And lastly, lets look at where it came from. WA market share fell, with SA/EC picking up the slack. Barley exports from here on in will be pretty scarce as stocks tighten + inverse to new crop pic.twitter.com/Oqifir2tu2
If we add June to the totals for the 20/21 ssn, you can see China is still our top buyer by a big margin. Fun fact: 20/21 is the 11th consecutive ssn where China's been our biggest home and only 3yrs out of 21yrs of data have they been bested on volume. Unlikely next yr though🙄 pic.twitter.com/auBWMEVfSF
Where did it go? Basically the stalwarts Japan took top spot, with the rising stars of Thailand coming in second and then Qatar/Vietnam before volumes drops off a cliff. Thailand has taken the same amount in 20/21 (Oct/June) than in the prev. 2 seasons combined 👊 pic.twitter.com/9eg900YYRF
Following on from our #ABS #wheat export update - lets look at #barley. June was an underwhelming month, with July stem looking similar (again no containers in July #). April vol left a high watermark, with the post-tariff/tighter stocks contributing to lower M-o-M exports #oatt pic.twitter.com/S3Id5x1Vl2
And last one - looking where the #wheat came from. Dominance of WA diminishing thru the ssn as their stocks run out, while East Coast increases. Expect this trend to continue, albeit on much smaller volumes. Keep in mind, in June EC did a bigger % of a big month overall. pic.twitter.com/DDIomvWmh1
AgRisk Management Pty Ltd
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