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2009-06-21
PRE?OS DE PIMENTA FIRMES POR?M COMPRADORES ACREDITAM EM DISPONIBILIDADE G K Nair Kochi, June 20 No mercado internacional de pimenta todo o mundo esta na espera. Em Lampong a colheita come?a com resulatdo esperaso menor do que o ano passado. No Brasil tamb?m poder? ser mais baixa. No geral os operadores n?o aceitam baixar seus pre?os devido aos custos altos de produ??o e o pre?o esta sendo determinado pela taxa do dolar americano. Leia o artigo completo em ingles... 2008-09-10 Devido a forte subida do dolar os pre?os em todas as origens cairam dramaticamente. India oferecia hoje MG1 a U$D 3,075 cnf Europe. Compreensivelmente os compradores se retiraram cautelosamente. Entretanto o sentimento ? que se o dolar reverter seu curso os pre?o podem voltar imediatamente aos niveis anteriores. Talvez esse seja um bom momento de compra. Brasil e Vietnam ao par hoje com pre?os entre 2,500 e 2,600 para 500gl e 560 gl. 2008-08-26 O mercado continua completamente parado. Talvez a partir da semana que vem com a entrada de Setembro e o fim do ver?o as coisas se animem um pouco. Entretanto fala-se que pelo menos o Catz e o Gel Spices estao comprando. A semana passada come?ou com os pre?os na ro?a reportados em torno de R$ 3.20/kg mas agora ja se fala em R$ 3,80- 3,90. Segundo o THBL de hoje a paridade da India baixou para U$D 3,350 mt fob. Vietnam FAQ 500 GL cotado a U$2,740 /ton (fob) e V Asta a U$3,100 (fob). Brazil oferecendo B Asta at U$3,000 / ton (fob) e B1 560 GL a $2,900/ton(fob) para Europe. Segundo o THBL nao havia interesse de compra dos US. The Hindu Business Line... 2008-06-21 A Pimenta no Brasil est? tendo um
ano desapontante. ALHO 2008-05-05 O mercado de pimenta no Brasil est? praticamente parado h? 3 semanas. Pre?os declinaram e ficaram para a par com Vietnam etretanto as vendas acontecem muito escassamente. Hoje B2 500gl est? a U$D 3,350 pmt e B1 a U$D 3,500 pmt FOB. Vietnam 500 gl FAQ a U$D 3,250 - 3,300 pmt e 550 gl FAQ a U$D 3,550 pmt FOB. BASTA at U$D 3.700 and VASTA at U$D 3,770 all fob. Cravos do Brazil a U$D 4,100 pmt FOB mas a m? qualidade tem feito muitos claims de compradores. Pimenta Jamaica brasielra a U$D 3,200 e Mexican a U$D 3,700 FOB mas o mercado tamb?m est? parado. Esta semana come?amos a publicar o "Spices Weekly commodities report" por um acordo com a operadora indiana de mercado "AnandRathi Commodities" . Cique aqui para ler o relatorio completo. - Em Acrobat Reader e, em ingles. 2008-03-15 A semana no Brasil foi pregui?osa. Entretanto na quinta e sexta o Dolar subiu e alguns pre?os melhoraram> Foi o bastante para alguns negocios acontecerem. 3,900 para B1 ou ASTA e 3,800 para a B2 foi o padr?o na sexta. 2008-03-07 Pre?os de pimenta firmes toda a
semana com mais interesse por parte dos compradores. 2008-02-17 Bom, apos varios e longos
feriados em todo mundo o mercado de especiarias de 2008 parece que vai
come?ar. 2008-01-10 O mercado de pimenta virou
dramaticamente de um dia para outro. Clique aqui para ver um relat?rio da safra 2008 de Vietnam - Em ingles 2007-12-15 O mercado de pimenta no Brasil foi totalmente inativo neste mes de Dezembro. Para animar o exportador os pre?os de venda deveriam estar pelo menos acima de U$D 3,400 fob devido a taxa do dolar. Entretanto os compradores n?o est?o interessados nestes n?veis. Apesar das informa??es publicadas pela m?dia apenas algumas empresas oferec?am a pre?os abaixo disto e era por performance de exporta??o. De qualquer maneira mesmo estes pre?os baixos ( 3,100 fob) n?o trouxeram grandes neg?cios. Agora esta oportunidade tamb?m acabou. Muitos exportadores simplesmente param este ano no dia 17 para voltar s? no ano que vem. O que o ano de 2008 vai trazer para este mercado ? o que vamos ver na volta. 2007-11-14 ? uma semana parada no Brasil com feriados
dia 15 e 20 e fim de semana no meio, sem muita atividade esperada. 2007-11-09 A semana foi fraca para o comercio. Enquanto as autoridades da pimenta se reuniam em Kuala Lumpur, o mercado desapareceu tento com rela??o aos compradores como vendedores. No Brasil os pre?os baixaram um pouco como tamb?m na India. No Brasil a media ficou em 3,400 mesmo com o dolar mais fraco dia-a-dia. Vietnam esteve em 3,370 fob para FAQ 550, India MG1 a 3,700 e Lampong Asta a 3,500. O encontro do IPC produziu nova estimativa para 2008 prevendo um deficit para o proximo ano. Clique aqui. Veja tamb?m um novo grafico com os pre?os 1986 - 2007 2007-10-27
The 35th
IPC?s Meeting will be hold from monday October 29, to November 2nd. A semana come?ou com grande procura dos
importadores pela pimenta brasileira mas as vendas foram pobres. 2007-10-01 Pre?os da Pimenta continuam est?veis em
todas as origens menos no Brasil e na India. 2007-09-23 Mercados est?veis e parados. Algumas
compras acontecem lentamente dos USA e da Europa. 2007-09-15 Mercado continua est?vel em todas as origens com exce??o da India, onde a especula??o nas bolsas mante o mercado subindo e descendo todos os dias, animadamente. ? mais facil de entender observando o grafico: pequenos movimentos pra cima e pra baixo, mas linha mestra ? da estabilidade. Os compradores embora pare?am ausentes tem atuado com discri??o. E enquanto o caixa estiver suficiente n?o se pode prever grandes mudan?as a curto prazo. Brasil B1 emtre U$D 3350 e 3450 fob. Vietnam 500 gl FAQ entre U$D 3050 e 3200 fob. 2007-09-05 O mercado de pimenta continua seu caminho de
estabilidade / paradeira com as ?nicas emo??es fortes por conta das bolsas
de futuros da India onde as varia??es dia a dia chegam a U$D 200. Os
compradores Americanos e Europeus est?o ausentes. Entretanto rumores
circulam que alguns traders americanos t?m comprado silenciosamente ASTA a
U$D 3,400. De quem e Pra quem, n?o se meciona. B1 a U$D 3,350 ? o par?metro
brasileiro. 2007-08-28 Apesar dos boatos e relatorios com pre?os
irreais publicados pela midia especializada durante o final da semana, o
pre?o brasileiro para B1 continua em torno de U$D 3,350 pmt fob para B1 560 gl.
Apesar dos bids recebidos a niveis muito inferiores para Novembro /
Dezembro, n?o existe muita coisa a ser feita se o pre?o no produtor
continuar no n?vel de quase U$D 3,000 pmt. 2007-08-22 Mais uma vez od compradores desapareceram. 2007-08-18 Apesar da grande turbulencia mundial nas
bolsas a semana no mercado de pimenta foi de muita atividade e bons
resultados. 2007-08-11
2007-08-04 Tendencia de baixa ? - Esta semana
nos recebemos informa??es de pre?os muito mais baixos na India, onde a ASTA
estava sendo oferecida quarta feira a U$D 3575 FOB. 2007-07-28 Muito Barulho por Nada - Shakespeare possivelmente conheceu alguns pimenteiros. Esta ? a melhor defini??o do comportamento do mercado nestes dias. Muitos relatorios, n?meros, previs?es, encontros, "detentes", tendencias pracima, prabaixo... O ?nico ingrediente que est? faltando ?... O COMPRADOR ! Os compradores desapareceram esta semana. Nos tivemos muita literatura, justificando subida ( ou manuten??o de pre?os), safras do proximo ano, safras do final do ano, mas vendas que ? bom, nada. Os pre?os no Vietnam baixaram, no Brasil subiram mas vendas n?o aconteceram. Vamos esperar a outra pe?a. Quem sabe na proxima semana tudo mude ? No fechamento desta semana tivemos India com 3,700 FOB, Vietnam 500 a 3,350, 550gl a 3,550 e ASTA a 3,800, Brasil firme 560 a 3,750-3,800. Indon?sia ? Indonesia emitiu um relat?rio... 2007-07-17 No mercado internacional os pre?os s?o oferecidos a U$D 3,800 pmt por?m n?o acontecem vendas significativas h? mais de um mes. Os importadores n?o t?m pressa apostando numa tendencia de queda nos proximos meses. A safra nova do norte est? come?ando a chegar lentamente ao mercado. Na India os pre?os continuam seguindo a bolsa e em muitos a ASTA MG1 (U$D 3,700 fob) fica mais barata que a B1 brasielira. Hoje, 17 os pre?os estiveram parelhos: India a $3,925? 4,025 CNF , Vietnam Asta a $4,000-4,050 CNF, Indonesia a $3,950?4,000 CNF e Brazil $3,900 FOB. Veja aqui nosso coment?rio 2007-07-10 Hoje a B1 brasileira foi o pre?o mais alto de sua classe. Ao mesmo tempo que a especula??o na India derrubava a MG1 ASTA para U$D 3,700 pmt fob, o cambio brasileiro de dolar, mais baixo em 6 anos a R$ 1,88 guindava o pre?o da B1 para U$D 3,800 fob Belem. Entretanto o mercado comprador continuou ausente. Alguns relat?rios est?o de novo no mercado, especulando sobre as tendencias e enfarizando a caracter?sticas altistas, como, por exemplo " a safra brasielra vai ser menor", " o Vietnam j? est? quase todo vendido", etc., etc., etc.. Entretanto o mercado n?o se move, a n?o ser em alguns neg?cios puntuais. A parte dos pre?os mencionados, outros foram relatados, como: Vietnam 500 FAQ a U$D 3,400, Brasil 500 gl a U$D 3,600, Brasil e Vietnam ASTA a U$D 4,000 fob. 2007-07-02 O segundo semestre come?a do mesmo jeito que terminou o primeiro- Indefinido. Todas as expectativas do comportamento futuro do mercado est?o concentradas nas safras da Indonesia e Brasil, que come?am agora, e na situa??o dos estoques dos compradores. No ?ltimo dia da semana passada uma tentativa de ra??o de mercado se sentiu, especialmente na India, possivelmente em prepara??o para a nova temporada. Pre?os ficaram como no in?cio de Junho: Brasil B1 560 - U$D 3,700 FOB, India MG1 ASTA U$D 3,950 FOB. S?mente Vietnam tentou puxar algo com 500 g/l pedido U$D 3,550 e 550 g/l a U$D 3,775 ambos FOB HCMC Entretanto n?o tivemos not?cias de neg?cios. Relatorios de USA dizem que Brasil est? oferecendo embarques futuros para ASTA a U$D 3,850 para September/October e que algins neg?cios poss?velmente aconteceram com Lampong ASTA a U$D 4,000 FOB. De acordo com um artigo publicado s?bado no Financial Express India " A Safra da Indon?sia tem a chave para os pre?os da Pimenta" Em ingl?s ... 2007-06-25 Mercado essencialmente
parado com raras vendas pontuais. 2007-06-18 Mercado continua parado a espera de uma defini??o de baixa de pre?os. Entretanto os exportadores est?o fazendo o poss?vel para manter o mercado nos n?veis atuais o que gera uma forte diminui??o de atividades. Aparentemente at? agora os compradores dos USA e EU est?o com suas necessidades cobertas e, os mercados menos tradicionais pararam de comprar. Alguns poucos neg?cios s?o reportados com os pre?os sempre abaixo da pretens?o do mercado. Esta semana se relatou de vendas do Vietnam 500 gl a U$D 3,250 e depois a U$D 3,400. Do Brasil pode-se comprar B1 560 gl a U$D 3,600. As associa??es do Brasil, Vietnam e Indon?sia est?o articulando uma reuni?o para tra?ar uma estrat?gia comum para manter os pre?os 2007-06-10 Mercado est? praticamente inativo j? h? 3 semanas. Principais importadores continuam firmemente quietos e muito poucas transa??es s?o relatadas. Um leve sentimento de venda est? transparecendo, mas ainda ? s? sentimento - os pre?os est?o mais baixos marginalmente. Brasil B1 3,700, Vietnam 500 em torno de 3,400 e 560 a 3,650, ASTA a 4,000 e India MG1 a 3,750 Fora da Pimenta alguma aten??o deve ser dedicada ao Cominho que de acordo com os ?ltimos relatorios de safra pode estar embarcando na trilha dos pre?os da pimenta do reino. A nova safra do Alho fresco da China est? oferecendo pre?os bons 2007-05-31 Depois de uma queda brusca semana passada, todos os relat?rios reportam uma recupera??o no Vietnam 500 gl que est? oferecida emtre 3,550 e 3,600 enquanro a 550 gl est? a 3,750. Brasil continua est?vel a 3.750 para B1. A ASTA est? reportada em torno de 4,000 enquanto India oferece MG1 entre 3,775 e 3,850 dependendo do vendedor. 2007-05-25 Pre?os de Pimenta no Vietnam
