The global sesame market is displaying a classic tug-of-war between tightening local supplies and mixed cues from international oilseed markets. Over the past week, limited arrivals in Indian mandis have pushed sesame oil prices higher despite broader weakness across the edible oil complex. The surge in sesame oil, driven by $4.80 per 10 kg gains in the Delhi market, clearly signals short-term supply constraints and robust local demand. In stark contrast, comparable oilseed products such as mustard oil and binola oil softened due to ample supply and tepid demand from processors. Strong demand for mustard de-oiled cake (DOC) from the feed sector further highlights how fundamentals—especially feed demand—can create pockets of strength in an otherwise subdued market.
Looking ahead, while global soybean and palm oil futures diverge, local sesame prices are expected to remain buoyant if market arrivals don’t improve.
Mustard DOC remains on an uptrend, and participants should monitor weather developments in key sesame-producing regions, which could further exacerbate supply risks. Internationally, traders watch export interest for Indian DOC and sesame seeds, as well as shifting crop conditions in both India and Africa. This complex interplay between local shortages, international market divergence, and variable demand sets the stage for volatility ahead—demanding vigilance from market actors.
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Sesame seeds
hulled
99.90%
FOB 1.96 €/kg
(from IN)
Sesame seeds
hulled, EU-Grade
99.98%
FOB 2.06 €/kg
(from IN)
Sesame seeds
hulled, EU-Grade
99.97%
FOB 2.03 €/kg
(from IN)
📈 Latest Prices at a Glance
| Product | Type | Purity | Origin | Location | Delivery | Price (EUR/kg) | Previous Price | Update | Link |
|---|---|---|---|---|---|---|---|---|---|
| Sesame seeds | hulled | 99.90% | IN | New Delhi | FOB | 1.96 | 1.96 | 2025-08-23 | View |
| Sesame seeds | hulled, EU-Grade | 99.98% | IN | New Delhi | FOB | 2.06 | 2.06 | 2025-08-23 | View |
| Sesame seeds | hulled, EU-Grade | 99.97% | IN | New Delhi | FOB | 2.03 | 2.03 | 2025-08-23 | View |
| Sesame seeds | natural, golden | 99.5% | EG | Kairo | FOB | 2.38 | 2.37 | 2025-08-22 | View |
| Sesame seeds | hulled | 99,95% | TD | Berlin | FCA | 1.74 | 1.88 | 2025-08-21 | View |
Sentiment:
- India: Firm/Bullish
- Egypt: Slight upward (golden type), stable (natural type)
- Europe (TD): Bearish/Softening
🌍 Supply & Demand Drivers
- Supply shortages in Indian sesame seed arrivals underpinning spot prices.
- Robust domestic demand, especially from oil mills and the local edible oil market, preventing sharp corrections despite global weakness.
- Export demand exists, notably for hulled EU-grade Indian sesame, maintaining price floors.
- Feed demand for mustard DOC diverting oilseed flows and providing relative strength to associated meal products.
- Egyptian and African sesame offers remain competitive but have not placed downward pressure on Indian origin prices due to supply tightness.
- Speculative positions remain moderate ahead of crop progress surveys.
📊 Market Fundamentals
- Indian Sesame Oil: Gained $4.80 per 10 kg (~5.8% weekly) amid local shortages.
- Mustard Oil: Down $1.20–$4.20 per 10 kg from weaker demand and excess supply in key growing belts.
- Binola Oil: Pressured by cottonseed glut, lower by $1.20 per 10 kg.
- Mustard DOC: Rose $4.20–$6.00 per 100 kg, signaling persistent feed demand.
- International: Malaysian palm oil softened, but soybean oil on CBOT remained firm, indicating contrasting oilseed market drivers.
⛅ Weather & Crop Outlook
- India: North India (Rajasthan, Uttar Pradesh) faces below-average monsoon showers this week, possibly delaying sowing and limiting new arrivals. Extended dryness could maintain upward price pressure.
- Africa (Sudan, Nigeria, Ethiopia): Seasonal rains are favourable, but localized flooding risks exist (notably in Sudan). No major threat to sesame crop size yet, but logistics could delay exports.
- Forecast (Next 7 Days): Scattered thunderstorms likely in eastern India, but key sesame-producing belts to remain dry—potentially tightening supplies further early next week.
🌎 Global Production & Stock Comparison
| Country | Est. 2024 Production (mn t) | 2024/25 Stock (mn t) |
|---|---|---|
| India | 0.75 | 0.10 |
| Sudan | 0.80 | 0.15 |
| Nigeria | 0.52 | 0.04 |
| Ethiopia | 0.30 | 0.02 |
| Myanmar | 0.25 | 0.01 |
| China (import needs) | – | 0.28 |
India and Sudan remain the top producers, but China’s import appetite is crucial for global price direction.
📆 Trading Outlook & Recommendations
- Bullish bias for sesame oil and seeds in India as long as fresh arrivals lag and weather risks persist.
- Monitor rainfall developments in Indian sesame belts—any improvement could introduce downside risk.
- Exporters: Consider capturing current firmness in EU-grade and hulled offers; buyers in the EU may face higher replacement costs if Indian supply tightness continues.
- Importers: Diversify origin sourcing (e.g., Sudan, Nigeria) to mitigate risk of Indian shortfall.
- Watch mustard DOC for further upside; relative strength may spill into associated oilseeds.
- Short-term: Avoid new selling in the Indian spot market until crop progress clarifies the arrival timeline.
- Speculative traders: Tight stop-losses and nimble positioning advised due to weather-driven volatility.
📅 3-Day Regional Price Forecast
| Region | Type | Current Price (EUR/kg) | 3-Day Outlook |
|---|---|---|---|
| India (New Delhi) | Hulled | 1.96 | Firm to +2% if arrivals lag |
| India (New Delhi) | Hulled EU-Grade | 2.06 | Stable to +1.5% |
| Egypt (Kairo) | Natural, Golden | 2.38 | Stable |
| Europe (Berlin) | Hulled (TD) | 1.74 | Further softening as offers outpace demand |
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