Thursday, November 05, 2015

5th November ,2015 Daily Exclusive ORYZA Rice E_Newsletter by Riceplus Magazine

Vietnam, Pakistan Rice Sellers Alter Some of Their Quotes Today; Other Asian Rice Export Quotes Remain Unchanged

Nov 04, 2015

Vietnam rice sellers have lowered their quotes for jasmine rice by about $5 per ton to around $470 - $480 per ton today. Pakistan rice sellers increased their quotes for 5% broken rice by about $5 per ton to around $310 - $320 per ton. Other Asian rice sellers kept their quotes unchanged.
5% Broken Rice
Thailand 5% rice is indicated at around $355 - $365 per ton about $15 per ton discount on Vietnam 5% rice shown at around $370 - $380 per ton. India 5% rice is indicated at around $345 - $355 per ton, about $35 per ton premium on Pakistan 5% rice shown at around $310 - $320 per ton.
25% Broken Rice
Thailand 25% rice is indicated at around $345 - $355 per ton, about $10 per ton discount on Vietnam 25% rice shown at around $355- $365 per ton. India 25% rice is indicated at around $330 - $340 per ton, about $50 per ton premium on Pakistan 25% rice shown at around $280 - $290 per ton.
Parboiled Rice
Thailand parboiled rice is indicated at around $355 - $365 per ton. India parboiled rice is indicated at around $340 - $350 per ton, about $65 per ton discount to Pakistan parboiled rice last shown at around $405 - $415 per ton.                            
100% Broken Rice
Thailand broken rice, A1 Super is indicated at around $320 - $330 per ton, about $10 per ton discount to  Vietnam 100% broken rice shown at around $330 - $340 per ton. India's 100% broken rice is shown at around $285 - $295 per ton, about $10 per ton premium on Pakistan broken sortexed rice shown at around $275 - $285 per ton.

Guyana May Soon Secure Rice Export Deal with Mexico, Says PMO

Nov 04, 2015

Guyana is likely to secure a rice export contract with Mexico shortly, local sources quoted a statement from the Prime Minister's Office (PMO).
The statement noted that the decision was taken when the Prime Minister of Guyana met with the Mexico's Agriculture Minister during the Open Governance Summit in Mexico City from October 27-29, 2015. It stated the Mexico's Agriculture Minister assured Guyana that he would speed up the formalities related to the finalizing of the deal. He also reportedly encourage private sector to enter into contracts with Guyanese millers.
The government of Guyana has been seeking to enter new markets for its rice after losing its valuable Venezuela market. Venezuela has denied to renew the oil-for-rice deal with Guyana. The Mexico market has been one of the several markets being explored by the government.
The statement noted that Guyana produced 359,960 tons of rice in the first six months of 2015, up about 15.3% from around 312,283 tons produced during the same period last year.
Guyana aims to produce about 618,000 tons of milled rice and export around 521,000 tons in 2015. Guyana has exported around 501,208 tons of rice in 2014, up about 27% from around 394,000 tons exported in 2013, according to data from the Agriculture Ministry.

Indonesia Secures 500,000 Tons Rice Import Deal from Thailand, Says Bulog Official

Nov 04, 2015

The government of Indonesia has secured a deal to import 500,000 tons of rice from Thailand, Reuters quoted the Bulog Procurement Director as saying.
"We agree on the volume - about 500,000 tonnes - but haven't yet agreed on price, specification, and the shipment schedule," he told reporters. He added that a contract would be signed soon and if rains don't resume in the coming weeks, the government will import rice.
Indonesia reportedly signed an agreement with Vietnam to import up to 1.5 million tons of rice if needed.
The Indonesian statistics agency has lowered its estimates for the country's 2015 paddy rice production to around 74.99 million tons, slightly below the estimated 75.55 million tons. It is understood that the current estimates do not account for the El Nino impact on the rice production. If the impact of El Nino is considered, it is likely that the production may be much below the estimates.
The President has been keen on achieving self-sufficiency in rice production and avoid imports this year. However, the extending dry conditions are reportedly prompting the government to import rice. Analysts have been predicting Indonesia to import around 1.6 million tons of rice this year.
Separately, the Agriculture Minister told local sources that the government is holding 1.5 million tons of stocks and it will increase the rice stocks until the end of this year. He asserted that the current stocks position is safe as the production is increasing.