cairam para U$D 3,300 para 500 gl e U$D 3,450 para 550 gl FOB. 2007-05-21 Por duas semanas em seguida o mercado de pimenta esta parado sem compradores e nem asim se percebe alguma tendencia de baixa de pre?o, pelo menos no Brasil. Vietnam reportou hoje uma ligeira baixa com pre?o de 500 gl oferecida a U$D 3,600 hoje. Indonesia tamb?m baixou sua Lasta para U$D 3,850 pmt No Brasil, produtores e exportadores continuam firmes em U$D 3,800 pmt fob incentivados pelas continuas afirma??es de que o mercado continuar? firme. Por outro lado a taxa do dolar n?o tem ajudado muito a pensar numa baixa de pre?o - hoje atingiu uma nova baixa historica - R$ 1,94 / U$D 1,00 Hoje publicamos as estatisticas brasileiras de exporta??o do primeiro quadrimestre, e, tamb?m o primeiro trimestre de importa??es americanas. Comente esta not?cia... 2007-05-14 Durante toda a semana passada o mercado esteve parado por falta de compradores. Na realidade alguma press?o vendedora pode ser sentida no Vietnam cujos pre?os especialmente para 500 gl baixaram para U$D 3,500 na sexta feira. De acordo com alguns players americanos o mercado pode tender a um reajustamento. Entretanto a B1 560gl brasileira insistiu nos U$D 3,800 - U$D 3,700 mesmo sem vendas. Enquanto isso muitas conversas entre alguns exportadores brasileiros e vietnamitas visando preservar o pre?o contra o que eles chamam de "...pacto entre os especuladores para baixar os pre?os..." . ? a primeira vez que assistimos um esfor?o conjunto de concorrentes tentando preservar os seus ganhos. 2007-05-10 Apos a grande corrida da semana passada o mercado parou repentinamente. Compradores desapareceram do mercado desde a segunda feira, o que p?e uma sombra de d?vida nos altistas. Hoje, quarta feira, circulam alguns relatorios o que n?o ? normal pois estes relatorios s?o publicados geralmente nos fons de semana.end. Todos os relat?rios confirmam que o mercado deu uma parada e ligeira baixa de pre?os com algumas diferen?as: Vietnam 500 gl por U$D 3,660 / U$D
3,700 / U$D 3,710 / U$D 3,750 and U$D 3,850 2007-05-05
2007-04-16 Na ultima semana o mercado de pimenta negra explodiu, ou, segundo o The Hindu Business Line " O mercado superaqueceu até se tornar fluido". A constante pressão pelas chegadas da nova safra do Vietnam e o desejo dos longs de preços sempre subindo, tornaram as ofertas serias insustentáveis. Rumores de defaults no Vietnam e no Brasil se espalharam e muitos exportadores serios se retiraram do mercado para evitar riscos. Esta manhã no Brasil falava-se de vendas realozadas no final de semana a U$D 3,800/ton FOB. Entretanto ninguém sabia quem teria sido o vendedor nem o comprador. Com o correr do dia o mercado se acalmou e alguns longs ofereceram lotes limitados em torno de U$D 3,500 FOB. Entretanto com validade muito curta e pagamento imediato para se proteger de uma eventual nova subida de mercado. A semana parece será novamente crucial. 2007-04-06 Nas ultimas duas semanas o mercado da pimenta que estava estavel, tornou-se outra vez muito volatil. Alguns operadores que estavam com posiçoes longas tentaram e conseguiram puxar o mercado pra cima e, como resultado, e muito dificil neste momento obter ofertas confiaveis a preços razoaveis, porque a maioria dos exportadores saiu do mercado. Aparentemente alguns compradores esperaram tempo demais para que o Vietnam entrasse no mercado baixando os preços e agora necessitam de cobertura urgente. Entretanto não se ve significativo interesse da maioria dos compradores que continuam esperando que a nova safra do Vietnam abaixe os preços. Entretanto os bulls não perdem tempo: esta semana uma informação da ABEP informando de sua expectativa que os preços este ano atinjam U$D 5,000 foi publicada pela Peppertrade e imediatamente reproduzida pela Commoditiescontrol.com, reforçando a tendencia altista e causando uma alta de U$D 150 /ton no mercado de futuros da India. Esta segunda feira Vietnam 500 g/l estava a U$D 2,650 e Brazil 560 a U$D 2,750 mas algumas vendas do Brazil foram reportadas a U$D 2,675 para B1 560 para negocios especificos. Vom a semana se aproximando de seu fim informa-se da India que Vietnam já estaria pedindo U$ 2,750 na 500 g/l porem sem resposta de compradores. 2007-03-03 A atividade eumentou esta semana com as origens tentando manter ou até subir os preços após longo periodo de ferias devido ao Ano Novo Luner. Artigos espalhados na mídia especilizada tentam dar base ao movimento da alta e a bolsas Indianas vivem dias de agitação, embora totalmente desconectadas da realidade fisica mundial. Entretanto os compradores estão muito cautelosos, apostando num sentimento de baixa com a chegada plena da safra do Vietnam. Alguns negocios tem ocorrido com grandes importadores americanos, muito silenciosamente. Esta semana Vietnam pedia U$D 2,400 na 500 gl e U$D 2,500 na 550. Brasil pedia U$ 2,650 na ASTA, U$D 2,550 na B1 e U$D 2,450 na B2. Entretanto negocios podem ser emvontrados a uns U$D 50 a menos por ton. Porém alguns bids recebidos esta semana a U$D 2,300 na B1 foram solenemente ignorados. 2007-02-17 Mercado extremamente parado com os compradores esperando novo posicionamento apos Vietnam entrar com força total com sua nova safra. Entertanto alguns negocios com compradores americanos estão sendo feitos muito discretamente para nãp subir preços. E a India, sempre jogando, tenta criar sentimento de alta, mas dirigido para o seu mercado de futuros local.
Vietnam e China fora do mercado
por conta do Ano Novo Chines. Brasil por causa do Carnaval. Nos também estaremos fechados até 22 de Fevereiro. 2007-01-22 Os Preços de pimenta estão ganhando alguma força de novo e sobem lentamente sob a aceitação dos importadores. Na semana passada os preços da B2 500 g/l subiram de U$ 2,250, na segunda para U$ 2,340 pedidos na sexta. ASTA foi a U$ 2,600 de U$ 2,500 pedidos no início da semana. De acordo com o
The Hindu Business Line há relatos de forte queda na produção da nova safra
da India, que agora projeta cerca de 40,000 tonnes contra uma demanda
domestica estimada em 50,000 tonn. Eles também reportam que "...
De acordo com relatorios de Vietnam, os preços subiram para $2,775 a tonn
(c&f), enquanto a paridade Indiana está em $2,900 a tonn (c&f). Os
operadores internacionais que estavam esperando os preços caírem apos
chegada ao mercado da nova safra Vietnamita parecem agora se virarem
para a India. Apesar dos rumores, a noca sfra do Vietnamdeverá chegar ao
mercado somente no fim de February/March pois a colheita so começará apos
festa do Thet - o Ano Novo Vietnamita, disseram os observadores..." 2006-11-30 India cai muito! Este foi o t?tulo da informa??o que recebemos hoje. Os pre?os ca?ram porque os "bulls"* sairam da posi??o coberta o que disparou o gatilho da queda. A mercado de entrega - pimenta f?sica - esteve um pouco mais ameno. Os pre?os da MG1 ficaram entre $ 2650 / 2600 PMT CNF para embarques final de Dezembro / primeira metade de Janeiro. No Brasil, mercado completamente parado embora na ro?a o pre?o continua em torno de R$ 4,40 o que FOB deveria ser U$ 2,500, wmbora algumas ofertas mais baixas podem ser encontradas. Os compradores entretanto desapareceram. 2006-11-13 Em geral os neg?cios de pimenta arrefeceram um pouco nas ?ltimas duas semanas. Talvez pela proximidade da entrada das novas safras da India e depois do Vietnam, ou talvez porque a ?poca das grandes compras dos pa?ses mu?ulmanos ter passado ( Rahmadan) o fato ? que todas as or?gens baixaram seus pre?os ligeiramente. India com U$ 2,800 e Indon?sia abaixo dos U$ 3,000 mostram alguma press?o de venda. Houve insistentes rumores na India que o Brasil baixou drasticamente seus pre?os com ofetas de U$ 2,250. Rctretanto nos n?o conseguimos comprovar que algu?m tenha oferecido nestas condi??es. Se houve pode ter sido algum exportador precisando fazer caixa ou zerar posi??o de ACC. pre?os no produtor pelo menos at? agora continuaram firmes em torno de R$ 4,50. 2006-10-30 A semana ap?s os feriados come?ou com humor de forte baixa, com a India vendendo MG1 entre U$ 2,600 e U$ 2,700 /mt CNF, possivelmente devido a grande queda nos futuros no final da semana passada (leia aqui). Aparentemente o mercado futuro reagiu um pouco hoje, principalmente porque os pre?os de exporta??o foram bem recebidos pelos importadores com uma boa quantidade de contratos fechados. Entretanto estes foram os pre?os mais baratos do mercado porque os exportadores braziliaros n?o perceberam a tendencia e ofereciam os mesmos pre?os U4 2,600 a U$ 2,700 s? que pela B1 e FOB. Outras informa??es dizem de Vietnam oferecndo 500 g/l a U$ 2,500 e Indon?sia a U$ 3,000 a LASTA. As coisas podem inverter amnah? com o pre?o brazileiro baixando e o indiano subindo. Entretanto os compradores parecem estar muito atentos ao mercado para tomar suas posi??es. Esta semana outro feriado deve parar os mercados para um fim de semana prolongado. 2006-10-19 SEMANA DE 22 A 30 DE OUTUBRO: * RAHMADAN - MU?ULMANO * FESTIVAL DEEPAVALI - INDIA * SIAL - PARIS Mercados est?veis com tend?ncia de baixa, sem muitos neg?cios. Pre?os pedidos pelo Brasil U$ 2,550 - U$ 2,750 Pre?os pedidos pelo Vietnam U$ 2,500 - U$ 2,800 Pre?os pedidos pela India U$ 2,950 Pre?os revenda M/L/S/V em NY CIF Oct/Nov/Dec U$ 3,000 - U$ 3,400 China oferece Pimenta Branca FAQ a U$ 3,100 2006-10-07 E-Mail recebido da India Sent: Saturday, October 07, 2006 6:21 AM Kochi 7 de Outubro India presenciou um grande "crash" hoje. Os mercados que estavam superlotados de especuladores e jogadores de ativos cairam por causa da liquida??o de posi??es destes aplicadores. A pimenta f?sica acompamhou os futuros. A paridade da India est? em U$ 2,800 / U$ 2,900. Se a pimenta fisica permanecer barata, existem chances de os exportadores oferecerem pre?os baratos, embora no momento n?o vemos ningu?m oferecendo descontos. Esta queda de hoje vai seguramente repercutir nos mercados internacionais e os importadores poder?o se sentir inseguros com a constante oscila??o dos pre?os 2006-09-30 Os pre?os desabaram na ter?a / quarta feira e depois estabilizaram porque alguns exportadores voltaram ao mercado mas para compras pequenas. Com a semana terminando alguns exportadores tentam melhorar o pre?o de novo. Foram realizadas vendas na quarta e na quinta de U$ 2,300 a B2 e U$ 2,400 a B1 mas na sexta j? se pedia U$ 2,600 e U$ 2,650 na B1. Enquanto isso aconteciam algumas revendas no mercado europeu (disponivel) por U$ 2,450 com os importadores realizando bons lucros com a pimenta comprada alguns meses atr?s. S? para refrescar a mem?ria, abaixo est?o pre?os publicados em The Public Ledger em 18 de Julho e hoje, September 29.
2006-09-25 A semana no Brasil foi de incertezas. Segunda-feira comentou-se de ofertas de at? R$ 5,50 aos produtores. Entretanto na quinta e sexta houve compras de R$ 4,70 e de R$ 4,600. O mercado internacional parou um pouco e mesmo os futuros na India corrigiram para baixo eventualmente para a realiza??o dos lucros. Na verdade ofertas de exporta??o de B1 a U$ 2,800 e at? de U$ 2,700 n?o despertaram muito interesse. A safra est? entrando e alguns produtores precisam de cash para liquidar compromissos. Dois ou tres dias ? pouco tempo para definir uma tend?ncia. Tem que esperar a proxima semana para ter uma ideia mais clara. Esta semana publicamos uma analise do mercado. Click here Clique aqui tamb?m para ler algumas informa??es recebidas s?bado 23 and Um artigo do Bussines Week sobre a corre??o nas bolsas indianas 2006-09-17 Todays pepper market picture September 17th, 2006 O mercado no Brasil est?
muito vol?til e dif?cil de trabalhar. A safra nova est? chegando mas os
produtores seguram na esperan?a de obter pre?os sempre melhores. Pode-se
dizer que os pre?os sobem quase de hora em hora. Da sexta feira dia 8
at? a ?ltima sexta dia 15, os pre?os no produtor passaram de R$ 2,80 a
R$ 5,00 mas ? dificil sa?r algum neg?cio. Muitos exportadores short
precisam se cobrir mas com essa varia??o fica dif?cil. Muitos rumores e
diz-que-diz. Falou-se em negocios fechados a U$ 2,800, 2,900 e 3,000.
Entretanto ainda existem contratos fechados anteriormente a ser
embarcados a U$ 1,500 e 1,600...
