CereMed

Grain Trader 🇲🇦 #wheat #morocco #oatt

[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.

[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

[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 ?

[CereMed @CereMed]

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

[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 @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 ?

[𝑺𝒘𝒊𝒕𝒕𝒆𝒓™️ @RussianGrainTra]

inflation ..in simple terms..

[CereMed @CereMed]

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

[Front Républicain @FrontRep]

Mathilde Panot recadrée par Christian Clavier 🤡

[Quentin Divernois @QsB75]

Mais quel malaise… 😶 #LeonBlum

[CereMed @CereMed]

@roy13008 @Detox_Infos @DrSabrinaaurora Nan

[CereMed @CereMed]

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

[CereMed @CereMed]

@ccnicula @grainburger1 Looks thin …

[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 ?

[CereMed @CereMed]

@ccnicula And 0.2 in Rostov woah !

[CereMed @CereMed]

@ccnicula 0.1 mm not bad

[CereMed @CereMed]

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

[CereMed @CereMed]

@ccnicula

[CereMed @CereMed]

@ccnicula @peka2209 Tbilisi is not in Russia :)

[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 …