@LOGAVIV

Solutions dรฉdiรฉes au #MarketData et au #RiskManagement pour les acteurs du secteur des matiรจres premiรจres #agricoles #Software #Risk #Agriculture #Commodities

 Noisy le Grand, IDF
grainbow.fr
Joined August 2012
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536Media
๐Ÿ’ฅ TUNISIA ๐Ÿ‡น๐Ÿ‡ณ Quasi clean OdC sweep by Italian stallions, Casillo! unofficial! Barley (Orge orgy) P1 Cargill $280,48 Casillo P2 $ 276,09 + Casillo P3 $275,68 Milling wheat 11.5% (Blรฉ Tendre) Casillo P1/P2 $298,49 + P3 $302,19 Durum wheat ๐ŸŒพ (Blรฉ Dur) Casillo P1 / P2 $ 374,68
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RUSSIAโ€™S FLOATING TAX DUTY FORMULA ๐Ÿ“OFFICIALLY SIGNED โœ๏ธ ๐Ÿ“ Benchmarks yet to be agreed, but will be announced on 1st April ( aka April Foolโ€™s Day) for 2nd June 2021. Some analysts warn this disincentives Russian farmers ๐Ÿ‘จโ€๐ŸŒพ to plant wheat ๐ŸŒพ ๐Ÿ‘‡ Below table from @rusgrain ยฉ ๐Ÿ‘€
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๐Ÿ‡ท๐Ÿ‡บRussian #grain and #oilseeds export tax summary
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๐Ÿ’ฅ Turkey ๐Ÿ‡น๐Ÿ‡ท TMO WHEAT ๐ŸŒพ tender 400 KMT Milling Wheat ๐ŸŒพ for ๐Ÿšข spot 26 Jan-> 25th February to be held on 19th January Quantity / port schedule๐Ÿ“” ๐Ÿ“† 60k Derince, 60k Iskenderun 60k Mersin 50 k Izmir 50k Bandirma 50k Tekirdag 50k Samsun 20k Trabzon
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Russia: share of winter crops (mainly #wheat) in poor condition is at a record high level for recent years, there is a big risk of huge winterkill. Watch the weather! Critical info and updates from the Black Sea: sizov.report/?utm_source=twiโ€ฆ
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The state that produces 25% of Brazil's first-crop corn is facing drought #agro #brazil๐Ÿ‡ง๐Ÿ‡ท
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๐Ÿ’ฅ GASC gets cheapest offer from GTCS 55k ๐Ÿ‡ท๐Ÿ‡บ ๐ŸŒพ FOB KSK NOVO @$261 ๐Ÿ˜ณ Other Russia offers Posco :60k @$262.80 -ADM :55k ๐Ÿ‡ท๐Ÿ‡บ Tuapse @$265.50 -Solaris 60k ๐Ÿ‡ท๐Ÿ‡บ @$267.45 -Grainexport:60 k ๐Ÿ‡ท๐Ÿ‡บ @$264 -Cargill :55k ๐Ÿ‡ท๐Ÿ‡บ ksk @$266 -Glencore :55k ๐Ÿ‡ท๐Ÿ‡บ @$270.86 -AST Agro : 60k @$262.90
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Ukraine's corn exports lagging badly: "Ukraine's grain exports have fallen to 18.5 MMT (-2.9 MMT YOY)....traders had sold 3.4 million tonnes of #corn as of Nov. 13, down from 5.3 million tonnes on the same date last year." agriculture.com/markets/newsโ€ฆ
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Ukraine ๐Ÿ‡บ๐Ÿ‡ฆ corn ๐ŸŒฝ FOB prices .. A chart tells 1,000 words .. ๐Ÿ’ฐ ๐Ÿš€ โฆ@MattAmmermannโฉ
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GRAINBOW retweeted
Traddle@Traddle27 Oct 2020
A massive 80.5% tariff was imposed by #China on Australian #Barley in 2020. The new tariffs could cost the Australian barley industry USD 500 million each year. Both countries have diversified their international markets to curb down the mutual dependency they have on each other.
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๐Ÿ’ฅ ๐Ÿ‡น๐Ÿ‡ท Today the Turkish government removed import taxes from wheat ๐ŸŒพ corn ๐ŸŒฝ & barley ๐ŸŒพ in to reduce domestic prices. Zero import taxes on these 3 until 31 December 2020โ—๏ธ Before today taxes were Wheat ๐ŸŒพ 45% Corn ๐ŸŒฝ 25% Barley ๐ŸŒพ 35%
Seb Henry@blackseafoxus21 Oct 2020
๐Ÿ‡น๐Ÿ‡ท Zero tax on wheat, corn and barley until until 31 Dec 2020 Taxes were: 45% on wheat 35% on barley 25% on corn Creating additional front loading demand ...?
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L'Argentine devient le premier pays ร  autoriser la commercialisation de blรฉ #OGM lefigaro.fr/conso/l-argentinโ€ฆ