2006-08-26 O Mercado de Pimenta Hoje Agosto 25, 2006 A semana come?ou calma e est?vel, mas a
partir de quarta feira os produtores tiveram suas preces atendidas. 2006-07-29 Pimenta Preta Semana altamente especulativa como n?o se via h? muitos anos. Circularam muitas informa??es e boatos e criou-se um p?nico que gerou uma corrida ?s compras. Enquanto se dizia que Vietnam vendia por U$ 2,300 outros informavam que Indonesia fechava a U$ 1,800. Foi a sata da inprensa indiana altamente especulativa tentando subir os pre?os de sua safra. Ao final expoertadores s?rios do Brasil se retiraram do mercado ? espera de uma defini??o melhor. Leia mais... Visite pagina extra de pre?os do Public Ledger... 2006-06-12 Pimenta Preta Estamos come?amdo a sentir uma leve tend?ncia de alta. Temos recebido informa??es constantes de diferentes fontes que os pre?os de Vietnam est?o subindo constantemente embora vagarosamente e, aparentemente os mercados compradores est?o aceitando, porque a?nda s?o os mais baixos do mercado. Em Sarawak o mercado est? firme e disponibilidade limitada. Alguns operadores estima que Vietnam j? tenha exportado 65% de seus estoques. Pre?os para ASTA, ao final da semana foram reportados como U$ 1,650 para Lampong, U$ 1.675 para MG1, ambas CNF NY e U$ 1,500 FOB para Brazil, para embarques Jun/Jul. Visite nova pagina de pre?os... 2006-06-03 Pimenta Mercado continua muito tranquilo sem grandes movimenta??es, com Vietnam subindo seus pre?os um pouco a cada semana e mesmo assim muito longe de outras origens. A India tenta baixar um pouco os seus e os mercador compradores manifestar nenhum entusiasmo. A India chegou aos U$ 1,600 CNF, Indonesia segue nos 1,600 Vietnam para ASTA 1,500. No Brazil come?aram a aparecer algumas ofertas a 1,380 / 1,400 ASTA para Outubro. Vamos ver se encontram compradores. Turquia Alho 2006-05-20 Cominho A nova safra da Syria que come?a a ser colhida est? estimada entre 12 e 15 mil toneladas, por?m os pre?os ao contrario dos anos passados est?o subindo fortemente. Os ?ltimos pr?os que t?nhamos no come?p do m?s estavam em U$ 1,490 da Syria, U$ 1, 650 da Turquia e U$ 1,500 da India. Hoje temos U$ 1,650 da Syria, U$ 1,700 do Ir?, U$ 1, 700 da India, sempre FOB portos de origem, e, U$ 1,680 da Turquia, este C+F Santos. Leia mais... Cravos Nos ?ltimos dias temos recebido diversos informes relatando que o mercado de cravos na India e no Paquist?o est? efervecente, com pre?os locais em torno de U$ 5,000, devido ? quebra de safra da Indonesia e at? mesmo em raz?o da erup??o de um vulc?o em Java. Entretanto tamb?m sabemos de ofertas firmes de cravo a U$ 4,700 CFR que foram ignoradas. 2006-05-16 CRAVOS Nos ?ltimos dias temos recebido diversos informes relatando que o mercado de cravos na India e no Paquist?o est? efervecente, com pre?os locais em torno de U$ 5,000, devido ? quebra de safra da Indonesia e at? mesmo em raz?o da erup??o de um vulc?o em Java. Entretanto tamb?m sabemos de ofertas firmes de cravo a U$ 4,700 CFR que foram ignoradas. Em raz?o da dificuldade de obter informa??es serias e desinteressadas sobre este mercado , qualquer defini??o passa a ser um exerc?cio de "achismo". De qualquer maneira o mercado est? altamente especulado. (Em tempo: parece que na regi?o do tal vulc?o n?o h? nenhum p? de cravo... ) 2006-05-14 Pimenta O mercado internacional continua o seu silencio: Os compradores americanos est?o ocupados com a conven??o da ASTA enquanto os europeus est?o em compasso de espera e aten??o devido ? s?bita alta dos pre?os da India. Veja mais... Alho A situa??o da safra Chinesa est? come?amdo a clarear. Aparentemente h? um atrazo geral das colheitas de cerca de 15 dias, mas j? est? se falando de um pre?o em torno de 700 dolares FOB, embora ainda n?o h? exportador que aceite contrato firme. Os embarques devem come?ar na segunda quinzena de Junho. 2006-05-08 ALHO O mercado continua operando com valores de venda extremamente elevados, especialmente no segmento atacadista dos principais centros de consumo do Pa?s. A forte depend?ncia de alhos importados para o necess?rio suprimento da demanda interna, haja vista a significativa redu??o verificada na produ??o brasileira nos ?ltimos anos, ? a principal respons?vel pelo atual comportamento das vendas, de forte valoriza??o dos pre?os em todos os n?veis. Leia mais... 2006-05-01 Alho 2006-04-10 CRAVOS Sem altera??es o mercado segue em banho-maria, esperando o proximo passo da industria de Kreteks que deve come?ar a comprar em Abril. Pre?os oferecidos reportados U$ 4,000 na media.V PIMENTA Mercado calmo sem novidades, Vietnam continua mandando. Pre?os de referencia para B2 U$ 1,200. 2006-03-21 CRAVOS Aparentemente o mercado de cravos est? ficando mais f?cil com menos interesse dos compradores e pre?os caindo at? no Brasil. Esta semana temos informa??o de pre?os no mercado de Karachi de at? U$ 4,000 /mt. Os estoques brasileiros est?o perto do fim e nesta ?poca existo um pequeno aumento de consumo local. veja not?cia anterior... PIMENTA Nada muda - entra ano, sai ano e os pre?os est?o baixos. Mesmo com conversas de quebra de safra, doen?as, e pouco interesse dos plantadores devido aos pre?os , Vietnam continua a dominar o mercado e os pre?os s?o baixos - A refer?ncia esta se,ana s?o os U$ 1,150 FOB para a B2 500 g/l 2006-02-18 Esta semana a estrela do mercado ? o Cravo da India. H?
grande procura por ofertas e uma efervec?ncia entre boatos de quebra de
safras e informa??es desncontradas de pre?os, que estar?am hoje entre 4,000
e 5,000 a tonelada nos mercados de destino. Em Karachi chegou-se a falar que o pre?o chegaria a 8,000 / ton no meio
do ano. 2006-02-04 CRAVO da INDIA Na semana passada, Janeiro 30, noticiamos situa??o de Cravo da India no mercado mundial que indicava tend?ncia de alta. Entretanto recebemos de um grande trader de Singapura um coment?rio contestador que reproduzimos abaixo:
Existem grandes estoques n?o vendidos em
Singapura, estimados em 20,000 ton.
Nos n?o vemos possiblidade de o mercado subir embora possa ser uma boa oportunidade de realizar lucros se conseguir vender por U$ 4,000 por ton. Nos acreditamos que o mercado venha para U$ 3,500 /ton em um prazo muito curto e continue caindo at? chegar a 3 mil dolares e mesmo abaixo, assim que a nova safra da Indonesia venha para o mercado em uns 2 meses. A safra da indon?sia se preve de uma muito boa qualidade e em torno de 80,000 ton.
Janeiro 31, 2006 Sharma Parsram Bros. 2004-04-21 PIMENTA Os pre?os de pimenta negra no Brazil continuam subindo. Esta semana j? se est? pedindo U$ 1,450 FOB para B1 e U$ 1,370 para a B2 e U$ 2,500 para a brancaW1. Embora n?o conhecemos registro de vendas neste n?vel este sentimento de alta est? aparentemente sendo justificado por alguns mercados que possam preferir a origem brasileira Vietnam vende a 550g a U$ 1,280 FOB HCMC. CRAVO DA INDIA O estoque na Bahia dificilmente deve superar 500 ton. Entretanto o interesse dos compradores desapareceu neste momento. N?o ? dificil comprar neste momento lotes de 10 - 20 ton a pre?os ao redor de U$ 2,500 /ton FOB COMINHO Cominho continua subindo forte e firme, tanto na Turquia como na Siria.Pre?o pedido hoje FOB est? em torno de U$ 1,200/ton Estima-se uma quebra de safra de cerca de 40% nos dois pa?ses o que seria a causa desta alta persistente. Editor Peppertrade 2004-03-03 The market continues to remain quiet with buyers not willing to step in and sellers not pressinf to sell Users here continue to appear comfortale with their positions andthe avialability here. Many buyers are of the opinion that prices will come down once they see waht vietnam will do. It is interesting to note that origin is not pressing to sell which leads one to believe that there must be some shorts at origins and that they will cover first quietly and unobtrusively as markets continue to operate in a narrow range. It is believed repeat "believed" that forward sales have been made at whone could term relatively low levels in anticipation that by this time the market would have eased. All indications from where we sit, I believe that the market will continue to operate at current levels for some time to come. Once the "shorts" are covered things will start to move again. White continues firm with sellers at $1.15 and buyers perhaps around $1.12 cnf. Lampong steady at $0.70/$0.69; Malabar $0.80/$0.79 Vietnam unchanged across the board Vasta $1350 FOB 550 G/L $1250 B1550 G/L $1350 FOB and Basta at $1425/1450FOB; Both prompt. We await your news opening tomorrow Regrads Wouter/WWC 2004-02-25 We are continuing to see a lack of interest at current levels in pepper. It appears that buyers feel extremely comfortable with what they have and if they are unable to buy ?substantially? below current market levels they are leaving it alone. Basically all prices from all origins are unchanged and continue to move +- in an extremely narrow range and are for the most part steady. Many are waiting to see what effect Vietnam will ultimately have on prices. Please keep us closely posted and we await your news. Wouter/WWC 2004-02-14 The pepper market continues to be extremely quiet with minimal amount Of activity if any. Today Malabar $0.80; Lampong $0.71 all cnf. Vietnam 500 G/L $1235/mt; 550 G/L $1275/mt; Basta $1400/mt all FOB MLSV shipment through Dec 2004 $0.69 We are attaching the updated import statistics for the year 2004 Jan-Dec. We await your news and comments opening Tuesday as Monday Holiday Here (Presidents Day) Wouter/WWC 2004-02-04 Pepper market continues to drift along with BASTA reportedly Trading at $1275 for B1 and ASTA at $1300 all FOB Lampong buyers around $0.67 and sellers at $0.71 Malabar reported $0.82 Vietnam 500 G/L $1275 FOB and 550 G/L $1325 FOB It is reported that Sarawak still has some short covering taking place by a few exporters in the Sareiki area. Europe advises that their market continues to remain quiet as everyone Still appears to be waiting what will happen with the Vietnam Crop. Believe it will still take a week or two to see where this market is going to go. Appreciate your updates and look forward to hearing from you Thanks and Regards Wouter/WWC 2004-02-02 February 2, 2004 Pepper market rather neglected due to the many holidays and we should see more info tomorrow. Lasta not offered today as Indonesia on Holiday till tomorrow. Malabar offered at $0.85 and loswet quote in the market is $0.80. Basta reportedly still at $1350 FOB . I look forward to your news tomorrow. Thanks Wouter/WWC 2004-01-10 Um grande 2004 a todos s?o os votos de Peppertrade Wouter Weening que costumava brindar diariamente a comunidade com seus comentarios e infora??es de mercado sempre precisos, aposentou-se a partir de 1 de Janeiro. Lamentamos a perda desta importante colabora??o, mas a vida continua. Publicaremos agora neste espa?o as imforma??es e tendencias mais importantes da semana que passou, contando sempre com sua preciosa colabora??o a qual agradecemos de antem?o. Nesta semana: 1- Cravos tiveram uma forte procura, causando uma subida de quase 20% nos pre?os de origem. 2- Mercado de Pimenta do Reino continua est?vel sem grande procura. 2- Os pre?os de Cominho de todas as origens subiram em torno de 30% de todas as origens. 4- Pimenta Jamaica tamb?m em forte alta no mercado, em torno de U$ 3,500 ( Mexico) 2003-12-08 The pepper market continues its sea saw battle and operating in a close range which appears to be caused by the local situations at the producing countries. Lampong today $0.70 and malabar reported up about 1 cent. Basta $1300 FOB Vietnam Blk 560 G/L $1275 FOB with MLSV ASTA shipments Jan/June reportedly available at $0.73/$0.72 We appreciate your news/views offers and quotes when possible Awaiting your news Best Regards Wouter/IBI 2003-12-04 The pepper market is an extremely difficult one at the moment with buyers and sellers at a standoff. Sellers it appears do not want or are unable to go lower given the current market conditions and buyers are unwilling to raise their buying ideas conditions in view of what is believed to be adequate coverage for at least through the first quarter. We are finding the market to move in an extremely narrow range basically based on the local markets at origin. Malabar steady perhaps a firmer undertone at around $0.72 with buyers at $0.65 for new crop Lampong unchanged at $0.70 maybe $0.69 Brasil Asta last $1275 FOB Vietnam and Sarawak no real news with us today. Spot M/L here still available at $0.78 maybe $0.76 with a bid but not certain White pepper Muntok $1.10/$1.08 cnf We await your news again with regard to your market and your views regarding long term and Short term opinions Best Regards Wouter/IBI 2003-12-01 Pepper continues quiet and uneventful with easier undertone but buyers not responding and sellers also appear to be waiting and watching developments. Malabar today for new crop $0.70/$0.71. Lampong $0.70 with one report that $0.78 was available at $0.68 which possible with firm bid but strictly speculation. Vietnam 550 G/L $0.70; Basta $1275/$1265 FOB and B1 at $1250/$1240 FOB for January shipment. Local market extremely quiet. Awaiting your new opening tomorrow Best Regards Wouter/IBI 2003-11-24 Market continues unchanged and not too much interest. Many also starting to get ready for the long four day Thanksgiving Holiday so this is a short week. Buyers who do show interest are still well below asking prices. We are however seeing more offers appearing for new crop Malabar although buyers still just watching. Awaiting your news opening tomorrow. Best Regards Wouter/IBI 2003-11-20 Market pretty much unchanged with easier prices from India with MG1 at $0.70/$0.71 up to $0.73. Lampong still at $0.69. In general market continues quiet and no pressure from either buyers or sellers and as the origins decline the buyers ideas continue continue