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Argntna Jan/March Fob SoyOil average Values calculated $270 below LY $1136-Trade assumes April/June average Fob Values approx $80 over Jan/March:similar to LY $945 Ton-SoyOil rally prediction contrary to Extra supply-Brzl 2024 Year Exports may drop 7.50 LT/Argntna to ship 15 LT Extra to LY

Kandla Mundra March CPO stok drops further to Ever-low mth end-Stoks peaked in Dec 1.65 LT-March stoks only 20% of Dec stok-March CPO stok 1/3 of Feb mth 72200 Ton-All Ports CPO stok lowest of multi mths-March stok big 2.30 LT short to Dec 3.65 LT-India Olin stok too ever low 68000 Ton

Excess March SunOil Import pushup Ports stok-March SunOil Import 14 mth high 4.45 LacTon-but Import in excess to India needs so 1 LacTon of 1.50 LacTon extra Import lands in Ports Tanks-March SunOil Stok 2.52 LacTon capable to feed India 1 Mnth demand-March stok growth highest of multi-mths

March SoyOil Import 46000 Ton more to Feb 1.72 LT but Ports stok elevated only Half of Extra Import-Signals/Import less than domestic need-Kandla Mundra stok grows at higher pace in March than Import surge-Haldia SoyOil March stok 10937 Ton highest of 4 mth but only 10% of mth Import 1.05 LT

Malaysia PalmOil Fob Prices @ Midday Close

Midday Market CloseBmd : Jun 4310 (-33)H 4360 / L 4304Vol : 28.814 OlnMay 975 vsJun 955 vs 945Jas 917.5 vs 910Ond 897.5 vs 887.5Jfm 897.5 vs Rbdpo: -5 Strn: May 975 (deld)Pfad: Apr 820 (deld) Local Cpo: Apr 4540 Laurics: Apr 340 (pk) / 341 (pg)Rbdpko: Apr 1340Rbdpkoln: Apr 1270Rbdpks : Apr 1440 Sbo …

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