1. Global Grain Food and Feed 2017 JW Marriot, Aerocity, New Delhi
Business Session – III
Amit Takkar
Conifer Commodities Pvt Ltd

2. Conifer Commodities Pvt Ltd www.coniferindia.com
Started in August 2016.
Track record of over 25 years in Agri trade.
Agri Consultancy – Price forecasting, Risk Management, Executions..
Structured trade.
Full service brokerage house.

3. Wheat Record Australian crop ~ 33 mio + ? Quality ? Logistics ?
BSea – Heading for another bumper year
Markets - Would they remain flat?
Impact of MBR fumigation regulation change post march 2017?
Will India need to import in ?
Expected Indian crop = M Ha X 3 T/Ha, 95 mio mt + ?
FCI stock disappearance + Imports > 10 mio, how relevant for ?
Impact on Indian consumption due to duty free low cost wheat?
Would weather pop up surprises?
Global -
Globally well supplied
Historic end stocks
High Stocks to Use ratio
Weather conducive for Northern Hemisphere
India –
Historic low end stock for FCI
Imports to touch 4.5 million mt
Record sowing and conducive weather

4. Corn Growth in Feed and Starch consumption
Global -
Globally well supplied
Historic end stocks
High Stocks to Use ratio
Weather conducive for Northern Hemisphere
Growth in Feed and Starch consumption
Would India be an exporter again?
Near term shortage – challenges in Imports.
Long term trade friendly policy.
Increase in area and better yields
GM crops – is it the solution?
India –
Struggling with stocks
Import against Advance license
Rabi sowing – showing good signs

5. Pulses Is it still the cheapest source of protein?
Selling below MSP from record highs in
Trade structures, dispute resolution.
Hedgeability
Long term vision
India heading for record production
Buffer stock of 8 lac MT
States looking at PDS
Peas gaining acceptability

6. Thank you