to go lower. Market featureless Best Regards Wouter/IBI 2003-11-12 Pepper continues extremely quiet with prices unchanged and buyers and sellers extremely quiet. Resellers pressing somewhat to offload afloat parcels of Lampong and 550 G/L lampong but for the moment no takers. I am of the opinion that when this market starts it will take off rapidly, however that moment may still be some time away as buyers here appear to be extremely well covered throughout this year and perhaps repeat perhaps through the first quarter of next year. Please keep us closely posted developments at your end and we await your news and update Best Regards Wouter/IBI 2003-11-11 The pepper market continues to show no signs of offtake or movement in Either direction +- other than a continued weak sentiment/undertone. This sentiment appears to be fueled by the many requests for bids on afloat Lampong as well as afloat 550 g/l. Buyers ideas are still no where near asking prices so we have a stalemate.. We are starting to see some offers and requests for bids for Malabar New Crop Jan/Feb/Mar shipments in the range of $0.75/$0.74 cnf. Lampong nearby only at $0.69 cnf. The market in India as we understand is holding its prices based on the need of exporters to buy spot heavy pepper in order to "mix" with imported merchandise in order to meet the G/L weight required for ASTA. This of course fuels the market somewhat irrespective of what th importers want or do not want to pay. Vietnam 500 G/L 1275 FOB and 550 G/L 1345 FOB White pepper steady at $1.16/$1.15 and perhaps 1/2/3 shipments at around $1.14 cfny Awaiting your news/views and input ref your market and firm offers if possible. Best Regards 2003-11-06 The market appeared to be another washout today with easier sentiment but origins more or less unchanged.. B1 traded today at $1300 FOB and reportedly repeat reportedly Basta traded at $1325 FOB. Other origins unchanged from yesterday. It does not appear to be only pepper but all items are slow to show any signs of waking up. Awaiting your news Best Regards Wouter/IBI 2003-11-04 We are not seeing any real movement in the pepper market with both buyers and sellers continuing to watch developments. Spot still appears to be available in sufficient supply so as to serve those who need an occasional fill in above and beyond their current position. Although this appears to be a buyers market neither the origins nor the buyers here appear to be pressing. Although there is some interest every now and then buyers are content to watch developments until the market shows some concrete direction or prices reach their buying ideas. TODAY: Malabar $0.77 cnf ; Lampong $0.70 cnf ; Muntok $1.16 cnf; Lampong Afloat $0.71 cnf and spot $0.78/$0.77 Indications for MLS asta shipments nearby $0.70 cnf ; MLSV 550 G/L Nearby $0.68 and 500 G/L $0.65 cnf Best Regards Wouter/IBI 2003-11-03 The pepper market here continues pretty much where it left off last week. Featureless and uneventful. The situation with regard to need and positions is unchanged and although you do find an occasional buyer here and there, they mostly want to buy well below the market making it very difficult to conclude business. Lasta $1400 FOB with buyers ideas around $1325 FOB Mhite pepper $1.16 CNF Basta $1350 FOB: Brazil 560 G./L $1300 FOB Sarawak Black Label $1325 FOB Vietnam 500 G/L $1308 FOB Spot reported available at $0.79/$0.78 MLSB shipments $74 cnf Awaiting your news/views/updates/offers Best Regards Wouter/IBI 2003-10-30 Market continues dull and featureless with buyers appearing to have basically withdrawn and awaiting developments. Sellers not pressing and buyers able to wait and buy on as needed basis. All prices unchanged from yesterday although sellers will listen to nearby bids. Awaiting your news tomorrow.. Wouter/IBI 2003-10-29 It is a rather dismal pepper market with very little NEW news as activity continues to be limited. As we have reported yesterday buyers feel that generally there is enough merchandise around to take care of their sporadic needs above and beyond the positions they already hold. In view of this there is no need to buy unless needed and then they can buy locally. Consequently they are in no hurry to step in until the market shows some real direction +or-. It appears now that origin is also in a position of not having to press for sales, due to what appears to be a good holding power, At the same time in the local markets at origin buyers are also staying away and watching to see how low things will go in the days ahead. Today: M/L Spot $0.78 Lamasta $0.73 shipment Nov; Afloat $0.74/$0.73 MG1 $0.76 cnf White $1.16 cnf Nov shipment MLSV asta for 2004 shipments $0.73 cnf MLSV 550 G/L for 2004 shipments $0.69 cnf Vietnam: 500 G/L $1300 FOB and 550 G/L $1360 FOB all prompt shipment Best Regards Wouter/IBI 2003-10-28 Our market continues quiet with limited buyers but not willing pay up. Buyers continue to appear to be well covered and we are starting to see off shore resellers appearing and applying some limited pressure to sell. Lampong Asta today N/D shipment at $0.73 with Afloat at $0.74 from several Directions. White pepper $1.16. Malabar today $0.77 cnf and Basta Nov/Dec at $1425 FOB The year 2002 Imports into the USA whole Black through August 31,035 and this year 2003 30482 mt in addition a total of 3530 mt of processed(ground) merchandise for a total arrival for the first eight months of 2003 34,012 mts. FYI The processed merchandise for eight months in 2003 is 3530 mt as compared to 3447mts for all of 2002. It appears from a total imports that the USA continues to be adequately covered and will buy when prices are to their advantage as it continues to look like everyone is comfortable with their position. We await your news/views/comments/offers opening tomorrow Best Regards Wouter/IBI 2003-10-21 20/10 Sebrae-SP realiza f?rum sobre Lei de Bioterrorismo Preocupado com a repercuss?o que isso pode ter nas empresas de pequeno porte e em orientar os empres?rios quanto a novas exig?ncias e prazos, o Sebrae-SP realiza na pr?xima quarta-feira (22/10), das 14h ?s 17h, o f?rum Lei do Bioterrorismo - Novas exig?ncias para a exporta??o de alimentos para os Estados Unidos. O evento ter? como palestrantes, Luis Madi, diretor do Instituto Tecnol?gico de Alimentos (Ital), e Arthur Ram?n Dias, assessor Especial da C?mara de Com?rcio Exterior (Camex). Data: 22/10/2003, das 14 ?s 17h Local: Audit?rio Sebrae-SP - Rua Vergueiro, 1117 - 6? andar Inscri??es: comin@sebraesp.com.br 2003-10-04 Enquanto Wouter Wenning da IBI est? afastado por problemas tecnicos, estaremos publicando algumas informa??es releventes de outras fontes. BELEM SEMANA OUTUBRO 03 Apesar de muitas conversas nos ?ltimos dias, o mercado abriu tranquilo na segunda feira dia 29. Neg?cios foram fechados na base de U$ 1,350 para B1 e U$ 1,400 BASTA FOB. Entretanto alguns exportadores operando forte este ano come?aram a aceitar um ligeiro aumento dos produtores no meio da semana, e como resultado os negocios escassearam para o fim da semana. Alguns produtores est?o esperan?os com a continua??o da subida a partir de segunda feira dia 6 de Outubro, embora os Importadores resloveram se acautelar. Houve conversas de vendas a U$ 1,375 para B1 e BASTA chegou a ser pedida a U$ 1,500; tamb?m houve tentativas de vender B2 a U$ 1,350 - sem retorno para o nosso conhecimento. 2003-09-09 Pepper here continues to drift along with very little interest being shown on the part of buyers and sellers appear to be eager to sell although the bottom is not falling out of the market. Buyers appear to be content with their position and are looking for bargains or will buy when and as the need arises. Sellers on the other hand are continuing to solicit bids and prices continue to ease but extremely slow with currency playing some role in holding prices for the moment. Locally there always appears someone ready to sell and meet the buyer at reasonable levels such as spot M/L at $0.78/$0.79. For the last two days the market has been extremely quiet with NO off-take and news rather scarce particularly from India since Kerala is on Holiday until Tomorrow or Wednesday. Today: Malabar $0.77; Lampong $0.71; MLSV ASTA Oct/Dec $0.73 and Jan/June'04 $0.72 all cnf all unsold. Vietnam no news and also not from Brazil or other origins with us. White: $1.28/$1.30 depending on shipper and positions. We await your good news/views/offers opening tomorrow IBI 2003-09-04 Market unchanged with weakness continuing to hold back the market resulting in a lack of off take. Buyers continue to sense or believe that market may ease some more and therefore are holding back making any commitments. Many more sellers appearing making buyers even more skeptical. Lampong today $0.71/$0.70; Malabar $0.77 and other origins unchanged. M/L spot $0.80/$0.82; White Spot $1.35 and resellers for Oct + Nov shpmnt $1.28/$1.27 cfny Please keep us closely posted Rgds Wouter/IBI 2003-09-03 Pepper market basically unchanged although the undertone and sentiment is weaker as buyers continue to abstain. Lampong still at $-.72/$0.71 and Malabar $0.77 but so far no takers with us. White steady with sellers Ideas $1.30 perhaps $1.29 but not offered at that level. Locally buyers continue to watch and many origin sellers attending the IPC meeting. Other origins unchanged and extremely quiet and inactive with us. Awaiting your news opening tomorrow again Rgds Wouter/IBI 2003-09-02 Pepper continues to show a lack of sustained offtake and appears to be fluctuating in an extremely narrow range. On the average the prices have declined with Lapong at $0.72/$0.71 and today India declined about 3 cents to $0.77 for Sept and $0.78 for October. At the close last week MLS jan-June 2004 reported to have traded at $0.69 and today there appears to be some interest in the last quarter of this year for MLS at an indicated price with us at $0.68 but we see no takers. for the moment. All other origins appear to be holding their own but with the continued lack of interest and off-take it would appear that we have a standoff. Who will be the first to move buyers or sellers. Buyers here continue to show adequate coverage and in no hurry to speculate on the market. They appear to be ready at levels well below origins and if not available will wait and buy as needed. We await your news/views/offers opening tomorrow . Rgds Wouter/IBI 2003-08-28 Pepper market continues neglected and virtually no activity. This weekend is a long weekend (Labor Day) which is the traditional end of the summer holidays and everything closed on Monday. Tomorrow many people will leave early to take advantage of the long weekend. Everyone should be back on Tuesday and then a few days to asses the situation. In general the Market is unchanged form yesterday with Lampong $0.72/$0.73 for Sept and October $0.71/$0.72; Sarawak is indicating $0.84; MLSV asta for sept-dec round $0.73/$0.72 quoted. Interest in year 2004 for first half mlsv asta but no sellers however priced should work out to around $0.74 but no one willing to offer firm out there at this time from what we see . White pepper prompt quoted at $1.29 and sellers for Sept & Oct at $1.30 but limited. Malabar slightly weaker today as compared to yesterday and now at $0.80/$0.79 cnf for Sept. Vietnam unchanged with 500 g/l $1455 FOB Sri Lankan Blk Pepper 525 G/L quoted at $0.79 cnfny NSW2% September shipment. In general buyers continue to watch developments and interest is at well below asking prices . Please keep us closely posted and await your news opening tomorrow. IBI 2003-08-25 Pepper market steady and unchanged from last weeks close. Lampong at present is cheapest origin with buyers around $0.71/$0.72 and sellers holding at $0.74 cnf. All other origins are not competitive. Malabar easier today at $0.80/$0.79; With Vietnam/Sarawak/Brazil unchanged. Pepper continues to come in at at a rate that is ahead of last years imports with a total of 22,852 mt whole Black + 2,561 mt of ground pepper. It appears that buyers will buy if the price is right otherwise they will hold until merchandise is really needed. IBI 2003-08-06 The markets here continue extremely quiet and basically uneventful. Pepper continues to decline basically from Lampong with other origins holding and operating in an extremely narrow range +- Buyers here for Lampong $0.70/$0.71. Resellers here also appear to have taken the attitude to wait and see with buyers still speculating that the market should drop some more in the near future. Meantime however the market could move up slightly as some limited buyers make some purchases to take of some quick needs and then fade away again. Many here question how long Vietnam can continue to hold with the Lampong continuing to decline. It is interesting to note that some of those who feel the market still has some down side in it are unwilling to gamble and sell at lower levels for the moment. Malabar today $0.79/$0.80; Lampong $0.73cnf=$1400 FOB; Vietnam and Sarawak holding their own. Brazil in the market at $1425 FOB for Sept and October. Spot market here still around $0.88 soliciting bids at $0.87/$0.86 for M/L White pepper continues to be at $1.26 for nearby and further out at $1.22/$1.23 cnf We await your good news and views as to where this market may be going and firm offers opening tomorrow IBI 2003-08-05 8/5/03 Pepper market continues to decline with Lampong being the cheapest origin for now. Buyers for Lamasta $0.70 and seller $0.73 and no takers at the time of this message. Buyers continue to watch developments and without any off-take (what appears to be the case in all markets) the market will continue to drift without any real direction and we will continue to see buying on an as needed basis only, much of which is done from the