MEX ORGANIC Runner 40/50– USD 2.800,00Shipment November 2024 / per MT / C&F RDAM
CHI Organic hsuji 40/50 – USD 2.750,00Shipment November 2024 / per MT / C&F RDAM
ARG Runner 38/42 BL – USD 1.800,00Shipment October 2024 / per MT / C&F RDAM
ARG Runner BL splits – USD 1.675,00 Shipment October 2024 / per MT / C&F RDAM
ARG Runner 40/50 – USD 1.650,00Shipment October 2024 / per MT / C&F RDAM
USA jumbo runner 38/42 – USD 1.600,00Shipment November 2024 / per MT / CIF RDAM
USA JBO Runner blanched – USD 1.850,00Shipment November 2024 / per MT / CIF RDAM
Israel super giant 6/8 – EUR 3.600,00Shipment October 2024 / per MT / C&F RDAM
Birdfeed any origin 60/70 – EUR 1.275,00 Shipment November 2024 / per MT / C&F RDAM
Breaking news South Africa, official crop estimates revised down more than 20 percent very bullishBREAKING NEWS
November 30, 2023
SAGIS revised down peanut planting intentions from 42’000 Hectares down to 31’300 Hectares
Due too high temperatures and huge delay in rain precipitation. The is little chance left for major increase in planting, as most part of peanut belt can plant safely until end November , early December, to be continued
Breaking news South Africa, lack of rain, delay in new crop peanut planting, bullishBREAKING NEWS
November 17, 2023
From the fields and our experts’ farmers, it seems that South Africa peanut belt faces some ‘’El Nino’’ factors , which are at this level, delay in rainy season (later plantings) and very low temperature for this time of the year. It looks like peanut planting intentions might not exceed 40’000 hectares. To be continued…
Breaking news: new peanut crop plantings at full swingBREAKING NEWS
November 7, 2023
After long dry period, sufficient rain allowed peanut planting to start with a slight delay..
Until today, 60 percent is estimated as planted, weather is expected to be good for the next few weeks so mood is a bit easier and exporters quoting new crop around USD 2’000 for blanched 38
Egypt: breaking newsBREAKING NEWS
August 13, 2023
Egypt : breaking news, weak Egyptian pound, and higher planting, mixed
Despite higher farming costs during 2022 and 2023 peanut plantings increased at least 20 percent. Yield and quality is excellent until now!
Bio-certification Bohemia Nut BVBREAKING NEWS
April 19, 2023
We are happy to announce Bohemia Nut BV is bio-certified!
Despite the excellent weather conditions boosting peanut yield for 2023, total crop outcome is far to be enough to satisfy the growing demand of peanuts in South Africa, specially for peanut butter.
Domestic peanut market will need substantial imports for the peanut season 2023-2024
Argentina being out of the picture due to the unofficial import ban, we expect in this conjecture that Zambia and Malawi will play key factor in South African imports.
Latest peanut forecast South Africa 2023; good yields but short crop, bullishBREAKING NEWS
March 31, 2023
Latest peanut planted area and peanut production forecast published by the department of agriculture (SAGIS) area planted 2023, 31’300 Hectares (last year 2022, 43’400 hectares) and production forecast 2023, 49’080 tons peanut kernels basis (last year 2022 was 48’500 tons)
Despite the excellent weather conditions boosting peanut yield for 2023, total crop outcome is far to be enough to satisfy the growing demand of peanuts in South Africa, specially for peanut butter.
Domestic peanut market will need substantial imports for the peanut season 2023-2024
Argentina being out of the picture due to the unofficial import ban, we expect in this conjecture that Zambia and Malawi will play key factor in South African imports.
Argentina: 2023 crop, surprised summer frostBREAKING NEWS
February 28, 2023
Unprecedent frost happened during February 2023, which hasn't been since 1980's
Peanut crop is already very late in need of urgent rainfalls. Failing that yields could be drastically affected...to be continued...
