Tuesday, February 09, 2016

21-22 January 2016 Daily ORYZA Rice E-Newsletter by Ricpelus Magazine

Oryza U.S. Rough Rice Recap - Prices Firm Slightly with Futures; Buyers Reluctant to Pay Up

Jan 22, 2016

The U.S. cash market was firmer today with offers from resellers increasing with the futures market; however, most buyers were reluctant to chase these offers higher today.
Analysts note that most farmers remain on the sidelines waiting for prices to improve; however, some believe that the market will need to trade lower in the near term to spur new demand before prices can rally later in the marketing year


Oryza CBOT Rough Rice Futures Recap - Chicago Rough Rice Futures Find Support from Firmer Beans and Wheat; Oil Moves Higher despite Increased Inventory

Jan 22, 2016

Chicago rough rice futures for Mar delivery settled 14 cents per cwt (about $3 per ton) higher at $10.980 per cwt (about $242 per ton). The other grains finished the day with mixed results; Soybeans closed about 0.5% higher at $8.7850 per bushel; wheat finished about 0.7% higher at $4.7500 per bushel, and corn finished the day about 0.5% lower at $3.6700 per bushel.
U.S. stocks traded mostly higher Thursday, trying to extend Wednesday's late-session recovery as oil recovered slightly from multiyear lows. Also supporting gains were morning comments from European Central Bank President Mario Draghi that raised hopes of more stimulus as early as the March meeting. Data released late Wednesday by the American Petroleum Institute showed crude inventories rose by 4.6 million barrels, while the EIA reported commercial crude inventories rose by about 4 million barrels. Crude inventories climbed to the highest level since 1990. As of afternoon trade Thursday, the major U.S. indexes were down about 8% or more for the year so far and more than 10% below their 52-week intraday highs, in correction territory.
U.S. Federal Reserve Chair Janet Yellen will testify on monetary policy and the economy before the Senate Banking Committee on Feb. 11 and before the House Financial Services Committee on Feb. 10 for the U.S. central bank's semi-annual monetary policy report, Reuters said Thursday. European stocks closed nearly 2% higher after Draghi's comments. Earlier, the European Central Bank kept rates unchanged. In U.S. economic data, weekly jobless claims came in at 293,000, a six-month high.
The January Philadelphia Fed index showed minus 3.5. In early afternoon trade, the Dow Jones industrial average gained 146 points, or 0.93%, to 15,912. The S&P 500 traded up 12 points, or 0.65%, to 1,871, with energy leading eight sectors higher and health care and utilities the only decliners. The Nasdaq composite gained 17 points, or 0.38%, to 4,488. Gold is seen trading about 0.5% lower, crude oil is seen trading about 4.5% higher, and the U.S. dollar is seen trading about 0.1% lower at about  2:00pm Chicago time.
Wednesday, there were 1,133 contracts traded, up from 960 contracts traded on Tuesday. Open interest – the number of contracts outstanding – on Wednesday decreased by 147 contracts to 13,426. 

Tags: Pakistan Rice Export Earnings Decline Sharply in First Six Months of FY 2015-16 Despite Increase in Tonnage

Jan 21, 2016
Pakistan exported around 2.05 million tons of rice (including 189,084 tons of basmati and 1.87 tons of non-basmati) in the first six months of FY 2015-16 (July - December), up about 15% from around 1.53 million tons (251,496 tons of basmati and 1.1 million tons of non-basmati) exported during the same period in FY 2014-15, according to provisional data from the Pakistan Bureau of Statistics (PBS).
However, Pakistan's rice exports declined in terms of value during the said period. Pakistan earned around $869 million during the six months of FY 2015-16, down about 11% from around $977 million earned last year. The decline is attributed to a sharp decline in global rice prices as well as a slow demand.
In December 2015, Pakistan exported around 475,346 tons of rice, down about 13% from around 547,286 tons exported in November 2015 and down about 3% from around 491,452 tons exported in December 2014. In terms of value, Pakistan earned about $180.9 million in December 2015, down about 11% from around $203.6 million earned in November 2015 and down about 24% from their year-ago levels of around $238.2 million.
Pakistan exported around 39,589 tons of basmati rice in December 2015, up about 14% from around 34,600 tons exported in November 2015, and up about 8% from around 36,589 tons exported in December 2014. In terms of value, Pakistan's basmati rice exports earned $34 million in December 2015, up about 10% from around $31 million earned in November 2015, and down about 23% from around $44 million earned in December 2014.
Pakistan exported around 435,757 tons of non-basmati rice in December 2015, down about 15% from around 512,686 tons exported in November 2015 and up about 4% from around 454,863 tons in December 2014. In terms of value, Pakistan's non-basmati rice exports earned $147 million in December 2015, down about 15% from around $172 million earned in November 2015, and down about 24% from around $194 million earned in December 2014.