spot market here. Some re-sellers are starting to compete with origin with afloat Lampong $0.74 cnf and MLSV ASTA Sept/Dec $0.73 cnf. Spot today M/L $0.87 and soliciting bids. IBI 2003-08-04 Pepper market continues to show signs of weakness with prices down today from India and Lampong. Buyers continue to abstain as they continue to expect lower prices on all fronts. It is believed that we are almost there but not quite yet. This market just has no offtake, only on an as needed basis. No one appears to be ready at this moment to go further out at current levels. We await your news opening tomorrow. IBI 2003-08-01 Pepper market again easier today with more sellers than buyers. Buyers continue to abstain and are under no pressure to enter the market given the arrivals here thru May 2003. There appears to be enough available merchandise here so they can buy on an as needed basis from the spot market if and when the need arises. In addition to the Whole pepper arrivals of 19,273 mt we also imported 1,610 mt ground pepper Jan- May 2003. All origins unchanged and India somewhat easier with Lampong still the cheapest supplier at $0.78/$0.77 cnf. IBI 2003-07-29 Pepper again weaker on lower offers from India with Malabar $0.82 and Lampong today at $0.76 with buyers at $0.74/$0.75 cfny Sarawak Vietnam and Brazil not competing for the moment although we heard in the market Brazil for August at $1575 FOB/$1600 FOB. MLSV asta Sellers 7/8/9 $0.76 from resellers otherwise $0.80 cfny : MLSV 550 G/L Sept fwd $0.75/$0.74. Buyers MLS Aug/Sept/ Oct $0.74. Afloat Vietnam ASTA soliciting bids with selling ideas $0.83/$0.82 but will look at bids. White unchanged with nearby $1.26 and further out $1.24 cnf IBI 2003-07-28 Pepper weaker today on lower prices from India and Lampong. Vietnam and Brazil continue to hold. Lampong appear to be showing some pressure since the crop will really start appearing in earnest sometime in August. There is some speculation that perhaps once Lampong and Brazil start showing more interest to sell their new crops that only perhaps will Vietnam weaken. Until such time this market will continue to operate in its current narrow range. There is no panic on the part of the buyers as imports hav been sufficient to cover needs. Today Malabar $0.84; Lampong $1600 FOB and further out $1575 although we heard (Second Hand info ) that resellers were soliciting bids for 8/9/10 shipments at $0.77 cfny; Basta $1600 Fob; Brown Label $0.86 cnf prompt; Vietnam 500 G/L $1470 FOBC1.5; Spot M/L $0.90 but believe that $0.87/$0.88 would be possible with a bid.. Afloat M/L sellers ideas $0.86/$0.85 cnf We await your news/views/offers opening tomorrow again. IBI 2003-07-25 MALABAR: Sellers for July and August at $0.85cnf and soliciting some nearby bids. LAMPONG: This appears to be the cheapest source for the moment at $0.80/$0.79 cnf . VIETNAM: 500 G/L $1500 and 550 G/L $1575 MLSV/MLSV 550 G/L: Mlsv quoted in this market for further out positions $0.79/$0.80 and MLSV 550 G/L at $0.76/$0.77 all cfny WHITE: White pepper nearby $1.26 and further out $1.24 cfny IBI 2003-07-24 Pepper market continues quiet for the most part and is operating in an extremely narrow range . There are some sellers that wish to sell some limited parcels at below replacement levels which appears to be profit taking but we have not found and buyers who are willing to step into the market under the current situation.. Vietnam ASTA afloat $0.85/$0.84/$0.83 cnf; Malabar July shipment $0.86/$0.85; All other origins somewhat unchanged. White Nearby $1.26/$1.25 and further out like Sep + Oct $1.24 cfny. M/L Spot $0.90 but soliciting bids We await your news opening tomorrow IBI 2003-07-22 WOUTER EST? DE VOLTA DAS F?RIAS Pepper market continues steady/firm with the market seeing quotes but offers extremely limited. Malabar $0.86: Lampong $1600/$1550; Vietnam 500 G/L 1500 FOB 550 G/L 1575 FOB; Basta $1600 FOB Aug/Sept; Sarawak $0.87 cnf; Muntok Prompt $1.30/1.29 August $1,26/1.25 cnf Awaiting your news opening tomorrow IBI 2003-07-09 Wouter est? de f?rias na Europa. Devr? retornar em 21 de Julho 2003-07-02 Pepper market continues Steady/Firm with extremely limited offers. Reportedly afloat parcels are being taken up at $0.78/$0.79 and Spot trading at $0.90 In general quiet with some ltd activity and interest. Malabar $0.86 Lampong $1650 FOB nearby. New Crop positions August-Decemebr $1600 FOB MLS shipments July and August $0.86 MLSV ASTA August fwd $0.79 and 550 G/L $0.73/$0.72 MLS deliveries August - Dec $0.88 White Spot with us at $1.33 Tomorrow will be last day before 4th of July Holiday when everyone will be closed here. Awaiting your news opening tomorrow IBI 2003-06-30 We found today's market void of any substantial offers and again sellers preferring to stay close by. It appears to us that at origin the farmers have continued to show a real ability to hold back merchandise. Leaving those who did sell short scrambling for merchandise when offers do come out in the local market. Available supply is therefore extremely tight. The current situation, in our opinion, has squeezed the speculator or dealer and thereby the market has not been able to move in its normal way. Basically we are now seeing buyers only on an as needed basis and the market moving in an extremely narrow range. This will correct itself as soon as we see Lampong and Brazil starting to sell their new crop and could cause some downward pressure by all origins then wanting to sell for fear that they may be left holding too much merchandise before their next crop arrives. It is interesting to note that prices continue to rise even though there does not appear to be a sustained off-take on any front. Malabar: $0.83/$0.84 Lampong: $0.84 nearby $0.82 New crop Sarawak: Nothing with us and they do not appear to be competing with other origins Brazil: We understand Around $1525 FOB but we have not seen any such offers although we are given to understand that there are some buyers at that level . Vietnam: continues to get firmer with 500 G/L at $1335 FOB and 550 G/L at $1410 FOB MLSV ASTA August forward shipments at $0.79/$0.78 cnf Our market will only be open for four days this week as Friday will be July 4th Holiday and everything closed IBI 2003-06-26 Pepper market continues steady with limited interest. It continues to be a standoff although we are seeing some increased interest but actual buying is still limited. Prices basically unchanged with some slight upward correction at all origins. We await your good news again opening tomorrow. IBI 2003-06-25 Pepper market steadier today with India and Vietnam up slightly. Buyers still continue to show interest but at low levels and neither the buyers nor the sellers are willing to give in. Many buyers are moving extremely cautiously and watching developments as we get closer to the Lampong crop arrival in full force. Origins continue to stay with the nearby positions. The market situation is at the point where everyone is waiting to see who will move first, the buyers or the sellers and in either case we believe the markets will rise in the foreseeable near future. MALABAR: $0.84/$0.83; LAMPONG: $0.82; VIETNAM: Blk 500 G/L $1620 cfny/ $1445 cf Cochin/ $1450 cf Dubai 550 G/L $1680 cfny/ $1520 cf Cochin/ $1525 cf Dubai BRASIL: No prices however the last $1500 FOB SARAWAK: This origin reportedly experiencing some ltd short covering and speculative buying which is continuing to prop up this origin. MLSV ASTA: July $0.81/$0.80; July Forward $0.78/$0.77; MLSV 550 G/L: July Forward $0.73/$0.72 INDONESIAN WHITE: $1.18 nearby maybe with bid shadeable. Further out position slightly lower prices available VIETNAM WHITE: $2275 FOB HCMC CHINESE WHITE: $2300 FOB Spore We await your good news again opening tomorrow. IBI 2003-06-24 Pepper market steady for nearby as well as further out. The demand is sporadic and continues to be at same levels with neither buyers nor sellers moving of their ideas. The Market continues flat and understand even the internal demand of producing countries appears to be negligent. The farmers appear to be able to continue withholding mechandise.. Vietnam firmer today. Most origns continue to be reluctant to sell further out positions and staying nearby only . Malabar $0.82/$0.81; Lampong $0.82 all cnf. Other orgins unchanged. We await your good news opening tomorrow again. IBI 2003-06-23 Our phone system was damaged in storms this weekend so we had no phone service today and unable to receive or make calls. It should be repaired by tomorrow. Pepper market continues steady but activity is lacking. Buyers continue to show disinterest and will only buy when they are able to buy below origin levels. Spot appears to be tightening. All origins appear to be reluctant to sell further out positions and are staying nearby. Offers are not plentiful and only appear when there are some reasonable bids otherwise interest goes unanswered. Sellers: Malabar $0.80 upto $0.83 cnf; Lampong $1550 FOB ; Basta nearby $1500 FOB new crop $1450 FOB: Buyers: Reportedly for M/L between $0.77 and $0.79 cnf White pepper unchanged from last week Thanks IBI 2003-06-17 The market continues extremely quiet but despite the lack of off-take origins appear to be moving up and firming each day. Although the market continues to operate in a narrow range there definitely is a firmer undertone. In India the farmers appear to be reluctant to give up their stocks, Lampong is not keen on selling at lower levels and continues to be a ltd seller at $1550 FOB today. Vietnam firmer on all grades and Sarawak reports that PMB has moved up their buying prices so they appear to be supporting that market. What we find most interesting is the fact that buyers must either have their merchandise on the water or start buying in view of the transit time and the need to have it arrive in plenty of time for the Holiday season starting in November. Their appears to be no panic in this market with regard to having to buy. It appears that we will certainly not see a major downward trend in the market in the near future . The waiting game continues but believe that buyers will have to pay up in due course. Malabar $0.84; Lampong $1550; Muntok $1.16/$1.18; Vietnam 500 G/L $1300/$1350 FOB; MLSV ASTA Sept fwd $0.76 cnf. We await your news opening tomorrow IBI 2003-06-16 The wait and see posture continues. Very little activity or interest. All origins unchanged except Vietnam up somewhat today. Local market quiet. We have emailed you the updated statistics through April 2003. Arrivals appear to be on target but have certainly slowed down. It is hard to gauge what the imports would have been had all the merchandise from Evergreen lines arrived. It will take some time for that merchandise to arrive and must have an effect on purchasing activities. Spot stocks here are certainly starting to dwindle until the backed up arrivals clear. In general an uneventful market We await your news opening tomorrow IBI 2003-06-12 We continue to experience a wait and see posture from both buyers and sellers in the pepper market. Neither is pressing and prices appear to remain stable/steady. Buyers again are prepared to buy at below market if possible and if not they will just wait and watch developments. The market appears to operating in an extremely narrow range and does not really seem to have the impetus to start running away but by the same token it does not appear that it will fall off anytime soon. Spot stocks here continue to dwindle although every now and then someone wants to unload a lot at lower levels. Buyers are not standing in line so to say. Lampong Steady at $1550 FOB nearby and $1525 FOB july and August; vMalabar around $0.83/$0.82 cnf;v Vietnam 500 G/L $1270 FOB We await your news opening tomorrow IBI 2003-06-11 Pepper market appears to be non-existent. Neither buyers nor sellers are showing any interest. Even Evergreen America Corp steamship problem there appears to be no interest. One would think with all the shipments afloat and being diverted to other origins buyers would need some merchandise. This does not appear to be the case. In general spots are becoming tighter . However the Evergreen situation appears close to being resolved and when that merchandise finds its way into the supply line it is anyone?s guess what will happen to the market. Malabar $80; Lampong $0.82/$0.83; White $1.18 nearby and further out $1.15; Sarawak Brown lable $1550 FOB and Yellow Label $1450 FOB We find origins steady dispite the lack of interest We await your news opening tomorrow IBI 2003-06-09 Pepper continues quiet but steady. There continues to be no pressure on the part of sellers nor on the part of the buyers. Buyers continue to try and buy below market but not much success. We find it interesting that buyers continue to withhold since merchandise must either already bought or must now be bought in order to arrive and be ready for the season late this year. Although everyone appears to be comfortable with their positions We can not belive that they are 100% covered. Tomorrow we hope to have the import figures for April and will see what that tells us. Malabar today unchanged $0.80 for July; Lampong buyers $0.76 sellers $0.79; Sarawak/brasil/Vietnam we show basically unchanged. Europe closed today due Holiday. We await your news opening tomorrow IBI 2003-06-05 Pepper here continues quiet and uneventful. Prices basically unchanged and buyers only interested on cheap prices and stepping on as needed basis. Malabar $0.81/$0.80; Lampong $1500 FOB; BASTA $1450 FOB Appreciate your news and postings and looking forward to hearing from you tomorrow IBI 2003-06-04 Pepper market continues to drift and fluctuating in an extremely narrow range. Black Malabar $0.80, Lampong $0.80/$0.79; Sarawak $0.80 