South Africa, mixedBREAKING NEWS
February 22, 2023
Peanut crop South Africa estimates are rising by the day. Exceptional weather conditions are moving the peanut yields expectations up, especially for dry peanut plantings. Our peanut experts are aiming to a 2023 peanut crop of 65,000 metric tons when previous peanut crop estimates was topping 50,000 tons
South Africa, bullishBREAKING NEWS
February 10, 2023
New crop is now halfway, see our latest movie, pictures received from one of the best farmers in the northwest province.
We still have about 60 days to go and if weather remains has the last 65 days, we should have a decent output.
Prices will remain extremely firm due to the lack of supply, 45’000 hectares planted are not sufficient to satisfy the local consumption.
Brazil harvesting delayed, bullishBREAKING NEWS
February 10, 2023
With 20 percent dug out it seems harvesting is delayed due daily rain or drizzle. Despite bumper yield hardly any offers since crushing plants are paying high price to get stocks for peanut oil
Argentina: rain relief in the past weekBREAKING NEWS
February 3, 2023
Argentina : despite the rain relief the past week, where 70% of the crop areas received sufficient rain, market is left without any incentive for sellers to offer new crop.
South Africa : market is falling shortBREAKING NEWS
February 3, 2023
South Africa market is falling short in supply due to the yield losses during 2022 rainy harvesting; expected output was 40’000 tons instead of the 65’000 tons expected.
Argentina: New crop 2023, drought, delay and no sellers. Bullish.BREAKING NEWS
January 24, 2023
CEC latest issued their 6th estimates on July 25, 2019 crop calling for a crop of 18.880 tons down 66.88 percent vs. last year. We believe that actual crop output could be as low as 15.000 metric tons. Things have not changes in South Africa. Buyers will need to import a lot of peanuts (at least 50.000 mt) from African countries and other main edible countries like Argentina or Brazil.
Breaking news : volatility, uncertainty in peanut prices BREAKING NEWS
February 5, 2021
Breaking news: volatility, uncertainty in peanut prices.
South Africa: Peanut Harvest 2020 delayed for 6 weeks , lower yields, bullishBREAKING NEWS
June 29, 2020
The official release for the department of agriculture of South Africa, planting intentions 48.000 HAS which should give a production of 52.000 tons kernels for the harvest 2020. Final 2019 revised upwards from 15.500 to 19.455 tons.
South Africa: Peanut Harvest 2020 started full swing , excellent yields, mixedBREAKING NEWS
May 1, 2020
The official release for the department of agriculture of South Africa, planting intentions 48.000 HAS which should give a production of 52.000 tons kernels for the harvest 2020. Final 2019 revised upwards from 15.500 to 19.455 tons.
India: total lockdown, impact on peanut world supply? bullishBREAKING NEWS
March 27, 2020
COVID19 OUTBREAK - BREAKING NEWS UPDATE
Argentina: current crop sold out, new crop looks good, partial lockdown ; mixedBREAKING NEWS
March 26, 2020
CEC latest issued their 6th estimates on July 25, 2019 crop calling for a crop of 18.880 tons down 66.88 percent vs. last year. We believe that actual crop output could be as low as 15.000 metric tons. Things have not changes in South Africa. Buyers will need to import a lot of peanuts (at least 50.000 mt) from African countries and other main edible countries like Argentina or Brazil.
South Africa: Expected production up 166per cent in 2020BREAKING NEWS
November 3, 2019
The official release for the department of agriculture of South Africa, planting intentions 48.000 HAS which should give a production of 52.000 tons kernels for the harvest 2020. Final 2019 revised upwards from 15.500 to 19.455 tons.
ARGENTINA: Pre-elections this week, Argentine Peso collapsed ↓BREAKING NEWS
August 15, 2019
After this week pre-elections predicting the return of left government, USDARS spiked to 61.99, resulting in high volatility and uncertainty. This situation is positive on a very short term for the exports, but negative on a medium term for future planting 2020.
South Africa: USDZAR up to 15,50 and peanut crop down 66 percent ↑BREAKING NEWS
August 13, 2019
CEC latest issued their 6th estimates on July 25, 2019 crop calling for a crop of 18.880 tons down 66.88 percent vs. last year. We believe that actual crop output could be as low as 15.000 metric tons. Things have not changes in South Africa. Buyers will need to import a lot of peanuts (at least 50.000 mt) from African countries and other main edible countries like Argentina or Brazil.
