ȘTIRI DIN AGRIBUSINESS
🇺🇦 accelerates the pace of #corn exports, BUT the flows that will cross 🇷🇴 will not be interrupted. We will see lots of contractual defaults. From 80-100 USD/MT EX-Farm to an average of 315-317 EUR/MT FOB CVB is an undeniable difference...
More details on http://agricolumn.eu
#WASDE will upgrade the 🇷🇺 #wheat crop to 85-86 mmt. Together with the additional 1 mmt from the re-evaluation of 🇫🇷 up to 33.9 mmt, it will give a sufficiency feeling. 🇺🇸 looks good for the spring wheat. It is a moment that apparently 🇪🇬 will not miss.
#WASDE (August 12) will balance the obvious lack of #corn production in the EU through a decrease in #consumption at Union level associated with a shift to #feed #wheat. But 🇺🇦 & 🇺🇸 will compensate, generating #price and #logistics competition.
Cezar Gheorghe on global food security and what interests might lie under the very popular topic these days. https://republica.ro/in-povestea-cerealelor-toata-lumea-a-imbratisat-narativul-cu-popoarele-africane-sarace-ignorand-jocul
We published a new issue, with the latest analysis on #agribusiness. Start a free trial on http://agricolumn.eu to read more about the state of European #maize, the status of Romanian #sunflower harvesting or the forecast for the #wheat price trend in the upcoming months.