Pakistan Rice Exporters Advised to Focus on Importers' Specifications to Boost Exports

Jan 21, 2016

The Head of an European supply chain company based in Hamburg, Germany, advised Pakistan rice exporters to focus on meeting the specification of importers, especially to the U.S. and European markets, according to the Nation.
The official was invited as a guest speaker at a workshop organized by the Rice Exporters Association of Pakistan (REAP). The workshop aimed at highlighting the challenges and issues being faced by Pakistan rice exporters to European and American markets.
In his lecture titled ‘Current topics of Basmati Rice-EU market, food safety and authenticity,’ he noted that Pakistan rice exports to European nations has been picking up but advised exporters to pay more attention to issues such as aflatoxins, pesticide residue and also new regulations being made by these markets. He stated that of late, complaints regarding aflatoxins in Pakistan rice consignments have come down considerably. Likewise, he urged the exporters to handle the other issues also in a similar manner.
A large number of exporters attended the workshop.

 

EU Rice Imports Increase Sharply in September 1, 2015 - January 12, 2016

Jan 21, 2016
According to the latest data issued by the European Union (EU), rice imports by the EU increased sharply since the beginning of the crop year 2015-16 (September 1, 2015 - August 31, 2016).
The EU imported about 419,524 tons of rice during the period September 1, 2015 - January 12, 2016, up about 31% from around 392,569 tons imported during the same period last year.
Japonica rice imports increased about 15% to around 30,402 tons in September 1, 2015 - January 12, 2015 period from around 26,511 tons during the same period last year. Indica rice imports increased about 32% to around 389,122 tons during the said period from around 294,936 tons last year.
The UK remained the largest importer in September 1, 2015 - January 12, 2016 period with around 101,903 tons followed by France (75,397 tons), Netherlands (46,412 tons), Germany (31,874 tons), Poland (29,552 tons) and Italy (28,264 tons). Other EU countries imported 106,122 tons.
During the week ended January 12, 2015, the EU imported around 26,514 tons of rice, about twice from around 13,028 tons imported during the week ended January 5, 2015.
The EU imported around 1.143 million tons of rice in the crop year 2014-15, up about 12.7% from around 1.013 million tons imported in the crop year 2013-14.

All Indian States to Implement National Food Security Act by April 2016, Says Food Minister

Jan 21, 2016

All Indian states are likely to implement the National Food Security Act (NFSA), by April 1, 2016, according to a press release by the Ministry of Consumer Affairs Food and Public Distribution.
Under the NFSA, the government of India is providing wheat at Rs.2 per kilogram (around 3 cents) and rice at Rs.3 per kilogram (around 4.5 cents). Twenty five states and Union territories have started implementing the NFSA by the end of last year.
The Minister of Consumer Affairs Food and Public Distribution told in a media briefing that the system of direct cash transfers is being implemented in the states of Chandigarh and Pondicherry. He noted that all the 36 states/union territories in India have online systems for redressal of PDS grievances.
The Minister also stated that the procurement policy for paddy was modified in the KMS 2015-16 (October 1, 2015 - September 30, 2016) based on the recommendations of High Level Committee on restructuring of the Food Corporation of India (FCI) to ensure that all farmers receive the minimum support price (MSP) for their paddy. As a result huge paddy procurement has been made during Kharif season, he said.
The FCI reportedly procured around 20.81 million tons of rice as of January 12, 2016, up about 32% from around 15.74 million tons last year.
India’s rice stocks in the central pool as of January 1, 2015 stood at around 26.025 million tons (including a milled equivalent of about 13.34 million tons of paddy), up about 14% from around 22.79 million tons recorded during the same period last year, according to data from the Food Corporation of India (FCI).

Indonesia to Decide Over Additional Rice Imports Before March 2016

Jan 21, 2016

The government of Indonesia is likely to decide over importing more this year before March 2016, according to Bloomberg. The decision is understood to help the country's state logistics agency Bulog to manage supplies effectively.
The President Director of Bulog noted that the agency had received about 900,000 tons of rice imports by the end of 2015 and will receive the remaining 600,000 tons of rice in the first quarter of 2016. Indonesia imported about 1.5 million tons of rice from Vietnam and Thailand in 2015.
The Bulog official noted that agency currently has 1.49 million tons of rice in stocks.

Vietnam Exporters Foresee Fall in Export Quotes as Thailand Plans to Clear Rice Stocks

Jan 21, 2016

Vietnam rice exporters have expressed concern that Thailand's sale of its rice stocks may significantly push down the export quotes and impact Vietnam's rice exports, according to Vietnam News Agency.
The Chairman of the Vietnam Food Association (VFA) and some exporters were responding to Thailand's plans to clear the remaining 13 million tons of rice in its stockpiles by the end of 2017.
Some exporters reminded that export prices fell significantly in 2013 also when Thailand cleared its stocks and slashed the selling prices. They noted that in September 2013, most of the rice importers adopted a wait and watch approach to see if prices would fall further. Some importers also forced Vietnamese exporters to lower their quotes by threatening to withdraw contracts. Vietnamese exporters had no option but to cut their quotes to around $340 - $360 per ton, which were below the production costs of around $380 - $390 per ton.
However, the Chairman of the VFA also expressed optimism that there are a few favourable conditions for Vietnamese rice this time. A likely decline of Thai rice production and exports is an advantage to Viet exporters, he said.
“Even if Thailand tries to export inventory rice to Vietnam’s loyal markets such as China, Indonesia and the Philippines, Vietnam’s rice will not be dislodged from the markets,” he said. “This is because Thailand only has a modest volume of white rice. These markets mostly consume white rice,” he added.
Some leading exporters added that Vietnam exporters can still expect a decent demand as well as higher prices as they sell rice from the new crops while Thailand tries to clear its old stocks. 
Currently, Viet 5% rice is quoted at around $350 - $360 per ton and Thai 5% rice is quoted at around $355 - $365 per ton.
Global Rice Quotes

