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WEST AFRICAN SESAME SEED SCENARIO
By :ALOK BHARGAVA
PRARAMB AGRI TRADING DMCC DUBAI.
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West African Sesame Seed Scenario
2019/20
At the onset, I would like to congratulate IOPEPC and Office
Bearers for organizing such a Good conference .
I sincerely wish all the members of IOPEPC all the best for
the new season.
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Scope 2019 at a Glance
Countries producing sesame seed
Overall View of African supply position
Overall View of African exports
Current Trends & Carry over Situation
Future Scenario
Disclaimer
Vote of Thanks
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New Season 2019
Khulja Sim Sim
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Blocked Wall ---here are some Q?
China stock position
Trade wars
Currency at the Best
Logistic issues
Farmers vis a vis
Buyer mentality
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So What to do now ……
Buy & Sell or Sell & Buy
Hedge Currency or Keep Open
Regulatory Policies
Uncertain Economic
Environment
Farmers Change in Mentality
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Let's see some DATA, to get help going
ahead
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PRODUCING COUNTRIES
EAST AFRICA
TANZANIA
MOZAMBIQUE
UGANDA
SOMALIA
MALAWI
WEST AFRICA
NIGERIA
NIGER
MALI
BURKINA FASO
TOGO
SENEGAL / GUINEA BISSAU
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NIGERIA PRODUCING AREAS KANOO
LAFFIA BENUE TARABA,BAUCHI
BOTH WHITE AND MIXED TYPE AVAILABLE
PRODUCTION ABOUT 230/250,000 MT
2019 CROP EXPECTED SAME OR BETTER THAN LAST YEAR
MAIN MARKET JAPAN CHINA TURKEY AND MIDDLE EAST
LOGISTICS MAJOR ISSUE
RAIN IS CONCERN
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BURKINA AND ALLIED
BURKINA,MALI,TOGO, SENEGAL MAIN COUNTRIES
BOTH WHITISH AND MIXED TYPE
MAIN MARKETS CHINA JAPAN
LAST YEAR ESTIMATE 180,000 MT
BURKINA NOW DFT
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EAST AND WEST AFRICAN PRODUCTION
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CHINA IMPORTS
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JAPAN IMPORTS
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TURKEY IMPORTS
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Trends and Current Stock positionTANZANIA
CYLONE EFFECT
CROP SIZE INCREASES ESPECIALLY TANZANIA SOUTH
AUCTION SYSTEM IN SOUTH TANZANIA
PRICE RANGE USD 1680 TO USD 1350 LEVELS
NO ARRIVALS NOTHING IN FARMERS HAND
CARRY OVER STOCKS HIGH PRICED IN HANDS OF EXPORTERS ESPECIALLY TENDER CARGO
FUTURE CONCERN – AUCTION FOR ALL REGIONS.
MOZAMBIQUE
CROP SIZE BETTER THEN NORMAL
CYCLONE EFFECT
QUALITY PER SE IMPROVED AS REGARDS TO WHITENESS AND OIL
AT THE TIME OF WRITING THIS SHIPMENTS WERE STILL TAKING PLACE
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Trends and Current Stock…ETHIOPIA /SUDAN
WE HAVE EXPERT HERE WHO HAS UPDATED US
NIGERIA
CROP STARTED IN SEPTEMBER OVERALL GOOD QUALITY
RAINS WERE SEEN IN KANU REGION
LOGISTICS ISSUE – MAJOR ISSUE –PORT STILL TO BE SORTED OUT
CROP SIZE – 250 K PLUS
CARRY OVER STOCKS OLD CROP – VERY LITTLE
PRICE STARTED USD 1350+ AND THEN REDUCED TO USD 1250
UGANDA
DECEMBER CROP IS EXPECTED TOO EARLY TO SAY ANYTHING
BURKINA FASO
WILL START IN NOVEMBER
CROP SIZE AND WHITE CARGO INCREASING
BURKINA FROM THIS YEAR IS DFT FOR CHINA – IMPACT ON JAPAN
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Trends and DemandJAPAN
THEIR BUYING POSITION IS OF FEB / MARCH
LOGISTICS ISSUE OF NIGERIA – STILL CONTINEING
PRICES RANGE THIS YEAR USD 1650 TO 1250 LEVELS
IMPORT QUANTITY IS STABLE FOR LAST FEW YEARS
CHINA
STOCK REMAINS AT 150K AND THIS STOCK LEVEL IS CONSISTENT TO SOME TIME
IMPORTS REDUCED THIS YEAR
CHANGING MENTALITY OF CHINESE BUYER/ PATIENCE.
SUDAN REPLACING ETHIOPIA AS MAIN SUPPLY
TURKEY
MAJOR ISSUE – CURRENCY, BANK LIMIT REDUCTION.
AGRESSION REDUCED BUYING BUT STILL MANAGED TO BUY GOOD QUANTITY
SUDAN SHARE OF IMPORTS INCREASING THOUGH NIGERIA REMAINS FAVOURED
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Future Direction of Market
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SIM SIM Of Market
S = Sudan Situation
I = Indian crop and Demand
M= Market and demand
S = Supply from Africa
I = International currency situation
M = Management of Logistic
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DISCLAIMER
The contents of this presentation is based on information received from
trade, unorganized sources, understanding and interpretation. It only
represent observation and personal opinion and does not constitute for
any business decision or to challenge any information or opinion.
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PRARAMB
NETWORKTANZANIA
NIGERIA
MOZAMBIQUE
MALAWI
KENYA
UGANDA
BURKINA FASO
IVORY COAST
GUINEA BISSAU
RUSSIA
UAE
Emerging Re-
Exporter of the
year 2018
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THANK YOU !!