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Ag markets - News and Analysis (corn, soybeans, wheat, vegoils and anything related to Agricultural commodities)
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Agricultural Commodities - Upcoming Reports by AURA COMMODITIES (www.auracommodities.com)
Strike in Bejaia port (Algeria) halting all corn and soymeal operations.

(Bejaia port = 80% of feedgrain imported to Algeria)
African Swine Fever Presence
Drone attacks on key Saudi oil installations have knocked out a major portion of the top crude exporter's production capacity - Energy Intelligence
ALGERIA (OAIC) ISSUED A TENDER TO BUY MILLING WHEAT.

1-15 November & 16-30 November.
EU-28: Oilseeds and Products Update
 
A 19 percent drop in rapeseed area leads to a significant, overall decline of major oilseeds area and production within the EU in MY 2019/20. Higher sunflower and higher soybean production cannot make up for the lower rapeseed production. Total major oilseeds production is forecast to be down by almost 6 percent year-on-year.    
India: Monsoon Recovery in August Improves Soil Moisture in Central India

The recovery of monsoon rain levels in August has led to improved soil moisture in Central India, which will bolster crop development. Kharif 2019 planting is 2 percent slower than last year, with planted area for all major crops lower except cotton. The Indian Meteorological Department forecasts intensive rains in the next few weeks, which could lead to flood damage in select areas. The cumulative rainfall for the southwest monsoon 2019 reported by the IMD is currently equal to the fifty-year average rainfall level. 
TRUMP SAYS U.S. WILL BE ANNOUNCING NEW SANCTIONS ON IRAN OVER THE NEXT 48 HOURS

TRUMP SAYS U.S. WILL HAVE AN ANNOUNCEMENT ABOUT A RESPONSE TO THE SAUDI ATTACKS
Egypt wheat production is still forecast at 8.77 MMT in MY 2019/20, up from 8.45 MMT in MY 2018/19 due to expansion of total area harvested.

Source: @USDAForeignAg
Highest UK wheat stocks since 2015/16

Wheat ending stocks at 1,911Kt, up 11% from the previous season.

Estimated 2019/20 UK wheat production and opening stocks the highest since 2015/16 at between 17.8Mt-18.1Mt.

Likely to see reduced animal feed demand for wheat and uncertainty remains around bioethanol usage.

Source: AHDB