CM Navigator, a platform delivering concise and actionable information dedicated to the grain trading industry. #wheat #corn #barley #freight

Copenhagen
Joined October 2021
CM Navigator retweeted
In this special bonus episode of Sparta Market Outlook Felipe, Neil and Michael welcome guest Mads Frank Markussen, Head of Freight Research & FFA at CM Navigator, to discuss all things freight. Mads and the Sparta team explore the impact of Trump’s tariffs, sanctions, and market inefficiencies on oil and freight trading, how tariffs on Mexico, Canada, and China could shift trade flows, potential US-Europe tariff conflicts, and the limited impact of Russian sanctions on dry bulk. The differences between tanker and dry bulk markets are discussed, as are the effects of emissions regulations on voyage costs across the industry. To learn more about Sparta for Freight, visit lnkd.in/ekY9KjSR Listen to the full podcast here: lnkd.in/etQ5MbPi SUBSCRIBE: Spotify: lnkd.in/dzNTiPWk Apple Podcasts: lnkd.in/dYscqbEa Amazon Music: lnkd.in/dkk9WXW6 YouTube: lnkd.in/eitBJEuG #oott #oilandgas #commoditytrading #fintech #trading #insight #data #geopolitics
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Marc Myllerup from Copenhagen Merchants reflected on the #wheat outlook for the Black Sea and Baltic Sea region, suggesting that combined 2024/25 shipments from the regions could dip substantially y/y (-20m t), incl. smaller exportable supplies in #Russia. #igcconf
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🇩🇿 OAIC bought 870K 11.5% milling wheat at $227-228 CIF Algeria for June 🚢 ( Mostly French 🇫🇷 / Romanian 🇷🇴 origin? Some Russian ) CARGILL 180 K AMEROPA 120K SOUFFLET 120K VITERRA 120K ADM 90K Al Ghurair 60K CAM 60K BUNGE 60K AL DAHRA 30 K SSOE 30 K Thx to @CmNavigator ℹ️
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UA's Grains&Oilseeds Exports Dynamics as of mid-month
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What would be the key pieces of important data to help in the decision-making in this extremely volatile world? See the final part (3/3) of the full interview -> linkedin.com/feed/update/urn… #US #Global #Demand #Corn #Production #Grain #trade #Graincom #data
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🔥US Drought Monitor☔ Grain Production Areas Experiencing Drought (+/- weekly change) 🌽Corn: 29% (-1%) ☁️Cotton: 46% (-1%) 🌾Sorghum: 90% (+0%) 🌱Soybeans: 20% (-2%) 🌾Spring Wheat: 34% (-1%) 🌾Winter Wheat: 48% (+0%)
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March Report by @COCERAL_EU for #grains SECOND 2023 FORECAST 🇪🇺 EU 🇮🇹 Italy #wheat #corn #durum #durumwheat #blédur #granoduro #barley
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Some Black Sea Grain Initiative Insights
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CM Navigator retweeted
120 (60) days left in the Black Sea Grain Initiative,
 826 (+1) ships outbound carrying 25,037,238MT, 
 749 (+3) ships delivered carrying 21,109,811MT. 19Mar
 🧵⬇️ #oatt #wheat #corn #barley #sunflowers #agriculture #maritime #graindeal #blackseagraininitiative #bsgi
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CM Navigator retweeted
🌽Money managers staged a RECORD selloff in CBOT #corn fut+opt in the last week of February - net long slashed by 147,293 contracts - much, much more selling than was expected. Prior weekly record was 104k contracts in March 2017. Net long ended Feb just under 69k contracts.
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UA's export of Grains & Oilseeds via "grain corridor" reached over 20 mmt as of 28.02.23. Overoll export, incl. oil and pulses reached 22.9 mmt. Russia continue deliberatly to slowdown of inspections of vessels for transporting ukrainian food to the world.
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How will the CFTC catch up on its delayed COT positioning reports🕒 ? They'll likely post reports on Tuesdays and Fridays: Tues, Feb 28 = Feb 7 COT Fri, Mar 3 = Feb 14 COT Tues, Mar 7 = Feb 21 COT Fri, Mar 10 = Feb 28 COT Tues, Mar 14 = March 7 COT Fri, Mar 17= March 14th COT
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The National Weather Service Climate Prediction Service released its summer outlook - looks good for Midwest #corn & #soybean crops. #oatt
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CM Navigator retweeted
We are pleased to have CM Navigator & Copenhagen Merchants as our valuable Coffee Break Sponsor for Day 2 during the 32nd Annual Conf & Expo 2022! Visit our website for more info. Link in bio.
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