South Africa: harvesting at full swing, quiet market so far…BREAKING NEWS SOUTH AFRICA
July 1, 2019
Harvesting is a full swing, so far so good as you can see: to be continued
ARGENTINA: Harvesting delayed more than 2 months for now, resuming…BREAKING NEWS ARGENTINA
June 29, 2019
Harvesting is a full swing, so far so good as you can see: to be continued
ARGENTINA: Harvesting is a full swingBREAKING NEWS ARGENTINA
May 1, 2019
Harvesting is a full swing, so far so good as you can see: to be continued
Breaking new USA: 2019 crop future planting estimates up 1,65 mixed…Breaking news USA
March 30, 2019
USDA peanut crop estimates on 2019 expectations, up 1,65 per cent from last year 29th March estimates. this is more or less what the market was expecting, we are still few months from 2019 plantings, which might fluctuate depending a few factors such as peanut domestic prices behavior and cotton futures…
Brazil: 2019 crop harvesting resume, delay and uncertainty bullish ↑BREAKING NEWS BRAZIL
March 12, 2019
Situation in Brazil is still uncertain. Indeed, harvesting in full swing, farmers raising prices, yields and quality still to be determined! plantings were increasing from last year; still difficult to asses final production. Shellers still reluctant in offering forward new crop Brazil.. to be continued...
Argentina: some rain at last, mixed ↔BREAKING NEWS ARGENTINA
March 5, 2019
After long period without precipitations, yesterday night rainfalls reached 100 percent of the peanut belt
South only 30mm but rest of areas north, center got about 100 to 130mm.
Brazil: 2019 crop. After sunshine come rain….. bullish ↑BREAKING NEWS BRAZIL
February 15, 2019
Brazil will need favorable harvesting weather soon.
ARGENTINA: Lowest planting number in 10 years . bullish ↑BREAKING NEWS ARGENTINA
January 31, 2019
planting numbers show 17 percent reduction
SOUTH AFRICA: Extremely low plantings . bullish ↑BREAKING NEWS SOUTH AFRICA
January 30, 2019
2019 crop will by far not be sufficient for total domestic demand
ARGENTINA: Argentine crop in good shape, but still a long way to go; mixed ↔BREAKING NEWS ARGENTINA
January 30, 2019
Crop in good shape, but still a long way to go
ARGENTINA: Argentine peanut planting almost finished; mixed ↔BREAKING NEWS ARGENTINA
December 11, 2018
Planting new crop Argentina almost finished, under good conditions
USA: 2018 crop smaller than anticipated. bullish ↑BREAKING NEWS USA
December 3, 2018
Farmers are expecting that total crop will be slightly smaller compared to latest USDA estimate. Total crop should end up at maximum 2.6 million or lower. The quality outcome of the remaining to harvest might be challenging due to the wet and cold weather. For now this will be sufficient. But in case planting intentions […]
ARGENTINA: Argentine peanut planting progressing; mixed ↔BREAKING NEWS ARGENTINA
November 6, 2018
With some delay, planting of the Argentina crop is progressing now
ARGENTINA: New crop plantings have startedBREAKING NEWS ARGENTINA
October 15, 2018
Farmers preparing for planting
SOUTH AFRICA: Final crop not sufficient for domestic demand. bullish ↑BREAKING NEWS SOUTH AFRICA
October 1, 2018
Final crop too small to meet domestic demand
SOUTH AFRICA: Final crop substantial lower than last estimate. bullish ↑BREAKING NEWS SOUTH AFRICA
September 17, 2018
final crop substantial lower than last estimate
USA: USDA reports lower production. mixed ↔BREAKING NEWS USA
September 13, 2018
USDA adjusts its forecast
ARGENTINA: Details reinstated export tax. bullish ↑BREAKING NEWS ARGENTINA
September 11, 2018
Argentina reinstated export tax on peanuts
ARGENTINA: Government reinstated export tax. bullish ↑BREAKING NEWS ARGENTINA
September 1, 2018
Argentina reinstated export tax
ARGENTINA: Government reduces export rebates. bullish ↑BREAKING NEWS ARGENTINA
August 22, 2018
Argentine export tax rebate reduced
USA: FSA planted acres report, 24,3 per cent down from last year. mixed ↔BREAKING NEWS USA
August 13, 2018
First FSA report shows 24,3 per cent lower plantings
USA: Crop is developing well. mixed ↔BREAKING NEWS USA
August 8, 2018
Lower plantings partly possible partly compensated by higher yields.