all cnf; BASTA $1475/$1450 FOB Vietnam 550 G/L $1320 and 500 G/L $1245 FOB. Buyers here continue to stay in close by and only interested in bargains.. Next week we should have the April USA Imports and get a clearer picture of what is here. Buyers continue to give the indication that they are under no pressure to step in in view of adequate coverage up till now. Pls keep us closely posted developments IBI 2003-06-03 Market quiet and steady. A lot of prices floating around many of which cannot be substantiated. Buyers here are looking but they are interested in merchandise that is below market price and if unable to obtain then they will wait for better times. Much of the nearby interest we believe is generated by the Evergreen problem and once that has been resolved plenty of merchandise will surely become available. BASTA still offered at $1425 FOB even after reports that this traded yesterday. There is still spot merchandise available with M/L spot ex warehouse $0.88 in several directions.. We find all origin prices unchanged from yesterday and resellers ideas also unchanged for MLSV ASTA and 550 G/L. White appears slightly firmer and a lot of looking but in the final analysis nothing of any consequence developed buyers arounf $2350 FOB with origin and resellers $2400 FOB. Pls keep us closely posted developments IBI 2003-06-02 Market continues quiet and uneventful. Buyers appear to have continued ltd interest in the nearby positions but not willing pay up. In general market steady with Vietnam slightly lower with 500 G/L 1220 FOB and 550 G/L at $1310 FOB for june shipment We see Malabar $0.83/$0.82 Basta new crop $1425 FOB for newcrop. Lampong $1500 FOB; MLSV 550 G/L $0.67. In general the market continues to show very little activity. Pls keep us closely posted developments IBI 2003-04-14 Pepper continues quiet and inactive with buyers/sellers continuing to watch developments as the standoff continues. India closed today and tomorrow then returning for Wed and Thursday and then closed again on Friday for the Vishu Kerala New Year. Markets here will also not generate much in view of the up coming Easter holiday and Most places closed on Friday, therefore a short week all around. Malabar today $0.82; Lampong $0.82; Sarawak Brown Label $0.85; Brazil unchanged; Vietnam 500 G/L at $1450/$1475 EBP; White pepper $1.33/$1.35 cnf. Spot being quoted as low as $0.84 and up to $0.88 with some reports repeat reports that $0.80 is available. MLSV asta shipment May forward $0.76 but buyers not bidding for now. We await your good news opening tomorrow IBI 2003-04-11 MALABAR: Showed some easing today causing the easier undertone. Prices at $0.80 and $0.81 cnf for April as well as May shipments. Spot Malabar here in the market at $0.84 ex-warehouse. LAMPONG: Unchanged with offers/quotes $0.81/$0.80 for April and further out positions with buyers ideas $0.77 but no sellers. VIETNAM: This origin remained steady with 500 G/L at $1300 fob for 5/6/7 shipments from resellers. Origin $1290/$1280 fob and 550 G/L $1350/$1360 fob. MLSV ASTA: Shipments for this option remain at around $0.76/$0.75 cnf with buyers still at around $0.72/$0.73. We await your news/views/offers opening Monday IBI READ THE FULL TEXT BY CLICKING ON THE "NEWS" BELOW 2003-04-10 MALABAR: Basically unchanged with sellers $0.81/$0.80 cnf for April and May with buyers not even looking with us today. LAMPONG: $0.81 cnf buyers last $0.78 yesterday but not today. Perhaps resellers are at somewhat lower levels i.e. $0.79 cnf. SARAWAK: It appears that the short coverings at this origin may be finished and prices there have eased somewhat however not enough to be competitive. It is reported that quite a bit of stock has become available. However the market certainly was NOT flooded with offers from Sarawak. BRAZIL: Unchanged with no concrete news from this origin. VIETNAM: We find this origin to have leveled off for the moment and offers only for nearby positions but they continue to rule steady. It appears that Farmers are perhaps holding on to merchandise awaiting a somewhat better price. The question is how long can they hold, in view of the lack of buyers right now. Also it would seem that eventually Farmers will have to let go of some of their stocks in order to get finances ready to invest for the next crop. Current prices 500 G/L $1300 FOBC1.5 and 550 G/L $1380 FOBC1.5 MLSV: ASTA quality continues to be available at $0.76 for May- Dec but no takers for now SPOT: Prices unchanged from yesterday WHITE: Steady at $1.31 IBI 2003-04-08 Pepper continues to rule quiet but steady with very little changes. Malabar $0.82 with resellers $0.79; Lampong $0.81; Vietnam 500 G/L $1310 fob and 550 G/L $1400 Fob; Basta $1600 Sept/Dec. MLSV ASTA May- Dec sellers $0.76 Buyers $0.73 cnf. Although the market appears to remain quiet we do sense an undertone where people are watching extremely closely the developments. Many are waiting to see what the import statistics might be for the February arrivals which should be out sometime next week. We would again appreciate your news/views/offers opening tomorrow IBI 2003-03-28 Mercado de pimenta sem mudan?as. Estamos ouvindo cont?nuamente rumores sobre descontos em nosso mercado, porem n?o pudemos confirm?-los, nem obtivemos estas ofertas. Fora de pedidos ocasionais para necessidade imediata no spot n?o estamos observando muita atividade As origens parecem ter chegado ao fundo e hoje o mercado esteve assim: MG1 $0.82; Lampong $0.82; Vietnam 500 G/L $1260 FOB; Vietnam 550 G/L $1380/$1360 FOB; Sarawak nothing with us today; Basta $1600 FOB; BB1 $1500 FOB; BB2 $1400 FOB. We await your news/views/offers again opening Monday Have a nice weekend IBI 2003-03-27 Pepper continues steady although the undertone and sentiment continues to be one of lower expectations. We do see an ever slow decline in prices but now real selling pressure as such and at the sam time no real interest to buy at current levels. We do see some limited but ever so limited selling pressure from Vietnam with their prices again somewhat lower today for the 500 G/L Malabar today $0.81/$0.82; Lampong $0.82; Sarawak reportedly $0.82; Vietnam 500 G/L $1260 FOB and 550 G/L $1340/$1350 Fob; White $1.32; Spot M/L $0.84/$0.83 exwarehouse We await your news/views/offers again our opening tomorrow IBI 2003-03-26 Although the pepper market continues quiet and appears to be stagnant we do see a little more selling pressure from Vietnam but buyers continue to abstain from stepping in on all origins. With the current market situation (No direction), the economic and political situation, buyers here do not appear to be in an operating mood. Malabar Mg1 $0.82/$0.81; Vietnam 500 G/L $1270/$1260 FOB; Lampong $0.83/$0.82; Brazil Asta 1600 Fob; BB1 $1500 FOB; BB2 $1400 FOB. White pepper remains steady at $1.32/$1.35 cnf IBI 2003-03-24 Malabar $0.81/$0.80; Lampong $0.82/$0.81; Sarawak quoted brown label $1800/mt cnf; Vietnam 500 G/L $1315 FOBC1.5 and 550 G/L at $1400 FOBC1; Sri Lanka 550 G/L $0.795C2 all unsold with us. Awaiting your news opening tomorrow IBI 2003-03-20 Malabar $0.82 Lampong $0.82 Vietnam 500 G/L $1320 FOB and 550 G/L $1390 FOB Sarawak and Brazil no news with us. MLS ASTA April quoted at $0.79. White unchanged IBI 2003-03-19 Pepper market quiet and uneventful. Buyers appear to be waiting political and military developments tonight and then will see what they must do. As reported yesterday with the substantial imports in Dec and January buyers are in no rush to jump in for now. Market somewhat easier undertone but then buyers are not standing in line. Thanks IBI 2003-03-18 Malabar $0.82; Lampong $0.82; White $1.35; Vietnam 500 G/L $1315 FOBC1.5 and 550 G/L $1390 FOBc1.5.; MLSV ASTA $0.78/$0.79 We await your news/views/offers opening tomorrow IBI 2003-03-14 Malabar $0.85; Lampong $0.84; BASTA nothing today with us; White $1.39/$1.38 IBI 2003-03-12 Malabar March and April $0.85; Lampong $0.83 cnf; Vietnam 500 G/L $1350/1375 FOB and 550 G/L $1450 fob; Basta $1600 FOB; MLSV asta March Forward $0.79/$0.78; M/L/S spot $0.87; White pepper $1.37 cnf. IBI 2003-03-06 Malabar $0.81/$0.80; Lampong Offered at $0.81; Muntok White offered at $1.32; Vietnam 500 G/L $1245 FOB and 550 G/L $1295 FOB with Buyers $1300 CNF India.; Brazil Basta $1500 FOB March shipment. Awaiting your news and views. IBI 2003-02-26 MG1 $0.83/$0.82 for March and April; Lampong $0.82; MLSV ASTA for further out $0.76 and MLSV 550 G/L for March forward at $0.68 maybe REPEAT maybe $0.67. BASTA reported $1450 FOB. IBI 2003-02-24 Mg1 $0.83 Lampong $0.83 Sarawak Brown Label parity $0.85 and yellow label $0.81 MLSV asta sellers $0.78 buyers reluctanbt to place any bids at the moment but indicating $0.72 cfny. White $1.30 cfny Wouter IBI 2003-02-21 Vietnam today 500 G/L $1300 FOB and 550 G/L $1375 FOB; BASTA at parity $0.79 cnf Feb/Mar; Mg1 $0.81; Lamasta Offered $0.83; Brown Label Sarawak $0.86; White $1.30 buyers $1.28 all cfny M/L Spot $0.88; White Spot Indication $1.40. Wouter IBI 2003-02-20 Lampong $0.80 cnf confirmed traded. Mg1 today $0.81/$0.82; Basta $1650 FOB; Vietnam 500 G/L $1330 and 550 G/L $1420 all cnf EBP. Wouter IBI 2003-02-14 Malabar $0.86/$0.85; Lampong $0.84/lb offered for prompt with buyers perhaps at $0.82/lb perhaps $0.83; Sarawak Brown Label $0.8625/lball cnfny. Black Vietnam ASTA available at $0.82cnf for Feb/Mar shipment. White steady to firm with sellers quoting muntok at $1.32/$1.34 with buyers at $1.22/$1.23 FOB. MLSV ASTA sellers at $0.79/$0.78 and buyers ideas still only at $0.73/$0.74. Wouter/IBI N.R.: VIETNAM 550 g/l OFERECIDA ONTEM A U$ 1.550 /T CIF EUROPA 2003-02-06 Market completely neglected. Malabar $0.87; Lampong $0.84; Vietnam 500 G/L $1650/mt EBP; MLSV asta 3/12 $0.78/$0.79 all cnf. White Muntok $1.32/$1.31; Chinese white 600G/L min $2600 all cnf EBP; B1 $1700 and Basta $1750 Feb shpmnt FOB Wouter/IBI 2003-02-05 Malabar today $0.88/$0.87; Lampong Offered firm today at $0.85/$0.84; Vietnam 500 G/l $1700 cnf EBP; Muntok White pepper $1.32 buyers $1.25; Chinese white $2600 cnf EBP. Spot buyers here $0.84/$0.85 sellers with us at $0.90 Wouter/IBI 2003-01-23 Pepper mrkt opened firmer with the down slide from India and Vietnam having slowed down. With Chinese New year approaching vietnam will remain quiet and they are already shutting down from what we are advised. Malabar Mg1 $0.85 upto $0.87; Lampong quoted $0.85 cnf; Basta Quoted $1700 FOB Rgds Wouter/IBI 2003-01-03 Pepper continues uneventful in our market with us. Believe next week we may see some resurrection of the market when everyone is back. All prices unchanged from yesterday. We await your news/views/offers opening Monday. Wouter/IBI 2002-12-19 Pepper market here unchanged. Steady slightly firmer undertone. Sentiment still on the weak side but now that most buyers are leaving for the Holidays it is a small factor. Continuing to look for sustained buying interest so that market gets some concrete sustained direction Rgds Wouter/IBI 2002-12-16 Mercado de pimenta como os outros est? completamente neglicenciado. A Pimenta parece haver-se estabilizado mas o mercado est? e vai continuar sentindo falta de compradores entre agora e o inicio do ano. No final de semana sair?o as estat?sticas de importa??o americanas em Outubro e teremos uma melhor ideia do porque os compradores n?o est?o ativos. O sentimento de baixa continua pairando sobre o mercado face ?s expectativas das safras, que podem ser corretas ou n?o. Os usu?rios finais aparentemente est?o adequadamente cobertos edevem entrar no mercado somente quando os pre?os baixarem ou mostrarem uma defini??o mais solida da tendencia quando as novas safras come?arem a chegar. No momento o mercado esta operando com um mix de cobertura adequada, tend?ncia de baixa e espirito de festas. Assim acreditamos que o mercado continuar? a operar numa margem muito estreita at? a primeira metade de Janeiro de 2003. Todas as Origens sem mudan?as hoje. Wouter/IBI 2002-12-12 Mercado de Pimenta continua sem mudan?as. Reporta-se que existe MG1 dispon?vel para Dezembro at $0.88 cnfny mas nos n?o pudemos confirmar. B1 $1775 FOB embraque Dezembro. No geral achamos que o mercado parou e a press?o vendedora cessou. Por outro lado os compradores continuam s? acompanhando os desenvolvimentos. Com a proximidade das fastas muitos est?o cuidando deos preparativos para parar e n?o parecem estar com humor para compras. Wouter/IBI 2002-12-11 Mercado extremamente quieto e sem eventos. Os pre?os oferecidos da India despencaram hoje com embraque pronto a $0.94/$0.93 e Jan / Feb a $0.92 cfny. Compradores sem rea??o esperando a flutua??o pois a longo termo a tendencia do mercado ? declinar ainda mais. Extremamente dificil obter ofertas firmes do Brazil e Sarawak/Vietnam/lampong sem altera??o. Wouter/IBI 2002-12-10 Pimenta estavel sem mudan?as desde nosso fechamento na sexta feira. Compradores n?o est?p reagindo. Algum interesse de vendas nas origens mas compradores n?o tem agressividade exceto se houver grandes descontos. Ontem Mg1 Dec $0.98 Jan/Feb/Mar $1.00 Lampong Dec/Jan $1.00 Vietnam 500 G/L 1800 CnF EBP Brasil reports REPEAT reports trading Basta $1850, B1 $1750 and B2 $1650 Sarawak no news with us Please keep us closely posted Wouter/IBI 2002-12-04 Pimenta n?o mostrou atividade exceto a Branca que est? a $1.42/$1.43 cnf. Na preta nenhuma origem apresentou mudan?as com Malabar Dez oferecida at $0.95 unsold conosco . Lampong cotada at $1.00 Brazil Basta talvez poss?vel at $1700/$1690 com Bid firme. Oferecida at $1750 FOB. B1 cotada at $1650 e B2 at $1550 todas fob Vietnam reporta disponibilidade de 550 G/L at $1800 CNF EBP; Sarawak Black Label at $1800 CNF EBP e Yellow Label at $0.90 CNF NY somente para o primeiro trimestre proximo ano. Await your news tomorrow Wouter/IBI 2002-12-03 Pimenta