The global sesame market continues to demonstrate notable resilience, marked by contrasting trends across key regions. This week, while consumption held steady in China and harvests in Brazil and India advanced, market activity was driven by higher trading volumes and competitive tenders in South Korea, as well as sustained export surges from Pakistan and Tanzania. Notably, the fluctuations in international offer prices (ranging from $1,000 CFR in Brazil to $1,600 FOB in Sudan) underline significant supply chain and logistical dynamics, especially as weather shifts, stock positions, and sowing conditions redefine availability. Despite stable to slightly declining spot prices in main trading countries, there remains persistent global demand—especially from major importers like Japan and Turkey, albeit at slightly reduced average values.
Market signals suggest upcoming pressure on prices as substantial inventories build, a robust Brazilian crop reaches ports, and international buyers continue to exploit favorable rates. At the same time, regional weather outlooks point to generally favorable conditions across India and Brazil, potentially amplifying global supply, while adverse climatic variability in parts of Africa could temper yields. Amid these mixed signals, market participants are closely monitoring new crop flows, inventory updates, and evolving trade requirements, positioning themselves amid ongoing volatility and robust underlying demand.
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Sesame seeds
hulled
99.90%
FOB 1.96 €/kg
(from IN)
Sesame seeds
hulled, EU-Grade
99.98%
FOB 2.07 €/kg
(from IN)
Sesame seeds
hulled, EU-Grade
99.97%
FOB 2.05 €/kg
(from IN)
📈 Prices
| Origin | Product Type | Purity | Location | Delivery Terms | Price (EUR/kg) | Weekly Change | Last Updated |
|---|---|---|---|---|---|---|---|
| India | Hulled (99.90%) | 99.90% | New Delhi | FOB | 1.96 | 0.00 | 2025-07-04 |
| India | Hulled, EU-Grade (99.98%) | 99.98% | New Delhi | FOB | 2.07 | 0.00 | 2025-07-04 |
| India | Hulled, EU-Grade (99.97%) | 99.97% | New Delhi | FOB | 2.05 | 0.00 | 2025-07-04 |
| Tanzania | Natural | Varies | Lindi/Mtwara | Locally traded | ~0.97-1.06* | Stable | Jul 2025 |
| Brazil | Bulk export offer | Standard | Ports | CFR | ~0.92-1.10* | Stable | Jul 2025 |
*Converted from USD international offers with EUR/USD ~1.09.
🌍 Supply & Demand
- China: Domestic stocks at Qingdao port at 300,000 MT (as of June 28). Consumption steady, market stable but downside risk from global trends.
- India: Kharif sowing up 60% y/y to 69,000 ha; Rabi and summer crop areas expanding. FOB prices for hulled EU-grade stable at €2.05–2.07/kg.
- Pakistan: Sowing area estimated 20–30% below last year in Sindh/Punjab. Exports up 337% y/y for Jan–Apr 2025.
- Brazil: 2025 harvest underway with 580,000 ha sown and 377,000 MT expected; high quality.
- Tanzania: Robust trade, esp. Lindi, at TZS 2,500–2,740/kg (≈€0.97–1.06/kg).
- Import/Export Trends: Japan’s imports up 5% (Jan–May) but avg. price down 14% to $1,704/MT; Turkey’s imports +15%, avg. price down 18%.
📊 Fundamentals
- Regional Stock Levels: Ample at major ports (esp. China).
- International Price Offers (USD):
- Brazil: $1,000–$1,200 CFR
- Sudan: $1,550–$1,600 FOB
- Mozambique: $1,320–$1,380 FOB
- Ethiopia: $1,400–$1,450 FOB
- Speculative Positioning: Increased market activity tied to Brazilian export flow and South Korea’s TRQ auctions.
- Trade Bidding: South Korea’s latest tender saw Indian and Pakistani supply win at $1,350–1,500/MT for Aug–Oct delivery.
🌦 Weather Outlook
- India: Forecasts suggest normal monsoon conditions in major sesame belt (Maharashtra, Telangana, Andhra Pradesh, Bihar). Potential for above-average yields if rain distribution holds.
- Brazil: Harvest continues under favorable weather; early reports signal excellent seed quality.
- Paksitan/Africa: Some dry patches reported in Sindh but easing. East African regions (Tanzania, Mozambique, Ethiopia) face sporadic rainfall but no major crop stress yet. Continued monitoring recommended.
📊 Global Market Comparison
| Country | Production 2024/25 (Est. MT) | Stock/Inventories (MT) |
|---|---|---|
| India | ~900,000 | Low/Moderate (rising) |
| China | ~600,000 | High (300,000 port) |
| Brazil | 377,000 | New harvest (high quality) |
| Paksitan | ~130,000 (down y/y) | Low |
| Tanzania | 120,000 | Active flow |
📆 Trading Outlook & Recommendations
- 👁️ Monitor inventory positions at trading hubs (China, Brazil, India). A further build-up may pressure prices, especially as Brazilian shipments ramp up.
- 🔄 Review tenders and seasonality: South Korea’s active state tenders and India’s Kharif expansion offer commercial entry points.
- ⚠️ Weather risk: No acute concerns, but erratic rainfall in East Africa or Pakistan could trigger upward price moves.
- 🤝 Buyers: Consider forward purchases for August-October delivery; exploit softening prices, especially for EU-Grade hulled sesame from India.
- 💡 Exporters: Focus marketing on quality improvements (as in Brazil); track TRQ allocations in Asian markets.
- ℹ️ Short-term direction: Flat to slightly lower bias in coming weeks, but weather, logistics costs, and new tender demand could spark volatility.
⏳ 3-Day Price Forecast (Indicative EUR/kg FOB)
| Market | Current Price | 3-Day Forecast | Sentiment |
|---|---|---|---|
| India (Hulled, EU-Grade) | 2.07 | 2.05–2.07 | Stable/Slightly bearish |
| India (Natural, 99.95%) | 1.45 | 1.43–1.46 | Flat |
| Brazil (Bulk export offer) | 1.10* | 1.08–1.11* | Stable |
| Tanzania (Average local) | 1.02* | 1.00–1.03* | Stable |
*EUR equivalent, estimated from USD price bands.
