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पाम आयल की सप्लाई बढने लगी तो एडिबल आयल का लीड तेल का खिताब भी छीन गया है।पाम का सीजनल उत्पादन बढ़ना शुरू होता है तो klc दबाब बनाती है। दूसरे तेल पाम के सामने दौड़ नहीं पाते।दो महीने से अकेला कोल्हू तेल ही ऐसा तेल है जो किसी भी तेल के दवाब में नहीं …

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US Economy/Inflation might has Cooled off but Int rates are to stay for long

India new Mustard season starts in April with Meal Export Values little drop to March $285 Ton-usually Meal Export Values begins to add each mth in season as Milling tapered with Arrivals drop, pushing Raw Materials cost higher-Mustard Meal continues to trade 200$ below SoyMeal past 5 mths

-Palm seasonal prdn growth begins so PalmOil to add least on supply pressure-Palm easy Price tone to keep checked Rival Oils too-Mustard remains alone to lead/KolhuOil adds Rs 10kg so RBRef too surges in sympathy but little

USEC Sources say:-US Soy crush capacity adds many new Units past 3yrs so US in position to ship higher-South America crops failures Bonanza for US processors-but Asian many Meal users install Plants to Crush Soy so prefers to buy Soybean to crush at Home so US Exports ratio to capacity lower

US Trade say:-US ideal Soy sowing window to close in 3 weeks, late sowed crops yields to drop to timely sowed-so Weather next 4weeks need to be perfect for traditional yields

KLC adds 2% last day on China Property Stimulus-Cbot adds another run, drived by supply worries on adverse weather

Sol Assn reports April SoyMeal shipments Half of season peak in January 3.75 LT-Mustard season begins in April so Meal Export beats past 6 mth-CastorMeal 5 mths high 34387 Ton-All Meal Export 4.65 Lt vs LY 4.93 LT

-Funds adds on US delayed sowing on Rains/more rains likly next week so high Wetness wud flat Field works-Brazil Argentina Crops too on risk of damage on adverse weather-Argentina crops GE rating dropped to 24%, not gud for Soy quality