WEST AFRICAN SESAME SEED SCENARIO

By :ALOK BHARGAVA

PRARAMB AGRI TRADING DMCC DUBAI.

alok@praramb.com

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.

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

New Season 2019

Khulja Sim Sim

Blocked Wall ---here are some Q?

China stock position

Trade wars

Currency at the Best

Logistic issues

Farmers vis a vis

Buyer mentality

So What to do now ……

Buy & Sell or Sell & Buy

Hedge Currency or Keep Open

Regulatory Policies

Uncertain Economic

Environment

Farmers Change in Mentality

Let's see some DATA, to get help going

ahead

PRODUCING COUNTRIES

EAST AFRICA

TANZANIA

MOZAMBIQUE

UGANDA

SOMALIA

MALAWI

WEST AFRICA

NIGERIA

NIGER

MALI

BURKINA FASO

TOGO

SENEGAL / GUINEA BISSAU

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

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

EAST AND WEST AFRICAN PRODUCTION

CHINA IMPORTS

JAPAN IMPORTS

TURKEY IMPORTS

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

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

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

Future Direction of Market

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

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.

PRARAMB

NETWORKTANZANIA

NIGERIA

MOZAMBIQUE

MALAWI

KENYA

UGANDA

BURKINA FASO

IVORY COAST

GUINEA BISSAU

RUSSIA

UAE

Emerging Re-

Exporter of the

year 2018

THANK YOU !!