Transcripts For ESPRESO 20240704

I suspect that you are probably in a combine harvester. If so, tell me where and in which region you worked. In Kherson Oblast , they actually provided equipment. Because there is nothing to collect now , it is already a little higher in other regions of central ukraine. Chat for weeks and you can directly feel the mood among ukrainian farmers, what they say , how does this grain blockade affect their mood and their plans . That if there is no freely available export, then every farmer will receive a significant loss for his products because he will spend additional funds on logistics, so if the European Union agrees to an additional compensation of at least 30 per ton, then it will be more expensive. And all agricultural associations, it was such a positive decision, and if you take the victims, then there are people like Kherson Oblast , mykolaiv oblast, zaporizhzhia, sumy oblast. So , first of all, you think about what to collect today , like me to wash off. And what to sow, what to collect that there is no equipment in general, all of it was stolen, that they could not burn it, and where to store the keys temporarily, because, unfortunately, all the warehouses were destroyed , and it is necessary to use them as well as to provide our guys, geological women , farmers with at least a metal profile so that they do not die in the open air as today, mr. Denys, i have the same question for you. We see and hear the words, and mr. Mr. Dmytro actually says about this one that at least there is no place to store the grain, that there is not enough space for it, and what will happen to it is also unknown while this is happening. Grain blockade, what would you add to the challenges that farmers are currently facing . What else should you Pay Attention to . It is extremely important to Pay Attention to working capital , because during the harvesting period, when you calculate what you will export, sell it at some market prices in the conditions of the blockade in the black sea. And in fact, the uncertainty of the work due to alternative ways, i mean the direction of the western borders when there is a ban on the import of ukrainian goods until september 15, and this makes it much more difficult logistics, accordingly, commodity producers bear colossal losses today and, accordingly, they need to think about where to get these funds, it is especially difficult, as i will point out pjsc metro for the south of ukraine, where the occupied Kherson Oblast, mykolaiv oblast , because these regions, in fact, do not even have the opportunity to get credit today , that is, they have nothing to deposit collateral and they do not have any material assets that could be taken to banks to get a loan. Therefore , today we need to think about the possibility of providing Financial Support, especially this parts of ukraine so that when they probably have nothing to implement , there is little opportunity to use the funds because in a few months we will start a new campaign for sowing winter crops and again funds will be needed, we as an association are currently trying to help and mineral fertilizers and seeding material and we collect funds on an interestfree basis, that is, some farmers transfer funds to other farmers, this means to the south so that people can work that is why financing is one of the key issues that today is on the agenda for commodity producers p serhiu and this terror that russia is wreaking directly in the ports of odesa, in particular, we see that in addition to trying to bargain for some easing of sanctions, it is also destroying the stocks that ukraine planned to export, which are there at all losses and how significant are these losses for ukrainian exports, and i think that the government will calculate all the losses and we will hear about them in the near future. When there will be an opportunity to fully assess everything, however of course, we understand that terminals are quite an expensive thing, the infrastructure is expensive, it will take a long time to restore it, and its definitely possible on the moon and for years, and it s definitely possible to build the terminal complex itself. The grain that is stored in these terms is also quite expensive it is a precious thing , that is why today we see that russia is terrorizing not only ukraine and the whole world, we understand that today russia is blackmailing all the countries of the civilized world with the grain agreement unfortunately or fortunately, we see that the armed forces of ukraine, the Defense Forces of ukraine, are in fact almost the only guarantor of Food Security in the world today. Who exactly can suffer in the event that there are well , lets understand. From our grain so, for example, we can specifically name those countries in which the price of food may not generally increase there, for example, but there may be a problem with the fact that in general , for example, there they are so dependent on of ukrainian grain that there could be some kind of catastrophic situation, developing countries are primarily those countries that can suffer from the lack of our grain and of course already developed countries will suffer from the point of view of food inflation , food prices will rise and if for rich countries e е this will be an opportunity to buy at inflated expensive prices then for poorer countries it will be impossible to buy this grain at these prices p dmytro can i ask you about that aa actually how since you yourself are in the field there is happening yes i understand exactly the process of the harvest, eh, with what kind of harvest, according to your feelings, maybe there are already the first estimates eh, we will be this year, and what do the farmers say, what do the farmers say, ok, the grain is nowhere, the children dont even have a place to store it, what will they do and what will they do next the plans of how they will save themselves in this situation was leaving from three 500 ee 2 500 3 800 so if central ukraine is now there ee there is an average of 5400 kg well thats right its three and a half thousand tons per hectare or how to interpret it please no farmers can do so say per hectare, indicate 5 t, 400 kg, that is, 54 cents, this is