Author Archives: 919810285269

Energy Funds now focus demand erosion on Fed Int Rates to stay high for longer days-Brent post 1st mth/mth drop since Dec/lost $5.75 Barrel

PalmOil proves/Supplies matters-showed courage to trade over Soy SunOil past 135 days since Dec-Palm supplies growing so turns Cheapest

-US Brazil Argentine World Top shippers/Fob Values 10% hot in May-Soybean Run pace 50% of SoyMeal

-Funds only Hope:US Summer Weather-PalmOil run ends with rising supplies-Ukraine Russia SunSeed sowing speedy so supply shortage to remain very few days-India Monsoon declared on time so bulls may silent on higher supplies

-last week discounts deep below to 30April-Brazil nearby SoyOil very tight so Trade over Cbot-Brazil supplies signaled tight much before harvest so spread to Cbot continues to narrow since Jan-Jan mth discount 1000pt/Now 50pt over

Overseas SunOil supplies talked shrinking on past mths high speed of Shipments-BlackSea cargo adds $40 Ton in May vs SoyOil $100 Ton run-SunOil in high past 3 mths moving in $870/890 Ton range so buyers donot trust forward mths supplies short debate-No Doubt/SunOil added $135 Ton in 3 mths

Argentina SoyOil nearby Shipments marks Yr high $978 in June-June low $813 5mth low-Hotter only in Ready:added $134 Ton in May-July adds $90-deferred mth Cargo $40 below to spot so buyers may opt only deferred mths Cargo-blocked Soybean supplies to release few weeks later so more drop likly

KLC funds now realizing:-Malaysia PalmOil supplies growing on seasonal uptrend in Prdn-down side journey continuing past 2 mth-Stocks building so begins Trade below SoyOil-very low chance to stay/Hold at last week 3886 RM-May 72 RM run courtesy of SoyOil hectic Run/Palm Fundamentals weak