L'Argentine devient le premier pays ร  autoriser la commercialisation de blรฉ OGM

L'Argentine, quatriรจme exportateur mondial de blรฉ, est le premier pays au monde ร  approuver la commercialisation d'une variรฉtรฉ de blรฉ transgรฉnique,...

lefigaro.fr
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Meteo et tendance : Virement de bord ! => la tendance au sec pourrait bien se transformer en exces de pluie, et remettre en cause des bonnes conditions de semis . A suivre โ€“ at Digny, France
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#Algeria๐Ÿ‡ฉ๐Ÿ‡ฟ invited #RUSGRAIN exporters for accreditation to participate in #OAIC tenders
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๐Ÿ’ฅ TMO TURKEY ๐Ÿ‡น๐Ÿ‡ท WHEAT ๐ŸŒพ TENDER RESULT (1/3) Derince :60k mt 12.5% โ€“ $240.49 โ€“ Glencore Derince : 30k mt โ€“ $248.29 Aston โ€“ 13.5% Iskenderun โ€“ 60k mt โ€“ $243.35 Glencore Iskenderun โ€“ 30k mt โ€“ $248.14Aston Mersin โ€“ 30k mt โ€“ $247.15โ€“ Glencore Mersin โ€“ 30k mt โ€“ $244.35โ€“ Bunge
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Warm then warmer?
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Australia ๐Ÿ‡ฆ๐Ÿ‡บ 28.9 Mmt ๐Ÿ˜ฎ The Ozzy wheat cupboard isnโ€™t bare ๐ŸŒพ as per @ABARES Aka โ€œA bearsโ€ ๐Ÿป ? 2020 is set to be the 3rd highest wheat production years for Oz ๐Ÿ‡ฆ๐Ÿ‡บ 1. 2016 Bin Buster ๐Ÿ—‘ 2. 2011 3. 2020 (all going well , weather permitting โ˜”๏ธ) Stats from @WheatWatcher on LI
Episode 3 (EP3)
@Episode3net7 Sep 2020
ABARES Crop report. If realised this forecast of 28.9mmt would be the third highest production year. Do the conditions in your area point towards that? #agchatoz #ausag
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GRAINBOW retweeted
CME Group
@CMEGroup1 Sep 2020
Farmer sentiment rebounded in August as commodity prices rallied and agriculture trade prospects improved, driving the #AgBarometer to its highest level since February 2020. spr.ly/AgBarometer
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Small victory for the #soybean market yesterday as it was the first time since June that USDA did not raise U.S. c/o. Now the question is, what % of the 1.9 bln bu export forecast is assumed to be going to #China? In other words, when do we *actually* cut down on that 955 mbu?
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Russian wheat ๐ŸŒพ Biggest buyers in August (KMT) ๐Ÿ… Egypt ๐Ÿ‡ช๐Ÿ‡ฌ (593k), ๐Ÿฅˆ Vietnam ๐Ÿ‡ป๐Ÿ‡ณ (451k), ๐Ÿฅ‰Turkey ๐Ÿ‡น๐Ÿ‡ท (386k) ๐Ÿ… Nigeria ๐Ÿ‡ณ๐Ÿ‡ฌ (286k) ๐Ÿ… Bangladesh ๐Ÿ‡ง๐Ÿ‡ฉ (257k) ๐Ÿ… South Africa ๐Ÿ‡ฟ๐Ÿ‡ฆ(240k)
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