December 22, 2022
Relive the talks and panels in Cancun with these videos.
Raul Caballero (Mercalimentos Consulting)
Analyst: Alejandro Leloir (US Dry Bean Council).
Moderator: Joe Cramer (US Dry Bean Council - Michigan Bean Commission).
Panelists: Sam Peck (Jack's Bean International), Felipe Sandoval (BeGrait), Lucas Genero (Agrofin).
1:54-2:42: Moderator Joe Cramer of US Dry Bean Council and Michigan Bean Commission introduces the panel and panelists.
2:43-5:42: Lucas Genero of Agrofin shares an outlook on Argentina black beans production.
5:50-7:49: Felipe Sandoval of BeGrait discusses the black beans market in Mexico.
8:07-9:26: Sam Peck of Jack's Bean International comments on the black beans market in North America.
9:42-24:51: Analyst Alejandro Leloir of US Dry Bean Council shares statistics for production, trade and key issues regarding the global black beans market.
25:40-29:25: Lucas Genero of Agrofin on recent changes in trade between Argentina and Brazil, and their bearing on the global flow of inventory.
29:50-31:49: Felipe Sandoval of BeGrait on competition for acres from corn in Mexico last year, and expectations for the next cycle.
32:17-34:11: Sam Peck of Jack's Bean International comments on competition for acres from soy and corn in the USA.
34:48-37:23: How big a role has currency been playing in the last six months? Lucas Genero of Agrofin replies from an Argentine perspective.
37:58-39:30: Felipe Sandoval of BeGrait on how input costs are impacting Mexican farmers´ planting decisions.
39:49: Q&A from the audience.
Black Beans Global Outlook
Rebecca Bratter (US Dry Bean Council)
Featured Speaker/ Rebecca Bratter (US Dry Bean Council)
Analyst: Alejandro Leloir (US Dry Bean Council).
Moderator: Demian Gallego (Veixell Trading Group).
Panelists: Héctor De Luna (Productos Verde Valle), Sam Peck (Jack's Bean International), Gilberto Montemayor (Compañía General de Víveres).
1:43-3:32: Moderator Demian Gallego of Veixell Trading Group introduces the panel.
3:33-12:02: Analyst Alejandro Leloir of US Dry Bean Council shares statistics about production, import and export trends, and key issues regarding the North America pinto beans market.
14:12-15:58: Gilberto Montemayor of Compañía General de Víveres on changes in consumption from December 2021 against December 2022, with Covid restrictions lifted.
16:34-19:00: Héctor De Luna of Productos Verde Valle shares his views on these changes.
19:47-21:16: What can the industry do to convince farmers to keep planting pinto beans? Sam Peck of Jack's Bean International replies.
22:01-25:29: Gilberto Montemayor of Compañía General de Víveres and Héctor De Luna of Productos Verde Valle on consumption forecast in Mexico for the next 3-6 months.
25:51-28:12: Sam Peck of Jack's Bean International shares his thoughts on this matter.
28:53-29:58: Analyst Alejandro Leloir of US Dry Bean Council on what captured his attention while preparing the general outlook on pinto beans.
30:22-31:19: Héctor De Luna of Productos Verde Valle on acreage competition from barley in Mexico.
31:34-32:08: Analyst Alejandro Leloir of US Dry Bean Council on the importance of preserving knowledge about bean planting.
32:18-32:41: Sam Peck of Jack's Bean International on the importance of crop rotation.
32:55: Q&A from the audience.
North America Pinto Beans Panel
Matt Tripodi (Euromonitor International)
Mexico Pulse Market Update
Analyst: Felipe Sandoval (BeGrait).
Moderator: Carlos Sainz (TRC Group).
Panelists: Santiago Del Río Sámano (Centro Abarrotero del Bajío), Cristóbal López (Los Arbolitos), Yovana De La Cruz (Menexport).
1:59-4:58: Moderator, analyst and panelists introduce themselves.
5:15-19:00: Analyst Felipe Sandoval of BeGrait provides an outlook for yellow kidney beans in Mexico.
19:18-20:50: Yovana De La Cruz of Menexport on Peruvian production, consumption trends and expected volumes.
21:19-22:08: Cristóbal López of Los Arbolitos on Sinaloa producers' expectations about pricing for the current crop.
22:22-26:14: Santiago Del Río Sámano of Centro Abarrotero del Bajío shares his views about the Bajío and Centro regions.
26:45-29:16: Analyst Felipe Sandoval of BeGrait reflects on possible pricing scenarios for yellow beans and the economic situation in Mexico.
29:40-30:33: Will Perú need to import yellow beans this season? Yovana De La Cruz of Menexport replies.
30:54-31:49: Cristóbal López of Los Arbolitos on what would be the financial break-even point for producers in the current cycle.
32:05-35:33: Santiago Del Río Sámano of Centro Abarrotero del Bajío reflects on consumption trends in Mexico for different types of beans based on changes in pricing.
36:18: Q&A from the audience.
Mexico Yellow Beans Panel
Juan Juan Castro Lobo (Nextamalli).
Host: Mariana Fusaro.
The Future of Pulses Panel
Jeff Rumney (USA Dry Pea & Lentil Council)
Sponsor Recognition / Jeff Rumney (USA Dry Pea & Lentil Council)
Analyst: Felipe Sandoval (BeGrait).
