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CereMed

@CereMed

Grain Trader 🇲🇦 #wheat #morocco #oatt

UK-Morocco Katılım Nisan 2011
389 Takip Edilen784 Takipçiler
CereMed
CereMed@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.
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SonPeace
SonPeace@iaitsalem·
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 …
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CereMed
CereMed@CereMed·
@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
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CereMed
CereMed@CereMed·
@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 ?
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Karen Braun
Karen Braun@kannbwx·
🇷🇺#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.
Karen Braun tweet media
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CereMed
CereMed@CereMed·
No Bangladesh is not either others I don’t know …
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CereMed
CereMed@CereMed·
#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 ?
CereMed tweet media
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CereMed
CereMed@CereMed·
@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 ?
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CereMed retweetledi
Front Républicain
Front Républicain@FrontRep·
Mathilde Panot recadrée par Christian Clavier 🤡
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CereMed
CereMed@CereMed·
@GreenSquareAC Hey, if I read well those lines more downside than ups side in yelds (opening to final) ?
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Mike Lee
Mike Lee@GreenSquareAC·
A timely reminder that opening yields don’t always relate to final yields.
Mike Lee tweet media
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Be kind to Grains!
Be kind to Grains!@ccnicula·
@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.
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Be kind to Grains!
Be kind to Grains!@ccnicula·
Taken abt 6 h ago from Krasnodar live cam
Be kind to Grains! tweet media
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CereMed
CereMed@CereMed·
@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 ?
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Be kind to Grains!
Be kind to Grains!@ccnicula·
@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.
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Be kind to Grains!
Be kind to Grains!@ccnicula·
Very good rains washing S of Russia now heading North of Rostov. Maybe targeting Volgograd
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CereMed
CereMed@CereMed·
@ccnicula It looks pretty dry … 32C today and for now 0.2 mm for the day …
CereMed tweet media
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Be kind to Grains!
Be kind to Grains!@ccnicula·
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
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CereMed
CereMed@CereMed·
@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 …
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Darin D. Fessler ✝️
Darin D. Fessler ✝️@DDFalpha·
Turkey’s government is banning wheat imports from Jun 21st-Oct 21st to support domestic producers. 🇹🇷🌾
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