The global sesame seed market stands at a pivotal moment as a new tender—covering 11,000 metric tons across four product categories—looms on the horizon for next week. This staggered release, with split consignments and multi-format delivery windows, is expected to inject both fresh liquidity and stability into international trade flows. Market participants, particularly buyers from processing industries and exporters, are watching the sequence closely: the bulk of the volume set to ship from mid-November may set the short-term price tone, while later waves of palletized and bulk deliveries will help avoid disruptive oversupply.
- P1: 5,000 MT, non-palletized, 30kg bags — tentative delivery from 10 November.
- P2: 4,000 MT, palletized, 30kg bags — tentative delivery from 20 November.
- P3: 1,000 MT, palletized, 20kg bags — tentative delivery from 30 November.
- P4: 900 MT, jumbo bags, 30kg — tentative delivery from 30 November.
Current price levels in major growing and trading regions, notably India and Egypt, have shown modest week-to-week stability, but tight stocks and active demand have underpinned a bullish undertone throughout the past quarter. On the weather front, key growing regions in India and East Africa are seeing normal-to-slightly-drier conditions, supporting yield stability for now, but with global stocks still below historical averages, the market remains highly sensitive to any supply disruption in the coming weeks. As we break down prices, supply, demand, and the latest tender’s likely impacts, this analysis offers actionable insights for traders, processors, and market watchers seeking clarity amid potentially shifting dynamics.
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Sesame seeds
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Sesame seeds
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FOB 2.03 €/kg
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📈 Price Overview
| Type | Origin | Location | Purity | Delivery Terms | Latest Price (EUR/kg) | Previous Price (EUR/kg) | Weekly Change | Sentiment |
|---|---|---|---|---|---|---|---|---|
| Hulled 99.90% | IN | New Delhi | 99.90% | FOB | 1.96 | 1.96 | 0.00 | Steady, firm undertone |
| Hulled, EU-Grade 99.98% | IN | New Delhi | 99.98% | FOB | 2.06 | 2.06 | 0.00 | Stable, high demand |
| Hulled, EU-Grade 99.97% | IN | New Delhi | 99.97% | FOB | 2.03 | 2.03 | 0.00 | Firm |
| Natural 99.1% | IN | New Delhi | 99.1% | FOB | 1.36 | 1.37 | -0.01 | Slightly weaker |
| Natural 99% | EG | Kairo | 99% | FOB | 1.85 | 1.84 | +0.01 | Stable, slightly firm |
| Hulled 99.95% | TD | Berlin (DE) | 99.95% | FCA | 1.74 | 1.88 | -0.14 | Weak, European overhang |
🌍 Supply & Demand Dynamics
- Supply Boost Ahead: The impending 11,000 MT tender—with staggered shipments throughout November—will add much-needed liquidity and reduce near-term price spikes.
- Regional Focus: India continues to set the pricing pace globally, but with Egypt’s crop reportedly in good health, North African offers remain competitive.
- Demand Steady: Import demand from China, the EU, Turkey and Middle East remains robust as processors look to secure coverage ahead of season-end.
- Speculation: Processors are especially watching the smaller palletized and jumbo bag lots, scheduled for late November, for signals on tightening into December.
📊 Market Fundamentals
- USDA/FAO updates: Global sesame seed production is forecast slightly above last year at 6.6 million MT, with India and Sudan as leading producers.
- Global Inventories: Ending stocks remain below five-year averages, with exporters holding minimal carryover and major buyers maintaining high pipeline requirements.
- Speculator Flows: No major build-up in speculative long or short positions, keeping volatility moderate compared to oilseeds like soybeans.
- Historical Comparison: Last quarter’s bullish trend persists, though pace is moderating on anticipation of new tenders.
⛅ Weather Outlook
- India: Key growing states (Madhya Pradesh, Rajasthan) face typical monsoon variability. No major drought, though patchy rains could temper top-grade yields.
- Sudan & Ethiopia: Recent reports suggest adequate soil moisture, no critical weather threats this week.
- Africa: East African yields remain on track, provided late-season dryness does not emerge.
🌐 Production, Trade & Stocks
| Country | 2024/25 Prod. (mt) | Stocks (‘000 mt) | Key Export Markets |
|---|---|---|---|
| India | 1,200,000 | 230 | China, Middle East, EU |
| Sudan | 950,000 | 105 | China, EU |
| Ethiopia | 480,000 | 70 | China, Israel |
| Nigeria | 280,000 | 50 | EU, China |
| Myanmar | 420,000 | 55 | China, Japan |
📆 Trading Outlook & Recommendations
- Monitor the result and fill rates of the new tender—initial award prices likely to dictate spot trends.
- Bullish undertone likely through mid-November, especially for top-grade, EU-compliant lots.
- If deliveries progress smoothly, expect price stabilization followed by a possible softening into December as cumulative supply rises.
- Watch for late-season weather disruptions, particularly in India and East Africa—could cause short-term volatility.
- End-users with inventory needs should cover part of Q4 rather than risk price surges due to any logistical or weather hiccups.
- Hedgers: Maintain moderate hedges; processors keep flexible procurement pending late November tender results.
🗓️ 3-Day Regional Price Forecast (FOB, main ports)
| Date | India (INR/kg) | Egypt (USD/kg) | Germany (EUR/kg) |
|---|---|---|---|
| Day 1 | 172.0 | 2.03 | 1.73 |
| Day 2 | 171.5 | 2.03 | 1.73 |
| Day 3 | 171.3 | 2.02 | 1.73 |
Sentiment: Range-bound, but with upward risk tied to tender outcomes and late-season weather.
