F&G report

Follow us&be aware of current situation in Atlantic(USG/ECSA/Med/BlSea). Cargo&freight symbios in one report. Who owns the information, owns the shipping world!

[F&G report @FnG_report]

according to Reuter, #China finally back for #US #soybeans. So far we heard about the amount of 500kmt, most of that with a shipment from PNW ports. But something tellimg us they would continue purchasing

[Karen Braun @kannbwx]

USDA: U.S. #corn and #wheat ending stocks up slightly, #soybeans unchanged. Corn and soybean exports remain at 2.45 bln and 1.9 bln bu, respectively.

[Karen Braun @kannbwx]

The votes are in, and more than half of the 1,000 voters still have patience for the U.S.-China trade truce to produce sales for U.S. ag. But 46% of them will be fed up by the end of this week, and nearly 80% cannot wait much past this month.

[F&G report @FnG_report]

According to official data, US has sold 1.98mmt of #soybeans to #Argentina and exported 1.63 mmt. While according to port statistic around 1.8 mmt of US beans already reached the #Argentina ports or would do it in 5-7 days (3 handy-vesels)

[F&G report @FnG_report]

As usual, #soybean export from #Argentina graph. And for now we see something around 11 #panamaxes that are still under load to that destination.

[F&G report @FnG_report]

At least one Panamax lot of #grains is already offered for #shipment ex #USG ports to #China with 2-7 January laycan dates. Even despite no sales have heard on the commodity market so far (but who knows what is hiding under "unknown destination")

[F&G report @FnG_report]

Around 1,5 mmt of #US #soybeans reached or woddl reach in nearest week San Lorenzo port. As for now, 4 vessels are discharging while 16 handies are staying at Mondevideo area, and 2 are on their way to #Argentina

[F&G report @FnG_report]

#China is the only one destination for argentinian #soybean #shipments. Even trough only one panamax left the port during last week, we see around 10 #panamaxes to be loaded soon in line up

[Karen Braun @kannbwx]

Here's the latest we know so far (updated story:)
▪️Trump: “China will be opening up. China will be getting rid of tariffs.”
▪️Trump wont raise tariff rates on Jan 1 as planned
▪️China to start purchasing agricultural products from U.S. farmers immediately
https://t.co/QGHftnMhAP

[F&G report @FnG_report]

@ACOMRB we would see it soon, as Argie wheat would be shipped in Dec 😎

[F&G report @FnG_report]

#Algeria #wheat tender results. So French, #Argentina and Uruguay among the most possible origins.

[F&G report @FnG_report]

Regarding the yesterday's Algerian tender for corn from #Argentina- rumours saying Cargill was the seller. The #corn was sought for shipment by Dec. 15

[𝑺𝒘𝒊𝒕𝒕𝒆𝒓™️ @RussianGrainTra]

Brazil 🇧🇷 to raise WHEAT 🌾 imports in 2019 to 7 mln MT from 6,3 mln MT in 2018 due to crop losses says #Bunge ... Mostly from Argentina 🇦🇷 , of course.

[F&G report @FnG_report]

During #China International Import Expo in Shanghai, Chinese state company #Sinograin has signed contracts on #soybean supplies from South America with 6 suppliers, including ADM, Cargill, Marubeni, Bunge https://t.co/BDrB7nvEPL

[AgsPlayers @AgsPlayers]

China imported 6.92 mln T of soybeans in Oct -customs

That is up 18 pct from same month last year.

Source: @ReutersAg

[F&G report @FnG_report]

Hearing that #Brazil market now is "frozen", almost all #soybeans and corn already were booked, and there is no demand. So some of market players are going to have a long vacations till the new crop harvest starts

[Karen Braun @kannbwx]

This is a pretty big deal. #China has now revised #corn output data for the last 10 years. For 2017, they boosted the crop to 259 mmt from 215.9 mmt, on nearly 7 mln more hectares. The 2018 crop now seen at 259 mmt (ministry's last forecast was 213 mmt).
https://t.co/is2vyIEcYi

[F&G report @FnG_report]

Another 3 #panamaxes with #soybeans on board left ports of #Argentina into #Chinese destination during last week

[Foreign Ag Service @USDAForeignAg]

Private exporters report sales of 101,745 MT of #corn for delivery to Mexico during MY 2018/2019. https://t.co/n6X53KpjO9

[F&G report @FnG_report]

Saudi Arabia bought 1.02 mln tons of #barley for Jan-feb delivery at average price $266.83/t C&F (660 kmt to Red Sea and rest to Gulf ports). Highly possible that big part of that would be sourced from #Argentina, regarding that offers for Dec are at $230 FOB+freifght $39-40/t