India to Launch 'Climate Smart' Paddy Variety Shortly

Nov 04, 2015

Scientists of the Central Rice Research Institute (CRRI) in India are developing a 'climate smart' paddy variety with multi-trait gene packaging, which is capable of withstanding both drought and flood, according to local sources.
"This is a major breakthrough as scientists have been able to agglomerate genes that are resilient to opposite extremes of climatic conditions as flood and drought to design a single paddy variety that would not only absorb the stress but also give high yield in such conditions," said a senior scientist of the CRRI.
 “With the launching of the ‘Climate Smart’ paddy, farmers in areas facing extreme climatic conditions would be benefited a lot, added the CRRI Director.
The CRRI has reportedly nominated around six varieties of 'climate smart' paddy to the Centre and carrying out field trials in several states, encompassing different climatic and land conditions. The variety is likely to be released within two years, according to the CRRI.
Recently, the government of India's eastern state Odisha has signed a Memorandum of Understanding (MoU) with the Philippine-based International Rice Research Institute (IRRI) to develop high-yield, stress tolerant paddy to overcome impact of climate change.

Higher Water Levels and Firm Prices Prompt Turkey Rice Farmers to Increase Acreage in MY 2015-16, Says USDA Post

Nov 04, 2015
USDA Post estimates Turkey's MY 2015-16 (September - August) rice production at around 500,000 tons (milled basis), up from last year's 460,000 tons and unchanged from USDA's official estimates. The Post reports that the increase in production is mainly due to increased acreage reflecting higher water levels in several dams as well as higher prices during the planting period.
Planting for the 2015-16 paddy crop completed in May and harvesting, which began in the second week of September, is also complete, says the Post. Paddy rice area in MY 2015-16 increased by about 3% to around 98,000 hectares from last year's 95,000 hectares.
The Post estimates Turkey's rice imports in MY 2015-16 at around 350,000 tons, up from an estimated 320,000 tons last year. It reports that Turkey imported around 317,536  tons of rice (including 250,945 tons of milled equivalent of paddy) in 2014.

USDA Post says that due to the macroeconomic concerns and the upcoming general election, traders are unwilling to purchase newly harvested domestic rice. Farmers are expecting the government to announce an intervention price. But the government may not announce a procurement price for paddy rice, according to the Post. Currently, the Turkish Grain Board (TMO) has about  26,000 tons of paddy rice and 7,000 tons of milled rice in its stock. 



Iran Has Not Officially Lifted Import Curbs on Rice Imports, Says AIREA Official

Nov 04, 2015

The government of Iran has not officially lifted curbs on rice imports, the Executive Director of the All India Rice Exporters Association was quoted.
"We spoke to Iran embassy officials on this issue, they said there is no such development," he said.
Separately, the Director of Basmati Export Development Foundation at the Agricultural and Processed Food Products Export Development Authority (APEDA) noted that the Iranian authorities have not officially banned rice imports but only suspended fresh orders since October 2014 due to surplus stocks. 
"At present, basmati rice is being exported against the permits issued prior to October 2014. There is no official communication from the Iran government that it has resumed fresh orders. Our embassy is seized of the matter," he was quoted.
Iran is the largest buyer of Indian basmati rice and Indian exporters are looking forward for Iran to resume imports as it would enhance basmati rice exports as well as push up prices, which have been falling since the beginning of this year due to lower demand.
India has exported 300,000 tons of basmati rice to Iran in the first four months of (April-August) FY 2015-16 (April - March) against 370,000 tons during the same period in FY 2014-15, according to the APEDA data. India exported about 970,000 tons of rice in FY 2014-15 and around 1.44 million tons of rice in FY 2013-14.
USDA estimates the annual rice consumption of rice of Iran at around 3.35 million tons. The Middle East nation produces around 1.75 million tons and imports the rest.

Oryza CBOT Rough Rice Futures Recap - Chicago Rough Rice Futures Resume Their Rally as the Bulls Once Again Step Up to the Plate; Wheat Moves Higher on Technical Buying

Nov 05, 2015

Chicago rough rice futures for Jan delivery settled 27 cents per cwt (about $6 per ton) higher at $12.445 per cwt (about $274 per ton). The other grains finished the day mostly higher led by a sharp technical rally in wheat; Soybeans closed about 0.6% higher at $8.8400 per bushel; wheat finished about 1.9% higher at $5.2625 per bushel, and corn finished the day unchanged at $3.8050 per bushel.
U.S. stocks traded in a range Wednesday, after a strong start to November, as investors looked for more clues on the timing of a rate hike from a slew of data and Fed speakers. Fed Chair Janet Yellen said Wednesday morning a December rate hike is a "live possibility," depending on the data. In prepared remarks for her testimony before the House Financial Services Committee on bank regulation and supervision, she said banks are much healthier but problems remain. In the afternoon, New York Fed President William Dudley is scheduled to give a news briefing on looking beyond the macro economy. Economic data gave a mixed view on the services sector, which remains well in expansion territory.
 The non-manufacturing ISM October report showed a rise to 59.1 from 56.9 the prior month. However, Markit said its October PMI services index declined to 54.8 from 55.1 in September. With two days to Friday's nonfarm payrolls report, the ADP employment report showed private companies added 182,000 jobs in October. In other economic news, weekly mortgage applications fell 0.8% last week as interest rates rose. In midday trade, the Dow Jones Industrial Average fell 45 points, or 0.25%, to 17,873. The S&P 500 traded down 7 points, or 0.34%, to 2,102, with energy leading eight sectors lower and utilities and information technology the only advancers. The Nasdaq fell 10 points, or 0.19%, to 5,135. Gold is trading about 0.6% lower, crude oil is seen trading about 3.2% lower, and the U.S. dollar is seen trading about 0.9% higher about  1:00pm Chicago time.Tuesday, there were 812 contracts traded, down from 1,321 contracts traded on Monday. Open interest – the number of contracts outstanding – on Tuesday decreased by 146 contracts to 12,120.

