Dennis Voznesenski @Voz_Dennis
Associate Director, Ag Economist at the Commonwealth Bank of Australia, drone enthusiast🪂, history buff. Looking into the history of food crisis during wars. Australia Joined June 2021-
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Russian South has been very dry recently....here's how precipitation volume looks like for Rostov, #1 #wheat grower. Marginally above 0 mm two months in a row. Not a great crop. A disaster? Probably not, especially if the recent weather forecasts are correct. More in today's…
That last six months (current EIA feedstock data) brought record UCO, tallow, & canola oil imports resulting in a record shift in feedstock use by percentage-share in biomass-based diesel production
The discovery of #H5N1 #birdflu in a significant portion of commercially purchased milk suggests the outbreak in cows is much larger than we know, scientists who've been doing this work tell @MeganMolteni. statnews.com/2024/04/25/h5n…
For those overseas, Corrigin is south east of Perth.
For those overseas, Corrigin is south east of Perth.
Australia is taking Canada to task in key canola export markets, especially price sensitive ones like Mexico. #westcdnag #cdnag
Australia is taking Canada to task in key canola export markets, especially price sensitive ones like Mexico. #westcdnag #cdnag
Interesting development in the US with higher than expected inflation and at the same lower than expected economic growth.
Interesting development in the US with higher than expected inflation and at the same lower than expected economic growth.
Super nasty US core inflation number for Q1, coming in at 3.7% vs consensus forecast of 3.4%. The global reacceleration is clear---and it will worry RBA deeply. Next question is when, if at all, does market contemplate Fed hikes?
❖ U.S. FERTILITY RATE FALLS TO RECORD LOW The total fertility rate fell to 1.62 births per woman in 2023, a 2% decline from a year earlier, federal data released Thursday showed. It is the lowest rate recorded since the government began tracking it in the 1930s.…
🔥US Drought Monitor 🔥 Grain Production Areas Experiencing Drought (+/- weekly change) 🌽𝙲𝚘𝚛𝚗: 𝟸𝟹% (+0%) ☁️𝙲𝚘𝚝𝚝𝚘𝚗: 𝟿% (+0%) 🌾𝚂𝚘𝚛𝚐𝚑𝚞𝚖: 𝟻0% (+𝟷𝟼%) 🔥 🌱𝚂𝚘𝚢𝚋𝚎𝚊𝚗𝚜: 𝟸𝟷% (-𝟷%) 🌾𝚂𝚙𝚛𝚒𝚗𝚐…
It’s dusty but there’s action on Kongolia Farms. Canola going in dry yesterday on our northern most block 🌱🚜
up 16% since midday last Friday….
Hi all, trying to find someone to chat to about either of below. Any takers? 1) what is the max % in a feed ration for cattle that canola canola make up? (focusing on feedlots in particular) 2) What proportion of cotton growers leave area fallow from harvest to planting? thanks!
Highlights from USDA’s crop progress & condition update as of April 14: • Winter wheat: 50% good/excellent (55% last week) • Corn: 12% planted (10% avg) • Soybeans: 8% planted (4% avg) • Spring wheat: 15% planted (10% avg) • Cotton: 11% planted (11% avg)
Flooding rain is expected in southern Brazil & immediate neighboring areas during the coming 10 days, which could lead to soybean quality declines, according to @worldwx. Production could be at risk if there’s an extended rainy period.
“We are likely to see a substantial slowdown in exports very soon because the country exported everything that it could,” Andrey Sizov told the Kyiv Independent. As of April 17, the volume of exports since the start of the marketing season, which started in July 2023 and ends in…
Renewable diesel facility to run on Alberta canola ow.ly/LVcl50Rlzpj #westcdnag #cdnag #ABag
Grain traders and ingredient buyers were heading into the 2024 season with uncertainty amid questions about the corn, soybean, spring wheat and total planted area projected in the USDA March 28 Prospective Plantings report. → ow.ly/5RNE50Rl8GL #agriculture #agribusiness
JRC MARS Bulletin crop monitoring in #Turkiye - April edition 👇 publications.jrc.ec.europa.eu/repository/han… "Yield forecasts for winter crops are well above the 5 years average but below last year’s level. Overall, crops are in good condition, notably in south-eastern regions" #durumwheat #bledur
Bloody heck, up another 2%. CBOT Wheat now up 12% since the 533USc/bu lows of last Friday. Checkout out this 4 minute read on our global grain market outlook to mid-2025. linkedin.com/posts/dennisvo… #agchatoz
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Have you seen the new silo art at Lameroo yet? stockjournal.com.au/story/8606900/…
5-10mm in the furrow would be enough to get many dry sown crops germinated and out of the ground, particularly softer seeded, barley and canola.
Today. 109 years ago. Our great uncle George Lavender Bell was killed at pluggys plateau Gallipoli…. His name was carried on by my grandfather and now me. We both have Bell in our names
It’s dusty but there’s action on Kongolia Farms. Canola going in dry yesterday on our northern most block 🌱🚜
#Wheat rally continues 🚀🚀🚀...some fresh longs were added yesterday probably #oatt #sizovreport
Face out and look out for your mates today. #LestWeForget
@Voz_Dennis I’m not sure about the first one but I’d say most cotton farmers leave their fields fallow for a few months before planting again.
@Voz_Dennis Typically for canola meal I would think it’s around 20%. Higher fat less protein compared to soybean meal. So if you could get a Sbm % can usually get an idea as you can extrapolate from that.
@Voz_Dennis Will PM you a contact or two from up here. Haven’t heard of canola seed in a ration to be honest but yes to canola or soybean meal but likely 10-15% or ration would be my guess.
Strongest annual rise in insurance premiums in 23 years, strongest rise in education fees in 12 years, fastest pace of rent increases in 15 years (despite new subsidies).
The weighted-median measure printed at 4.4% YoY. In the December quarter it was… 4.4% YoY 😅
Aussie food inflation continues to decline in Q1 to 3.8%. Vegetables 🥗 were the only category to record increasing inflation from Q4 2023. @RabobankAU
“We are likely to see a substantial slowdown in exports very soon because the country exported everything that it could,” Andrey Sizov told the Kyiv Independent. As of April 17, the volume of exports since the start of the marketing season, which started in July 2023 and ends in…
If you haven’t missed that note you probably made a lot of money today #wheat #sizovreport
#wheat Everything you need to know about the Black Sea ahead of the evening session: more attacks on the Odesa region, a large fire in Yuzhne, and the US approves Ukraine's aid bill -> sizov.report/reports/22315/ (subscribers only) #oatt
He’s no Robert Burns, but this guy speaks for all of us. #WorldBollardAssociation 🏴
Winter crop now being planted in WA is forecast to cover 8,595,000ha, according to GIWA’s first crop report for the season 👉 loom.ly/nDzAExI
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