somewhere around the average for indicators, it is generally uh, it can be compared with the prewar period, how high is the level of yield this is an excellent result, this is quite a good result , the average statistical indicator for ukraine is 4 t per hectare, of course, in the south, the bottom of the country is a little better, but this is quite a good result, if you also take into account the current state we have. Of all the regions that are under the control of ukraine, one of the biggest differences from many other things is from the very same undermining of the kakhova hpp by the occupiers, but the harvest is amazing. And what to do with it, what do they plan to give the farmers . There, a farmer sowed wheat in january, and it was threshed, and the expression was probably helped by the rains , which, surprisingly, were in that region in the last period, but if we take the problems there today, we are actually storing tens of thousands of tons of zanal, it lies exactly on land well, there is nowhere to store it at all if there central western ukraine understood this problem there is no problem if there is a charge and sumyshchyna i would compare it to the school in the theater of agrarians there are probably the same as this sunny or take if there kupyansky zyum this region is like that no more no more there is destroyed, if, well, today, all aerials, for today , i think how to collect as soon as possible so that it does not suffocate, so that the quality is cool in theaters, everything is for a bicycle , first of all, yes, and from the implementation, if you take the central zahidna, no one meets because they are waiting for the price. Everyone understands that in europe, the wheat year will not be as planned in europe. Everyone understands that there will be a great demand for our products and the price of wheat in the fall, in any case, will not rise by 20 percent and everyone will be waiting for a decent price because well, excuse me but kherson region, mykolaiv region, today they pay 3,800 for wheat there, which is 3,800 as a village. Well, by the way, 3,800 goes out. There was barley , wheat at the level of three there, barley, winter barley and 800, the price is very low for them and there is no it makes sense to transfer logistics to odesa for uah 1,400 a ton, because no one wants to go to those villages. Because of the checkin that was, well, everything is mined. Well, there are many difficulties, and as mr. Denys said, all associations, all ukrainians, the ministry, and the committee should make maximum efforts so that it is these victims households that have worked for tens of years and paid taxes , helped the military as well, everything in order to send help to denisa as much as possible, taking into account everything mentioned above , here are all the challenges. It is possible to do it in such a situation when the grain of the notebook literally, as we are told, lies in the open sky and a little more. If it rains, i understand that it will start to get worms and prove it so that it can be sold somewhere on maybe in other regions it is also quite expensive, well, one of the points which should already be thought about today. This is the announced Financial Support of the usa fund for ukraine in the amount of about 250 million dollars. In principle, such grants work differently in ukraine, and to make a mechanism for the distribution of these grants of funds that could go specifically for in the southern regions, those who suffered, those who really suffered during the war, their grain warehouses were destroyed, and when just a person really risked everything, they harvested the crop, and now they are facing a situation when it is a harvested crop. It can simply suffer due to bad weather, of course, in these conditions, it is worth would be these fund funds that can enter ukraine today to support the Agricultural Sector , first of all, direct them to those who need this financing the most and mr. Serhii we talked with you a little about alternative ways to export ukrainian grain, i would like you to explain to our viewers in more detail what the problem is with ukrainian grain in these European Countries that block the import of ukrainian grain, i. E. Yes, we understand that they think that it is because our grain is cheaper there then their market may fall. Then you can explain in more detail. Yes, because these are our closest neighbors, and when, for example, such statements are made there, well, how is the firmness in our ranks on a friendly basis, of course, for example, from poland the events cause no less surprise. Please explain their position. Perhaps our viewers could at least understand what the real problem is for local farmers. To me, it looks like political turbulence, which we have been watching beautifully for the past 20 years. In ukraine, we see the flirting of politicians with farmers, who make up a fairly significant part of the electorate, so it is unlikely that there are economic reasons for such actions here, it is also worth noting that we are primarily interested in transit and imports to these countries. These are not our traditional markets, we take them further to to the west in western European Countries or we use their port facilities for export by sea further to asia, africa and other regions, therefore today transit is allowed, it is not prohibited. So there are cases when farmers protest, block roads or Something Like that, but in general, transit works. We hope that with on september 15, the bank will also be withdrawn for imports, because this does not correspond to the principles of free trade and the principles that today the European Union takes upon itself and was created on these principles as well it looks rather strange from the point of view of our largest partners, for example poland, but i am convinced that today we should talk about our own capabilities, primarily the danube ports, and we have already reached the figure of 2. 