ARGENTINA: Very low yields will create tention in the market. bullish ↑BREAKING NEWS ARGENTINA
August 8, 2018
Yields extremely low, and major qualtiy issues for the 2018 crop
South Africa: Lower crop yield and quality outcome. bullish ↑BREAKING NEWS SOUTH AFRICA
August 2, 2018
crop not big enough to meet domestic demand, imports will be needed
ARGENTINA: When it rains, it pours! bullish ↑BREAKING NEWS ARGENTINA
July 23, 2018
Fire in warehouse with farmers stock could possible effect 15.000 tons of raw material.
INDIA: Smaller peanut crops in India, will put a high bottom in the global market. bullish ↑BREAKING NEWS INDIA
July 19, 2018
Smaller peanut crops in India, will put a high bottom in the global market
ARGENTINA: Late rains hinder final harvesting process. bullish ↔ ↑BREAKING NEWS ARGENTINA
June 15, 2018
Argentine peanut crop not home save yet. Late rains further challange farmers and processors
South Africa: Latest estimate shows 25 per cent reduction in crop. bullish ↑BREAKING NEWS SOUTH AFRICAN CROP DOWN 25 PERCENT
June 13, 2018
Due to adverse weather conditions, crop reduced substantially
USA: planting delayed, some farmers will switch to cotton. bullish ↑BREAKING NEWS USA PLANTING DELAYED
June 8, 2018
Usa planting delayed, farmers that still have acres open might switch to cotton
ARGENTINA: Positive news weather is settling down to allow proper harvesting, mixed/bullish ↔ ↑BREAKING NEWS
May 23, 2018
Positive news weather is settling down to allow proper harvesting. Negative point is that after the rainy period of at least 20 days on the dugged 70 per cent of the crop, farmers and shellers are realizing now the quality issues that might be adding to the already reduced tonnage outcome. Nevertheless situation isn’t clear at this moment in order to quantify available exportable edible surplus.
South Africa: harvesting disappointing for dryland yields, bullish ↑BREAKING NEWS
May 4, 2018
In contradiction with the latest official crop estimates of 88'000 metric tons production , local peanut experts foresee much less total output and talking about numbers below 60'000 metric tons...
Yields on the dryland fields seem to be far below the expected 1'300 kg but more likely between 500 kg and 1'000 kg. Yields on irrigation are normal but not excessive...
We would not be surprised to see total crop slightly above the 50'000 metric tons We do not expect the origin offering new crop until the month of June 2018... To be continued
ARGENTINA: harvesting slowed down due to precipitations, mixed ↔BREAKING NEWS
April 23, 2018
Too much rain the last days over the peanut belt, harvesting process is halted in most areas for a few days… Our ideas are still unchanged with average of 2 metric tons in shell per Hectare; obviously we still have a long way to go and an adequate dry climate is needed for a good harvest.
ARGENTINA: Late rains and digging… bullish ↑BREAKING NEWS
April 16, 2018
Thanks to the latest rain relieves throughout the peanut belt, digging starts finally at full swing. Some good fields and bad ones, average expected is unchanged around 2 metric tons per hectare providing the harvesting isn’t an additional problem. To be continued...
ARGENTINA: Some rain at last, mixed & bullish ↑BREAKING NEWS
April 3, 2018
Last weekend, finally the Cordoba peanut belt got some rains. Northern part only 5 to 8mm. The center part got the most from 25mm to 40mm. No rain in the South of the peanut belt. More rain forecasted for coming Friday to Sunday.
There is no need to say that these late rain will only favor yields of the late planted areas, 10 to 15 per cent of the crop. Rains are positive for the digging, harvesting of some fields and might be negative for the fields already dug and for the fields that had heavy drought stress.
