DurumRealTime-Intergrain Italy

Analysis on Durum Wheat market provided by Intergrain Italy. We write a subscription-based report. #durumwheat #durum #agricommodities #trading

[Mary Kennedy @MaryCKenn]

Welcome to Duluth Ocean7 Ranger! First saltie of the year!

(Video is from my phone taking it off my computer so a tad fuzzy)

[The Food Professor @FoodProfessor]

This one graph explains why more than 2 million Canadians rely on food banks every month: no wealth, no food.

Simple as that.

[Joe Nakamoto ⚡️ @JoeNakamoto]

a great day to share this graph

[Holger Zschaepitz @Schuldensuehner]

Good Morning from Germany, where the trade surplus widened to €21bn in January, up from €17.4bn the prev month; the highest level since the summer of 2024.
However, this does not signal a revival of Germany’s export model. Exports fell by 2.3% MoM, reversing December’s 4.0% increase. Imports cratered 5.9% MoM.
The widening surplus was therefore driven not by stronger foreign demand, but by weaker domestic demand. This is less a sign of export strength and more a reflection of a slowing economy – so much for the idea of rebalancing Germany’s export-driven growth model.

[Lukas Ekwueme @ekwufinance]

Share of global seaborne commodity flows transiting the Strait of Hormuz

Imports + exports:

1) Fertilizer: 33%
2) Methanol: 32%
3) Crude: 31%
4) Minerals: 24%
5) LNG: 19%

Any serious, prolonged disruptions will have consequences beyond oil.

[Holger Zschaepitz @Schuldensuehner]

Good Morning from Germany, where spot gas prices have surged to above €60 per megawatt hour. That makes natural gas roughly 6 times more expensive here than in the US.

[SABAN BUTTANRI @sabanbuttanri]

Singapur Merkezli Olam Agri, Batı Afrika ülkesi olan Ghana Cumhurbaşkanının katılımıyla yılda 40.000 ton üretim kapasiteli, 3 hatlı tesisinin spagetti hattı ve değirmenlerinin açılışını gerçekleştirdi.

Cargill, COFCO, Louis Dreyfus Company, Bunge ve Archer Daniels Midland gibi küresel devlerin oluşturduğu süper ligin bir alt kategorisinde yer alan, Afrika’da önemli tarımsal yatırımlara sahip güçlü bir oyuncunun makarna yatırımlarını kıtada genişletmesi dikkat çekici.

Yıllık yaklaşık 35–40 milyon USD makarna ithalatı yapan Ghana pazarında bu yatırımın bizim Afrika’daki pazarımızı nasıl etkileyeceğini - ya da etkileyip etkilemeyeceğini - hep birlikte göreceğiz.

Bu yatırımda Olam Agri’nin makine seçiminde Fava S.p.A. ve Martini Srl gibi sektörün önde gelen İtalyan üreticilerini tercih etmiş olması, projeye ne kadar ciddi yaklaştıklarının önemli bir göstergesi.

[Michael A. Arouet @MichaelAArouet]

Eye-opening chart. The US, with its energy independence, will weather the current energy crisis. Europe, after decades of left-green self-destruction, will tumble into a crisis. Choices have consequences.

Will Europeans get it now, or will they stick to their Net Zero?

[David Brock @drbrock37]

Money is pouring into ag commodities.

Corn for example, the biggest week of large spec corn buying since November...

And this does not include the 40¢ rally from Wednesday's low to Friday's close.

[DurumRealTime-Intergrain Italy @IntergrainItaly]

26 September | Palazzo Brancaccio, Rome
Our international speakers will share their analyses of global durum wheat markets, from North America to Kazakhstan.
🎫 Register now:
🇮🇹 https://t.co/cFJQsWdsrf
🇬🇧 https://t.co/Kjkedi0Vwq

[DurumRealTime-Intergrain Italy @IntergrainItaly]

Our Durum wheat + soft wheat report has been published today. To receive it, email [email protected]

[DurumRealTime-Intergrain Italy @IntergrainItaly]

Durum wheat prices have decreased in Spain by 3-5 Euros since the beginning of the month

[DurumRealTime-Intergrain Italy @IntergrainItaly]

The durum wheat market decreased moderately in Italy, with reduced buyer activity on the market

[DurumRealTime-Intergrain Italy @IntergrainItaly]

Join the Second World Durum and Pasta Forum in Rome at the historic Palazzo Brancaccio, featuring CEOs of Italian pasta producers and durum and soft wheat millers.
https://t.co/Btys6qSWNR

[DurumRealTime-Intergrain Italy @IntergrainItaly]

Extract from our report published on August 27: Prices in Greece remained steady in August, with some deals concluded in the last week at 255-257 €/MT FOB for standard quality durum (77-12-60/70). Few sellers are active at these price levels. Deals for Slovakian durum (78-80 TW/13-13.5% protein/70 Vitr.), new crop, were reported for September shipment, DAP Trieste at 275 €/MT by train.

[DurumRealTime-Intergrain Italy @IntergrainItaly]

DURUM WHEAT: In Italy, prices remained steady or fell slightly (€2-3/MT) on all the main trading markets.
Harvesting operations are expected to be completed by the end of July throughout the country.
Italian production is estimated at between 4.2 and 4.3 million tonnes. FOR THE FULL REPORT, write to [email protected]