Thirty years in sesame. Customs data, port stocks, crop surveys and conversations across every origin — compiled into one honest read of where this market really stands.
Every report, as it publishes. No daily prices, no spam.
The stock doesn't climb in a straight line — it saws with the seasons. But each year's level keeps stepping higher, and it now stands at about 415,000 tonnes, back near the June high. Read alongside what it is made of: the split by grade mirrors Chinese usage almost exactly.
Weekly Chinese warehouse reports, Aug 2023 – Nov 2026. Series is directional — single weeks swing hard (±60K within days in June 2026) and a few anomalous readings are excluded. Read it as a range, never a point.
First arrivals Aug 2025, peak in January — then settled at about 25–30K, and this year there is little fresh crop behind it.
Share of port stock: Pakistani and East African seed dominated in 2023 — West African white dominates now.
A glimpse of the flows we track each month across six markets.
Volume flat against last year at 810,563 t — but paid for at $260 a tonne less.
Brazil still nearly half of everything landing — but the wave is fading fast month by month.
Steady through thick and thin — and the top buyer this year may surprise you.
Up 9.2% to 152,934 t on low stocks — and buying continuously into Ramadan.
East Africa's quality franchise holds — Nigeria and Tanzania together take over half.
India's compliance story keeps paying — clear #1 into the world's most demanding market.
The conference has concluded. India's short crop, and what it means for the January–May window, is in the November report.
Eighteen sesame papers, read in full and cross-checked against customs data, port stocks and what the trade is actually doing three weeks on. The synopsis is free — and the session from Ho Chi Minh City is online.