Bilal Muftuoglu

Howe Robinson Dry Bulk Research Analyst - Previous beats include grains and power markets/ lingua and Japanophile - @SciencesPo and @GSLise Alumni

[Bilal Muftuoglu @Muftuoglos]

@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)

[GET Talks @GET_Talks]

🚢 New Weekly Video Interview on https://t.co/Iarar1fL3g!

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
https://t.co/Biew0Vy5Kk

Prefer listening? The interview is also available as a podcast on our website or on Spotify.
https://t.co/tSu34zPHDZ

#ShippingIndustry #DryBulkShipping #IndustryTrends #FutureOutlook #gettalks24

[Bilal Muftuoglu @Muftuoglos]

@hendtrk is that in Tromso?

[Bilal Muftuoglu @Muftuoglos]

#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 https://t.co/1W5yHu3lJ4 @ACOMRB

[Arif Cem Gundogan @arifcemgundogan]

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.

[Bilal Muftuoglu @Muftuoglos]

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 https://t.co/uIwEDuMsFF

[Bilal Muftuoglu @Muftuoglos]

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.

[Sam Fenwick @BBCFenwick]

The price of food has been rising this year. In this programme we investigate why and the effect it’s having on families. @RaniabtBakhita from @unicef tells us people are at crisis point + @Muftuoglos from @ArgusMedia explains prices https://t.co/aoH1K0j1We

[Ukrainian Grain Association @UkrGrain]

Paris Grain Conference. Pre-conference speaker interviews https://t.co/K7DTX2AV3w

[Bilal Muftuoglu @Muftuoglos]

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
https://t.co/rbZBZiojkO @ACOMRB

[Bilal Muftuoglu @Muftuoglos]

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.
https://t.co/rsGx8xs0KH

[Bilal Muftuoglu @Muftuoglos]

@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

[Bilal Muftuoglu @Muftuoglos]

#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 https://t.co/sWD0IPNxPa @ACOMRB

[Bilal Muftuoglu @Muftuoglos]

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

[Argus Media @ArgusMedia]

🎙 NEW PODCAST - “Agriculture insights: Brazil #corn exports to China move closer” is available now! Let’s discuss the feasibility of Brazilian corn exports to China, click here to listen: https://t.co/Xjdi0vNc9h | #ArgusAg #agriculture

[Bilal Muftuoglu @Muftuoglos]

@sizov_andre There was a call between Erdogan and Putin too - but no sign of tangible progress https://t.co/OU8UK7IUMf

[Argus Media @ArgusMedia]

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 https://t.co/sPpDvHxVub #GrainConference

[Bilal Muftuoglu @Muftuoglos]

#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 https://t.co/CzyvkmUIGB @ACOMRB

[Bilal Muftuoglu @Muftuoglos]

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 https://t.co/mNx0ROYmxk @ACOMRB

[Alexey Yeromin @AlexeyYeremin]

#Grain #corridor concerns pressure #Ukraine cpt market
https://t.co/TKSY7AuXCH
By @AlexeyYeremin and @vikablazhko

[Bilal Muftuoglu @Muftuoglos]

@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

[Bilal Muftuoglu @Muftuoglos]

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