January 22nd, 2016
Long grain white rice - high quality
Thailand 100% B grade   370-380                ↑
Vietnam 5% broken        345-355                ↓
India 5% broken               355-365                ↔
Pakistan 5% broken        335-345                ↔
Myanmar 5% broken      415-425                ↔
Cambodia 5% broken     425-435                ↔
U.S. 4% broken                 465-475                ↔
Uruguay 5% broken        475-485                ↔
Argentina 5% broken     470-480                ↔
Long grain white rice - low quality
Thailand 25% broken      345-355                ↔
Vietnam 25% broken      340-350                ↔
Pakistan 25% broken      305-315                ↔
Cambodia 25% broken   405-415                ↔
India 25% broken             325-335                ↔
U.S. 15% broken               445-455                ↔
Long grain parboiled rice
Thailand parboiled 100% stxd     365-375                ↑
Pakistan parboiled 5% broken stxd          405-415                ↔
India parboiled 5% broken stxd                 345-355                ↔
U.S. parboiled 4% broken             500-510                ↔
Brazil parboiled 5% broken          520-530                ↔
Uruguay parboiled 5% broken    NQ         ↔
Long grain fragrant rice
Thailand Hommali 92%   680-690                ↑
Vietnam Jasmine             425-435                ↓
India basmati 2% broken              NQ         ↔
Pakistan basmati 2% broken       NQ         ↔
Cambodia Phka Mails     750-760                ↔
Brokens
Thailand A1 Super            320-330                ↑
Vietnam 100% broken   330-340                ↔
Pakistan 100% broken stxd          290-300                ↔
Cambodia A1 Super        345-355                ↔
India 100% broken stxd                 260-270                ↔
Egypt medium grain brokens      NQ         ↔
U.S. pet food     280-290                ↔
Brazil half grain NQ         ↔


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


Wholesale Basmati Rice Prices in India Firm on Improved Demand

Jan 21, 2016
Wholesale basmati rice prices in the national capital have increased slightly today due to an increased buying from traders and stockists against restricted supplies from producing regions, according to the Press Trust of India (PTI).
On January 21, 2016, prices of Pusa 1121 increased to around Rs.4,250 - 5,100 per quintal (around $629 - $751 per ton) from previous quotes of around Rs.4,250 - 5,000 per quintal (around $628 - $740 per ton).
Prices of common basmati rice remained stable at previous levels of around Rs.5,300 - 5,400 per quintal (around $781 - $796 per ton).
"Increased buying by stockists in the face of restricted supplies from producing regions mainly attributed the rise in rice basmati prices," traders were quoted as saying.
Revival of imports by Iran can be seen as one of the reasons for higher demand by traders.

Thailand Rice Sellers Increase Some of Their Quotes; Vietnam Rice Sellers Lower Some of Their Quotes

Jan 21, 2016

Thailand Rice sellers increased their quotes for 5% broken rice, 25% broken rice and parboiled  rice by about $5 per ton each to about $355-$365 per ton, $345-$355 per ton and $360-$370 per ton respectively. Vietnam rice sellers lowered  their quotes for 100% broken rice by about $5 per ton to about $330-$340 per ton. Other Asia rice sellers kept their quotes unchanged today.                                
5% Broken Rice
Thailand 5% rice is indicated at around $355 - $365 per ton, about $5 per ton premium on Vietnam 5% rice shown at around $350 - $360 per ton. India 5% rice is indicated at around $355 - $365 per ton, about $20 per ton premium on Pakistan 5% rice shown at around $335 - $345 per ton.
25% Broken Rice
Thailand 25% rice is indicated at around $345 - $355 per ton, about $5 per ton premium o Vietnam 25% rice shown at around $340- $350 per ton. India 25% rice is indicated at around $325 - $335 per ton, about $20 per ton premium on Pakistan 25% rice shown at around $305 - $315 per ton.
Parboiled Rice           
Thailand parboiled rice is indicated at around $360 - $370 per ton. India parboiled rice is indicated at around $345 - $355 per ton, about $60 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 $315 - $325 per ton, about $15 per ton discount to Vietnam 100% broken rice shown at around $330 - $340 per ton. India's 100% broken rice is shown at around $260 - $270 per ton, about $30 per ton discount to Pakistan broken sortexed rice shown at around $290 - $300 per ton.


Exclusive News have been shared with written permission of ORYZA.com with thanks

No comments:

Post a Comment