MEX ORGANIC Runner 40/50– USD 2.725,00Shipment April 2024 / per MT / C&F RDAM

CHI Organic hsuji 40/50 – USD 2.650,00Shipment April 2024 / per MT / C&F RDAM

ARG Runner 38/42 BL – USD 1.850,00Shipment July 2024 / per MT / C&F RDAM

ARG Runner BL splits – USD 1.725,00 Shipment August 2024 / per MT / C&F RDAM

ARG Runner 40/50 – USD 1.700,00Shipment July 2024 / per MT / C&F RDAM

USA jumbo runner 38/42 – USD 1.975,00Shipment May 2024 / per MT / CIF RDAM

USA JBO Runner blanched – USD 2.375,00Shipment June 2024 / per MT / CIF RDAM

Egypt NC white 9/11 – EUR 1.800,00Shipment April 2024 / per MT / C&F RDAM

Birdfeed any origin 60/70 – EUR 1.400,00 Shipment April 2024 / per MT / C&F RDAM

Egypt: breaking newsBREAKING NEWS 

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!
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Bio-certification Bohemia Nut BVBREAKING NEWS 

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.
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Latest peanut forecast South Africa 2023; good yields but short crop, bullishBREAKING NEWS 

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.
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South Africa, mixedBREAKING NEWS 

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
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South Africa, bullishBREAKING NEWS 

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.
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Argentina: New crop 2023, drought, delay and no sellers. Bullish.BREAKING NEWS 

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.
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Argentina: current crop sold out, new crop looks good, partial lockdown ; mixedBREAKING NEWS 

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.
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South Africa: USDZAR up to 15,50 and peanut crop down 66 percent ↑BREAKING NEWS 

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.
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USA: 2018 crop smaller than anticipated. bullish ↑BREAKING NEWS USA 

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 […]
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ARGENTINA: Positive news weather is settling down to allow proper harvesting, mixed/bullish ↔ ↑BREAKING NEWS  

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.
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South Africa: harvesting disappointing for dryland yields, bullish ↑BREAKING NEWS  

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
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ARGENTINA: Some rain at last, mixed & bullish ↑BREAKING NEWS  

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…
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ARGENTINA: The drought continues, bullish!BREAKING NEWS ↑  

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…
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SOUTH AFRICA: latest crop estimates jumped more than 20 per cent: mixedBREAKING NEWS ↔ 

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…
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ARGENTINA: Last week end scattered showersBREAKING NEWS ↑  

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…
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ARGENTINA: Curent crop quality doubtful, new crop’s fear of La Nina; bullishBREAKING NEWS ↑  

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
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EUROPEAN MARKET: very quiet, mixedBREAKING NEWS ↔ 

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
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SOUTH AFRICA: total crop production of around 50.000 metric tons

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.
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USA: current crop final 2017BREAKING NEWS 

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
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ARGENTINA: Unusual frost and freeze damage during the summerBREAKING NEWS  

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.
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CHINA: Larger crop than last, at the end, market flatBREAKING NEWS  

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...
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ARGENTINA: New crop planting completed, very good situation, market downBREAKING NEWS  

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.
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SOUTH AFRICA: Stronger zar, new crop planting delayed. 30 per cent loss in areaBREAKING NEWS  

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.
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