Moderator: Joel Valenzuela (JOVA Graneros).
Panelists: Sahid Hernández (Agro Servicios Terminel), Pablo Fernández (La Macarena), David Larios (Aliansa).
1:50-5:08: Moderator Joel Valenzuela of JOVA Graneros introduces the panelists and the discussion.
5:09-16:28: Analyst Felipe Sandoval of BeGrait shares statistics about production, trade, and supply and demand trends for Mexican chickpeas, including his views for the 2023 crop in Sonora and Sinaloa.
17:40-21:04: Pablo Fernández of La Macarena, Sahid Hernández of Agro Servicios Terminel and David Larios of Aliansa discuss current logistics challenges in Mexico.
21:24-23:44: Pablo Fernández of La Macarena and Joel Valenzuela of JOVA Graneros comment on the estimated 2023 chickpea production, competition from other crops and impact on pricing.
23:49-25:54: David Larios of Aliansa adds his views on acreages and pricing for the next cycle.
26:03-26:44: Sahid Hernández of Agro Servicios Terminel on climate crisis affecting crops.
28:22-29:02: Pablo Fernández of La Macarena on how the rising cost of supplies is impacting prices.
29:21: Q&A from the audience.
Mexico Chickpeas Panel
Analyst: Brian Clancey (STAT).
Moderator: Jeff Rumney (USA Dry Pea & Lentil Council).
Panelists: Esteban Dávila (Great Northern Ag), Phil Hinrichs (HinrichsTrading), Yusuf Memis (Bashan).
1:52: Moderator Jeff Rumney of the USA Dry Pea & Lentil Council introduces the panel and the main discussion drivers for the chickpea global industry.
4:55-22:39: Analyst Brian Clancey of STAT explains the global chickpea overview for 2022-2023.
23:16-23:39: Australia is going to have a large Desi holdover this year, mainly because of the large stocks at hand for India. So if Australia can't sell to India, where else can they take their Desi to? Analyst Brian Clancey of STAT replies.
29:23-30:34: Phil Hinrichs of HinrichsTrading discusses market opportunities for Europe and particularly for Spain; what's the demand looking like right now and going forward into 2023.
31:00-33:23: Yusuf Memis of Bashan comments on market opportunities in Turkey and throughout that region, also addressing how dynamics related to the Russia-Ukraine war are affecting the global chickpea market.
33:52-36:05: Esteban Dávila of Great Northern Ag shares insights into Central and South America markets: supply, consumption trends, estimated volumes for 2022 harvest and prices next year.
36:44-38:33: Phil Hinrichs of HinrichsTrading on how farmers are meeting the global demand for a cleaner and organic production, from a North America perspective.
38:52- 40:15: Yusuf Memis of Bashan on pesticide-free and organic production in Turkey.
40:40-41:46: Are there enough organic chickpeas on the planet to supply the growing USA chickpea snack industry? Phil Hinrichs of HinrichsTrading shares his views.
42:58-45:23: Esteban Dávila of Great Northern Ag and Phil Hinrichs of HinrichsTrading discuss what is going on in innovation and value-added for chickpea products.
45:45: Q&A from the audience.
Global Chickpeas Panel
Analyst: Brian Clancey (STAT).
Moderator: Raul Caballero (Mercalimentos Consulting).
Panelists: Jeff Van Pevenage (Columbia Grain), Brett Melvin (Maviga), Juan Pol (Skane Group), Deepak Rawat (Empros International).
1:24-3:43: Moderator Raul Caballero of Mercalimentos Consulting introduces the panelists and the discussion.
3:44-18:30: Analyst Brian Clancey of STAT shares statistics and a complete overview for the global green lentils market in 2022-23.
19:04-19:58: Brett Melvin of Maviga discusses harvest, quality and yields in the Pacific North-West region.
20:01-20:37: Juan Pol of Skane Group comments on yields and supply in Saskatchewan.
20:38-22:02: Jeff Van Pevenage of Columbia Grain covers Montana and Western South Dakota.
22:10-23:54: Deepak Rawat of Empros International covers Canada.
24:25-25:52: Jeff Van Pevenage of Columbia Grain on current logistics issues in the USA.
25:55-27:02: Juan Pol of Skane Group on transportation issues in Canada.
27:15-28:40: Brett Melvin of Maviga on USA farmers holding crops to keep prices firm; what can we expect and for how long.
28:42-30:10: Deepak Rawat of Empros International covers this situation in Canada.
30:13-32:02: Jeff Van Pevenage of Columbia Grain shares his views on this subject, and explains how inflation is impacting producers across the Americas.
32:28-33:00: Juan Pol of Skane Group on which strategies would work for Canada farmers to stick with lentils instead of moving to more profitable crops.
33:17-35:25: Jeff Van Pevenage of Columbia Grain on other crops that may pose a threat for lentils in terms of acreage reduction in the USA.
35:46-37:50: each panelist shares their final thoughts.
38:10: Q&A from the audience.
Green Lentil Panel
Disclaimer: The opinions or views expressed in this publication are those of the authors or quoted persons. They do not purport to reflect the opinions or views of the Global Pulse Confederation or its members.
