Bilal Muftuoglu

@TheEnergyShock Just one thing: The impact in tonne-mile demand terms is somewhat being contained by Argentina halting imports from Brazil this year. Last year Brazil exported 4mt of soy to ARG and this year it's close to 0; there's also more headed to SE Asia this year (aside China obviously)

🚢 New Weekly Video Interview on get-talks.com! We're excited to announce our latest interview with @Muftuoglos Bilal Muftuoglu, Head of Dry Bulk Research at Howe Robinson Partners. Dive deep into the Trends and Future Outlook in the Dry Bulk Shipping Industry. 📈🌍 Check out the short video clip attached to this post. For the full answer to one of the key questions, follow the link below. The complete interview is available with a free sign-up on our website. 👉 Watch the Full Answer get-talks.com/video/outlook-… Prefer listening? The interview is also available as a podcast on our website or on Spotify. podcasters.spotify.com/pod/show/get-t… #ShippingIndustry #DryBulkShipping #IndustryTrends #FutureOutlook #gettalks24

@hendtrk is that in Tromso?

Those disjointed Arabic letters strike again. This time from a supermarket in the Arctic Circle.

#Australia agri exports broke monthly records in Dec but #China's continued reluctance to buy #barley from the origin shifts focus to #wheat and #canola shipments - wheat exports could soon hit new all-time high argusmedia.com/en/news/241925… @ACOMRB

Update on Turkiye #earthquake disaster: Number of casualties reached 14,351. Almost 215000 people may be still under the rubbles. I made the below chart to show the sheer scale of event and help needed. Please do not forget that these are actual lives, not just numbers.

Weaker #yen, 🇺🇸 supply woes pushed #Japan to seek grains from alternative origins this year.#Australia became the nation's top #wheat supplier in Nov - a first in at least a decade. Interesting shift for a country known to have inelastic demand #日本 #農業 argusmedia.com/en/news/240514…

BBC's @BBCFenwick and I talked about global #grain prices, how the situation looks like now vs the start of the war in Ukraine and last year, as well as an outlook for the 2023-24 season.

Paris Grain Conference. Pre-conference speaker interviews view.argusmedia.com/rs/584-BUW-606…

Traded volumes under #Argentina's new #soybean dollar scheme so far hit just 2.98mt, down from 8.48mt the same time in Sep, with domestic crushers securing bulk of supply, while Chinese buyers, unhappy with high 🇦🇷 offers, turn to #US and #Brazil argusmedia.com/en/news/240027… @ACOMRB

Cofco is heard to sell new #Brazil #corn cargoes to Chinese buyers (up to 9) but final destination pending documentation. Meanwhile, one Cofco vessel is finally scheduled to call at a Chinese port, still no clarity on final destination of 6 other ships. argusmedia.com/en/news/239648…

@ACOMRB New #Russian #wheat cargo bound for #Brazil from this weekend - a vessel carrying 33.7kt to Recife, bringing Russia Nov lineups for Brazil to 133.5kt

#Brazil may import record volumes of Russian #wheat this season - around 131kt already delivered or lined up - as the nation seeks to replace lost supply from #Argentina Russian wheat on cif Fortaleza basis currently cheaper than Argentinian crop argusmedia.com/en/news/239482… @ACOMRB

As Chinese buyers eagerly await the start of Brazilian #corn receipts what are some of the technical, logistical issues left? Tune in to our podcast where we discuss how Brazilian 🌽 could shake up 🇨🇳 market #argusmedia #agriculture

@sizov_andre There was a call between Erdogan and Putin too - but no sign of tangible progress iletisim.gov.tr/english/haberl…

So it seems there is no progress after the Ankara-Moscow call which just ended...it wasn't Erdogan himself but the Turkish Ministry of Defence Our note: sizov.report/reports/17321/ #wheat

The brochure for #ParisGrainConference is now available to download! Visit the website to request your copy and discover what you can expect at next year’s event at Le Méridien Etoile, Paris, France, 26-27 Jan okt.to/myawrn #GrainConference

#Canada #canola crush volume hit a new high for the month of Sept as crushers race to meet biodiesel demand but also make up for the crop's poor oil content. Strong int'l canola demand imply crushers may soon have to compete with the export market argusmedia.com/en/news/238395… @ACOMRB

Canadian canola exports hit fresh low so far this season - even below last year's pace. Higher Chinese and US demand may not be enough to absorb the stronger supply this year. EU/Japanese demand must recover argusmedia.com/en/news/238129… @ACOMRB

#Grain #corridor concerns pressure #Ukraine cpt market argusmedia.com/en/news/238116… By @AlexeyYeremin and @vikablazhko

@laurdelcourt @LSynkovska The previous October record for non-EU soft wheat exports appears to be from 2012 when they reached 1.07mt - so volumes this month are very likely to hit a new high

That's the fastest export pace out of France that I could remember, usually it should be around 25/30pct and trust me, I have seen (too) many seasons already.

@fbernier64 Yes 34kt would make a lot more sense - thanks for the reply