hoje aparentemente continua est?vel por?m continuam algumas ofertas baratas da India no mrecado. Permanece a press?o vendedora da India e do Brasil mas compradores n?o est?o reagindo. Nos acreditamos que isto ? devido ao sentimento fraco do mercado, da cobertura adequada dos compradores e das festas que est?o chegando. Tradicionalmente esta ?poca do ano ? em fraca e os compradores n?o est?o com espirito de fazer alguma coisa a n?o ser que seja uma barganha. INDIA: Oferece para Dec at $0.95 e solicita um bid rasoavel para perto. Jan/Feb/Mar quoted at $1.00/$0.99 cnf. LAMPONG: $1.00 up to $1.02 cnf para embraques proximos s?. SARAWAK: Oferecida ontem at $2200/mt cnf BRAZIL: BASTA $1680; B1 $1650; B2 $1575 all FOB. VIETNAM: Sem ofertas deste origem. Thanks N Rgds Wouter/IBI 2002-12-02 O mercado de pimenta est? completamente negligenciado nos USA. Todas as origens parecem estabilizadas embora com sentimento de fraquesa, provavelmente devido 1a press?o vendedora da India e do Brasil. India pedindo bids com cota??es a $0.96 para pronto, Dezembro a $0.99 e MLS oferecida firme a $1.00. Reporta-se (The Economic Times) que os pre?os de pimenta preta cairam ainda mais no mercado Indiano local, devido ? falta de interesse comprador e de boa chegada de mercadoria dos centros de produ??o. Brazil cotando e solicitando bids at $1700 FOB para BASTA com compradores a $1675 FOB. B1 cotada a $1675 com informa??es da Europe que set?o recebendo ofertas a $1650. B2 oferecida a $1600 FOB sem grande vontade. Lampong em torno de $1.03/$1.02 e Sarawak Brown Label at $2200/mt cnf para embarque pronto. Vietnam 500 G/L $1750 FOB. Al?m disto a Vietnam Pepper Association anunciou proje??es de nova safra superando as 80,000 mt. Pimenta Branca: Estavel / Firme $1.36 com compradores a $1.30 all cnf Em geral n?o se encontram tomadores e o mercado est? quieto Thanks N Rgds Wouter/IBI 2002-11-27 FERIADO DO THANKSGIVING AMANH? ESVASIOU MOVIMENTO HOJE BRAZIL: BASTA ofertas firmes ao mercado Basta at $1750 and B1 $1700 all FOB LAMPONG: Sem mudan?a com Lasta cotada a $1.03/$1.02 MALABAR: Mais firme em 2 centavos. MG1 Dec $0.98/$0.97 January $1.01/$1.02: TGEB $1.05 December SARAWAK: Brown Label para Dezembro / Pronto a $2200 cnf. Esta origem est? em um cenario de esperar e ver por parte dos compradores que est?o convencidos que poder?o comprar mais tarde mais barato. Oe pre?os est?o declinando todos os dias e os exportadores n?o est?o comprando. VIETNAM: Sem novidades. WHITE PEPPER: Estavel. Muntok para Mar?o e Abril negociando a $1.35 cf Thanks N Rgds Wouter/IBI 2002-11-26 A Pimenta do Reino acentuou hoje a tendencia de baixa com o accirramento da press?o vendedora. Brasil esta pressionando para vender e India tamb?m e os compradores continuam esperando para ver onde vai dar.O mercado j? esta com espirito de feriado e amanh? muiita gente vai para mais cedo para o ThanksGiving. Tudo fechado quinta e sexta. MALABAR: Estamos vendo mais vendedores aparecendo mais os n?veis de pre?o continuaram os mesmos: $0.95/$0.96 para embarque pronto e $0.97 para Jan-March . Mercado reportado em baixa com operadores que est?o long liquidando suas posi??es. LAMPONG: Mais f?cil com $1.02 para Lasta mas n?o vimos nenhuma oferta firme. SARAWAK: Continua fora do mercado. Yellow Label cotado hoje a $2050/mtcnf BRAZIL: Esta origem tamb?m em baixa com negocios a $1700 FOB . B1 foi vendida a $1675FOB EBP e no fechamento foi reportado 1 neg?cio a $1650 FOB . VIETNAM: Ainda ? muito cedo para mexer com esta origem. Pre?os n?o sobem nem descem. WHITE: Ligeiramente mais firme em cerca de 2 cents. Compradores interessados se chega a $1.30/lb cnf mas n?o houve Bid firme. We await your news/views/offers if possible again opening tomorrow Thanks N Rgds Wouter/IBI 2002-11-25 O mercado de Pimenta est? sob uma extrema press?o vendedora das origens. Os compradores se tornam ainda mais cautelosos em fun??o desta tendencia de baixa devido ? falta de demanda. O caracteristica de fraquesa deste mercado agora est? mais acentuada. Nossa opini?o ? que esta tendencia vai continuar. Pode acontecer que em determinado momento o mercado tente reagir por?m deve voltar imediatamente aos n?veis razoaveis. As estatisticas de de importa??o mostram que os USA est?o alem do padr?o. O Brasil or sua vez reporta embarques para USA de Janeiro a Setembro de 6,658 mt. H? uma diferen?a entre as importa??es americanas e os embraques brasileiros de 1,265 ton. Portanto sabemos que aonda h? mercadoria navegando. Isto sem contar o que foi embarcado em Setembro de outras origens. Tudo isto vai aparecer nas nossas estatisticas de Outubro. Portanto nossos estoques s?o adequados e confort?veis. Agora com a press?o vendedora, os compradores n?o precisam fica nervosos. ? melhor esperare e ver a evolu??o do mercado. O mercado aqui j? vive um clima de feriado que s? aumentar? nos proximos dois dias. BRAZIL: BASTA around $1850 FOB and B1 $1725 FOB MALABAR: MG1 $0.95 Dezembro oferecido e Jan-Mar cotado a $1.02 e solicitando bids. Relatorios dizem que algumas ?reas produtoras est?o bem fracas mas outras est?o acima da expectativa. Estima-se que toda a safra ter? uma quebra de 15%-20%. Entretanto esta quebra ser? compensada pelo crescimento da produ??o do Vietna e outras origens entrando agora no mercado. LAMPONG: Aparentemente ? a unica origem que est? segurando mas sua safra ainda est? longe. Lasta $1.05/$1.04 VIETNAM: Sem mudan?as. Aparentemente sua safra ser? maior ainda que o ano passado. SARAWAK: N?o esta exercendo nenum papel no atual momento Rgds Wouter/IBI 2002-11-21 Mercado de Pimenta aparentemente eencontrou um n?vel est?vel, pelo menos para este momento. Compradores ficaram surpresos com a eleva??o repentina da India de $0.95 para $1.00 embraque Dezembro. Brasil Asta n?o foi oferecida hoje, por?m a B1 esteve dispon?vel a $1750 FOB para pronto embarque ou Dezembro. Lampong n?o se move e Lasta continua at $1.05/$1.04. Vietnam sem ofertas. Branca est?vel at $1.35. Rgds. Wouter/IBI 2002-11-20 O mercado de Pimenta continua sua trajetoria de baixa em todas as frentes. Uma forte press?o vendedora da India a do Brasil convenceu de vez os compradores de que o mercado continuara declinante no futuro proximo. A continuada falta de interesse de compra e o feriado de Thanksgiving na proxima Quinta Feira alimentam o sentimento de baixa. Malabar embarque Dezembro a $0.95 e confirmadamente negociado. Nossos competidores est?o oferecendo BASTA a $1800 FOB e solicitando bids para embarques Novembro e Dezembro. Reportadas vendas Novembro a $1800 FOB mas n?o pudemos confirmar Pimenta Branca tamb?m em baixa a $1.35 Rgds Wouter/IBI 2002-11-19 INDIA: Mg1 hoje $1.01/$1.00 com pedidos de bids e algumas boas quantidades sendo oferecidas em nosso mercado. India continua operando em uma margem estreita, mas aparentemente sofre falta de um fluxo continuo. No fechamento houve informa??o de MG1 oferecida at $0.98 mas n?o conseguimos confirmar SARAWAK: Pre?os sem mudan?a desde ontem com Brown Label cotado at $2250/mt , Yellow Label at $2100/mt e Black Label at $1825 todos CNF LAMPONG: Poucas informa??es mas pre?os praticamente est?veis com Lasta at $1.06/$1.05 BRAZIL: Pre?os a? continuam declinando com oferta firme hoje de BASTA $1900 FOB para embarque Dezembro . Houve muita especula??o neste mercado nos ?ltmos meses, mas agora parece se acalmar. B1 hoje at $1850 FOB VIETNAM: Fornecimento reportado limitado com 500 G/L cotado a $1875/$1900 mas a ideia dos compradores ? bem abaixo disto. PIMENTA BRANCA: Branca em declinio cotada a $1.38 e compradores ligeiramente abaixo disto. Rgds Wouter/IBI Leia relatorio completo e comentario, clicando em NOTICIAS abaixo 2002-11-18 Mercado da Pimenta n?o mostra sinais de decolagem e os compradores ficam mais distantes conforme os pre?os declinam. Assim o sentimento ? de baixa e os compradores aparentemente est?o satisfeitos em observar como o mercado evolui sem participar.Em geral o mercado astava mais f?cil. Lasta $1.05; Mg1 $1.00/$0.99cnf; Basta $1950Fob11/12; B1 $1900 FOB 11/12; Vietnam 500 G/L $1875 CFEBP Sarawak Black $1845 CFEBP 11/12 Rgds Wouter/IBI 2002-11-16 Mercado continua operando sem emo??es com mais ofertas hoje a n?veis de pre?o de ontemcom ligeira tendencia de baixa. A tendencia dos compradores ? de baixa. Entretanto poderiamos ter alguma subida antes de uma queda mais forte.Sehue sendo uma queda de bra?o para ver quem se dobra primeiro. Nossa opini?o ? que h? mercadoria suficiente e que os compradores continuam confort?veis com as coberturas que j? contrataram. De fato a maioria dos comradores esta coberta em 50 / 75% de suas necessidades no primeiro trimestre de 2003 e portanto podem esperar. As estat?sticas de chegada de mercadoria nos USA em setembro deevem sair na proxima semana. Malabar hoje de novo a $1.03/$1.02 com mais vendedores. Lampong, Sarawak, Brazil and Vietnam sem mudan?as. Branca continua estavel a n?veis de ontem. Rgds Wouter/IBI 2002-11-15 Mercado ainda mais fraco, com: Malabar $1.02 Lampong $1.05 BASTA $1950 FOB Sarawak sem informa??o. Vietnam 550 G/L $1875 cnf EBP. Branca sem mudan?as. . Em geral mercado extremamente parado, sem eventos. Rgds Wouter/IBI 2002-11-14 Mercado sem movimento. Compradores ausentes, vendedores acautelados. Lampong $1.06 Malabar $1.03 Sarawwak sem ofertas Brazil Basta 2000/2050 FOB B1 $1950/$2000 FOB Vietnam 500 G/L $1825 FOB MLSV embarques Mar?o em diante $0.93 cnf MLSV 550 G/L Mar?o em diante $0.90 cnf FERIADO NO BRASIL AMANH? 11/15 Rgds Wouter/IBI 2002-11-13 BRAZIL: Esta origem ? a mais confusa devido a o que parece ser um mercad extremamente volatil.. Esta mercado esta flutuando em uma larga faixa de U$ 300/400 por ton. Entretanto todo este movimento n?o parece ter afetado nenhuma das outras origens nem os mercados, BASTA hoje a U$ 2,000 FOB para Dezembro com revendedores oferecendo U$ 1,950 FOB e B1 dispon?vel a U$ 1,975 C+F no navio. LAMPONG: Esta origem continua sem mudan?a com ofertas a $1.06/$1.05 MALABAR: Esta origem abriu mais firme, a $1.06/$1.05 mas durante o dia baixou para $1.03 para embarque dezembro. Reportado buyer(s) bidding $1.00 cnf. SARAWAK: Estavel com Black Label a $1875/mt cnf e Yellow Label a $2080/mt cnf embarques Dezembro EBP. VIETNAM: Continua firme com alguns pequrnos lotes de 500 G/L offerecidos a $1875 cnf. WHITE PEPPER: Estavelat $1.45 cnfNY Chinesa branca $2875/mt EBP or $2925 CFNY Rgds Wouter/IBI 2002-11-12 VETERAN'S DAY YESTERDAY 2002-11-07 Pimenta est?vel com tendencia declinante continua. BRASIL: $1750/$1800 FOB MALABAR: MG1 November $1.02/$1/01 cnf LAMPONG: Lamasta $1.06/$1.07 cnf VIETNAM: 550 G/L $1950/$1975 FOB SARAWAK: Sem novidades WHITE PEPPER: Muntok Nov/Dec $1.38/$1.36 cnf MLSV Embarque para o proximo ano$1.00 and 550 G/L $0.98. Compradores poucos e distantentes mais assistindo o que acontece do que entrando no mercado indefinido. Rgds Wouter/IBI 2002-11-06 Mercado de Pimenta estavel com algumas flutua??es mas a tendencia continua de baixa Brazil: BASTA $1800/$1750 FOB; B1 $1750 FOB; B2 $1675 FOB Lampong : $1.06/$1.05 cnf Malabar: boas quantidades oferecidas de novo para embarque November a mais baixa a $1.01 cnf Sarawak: Nada em brown label mas Black label oferecido a $1900 FOB Vietnam: 500 G/L reportado a $1950 FOB M/L: embarque Novembro / Dezembro disponivel a $1.01 cnf BRANCA: Branca mais facil um pouco com Muntok negociada a $1.37 mais compradores a $1.35 cfny Em geral escuta-se muitos rumores circulando no mercado sobre pre?os mais baratos a negocios a pre?os menores mas nos n?o pudemos confirmar. Nos continuamos a pensar o mercado como de espera sem um fluxo continuo. Para embarques no proximo ano, compradores pensam em $0,90 o que no momento n?o parece trabalhavel. We await your good news tomorrow Thanks Wouter/IBI 2002-11-04 Mercado de pimenta continua quieto com India fechada por feriado. Entretanto mercado continua em tendencia de baixa com Malabar sendo oferecida a $1,03 C+F para Novembro e Brasil $ 1,750 FOB para BASTA. Lampong tendendo tamb?m ? baixa com $ 1,02. Branca mais facil tamb?m em torno de $1,45 C+F. Rgds Wouter/IBI 2002-11-02 Mercado de Pimenta mais fraco hoje com Malabar para Novembro a $ 1,05 e boas quantidades oferecidas. Tambem reportadas ofertas a at? $1,03 C+F. Brasil tamb?m declinou e negociou quantidades a $ 1.850 FOB para Novembro Lampong / Vietnam sem mudan?as conosco. Agora ? ver se a queda continua durante a proxima semana. Rgds Wouter/IBI 2002-11-01 O mercado da Pimenta do Reino continua com atividade muito limitada, se ? que existe alguma, com revendedores sempre abaixo das origens. O mercado esta inundado de ofertas diparatadas de origens e esta muito confuso, o que faz os compradores absterem-se de participar at? que haja uma defini??o segura. Foram negociados alguns lotes de Lampong a $ 1.00 e de B-1 a $ 1.900 FOB sempre realizando lucro. Um grande lote de Malabar foi oferecido a $ 1,08 C+F e n?o vendido. Rgds Wouter/IBI 2002-10-30 Pimenta segue cada vez mais oferecida com mais vendedores vindo para o mecado. Malabar $ 1,06 para Novembro / Dezembro Lampong sem novidades Brasil com mais vendedores aparecendo e revendedores pedindo BASTA $ 2150 e B1 $ 2075, e todos pedindo bids. Branca tamb?m em declinio, origem pedindo $ 1,52 e revendas $ 1,55 Os compradores entretanto n?o parecem ter muito interesse. Talvez possam comprar quando os pre?os baixarem de $1,00. Aparentemente n?o est? havendo nenhuma atividade no mercado. Wouter/IBI 2002-10-29 Pimenta do Reino continua muito calmo com uma continuada temdencia de baixa e com os compradores n?o demonstrando real interesse. Sem um fluxo definido os revendedores oferecem mercadoria por pelo menos 3 cents por libra abaixo do pre?o de origem. Malabar .