-Argtna Brzl Soy crop/size now No concern
-US Soy Exports slide so season end Stok now key for Cbot futures
-US season end stoks scaled up 30% vs LY
-US season crush predicted ever high but stoks too elevates 4yr high
-US Exports set to drop to 4yr low/more room for Cut
USDA estimate Argntna Brzl Paragua Soy crop 2155 LT/everhigh
-Brzl 70 LT crop drop sidelined
-Brzl Argntna Paragua crops still 185 LT more to LY/enough for keeping pressure on Cbot for long
-US high focus on GreenFuel but US Short of local SoyOil prdn/extra demand for BioDisl to met by Import
USDA predict India MustardDoc Exports to drop 20% vs LY
-India share in World SunOil Trade 25% vs LY 16%