Oryza U.S. Rough Rice Recap - Prices Firm as Futures Rally; Farmers Continue to Wait for Higher Prices

Nov 05, 2015

The U.S. cash market was firmer today as offers from resellers increased with the futures market while most bids were unable to attract sellers.Analysts note that most farmers remain uninterested in the prices they are seeing and content to put their rice into storage, waiting until after the hunting season and the holidays before they market the rest of their crop.News that Guyana had reached a deal with the Mexican government that would facilitate the sale of paddy to Mexico was mostly shrugged off by the market.

Philippines Rice Stocks Increase Sharply in October 2015

Nov 04, 2015
The Philippines rice stocks have increased in October 2015 after declining for four months continuously, according to the Bureau of Agricultural Statistics (BAS). The increase can be attributed to increasing imports.
Total rice stocks in the Philippines as of October 1, 2015 stood at around 2.2 million tons, up about 12.2% from around 1.96 million tons recorded on September 1, 2015, and up about 21.5% from around 1.81 million tons recorded during the same period last year.
According to the BAS, household stocks (which account for about 35.4% of total rice stocks in the country) stood at around 780,000 tons as of October 1, 2015, down about 6% from year-ago levels of around 830,000 tons. Commercial warehouse rice stocks (which account for about 34.3% of total stocks) have reached around 670,000 tons as of October 1, 2015, up about 29% from their year-ago levels of around 520,000 tons. The rice stocks with the National Food Authority (NFA) (which account for 30.3% of total stocks) stood at around 750,000 tons, up about 67% from around 450,000 tons recorded in October 2014.
Month-on-month, household rice stocks are up about 37%, commercial warehouse rice stocks are up about 16% and NFA rice stocks - in which about 91.8% are imported rice - are down about 6%, according to the BAS.
The BAS says that the Philippines' rice stocks as of October 1, 2015 are enough to last for 65 days (household and household stocks are enough for 23 days, commercial warehouses stocks are enough for 20 days and stocks with NFA are enough for 22 days).
Global Rice Quotes
November 4th, 2015
Long grain white rice - high quality
Thailand 100% B grade          365-375           ↔
Vietnam 5% broken    370-380           ↔
India 5% broken         345-355           ↔
Pakistan 5% broken    310-320           ↑
Myanmar 5% broken   415-425           ↔
Cambodia 5% broken             415-425           ↔
U.S. 4% broken           490-510           ↔
Uruguay 5% broken    535-545           ↔
Argentina 5% broken 530-540           ↔

Long grain white rice - low quality
Thailand 25% broken 345-355           ↔
Vietnam 25% broken 355-365           ↔
Pakistan 25% broken 280-290           ↔
Cambodia 25% broken           400-410           ↔
India 25% broken       330-340           ↔
U.S. 15% broken         500-510           ↔
Long grain parboiled rice
Thailand parboiled 100% stxd            355-365           ↔
Pakistan parboiled 5% broken stxd    405-415           ↔
India parboiled 5% broken stxd         340-350           ↔
U.S. parboiled 4% broken       590-610           ↔
Brazil parboiled 5% broken    545-555           ↔
Uruguay parboiled 5% broken            NQ      ↔

Long grain fragrant rice
Thailand Hommali 92%          790-810           ↔
Vietnam Jasmine         470-480           ↓
India basmati 2% broken        NQ      ↔
Pakistan basmati 2% broken   NQ      ↔
Cambodia Phka Mails             830-840           ↔
Brokens
Thailand A1 Super      320-330           ↔
Vietnam 100% broken            330-340           ↔
Pakistan 100% broken stxd    275-285           ↔
Cambodia A1 Super   355-365           ↔
India 100% broken stxd         285-295           ↔
Egypt medium grain brokens NQ      ↔
U.S. pet food 330-340           ↔
Brazil half grain          NQ      ↔

All prices USD per ton, FOB vessel, oryza.com

No comments:

Post a Comment