult.com/en/news/s… #oatt #agtwitter #Ukraine #BlackSea #Danube

Shipping on the Sulina Canal suspended due to bad weather

Shipping on the Sulina Canal on the Danube, one of the key routes to Ukrainian river ports, has been suspended due to adverse weather conditions. According to shipping company Avalon, navigation was...

ukragroconsult.com
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🇷🇺 ~80% of RU Black Sea/Azov grain terminals can restart fast if attacks stop, Reuters says. ~20% badly damaged, incl. NKHP Novorossiysk (~4–6 months). Export capacity hangs on the security picture! reuters.com/world/russia-can… #oatt #agtwitter #Russia #BlackSea #wheat

Russia can restart 80% of Black Sea grain export terminals if attacks stop

Russia could quickly restart up to ​80% of its grain terminal capacity in the Black Sea and Sea of Azov if diplomatic efforts to ‌halt mutual attacks by Russia and Ukraine result in a ceasefire, a...

reuters.com
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🇺🇦 Danube hit overnight! Drones struck Kiliia on 27 Sep. Port and civilian infrastructure damaged. Fire out, no casualties (Izmail District Admin). River corridor still under pressure! pravda.com.ua/eng/news/2026/… #oatt #agtwitter #Ukraine #BlackSea #Danube
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🇺🇦🇷🇺 Friday Black Sea wheat! FOB Russia 12.5% ~$212 FOB Danube 11.5% ~$195 (−$2) FOB CVB 11.5% ~$278 CIF Egypt 11.5% ~$303 (−$2) | 12.5% ~$312 (−$2) Feed barley FOB France ~$253 (−$3) UA cash a bit softer into the weekend. #oatt #agtwitter #wheat #BlackSea #Ukraine
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🇹🇷 @RTErdogan at UNGA: Turkey pushing hard on Black Sea grain corridor diplomacy! Says Zelenskyy’s response was positive. Markets watching what Moscow wants in return. #oatt #agtwitter #BlackSea #Ukraine
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🇺🇦 Sulina still jammed! Clearance moved offshore on 23 Sep to clear the backlog. Midweek ~70 ships waiting, Reni/Izmail waits 12–17 days. UA→Egypt transit blown out from ~12 days to a month-plus! Maghreb stems feel it. #oatt #agtwitter #Ukraine #BlackSea
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BREAKING Russia hit an Antigua & Barbuda flagged cargo ship in the Black Sea overnight. Fire out, crew evacuated. Unfortunately people were killed. Ukraine seaports / Reuters. UA cash thin. Few firm Black Sea offers. Logistics still tight! #oatt #agtwitter #BlackSea #Ukraine
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Hormuz just tightened. AIS shows tanker queues building inside the Gulf. Eastbound exits collapsed. That’s not noise. That’s flow disruption!
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🇷🇺🌾Russian barley back on the screen at agressive numbers, 235$ FOB! #Ukraine and #France feeling the heat already. Market’s staring at one thing only: volume & duration! #oatt #agtwitter #barley
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🇷🇺🌾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
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💥 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!
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🇺🇦🌽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
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🇹🇷TMO just announced a 255k #barley tender! taking place next Tuesday, 30th of September!
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🚨 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
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🚨 @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!
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🌾🇷🇺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
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#Barley is back in the spotlight! 10–12 vessels rumored sold to #China 🇨🇳, July traders scrambling to cover in #Ukraine Local 🇺🇦 market tight, $202 CPT traded. First pmx arrives for LDC, ADM/Cargill next. FOB CVB 🇷🇴 sellers at €178+ #Russia 🇷🇺 no offers at all! Bulls sniffing blood! #oatt #AgTwitter #Romania
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🇺🇦🌽Ukrainian corn recently traded at 253$ 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
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🇺🇦🌽Ukraine corn trading above $240 FOB POC for April! Mainly fueled by local Ukrainian sellers aggressively covering their short positions! 🔥🔼 #AgTwitter #oatt #corn #Ukraine️
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