Wheat import ban in Pakistan and its impact on 2024/25 price trends

게시됨 2024년 8월 9일

Tridge 요약

Pakistan's wheat market has seen significant changes due to floods, leading to a decrease in harvest and an increase in imports. In 2023, wheat imports totaled 3.5 M mt, and for the 2024/25 season, the country has banned wheat imports and exports to stabilize the local market, marking the first time in five years that Pakistan will not import wheat. The Black Sea region, especially Ukraine and Russia, met Pakistan's wheat demand in the 2023/24 season. The impact of these developments on price behavior in 2024/25 remains to be seen, with factors such as harvest yields and grain demand playing a role.
면책 조항: 위의 요약은 정보 제공 목적으로 Tridge 자체 학습 AI 모델에 의해 생성되었습니다.

원본 콘텐츠

PAKISTAN. KEY TRENDS OF WHEAT MARKET Due to the floods, 2022 wheat harvest in Pakistan was only 26.2 M mt, while the consumption was 30 M mt. The country wheat imports increased starting from 2023. The 2023 harvest increased, but it was not enough to reduce wheat imports of 3.5 M mt. Finally this lead to unexpected rise of domestic wheat stocks up to 4.3 M mt. For the 2024/25 season, Pakistan bans wheat imports and exports to stabilize the local market. According to USDA, this should be the first season in the last 5 years when Pakistan will not import wheat. CONTRIBUTION OF PAKISTAN’S DEMAND TO THE BLACK SEA REGION EXPORTS In 2023/24 MY Pakistan’s demand for wheat was satisfied mainly by the Black Sea countries. According to UkrAgroConsult, the country imported 3.53 M mt of the Black Sea wheat. For Ukraine, Pakistan became the top 6th buyer of wheat in 2023/24 season, and for russia, Pakistan was the 5th top buyer. HOW WILL IT AFFECT PRICE BEHAVIOR IN 2024/25? The Bloomberg ...

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