5 million exports per month, we can increase it to three more and even up to four or five, if the romanian side goes to meet us and we create anchorages in the territorial waters of romania, this is analogous to what we did in mykolaiv when the ship left mykolaiv with fewer or less loads and in ochakiv up to was loaded in this way, we can really increase it to at least 4 million, and this will be enough for us to export the grain that we are planning, because today , in addition to these problems with our neighbors, we understand that their ports are not ready for our grain, and their export volumes are much smaller and, accordingly, the infrastructure is not ready for additional grain, the railway will not fit there either. I understand correctly that it will not fit, and there are not enough opportunities to ship either, because of course they still have their own crops , for example, in romania, the station is also being transported grain from serbia and partially from bulgaria from other regions, so we fully understand that today we have to rely on our own strength and we have the strength to fully ensure the export of grain. It was very important to explain to our viewers that we understand that not only e it is also possible to transport ukrainian grain via the danube by rail, but it is possible to talk about the logistics that have obviously been thought out during these last weeks. It was possible to use effectively from the new solutions that moldova gave a fairly Good Discount on iron transportation for our agricultural products, first of all, they gave a 39 discount on oil, well, logistics will decrease so significantly to romania, what concerns the western borders in slovakia, hungary , poland in transit, to be honest everything it goes very slowly. I dont quite understand the neighbors. Yes, its just politics, but they could enter the situation of our farmers, but i think when they dont have enough of their own products and they start raising the prices on their shelves, then somewhere in november, they will establish a connection in one second, we hope that in a few minutes, lets continue, continue , please, i say when it is on the shelves of stores because it is not full. Months so that the prices on their shelves do not rise, uh, they will open all the ways , everything will go full speed, they will pay off themselves when the wheat is shown, the live price is running there, plus 2030 to todays price, so the price is constantly rising, but guess what that farashny, we have a lot of presovereigns, not so much they also dont have so many presovereigns, mr. Denis, there is Something Else to add to what has been said the elections and this is precisely what dmytro correctly says. In november, it will be more active because the elections and the diet will be held in october, already political slogans will cease to be so to be relevant, it will be necessary to build the economy and they saw that the benefit from buying ukrainian grain was quite significant because a large number of their processing plants that specialize in meat or milk using ukrainian they exported much more grain, and last year they earned plus 18 billion euros per minute due to logistics and cheaper ukrainian quality grain. This really helped to stabilize prices partly in poland itself, which did not lead to food inflation, and accordingly, when the Elections Come , it will be necessary to receive all of this. Therefore it is possible that the situation will be such that they will rush to the front for a request to buy ukrainian grain. Thank you, mr. Denys. We are moving on to our broadcast, serhii, but among the countries that, in particular , are now entering into a partnership or have been in this partnership with ukraine for a long time, croatia was not heard. Its ports in the adriatic sea in order to also transport ukrainian grain for the world in need. Well, this country is also being considered, it can also be an effective partner in this. Of course we, actually, and not only us, the whole of ukraine, the government of the association committee, have asked to compensate this part of the logistics costs in order to deliver, including to the ports of croatia , grain will be exported from these in the future, therefore, of course, we are actively considering not only croatia and germany even italy. Therefore, these are absolutely effective mechanisms that can improve and optimize the efficiency of grain export. To what extent does the extension of this route add to the cost of this grain . It does not add to the cost of the grain. It adds to the losses of the agrarian because the cost of grain is formed on the international arena, according to this cost, which is formed on the international arena, all the costs of logistics for portin are subtracted , and so on and so on. The income of our agrarian remains, therefore, the sooner we can optimize logistics, the sooner we will make it cheaper, i will remind you today that ukrzaliznytsia has worked very well, reducing significantly the cost of railway transportation. We hope that the european side will also reduce it. And moldova has also reduced it. We hope that there will be a discount. Understand. If for the second year in a row the agrarian cannot get funds , he will work at a loss, then for the third year he will not sow anything at all, and then we will not talk about the difficulties of export or logistics, we will talk about the fact that the grain is not enough for the world, and this is really the problem of the global food crisis, which may come, serhiy, but i have to ask this question. Will ukrainian farmers, for example, want to compensate themselves for certain losses by increasing the selling price of, for example, grain there for producers of bread there, uh, Grain Products , wont the prices inside the country jump because of this . No , this is not related to this, the prices are stable, as i said , there is enough competition on the International International market, thats why this wont happen, it can happen viewers it can happen in the case of an increase in energy costs or the cost of bread production, so it can be, and we consider it periodically from year to year, so it is not related to this. And if we have already touched on this price of this topic can you describe some prospects for the near future regarding the prices of bread in particular, there are factors that can cause a jump now , well, it is obvious it is energy. It occupies the largest share of the cost of bread production. About 