$1.08 CNF Lampong $1.10 com $1.08 viajando MLSV Asta Mar?o / Julho2003 a $1.09 compradores relutantes talvez aceitassemn $1.06. B1 de revendedores a $2100/$2075 FOB Outras origens sem mudan?a. Branca mais barata hoje com Muntok a $ 1.57 Rgds Wouter/IBI 2002-10-24 24 de Outubro 2002 Mercado de Pimenta extremamente parado sem compras nem interesse. Sem mudan?a desde ontem, basicamente curioso do que comprador. Os compradores tem interesse em compra bem abaixo dos pre?os oferecidos das origens. Compradores de M/L/S para Dez /Jan/Fev pensando em U$ 2,230 C+F Por outro lado origens e revendedores procurando bids Rgds Wouter/IBI ibispice@mindspring.com Botanicals - Herbs - Plant Extracts & Oils - Seeds - Spices - Tea Ingredients 2002-10-09 Pepper has become more interesting to most players as we have seen prices rise and Europe quite active. USA buyers remain a bit complacent about black pepper but a turn in Lampong might ignite some buying. White has taken off at unprecedented speed and buyers have showed surprising willingness to support these higher levels. Malabar remains at prices that have prevailed for the last weeks. Nearby is possible at USD .98 and Oct-Dec at USD 1.00. Beyond this period, early 2003 positions are being quoted at a significant premium. Lampong firmer with indications at USD .90/2 CFCNY Sarawak reports tremendous firming and is far above other origins. Brasil offers lowest at 1675/MT FOB for BASTA nearby shipment. Muntok indicated today at USD 1.42 CFCNY. Trades in last days have reportedly occurred at USD 1.40 to 1.45 depending upon the source. Rich Ahrens IBI richahrens@mindspring.com ibispice@mindspring.com Botanicals - Herbs - Plant Extracts & Oils - Seeds - Spices - Tea Ingredients 2002-09-28 India eased today but probably not for lack of interest from our side. Oct/Nov as low as USD .98, Oct-Dec 1.04, Jan/Feb 1.06, March 1.08 CFCNY Lampong slightly easier at USD 1825 FOB Sarawak absent Brasil B1 at USD 1650 FOB November Muntok firm at USD 1.22 CFCNY Brasil white at USD 1.19 CFCNY Rich Ahrens IBI richahrens@mindspring.com ibispice@mindspring.com Botanicals - Herbs - Plant Extracts & Oils - Seeds - Spices - Tea Ingredients 2002-09-23 India up again today. Nearby MG-1 at USD 1.03/4, Dec 1.06, Jan/Feb 1.07, Mar 1.09 CFCNY Lampong unchanged around USD 1850 FOB Sarawak continues to work cautiously Brasil 560 GL at USD 1750 FOB Muntok higher at USD 1.23 CFCNY Rich Ahrens IBI richahrens@mindspring.com ibispice@mindspring.com Botanicals - Herbs - Plant Extracts & Oils - Seeds - Spices - Tea Ingredients 2002-09-19 Once again, India?s prices topped the charts. A steady increase has caught the attention of buyers here who watch cautiously to see if there is strength in the recent price increases. While other origins indicate lower prices, offers are not coming out. Brasil reported today that their original crop estimates of 65000 tons are overblown and the likely quantity of 45000 tons would only match last year?s requirements. Sarawak reports that their market has again shown a 2% rise and exporters are operating carefully. Rich Ahrens IBI richahrens@mindspring.com ibispice@mindspring.com Botanicals - Herbs - Plant Extracts & Oils - Seeds - Spices - Tea Ingredients 2002-09-16 While India flared up today, holidays in New York kept things quiet for us. MG-1 hit USD 1.00 nearby and even as high as USD 1.05 for first quarter 2003. Lampong is practically absent but I hear prices have moved a bit higher. Brasil ASTA 1700 FOB. Resellers for MLS are still talking USD .90 for Jan-June CFCNY. Rich Ahrens IBI richahrens@mindspring.com ibispice@mindspring.com Botanicals - Herbs - Plant Extracts & Oils - Seeds - Spices - Tea Ingredients 2002-09-14 Pepper in New York remains somewhat dull. Today?s easing in India gives buyers even more reason to sit back and watch. MG-1 possible as low as USD .90 per pound CFCNY. Lasta and Sarawak continue to hover at USD .87/8. Brasil remains quiet and Muntok is unchanged at USD 1.20 CFCNY. There is admittedly scattered interest but my buyers are less inclined to feel they are chasing the market than to try to do something quietly when they feel there is an opportunity. Please inform us any changes your side on Monday. Note that many businesses in the USA will be closed Monday for semi-holiday but we will be open. Rich Ahrens IBI richahrens@mindspring.com ibispice@mindspring.com Botanicals - Herbs - Plant Extracts & Oils - Seeds - Spices - Tea Ingredients 2002-09-11 The bears have been selling but the bulls just may have won the current round. A leading reseller told me today that he thinks he should stop selling now before he goes too far. Curiously, he maintains his bearish attitude since he must likely cover some of the many sales. One thing is certain, we finally have some volatility which is the life blood of active trading. MG-1 continues firmer with nearby at USD .98 to 1.00, Oct-Dec .99/1.00 and Jan/Feb .99 CFCNY Lampong higher again at USD .91 CFCNY which confirmed sold today Sarawak stays firm and I hear quotes at USD .88 but get no offers Brasil ASTA hard to find a seller. An offer at USD 1650 was pulled back almost immediately by the seller. B1 in the market at USD 1625/MT FOB with outcome unknown Vietnam 500 GL about USD 1720, 550 GL around 1800 CFCNY Resellers MLS Oct-Dec .94/5 CFCNY Deliveries MLS Dec 1.02/1.05 ex NY Reportedly Jan-June MLS traded .94 CFNY White quiet but supposedly sold MWP at USD 1.20 CFCNY. Please keep us informed. Rich Ahrens IBI richahrens@mindspring.com ibispice@mindspring.com 2002-09-10 BLACK PEPPER THIS WEEK STARTS WITH THE NEWS FROM INDIA THAT PRICES IN THIS ORIGIN INCREASED OVER THE WEEKEND BY ANOTHER 3%. PRICES FOR MG1 ARE ALREADY WELL ABOVE US$ 2000,-, WHICH MAKES THAT BUYERS FOR BLACK PEPPER ARE STILL TRYING TO COVER AT LOWER LEVELS IN OTHER ORIGINS. THE RESULT IS, THAT THE MARKET IS LAMPONG, VIETNAM AS WELL AS BRASIL CONTINUE TO BE STEADY TO FIRM RGDS CATZ RDM HENK MOERMAN 2002-09-07 Rumors abound! Firmness and excitement everywhere continue to drive the market north with confirmed business taking place primarily by resellers at present. It seems at least short term fear has encouraged the shorts to cover themselves. India about the same with Sept between .88 and .95, Oct-Dec .91 to .93, Jan-Feb .93-.95 Lampong firmer at USD 1725 FOB Sarawak excited and covering, but prices I hear are comparatively cheap, the problem is finding a seller Brasil supposedly traded BASTA 1650 FOB Muntok eased at USD 1.20 CFCNY but India pumped up on white and Sarawak completely uncompetitive MLS traded Feb-May at USD .83 CFCNY Rich Ahrens IBI richahrens@mindspring.com ibispice@mindspring.com 2002-08-30 As we approach the official end of summer in USA this weekend, I am hoping for new life in the market. Monday, Sept 1 marks our Labor Day for which all companies are closed and by which date all vacationers will have returned to the usual routine. Once we pass Labor Day in the USA, we usually see more frequent inquiries and more serious attitudes. MG-1 firmer with Sept .88-.90 CFCNY Lasta still USD 1675-1700 FOB for nearby, afloat reportedly sold at USD .76 per pound CFCNY. Sarawak rains continue to dampen their market but prices are steady with coverage by exporters reported Brasil ASTA higher at USD 1550 FOB C3 FROM: RICH AHRENS IBI richahrens@mindspring.com ibispice@mindspring.com 2002-08-12 Brazil B1 / BASTA U$ 1,450 / U$ 1,500 Brazil W1 U$ 2,500 Sarawak Yelow Label U$ 1,425 Sarawak Brown Label U$ 1,525 Sarawak White U$ 2,050 IPSTA MG1 today down to Rp 85,75 Sept CLOVES Brazil offering cloves at 4700 mt fob Vitoria Indonesians offered at 3950 mt candfc no trade New crop Comoros traded 4300 mt candfc 2002-08-08 Brazil B1 / BASTA U$ 1,450 / U$ 1,500 Brazil W1 U$ 2,500 Sarawak Yelow Label U$ 1,425 Sarawak Brown Label U$ 1,525 Sarawak White U$ 2,050 IPSTA MG1 today down to Rp 89,15 Sept 2002-08-05 Mercado de pimenta abriu a semana como fechou a passada. Sem atividade e muita especula??o. Compradores e endedores separados por U$ 100 /mt: enquanto US quer pagar U$ 1,375 /mt, os exprtadores querem U$ 1,500. Indon?sia esta oferecendo a U$ 1,720 C+F e chega at? U$ 1,670. (Sem necessidade de esteriliza??o). O mercado para Cravos tamb?m est? bastante parado: Brasil pede U$ 4,500 , Indonesia U$ 4,300 mas n?o h? compradores. Parece que vamos ter que esperar o final do ver?o para ver se o mercado reacende. 2002-08-04 WEEK July 29 - Aug 02 A ?ltima semana, metade do ano, foi muito instavel e indefinida. Com o dollar no Brasil dando saltos, o mercado exportador tentou de alguma forma se proteger, com os pre?os indo, as vezes, na contram?o da l?gica. Pediu-se qualquer coisa entre U$ 1,300 e U$ 1,600, mas os poucos neg?cios foram fechados entre U$ 1,400 e U$ 1,450, com um confirmado a U$ 1,375. Alguma mercadoria nova j? esta aparecendo no Par?, enquanto Espirito Santo ainda segura seus estoques de Maio. Exportadores esperam por uma defini??o altista do mercado nas proximas semanas. India confirma esta tendencia, com os pre?os negociados na IPSTA em ligeira, mas constante eleva??o diaria, tanto para pronta entrega como para Dezembro / Janeiro. Enquanto isto o Vietnam continua nos 1,400's. Na quinta feira Indon?sia pedia U$ 1,675 C+F NY mas sem compradores. O mercado de Cravos aparentemente parou momentaneamente de cair, com tanto o Brazil como Indon?sia pedindo em torno de 4,500's .Aparentemente o interesse dos compradores se proninciou mais esta semana, embora n?o seja do nosso conhecimento nenhum neg?cio fechado fora desta margem de Pre?o. Enquanto isto a indefini??o da taxa do dolar fez os importadores brasileiros suspenderem as importa??es, o que poder? se refletir mais para a frente em falta de mercadoria e consquente subida de pre?os. 2002-07-31 A taxa do dolar subindo a 3,62 causou uma rea??o estranha: Inves de aproveitar a subida os produtores subiram os pre?os em reais acima do dolar: de 3,20 na ter?a feira para 3,70 ontem. O mercado ficou muito instavel e impreciso. Pela manh? foram reportadas vendas de U$ 1,375 e de U$ 1,430 FOB B1. Depois pedia-se U$ 1,500 e at? U$ 1,600. Os compradores correram. No correr do dia tanto os vendedores como os compradores foram saindo do mercado, pela incerteza da evolu??o dos pre?os e do cambio. Vietnam continuou estavel a U$ 1,400 B1 FOB, e a bolsa da India apresenta uma subda bem leve porem consistente pelo 3ro dia consecutivo. 2002-07-30 Mercado continua parado. Informou-se que Argentina comprou B1 a U$ 1,400 e W1 a U$ 2,300 FOB Belem, enquanto a maioria dos exportadores pensa em U$ 1,500 para BASTA, sem muito interesse dos compradores. Vietnam ofereceu 550 g/l a U$ 1,400 FOB e confirmadamente vendeu um lote de 500 g/l a U$ 1400 C+F Dubai. Indon?sia pedindo U$ 1,700 C+F NY. 2002-07-29 Mercado muito calmo. Exportadores brasileiros pedindo U$ 1,500 B1, Europa oferecendo U$ 1,350. Estados Unidos pensando em U$ 1,400 ASTA. Reportado uma venda para Argentina a U$ 1,500 B1. 2002-07-26 O mercado de Pimenta do Reino come?ou a semana firme com muitas especula??es mas terminou mais calmo. Informa??es da Malasia e Indonesia dizem que han\via muita press?o de compra dos exportadores para cobrir posi??es de embarque de Julho. Aparentemente as obriga??es foram cumpridas e os compradores se retiraram, dando origem a press?o vendedora, o que acalmou os pre?os. O mercado Europeu tamb?m esteve aquecido, apresar das f?rias. Pre?os para Pimenta MG1 subiram 30 Lb por ton. A bolsa de Conchinchina teve trajet?ria declinante durante toda a semana, por?m subiu ligeiramente na sexta feira, fechando em Rs 86,80 para Agosto e Rs 91,00 para Dezembro> Vietnam puxou seus pre?os de 550 g/l de U$ 1,300 FOB na segunda at? U$ 1,425 na sexta feira, mas perdeu clientes. No Brasil houve muita especula??o, com boatos de venda a U$ 1,600 por?m o que se sabe com certeza foi venda realizada Quarta feira a U$ 1,390 FOB para B1. Na quinta havia demanda a U$ 1,500 rpara ASTA mas o neg?cio n?o foi concetizado e na sexta feira os compradores se retiraram. O Mercado de Cravos est? completamente calmo. Madagascar pede U$ 6,600 sem compradores e Indon?sia est? vendendo devagar. Come?ou a semana a U$ 4,500 e terminou a U$ 4,400. Brasil segue pedindo de U$ 5,500 a U$ 5,200 em seu estoque remanescente, sem compradores interessados. Esta foi a primeira semana do nosso informe di?rio. Queremos nos desculpar por falhas e imprecis?es, e agradecer a todos os que colaboraram com suas observa??es, informa??es e coment?rios. Esperamos melhorar com o tempo e sua colabora??o este servi?o. Suas criticas e sugest?es ser?o sempre benvindos. Atenciosamente Peppertrade 2002-07-24 Mercado firme USA pagou BASTA U$ 1,500 FOB para Agosto Mercado Interno vendeu a R$ 3,95 /Kg Vietnam ofereceu 550 g/l a U$ 1,415 FOB. Vietnam ofertou a 500 g/l a U$ 1,350 FOB e Espanha contraofertou a U$ 1,400 C+F sem neg?cio. Grande operador holandes opina que o mercado europue est? firme e que a pimenta deve subir at? 20% em Dezembro. Na contra-m?o a bolsa de CONCHINA, India - IPSTA, caiu para Rs 87,00 2002-07-23 A bolsa de Conchina, IPSTA, fechou em ligeira alta a R$ 90 para Agosto. Vietnam ofereceu a U$ 1,380 FOB a 550 g/l. Brazil n?o teve vendedores. Tamb?m n?o houve compradores de NY. Queda de Bra?o para ver at? onde chega o mercado. Europa sem muita ativdade devido as ferias de ver?o. No espirito Santo onde os vendedores est?o segurando estoques diz-se que a safra do Par? vai atrazar, por?m em Tome-A?u j? est? se colhendo. Indon?sia est? vendendo Cravo a U$ 4,500 C+F C 2002-07-22 Boatos sobre uma grande compra de pimenta pela McCormik aqueceram o mercado. Exportadores brasileiros ficaram firmes em seu n?vel m?nimo de U$ 1,450 /mt FOB para embarque pr?ximo. Os americanos ofereceram U$ 1,400 para ASTA sem resposta e eventual possibilidade de U$ 1,425 n?o satisfez ninguem. Vietnam pediu U$ 1,350 pela 550 g/l e IPSTA fechou em alta, a R 87,00 para entrega em Agosto. |
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