*Ukraine Summer Crops sowing begins*Ciara say:Argntna 70% Soy process Capacity Idle
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*Cbot Soy thou pares day losses in session end but lower Export pace keeps pressure *Iran Tenders for 1.20 LT SoyMeal
Malaysia March PalmOil stoks seen 30% less to Oct mth-March CPO Prdn more than Feb/Ist Prdn growth since Oct-March Malasia Exports growth driven by buy for Ramzan Festivals
Analyst Stonex lowers Brazil Soy crop to 1508 LacTon on lower yields in Parana, SaoPaolo-Another Analyst see Soy crop 1485 LT-Brzl ships 126 LacTon Soybean in new crop Ist mth/US shipping Rate Half to Brzl
*US President Courage/Warns Israel to care Gaza Civilians or US Policy wud change*USA Feb Soy Exports likly dropped 7 LacTon vs Jan 59.60 LT-Daily shipment Rate drops 8000 Ton
Nafed last season begins Mustard selling in Sep mth-Nafed holds approx 8 LT stok of Old crop so risk of Nafed to sell Old crop Mustard in July-Nafed June end Mustard stok may total over 35 LacTon
Special Report-India SoyOil Imports status:
-April/approx 3 LacTon-May/over 4.50 LacTon-Brzl Cargo:2.65 LT-Argntna Cargo:5.70 LT-April:No Vessel to Land Kandla after 21 April-April Kandla Cargo:likly 1.30 LacTon*Very few SoyOil to land India Ports from Other/Tiny Origins
*Gold hit lifetime high on Fed Bank Powel comments on Rate cut/can surge past $2500*Petro add more gains/Brent above $90 as Israil/Gaza conflict raise risk of more supply disturbance-Brent $90+ highest since Oct
Commodity Funds monitor US MidWest weather as new crops sowing to begin in 6/8 weeks-Rains/Snow to add moisture in Fields-Warmer Temperature predicted 10days later to help farmers to start Field work-US Weather key to Commodity Prices/many Weather Models foresee NorthAmerica to face ElNino
CASTOR: Trade view-
नवंबर – दिसंबर – जनवरी – फरवरी इन चार महीना में कैस्टर सीड की अराइवल इस साल 30% से 40% परसेंट ज्यादा आई मार्च महीने में आवक जनरल आवक के मुकाबले 5% कम या समान आई अप्रैल के भी शुरुआती लक्षण अभी तो अच्छे नहीं दिख रहे यह मेरा निजी अनुमान है कम आवक का …