MARKET ANALYSIS

Wheat is on the stage

“While everyone is waiting for the end of the corn pollination period in the USA, Europe and the Black Sea region, the quality of wheat has become the main problem. The wheat market is now unbalanced by lower production forecasts in Russia and a shortage of fodder grain, while buyers are not willing to pay a high premium for the …

Read More »

International grain trading is no longer profitable

Over the past few years the ABCDs have hit a patch of high turbulence leading to a significant deterioration in their operating margins, Unigrains says in its study entitled: “International grain trading: what’s next for the ABCDs?”. On June 11th, Unigrains organised a breakfast meeting to discuss changes in the business model of the historical international grain trading companies – …

Read More »

Happy Grain Year: Time to check presents

“EU and the Black Sea started early grain harvesting. Total grains production in Ukraine soon reached 100 MMT, exports could be compared with Russian. After a record wheat crop 2017/18 TY, Russia decline in wheat exports but remains the leading seller. In 2018/19 TY, wheat exports number expected to be 37 MMT. According to USDA, world wheat stock to use …

Read More »

Drowned hope

“Beijing announced that negotiations would not resume until Washington corrects its wrong actions, but Trump continued to talk about the possibility of an “early” conclusion of the deal. As part of his visit to Japan, the American leader said that the States were not ready to make a deal, but noted that a great agreement would be reached in the …

Read More »

Fresh crop and fresh trade war

“Trump’s Twitter provides fresh White House trading strategy. They deny trade talks and the US stocks get higher while Shanghai Composite crashing. The grain market is low… The market is also very sensitive to planting data updating. Rain, snow and cold weather in the USA has certainly slowed spring planting progress so far. EU and Black Sea Region were cold …

Read More »

Who runs the market?

“Last USDA reports didn’t include the US flooding impact but we get another reason to pay attention to the weather: snow storm in the USA, Asians sowers, low-temperature condition in Europe. And grain markets will be higher as hopes for a deal between the US and China has the market cautiously optimistic one more time, as China and EU also.” …

Read More »

Another chance for bears: For how long prices will decrease?

“In the last WASDE report, global wheat supplies are reduced, primarily on lower production forecasts for Kazakhstan and Iraq. Projected 2018/19 world trade is fractionally higher as larger EU and Brazil exports more than offset reductions for the US and Mexico. Global imports are raised for Algeria, Morocco, and the Philippines while decreased for Bangladesh, the EU, Mexico, and Venezuela. …

Read More »

“Turkish farmers are tending towards barley, wheat planting should be encouraged”

Gülfem Eren, Chairwoman of Grain Suppliers’ Association: “We observe that our farmers are tending towards to barley instead of wheat since the price rise is below the inflation rate. We also observe that wheat farmers use less certified seeds, fertilizers and pesticides. We have to support wheat farmers and encourage production in order to ensure food security.” We are hosting an …

Read More »

Global oats market expected to increase at a CAGR of 5.5% in terms of revenue over 2018-2028

According to the latest market report published by Future Market Insights, titled ‘Oats Market: Global Industry Analysis 2013-2017 and Opportunity Assessment 2018-2028’, the revenue generated from oats is estimated to be valued over US$ 4,897.6 Mn in 2018, which is projected to increase at a CAGR of 5.5% during the forecast period (2018-2028). The incorporation of oats in the food …

Read More »

Renewed Numbers – Old Story

“USDA increased world wheat production in February, mainly due to an increase in yield in Russia. World trade increased slightly due to increased imports to Iraq and Turkey. World production of coarse grains in 2018/19 is projected at 1.5 million tons lower. And world corn production is declining on US, Mexico, and South Africa somewhat offset the increased yield in …

Read More »