Ukraine's Ag Minister estimated 500,000mt
or more might be lost in the warring region; I estimated upwards of 1.1mmt could be at
risk, so between us we are probably in the ball park.
We do differ on if that grain is “lost”
or “at risk”.
There are a couple of things to take in to
account before we completely write off that grain; be it half a million or one million tonnes.
It is difficult to make a clear assessment
of how the war is going but it is clearly not going to Poroshenko’s plan who back in May
proclaimed it was going to be over in a matter of hours not days and certainly not months.
However through the white noise of internet
chatter it appears, at least it does to me, that the Ukraine Army might be gaining
ground and the truly despicable and indefensible murder of 298 innocent people
including 80 children aboard flight MH17 has moved the conflict on to another
level possibly beyond the reach of the separatists.
All of this leads me to believe the ground
war might be moving in to the final stages and if not finished off outright it might be contained - I certainly hope it’s not going to go the other way.
Consequently any un-harvested crop still
standing in the conflict region may become accessible to farmers and we may see
the bulk of it eventually gathered.
Cereal crops like wheat and barley will
stand a long time after they are ripe and it is possible although not
desirable to cut them through August and even into September with little loss
of yield and quality, I know because I've done it.
Corn, sunflower and long season soya
harvest doesn't really get started until September so they hopefully
will be ready after the resolution of the conflict.
So the known unknown is how much of that at risk crop will be lost crop?
My feeling is very little; it’s
too valuable to leave in the fields and if you know anything about Ukraine’s history
of famine during the 1930’s which was engineered from Moscow you will understand
that Ukrainians simply can not leave food in the field to rot.