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    #11
    What do you mean by $70/tonne price disadvantage?

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      #12
      2017 Argentine wheat exports about 13.1 million tonnes

      2017 Argentine flour exports:
      Click image for larger version

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      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

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        #13
        Originally posted by farming101 View Post
        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.

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          #14
          Originally posted by dmlfarmer View Post
          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

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            #15
            Argentina has sizable wheat trade with Bangladesh, Thailand, Vietnam and Indonesia. Comtrade does not list wheat flour to Asia

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              #16
              Originally posted by macdon02 View Post
              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
              Would this have something to do with it?

              https://sustainablepulse.com/2018/12/11/china-set-to-shock-markets-with-low-glyphosate-residue-limits-in-food-imports/#.XEvkt1wzbIU

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                #17
                Originally posted by Austranada View Post
                Would this have something to do with it?

                https://sustainablepulse.com/2018/12/11/china-set-to-shock-markets-with-low-glyphosate-residue-limits-in-food-imports/#.XEvkt1wzbIU

                That and hauwei executive. ....and still haven't figure out what Harper did exactly. .....

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