9 boats

[macdon02]

Waiting in Chinese port to unload, held up by Huawei arrest

[ajl]

Better not underestimate the Chinese' ability to starve themselves to death. They have slaughtered a lot of pigs due to that swine virus and have cut purchases of a lot of grain because they don't have to feed so many pigs and they are broke. This is looking like the big one.

[Klause]

Better not underestimate the Chinese' ability to starve themselves to death. They have slaughtered a lot of pigs due to that swine virus and have cut purchases of a lot of grain because they don't have to feed so many pigs and they are broke. This is looking like the big one.

Do not underestimate China.


They simply go elsewhere. The Russians, Ukrainians, Kazahks, Brazil, and Argentina can easily make up for what we supply, and they can starve us out way faster than we can starve them.

[wmoebis]

Waiting in Chinese port to unload, held up by Huawei arrest

All Canadian?

[dmlfarmer]

Waiting in Chinese port to unload, held up by Huawei arrest

Need a lot more information. How long have they been waiting? Are they just Canadian flagged vessels? Do they just have on cargo shipped from Canada? What is their cargo: grain, other bulk, oil/gas, containers? What is the Chinese excuse for not unloading because I doubt they said it was retaliation over Huawei?

While 9 vessels waiting to unload sounds really bad, I just checked ship tracker and see that in the port of Shanghai alone are currently 2070 ships in port with another 756 arriving in the next 24 hours and 995 leaving. And this is just one Chinese port. So 9 ships is not a lot in the big picture. So the devil is in the details and hopefully macdon will expand or supply a source so we can evaluate the importance of 9 boats waiting to unload.

[errolanderson]

Do not underestimate China.


They simply go elsewhere. The Russians, Ukrainians, Kazahks, Brazil, and Argentina can easily make up for what we supply, and they can starve us out way faster than we can starve them.

Totally agree Klause . . . .

[bucket]

Totally agree Klause . . . .

Now the challenge to this.....how to blame Harper ??????

[bgmb]

Do not underestimate China.


They simply go elsewhere. The Russians, Ukrainians, Kazahks, Brazil, and Argentina can easily make up for what we supply, and they can starve us out way faster than we can starve them.

and then we will take the markets those countries were supplying...... china needs us and the states as much as we need them.

[bgmb]

I agree though not good short term with boats being held up and logistical disruptions

[Klause]

and then we will take the markets those countries were supplying...... china needs us and the states as much as we need them.

We're in no capacity to do so.


Plus all of their production is new tonnes.

Argentinas biggest traditional wheat market is flour to Brazil.

Today they fully supply that market and export an equal amount to East Asia.


$70 a tonne is our price disadvantage and our shiploads are getting rejected on quality just as often as other countries now.


This is a major problem we need to address.

Otherwise agriculture will go the way of A.V. Row, Nortel,
Blackberry, and barrick gold.

[bgmb]

What do you mean by $70/tonne price disadvantage?

[farming101]

2017 Argentine wheat exports about 13.1 million tonnes

2017 Argentine flour exports:



A bump in the road?
https://efarmnewsar.com/2018-07-02/argentine-wheat-flour-exports-slump-since-may.html https://efarmnewsar.com/2018-07-02/argentine-wheat-flour-exports-slump-since-may.html

https://efarmnewsar.com/2018-10-30/an-expensive-wheat-and-a-weak-demand-beaten-the-milling-industry.html https://efarmnewsar.com/2018-10-30/an-expensive-wheat-and-a-weak-demand-beaten-the-milling-industry.html

[AlbertaFarmer5]

2017 Argentine wheat exports about 13.1 million tonnes

2017 Argentine flour exports:
[ATTACH]3899[/ATTACH]


A bump in the road?
https://efarmnewsar.com/2018-07-02/argentine-wheat-flour-exports-slump-since-may.html https://efarmnewsar.com/2018-07-02/argentine-wheat-flour-exports-slump-since-may.html

https://efarmnewsar.com/2018-10-30/an-expensive-wheat-and-a-weak-demand-beaten-the-milling-industry.html https://efarmnewsar.com/2018-10-30/an-expensive-wheat-and-a-weak-demand-beaten-the-milling-industry.html

East Asia must have moved since I last looked at a map, none of those destinations look like east Asia to me.

[macdon02]

Need a lot more information. How long have they been waiting? Are they just Canadian flagged vessels? Do they just have on cargo shipped from Canada? What is their cargo: grain, other bulk, oil/gas, containers? What is the Chinese excuse for not unloading because I doubt they said it was retaliation over Huawei?

While 9 vessels waiting to unload sounds really bad, I just checked ship tracker and see that in the port of Shanghai alone are currently 2070 ships in port with another 756 arriving in the next 24 hours and 995 leaving. And this is just one Chinese port. So 9 ships is not a lot in the big picture. So the devil is in the details and hopefully macdon will expand or supply a source so we can evaluate the importance of 9 boats waiting to unload.

ED&F Man morning email. The canola is prohibited from being crushed that's been unloaded, the rest is stranded on the boats for now

[farming101]

Argentina has sizable wheat trade with Bangladesh, Thailand, Vietnam and Indonesia. Comtrade does not list wheat flour to Asia