At this moment we know very little of the average quality outcome, to be continued…
USA: new crop estimates down 18 per cent, bullish ↑BREAKING NEWS
March 30, 2018
USDA peanut planting intentions down 18 per cent to 1.54MIO Acres (622’000 Hectares) from season 2017. The last 2 years historic; planted Acres in 2016 1.671 MIO, up to 1.871 MIO in 2017…
ARGENTINA: No relief yet, drought persisting, very bullish! ↑BREAKING NEWS
March 23, 2018
In our latest comments, we had some forecasted storms coming this week end in the 'peanut belt'. Unfortunately weather has changed and almost no chance of showers. If rain do not appear this weekend or very shortly, we might face a disastrous scenario. To be continued…
ARGENTINA: The drought continues, bullish!BREAKING NEWS ↑
March 19, 2018
Yesterday’s rain did not bring the expected relief; but only scattered showers in Mackena and surroundings, these rains of 10 to 20 mm in this specific area will only allow digging from these fields. There is a growing concern in all other affected areas by consistent drought due to lack of suitable digging conditions. Not only soil needs to be loosen up, but also peanut plants need to be rehydrated. We hope that the next forecasted storms coming weekend will help ultimately… to be continued…
USA: current crop domestic and export price’s increase, bullishBREAKING NEWS
March 14, 2018
USA current crop firming up; farmers are not willing to sell the farmerstock as cheap as USD 400,00 anymore; the last 2 weeks USA medium and jumbo runner market jumped USD 150,00 per ton; this situation isn't related to the Argentine drought but due to domestic prices fluctuation from other commodities such as cotton; to be continued...
SOUTH AFRICA: latest crop estimates jumped more than 20 per cent: mixedBREAKING NEWS ↔
March 9, 2018
Coming back on our previous crop estimates, it seems that the plenty of rainfall during the last 60 days has favored yields and hectares plantations (to be verified). This week the National Crop Estimate committee announced a total peanut crop of 89,000 MT, witch a too optimistic figure that indicates an average yield of 1.58 MT/HA. Local expert opinion is more that the average yield will be between 1.1 – 1.3 MT/Ha, which will bring the South African Spanish crop to a total production of 61,000 – 73,000 metric tons of farmer stock kernel basis.
We advise to be cautious as a substantial part of the crop has been planted very late and thus exposed to potential issues during a late harvest, to be continued…
ARGENTINA: Still no rains, after last week scattered showers; bullishBREAKING NEWS ↑
March 5, 2018
Still no rains, after last week scattered showers; giving many disparity in field quality throughout the 'Cordoba Peanut Belt' very bullish today!
ARGENTINA: Last week end scattered showersBREAKING NEWS ↑
February 27, 2018
After the few showers that happened last week end; 10mm in the north and 15-20mm around Rio Cuarto. Latest rain covered only 30% of the peanut fields. Bulk of the crop is still under light stress. Below report from our local experts:
Several weeks have been passed without a decent rain in the peanut area.
All rain activities so far have been scattered showers, except for few exceptions, that provided limited or no rainfall. Weather forecast expect same pattern for another week , scattered showers with limited rainfall. By the 6/7th of March there is a possibility of decent rains but again not covering all areas. The crop in the Centre to South Peanut Belt has deteriorated. Peanuts that have been planted in October have no time now to get a decent recovery.
Potential Yields
At this stage is fair to expect that 2018 crop yields (average)will not be much above 2600 kgs. If we compare it with 3600 kgs of harvested area last year, you can see that production will fall, despite the planting increase of 5%.
Production estimation at this stage:
2018 crop tonnage will be around 1.0 M(in shell basis) providing normal weather happens from early March till harvesting is completed. The next 2 weeks weather pattern will be crucial for the crop…
ARGENTINA: Curent crop quality doubtful, new crop’s fear of La Nina; bullishBREAKING NEWS ↑
February 26, 2018
Current crop 2017 market, reached bottom we believe, pricing depending on the quality level; substantial differential between grade A and grade B, fear of mold, AFLA and high FFA. New crop 2018 is looking good until now, market fears effects of drought from La NIna climatic influence. To follow carefully; in our view market has reach bottom : USD 1'400 for blanched 40/50 2018 crop
EUROPEAN MARKET: very quiet, mixedBREAKING NEWS ↔
February 26, 2018
European market: very quiet January and February 2018 , warehouses seem quite full for the time of the year, a very cold February month could trigger some activity, starting with very active birdfood market pushing spot prices slightly upwards; we expect much more activity on the physical market as from March/April 2018 : mixed
CHINA: still very quiet, bearishBREAKING NEWS ↓
February 26, 2018
Still very quiet, suffering local demand, oversupply, Chinese New Year, weak market in general, bearish.
