CereMed

@iaitsalem Massively … not so sure … first level in dirhams has to be sexy before to store it for 2 or 3 months or more … so no so sure … Matif needs few more cargoes to react I believe.

Morocco had decided to rebuild wheat stocks! as from 1st April the carry will be subsidized …up to 800kt , Moroccan buyers will get in massively …interesting to see how matif will react to this news …

@RussianGrain Good Day We (Gromic) are Moroccan Millers. Do you recon that Global Grain Forum in Dubai will be a good place to meet Russian Exporters ? Thks in advance for your reply. Rgds Gerald Theis

@kannbwx Isn’t it a bit early ? Those Russian analyst playing with big range and have no shame to say 80 and most probably 90 in 6 month time telling people « we told you » … how relevant is this 80/85 ? Would be better to say 80/95 no ? And see what winter brings ?

🇷🇺#Russia's 2025 #wheat harvest is seen around similar levels as 2024 (currently estimated at 83 mmt). The 2025 estimates range from about 80-85 mmt. That would be down notably from 2023 (92.8 mmt) and 2022 (104.2 mmt). Lower area and bad weather are factors this year.

No Bangladesh is not either others I don’t know …

#Morocco #Wheat imports are not organized by any state agency, there are no international tenders. Private millers and importers purchase directly from international Market. So guess @rusgrain this decision cannot apply to the Moroccan Kingdom ?

@rusgrain So if trading houses decide to do a Gasc or Oaic « corner » then Russian wheat stay in Russia ? How can such decision be controled when sales are CFR ?

inflation ..in simple terms..

@iaitsalem @GRAINSOILSEEDS No -10/-15 Brahim yeld wise

@GRAINSOILSEEDS Barley between -25 to -40% vs last year 😢

#France - wheat 🌾 in France. Blé on France #blé #wheat #trigo

Mathilde Panot recadrée par Christian Clavier 🤡

Mais quel malaise… 😶 #LeonBlum

@roy13008 @Detox_Infos @DrSabrinaaurora Nan

@Detox_Infos @DrSabrinaaurora Non

@GreenSquareAC Hey, if I read well those lines more downside than ups side in yelds (opening to final) ?

A timely reminder that opening yields don’t always relate to final yields.

@ccnicula @grainburger1 Looks thin …

@grainburger1 And I said good rains today washing S Russia because it is the first rain in 2 months going north from Krasnodar. The pattern so far was from the mountains going to Krasnodar- Stavropol line and stalling.

Taken abt 6 h ago from Krasnodar live cam

@ccnicula @grainburger1 On my side not mocking just looking at data from meteorology stations around … Krasnodar city doesn’t grow much wheat I guess … have a look at Webcams like 20/30 km East that would be interesting but there aren’t any … so météo stations data are the best to use no ?

@grainburger1 Then how you can do an estimate? Get a rain gauge pic from a Russian farmer?Is that a 0.2 mm rain ? That is not a matter of long or short but a bit of honesty. You are the same guy mocking me in April when I said the crop 83 mio to while you dreamt 90+ like Ru analysts…Spare me.

@ccnicula And 0.2 in Rostov woah !

@ccnicula 0.1 mm not bad

Very good rains washing S of Russia now heading North of Rostov. Maybe targeting Volgograd

@ccnicula It looks pretty dry … 32C today and for now 0.2 mm for the day …

Good morning. Rains like never before in BS area for next 2 weeks. I would expect some drop of Cbot tonight/tomorrow. Open question: With curent forecast for 14-30 days in EU, RU and USA, would WASDE report On Wednesday still be meaningful? I would appreciate answers. Thanks

@ccnicula @peka2209 Tbilisi is not in Russia :)

@peka2209 Also on accuweather you can track live the clouds

@iaitsalem @DDFalpha Indeed just very bullish local wheat which will go quickly to import parity but Turkey can’t make it without Russian wheat … Q1 always smallest part of imports (15/20 pct) so yes more later on …

@DDFalpha It doesn’t change the snd dude

Turkey’s government is banning wheat imports from Jun 21st-Oct 21st to support domestic producers. 🇹🇷🌾