2025 of the cost of bread, so grain is not the main factor that affects the increase or decrease in the cost of bread. It is energy that is the main key to thank you. Lets talk about the prices of bread. What kind of products will they be in the near future . Maybe they will be transformed or wait . We understand that the active harvest period of fresh vegetables and fruits begins now. Some have been on our shelves for a long time, some have already disappeared. We will and what will we pay and will there be anything to pay and what will happen to prices p dmytro, here you are from your own economic experience , in particular aa what will happen to the prices of products for basic products eh what can ukrainians expect in the near future something will rise something is possible eh will fall in price if we talk about vegetables and about the season, the price of something is not going down until it is somehow not particularly observable. I went to the market or to the store, for example, or about onions. Uah is already available in the summer period with the donated zucchini to do. And you are telling me about the purchase. You understand that you are a single person, uh, from the summerautumn period, price increases are not expected because we will have a lot of my own. I think about vegetables , the moto table beetroot will heat up everything else. On the contrary , it will price reduction but how long will we be able to save our vegetables . Ukrainians will see the price in april , may , june next year for actively. In ukraine, there is a Storage Capacity of 78 percent of ukrainians, if it is built at least 1520 storage vegetables, then we will have a more stable price in the spring, if not, then the price will rise , so what should be canned exactly from saturday with this interaction, grandmothers are all canning so be it you say 78 only ukraine is provided with vegetable storages. And what is the reason for this . This infrastructure was destroyed by the enemy, maybe because of the fact that uh, this infrastructure, these storages , they were territorially located. Maybe in the south of our country, please explain. Dear, they all know how many things have been destroyed. I have paint , but they gave him the equipment two weeks ago, he had 200 hectares under onions alone , 120 tons of onions, plus a total of 600 hectares with refrigerator feeders there were vegetables, storage, refrigerators for 50,000 tons, 16 russian bombs flew there, they burned everything to the ground, the foundations were left for days, and these are not isolated cases, well, 50,000 tons, find an entire area, you can feed it for a while today, everything was burned from phosphorus, well, these are the results, and it needs to be restored in in another case, farmers grow these vegetables and then they rot, well, there are many issues that need to be resolved together with the ministry and associations as soon as possible, but today, today, we are working to help to gather ourselves, says serhiy, in general, what is the situation with the agricultural infrastructure in particular , we have touched the topic of vegetable storage is not the best grain storage, we understand that because already today we heard mr. Dmytro himself said that grain is collected in the kherson region, it literally lies in the open sky and if it rains, everything will come off. Yes, there are indeed problems in certain areas of certain regions, they are more of an individual nature, they are localized, in general , across the country, we have enough Storage Capacity , of course, a large part of it is damaged or completely destroyed, but in the last year and a half , we have also built new ones, rebuilt those that were damaged, of course our International Partners provided quite a lot more than 7 million tons of storage polymer sleeves , which also allow us to store grain, so the situation is not as critical as it was earlier, a year ago, a year ago, we still did a good job of rebuilding partially. Thats why its not so critical now, but of course, in some areas, in some regions where there were hostilities, its quite difficult today for farmers to store grain. There are problems with this, it is a game and they have to rebuild with their own funds, or how does the state help in this . We are convinced that all losses must be compensated by the aggressor country russia , that is, so far with its own funds, yes, and then there are various programs, there is support from international donors, international grants are partly help the state, thats why we all help together as much as possible so that the market is the same and other companies, traders, exporters also help farmers, because today we are all in the same boat, as they say. Er, when the country is at war , what specific programs can help farmers er, its not what to work on, or let them survive to restore the same infrastructure , help with fuel and lubricants help with planting material help with fertilizing and what is needed for the harvest to be good and good what are the programs, maybe there are state ones, we dont know about them, what are the foreign programs, maybe grant ones uh, who can you turn to and where can agrarians turn to uh, to get this help, honestly, this applies to the regions that were most affected, the regions that, if possible with military actions, there was very little pgm, there was a program to provide seeds for spring sowing from lnz which refinanced the hoverdbuffs, the harvest id program was in effect. Victories for providing tectors of seeders for sowing and harvesters for harvesting are leaving and thats it. And now its also working from you for rapeseed. Of winter ricoku to sow it also for the affected regions. Unfortunately, nothing else works for them. Everything is simply put there and there is nothing. He left some foundations, he writes. And this is a trail to look at, and in other territories of ukraine , Lending Works quite well. 579 ee well if taken for last year and for this one already financed by more than uah 120 billion, they aggressively act as Grant Programs there in the greenhouse for processing and horticulture and dignity, and they also act in the program for them in the fall, the same well, but for