SOUTH AFRICA: total crop production of around 50.000 metric tons
February 25, 2018
South Africa: following our latest report (2months ago) due to the drought during November and December 2017, planting intentions have been slashed by 40%, from 60.000 hectares down to 36.000 hectares; if everything goes well until the harvesting (May, June 2018) we could reach a total crop production of around 50.000 metric tons; which size will leave rooms for imports as from July-August 2018.
USA: current crop final 2017BREAKING NEWS
February 25, 2018
West Africa: Senegal and Guinea Bissau: weak market mostly due to bumper crops from 1,5 MIO+ in Senegal and 400’000 tons in Guinea Bissau, traditional buyers are the Chinese which unfortunately are not very active for the time being due to the weak Asian peanut and edible oil market. Bearish
USA: new crop planting intentions could be down, mixed ↔BREAKING NEWS
February 23, 2018
USA new crop planting intentions could be down as much as 18% or even more depending of the cotton market; indeed changes in the latest farm bill favors cotton versus peanuts, mixed
WEST AFRICA: Senegal and Guinea Bissau: weak market, bearishBREAKING NEWS
February 22, 2018
West Africa: Senegal and Guinea Bissau: weak market mostly due to bumper crops from 1,5 MIO+ in Senegal and 400’000 tons in Guinea Bissau, traditional buyers are the Chinese which unfortunately are not very active for the time being due to the weak Asian peanut and edible oil market. Bearish
ARGENTINA: Unusual frost and freeze damage during the summerBREAKING NEWS
February 21, 2018
Crop development in Cordoba peanut belt in Argentina; since a few weeks the peanut crop is facing a very dry scenario due to the influence of La Nina climate pattern, no rain in most areas and sporadic showers in some areas. The moisture isn’t sufficient in general and the weather forecast for the next weeks isn’t really optimistic.
On the top of this, combined with the drought conditions, the weather is too cold due to some Antarctic cold wind influence, temperatures are even freezing at night! Some fields in the far South of Cordoba province are even suffering of frost, freeze damage, which is very unusual during the summer in Argentina.
EUROPEAN MARKET: Quiet right now, winter is coming…BREAKING NEWS
January 8, 2018
Stocks in warehouses in the Netherland and Belgium are steady, spot market is still very quiet for the time of the year. Market seem to be well covered until now...
CHINA: Larger crop than last, at the end, market flatBREAKING NEWS
January 8, 2018
Large crop, large area, unfortunately rain during harvesting is never positive. Since last week rainfalls have delayed, stopped harvesting. This situation endures in most provinces in Northern China, Liaoning, Jilin ETC.. Hsuji (runner) type of peanuts id specially the most affected. Farmers are expecting higher prices so very little activity, good quality peanuts will remain a challenge; situation to watch...
ARGENTINA: New crop planting completed, very good situation, market downBREAKING NEWS
January 8, 2018
Current crop 2017 after harvesting completion, due to long delays due to the humid weather during June, July and August 2017, The last part of the crop is of a worse quality, very difficult and costly to process; FFA% and dirty faces growing into a bigger problem. Quality will be a challenge in the next few months. New crop, planting completed so far so good, good germination already noticed.
SOUTH AFRICA: Stronger zar, new crop planting delayed. 30 per cent loss in areaBREAKING NEWS
December 19, 2017
New crop 2017-2018 planting should have started in October in the Free State area and one week ago in the North West province. The outlook was very positive and expected planting area above 60.000 hectares, Our experts estimate a potential loss of at least 30% decrease in planted area for the next new crop season 2018. no more planting option for the free state, potential for the next 10 days in the North west and Limpopo areas.