Author Archives: 919810285269

Rarely Cbot/Argntna runs parallel–Soy Palm too behaving equal in supply crisis-March 1H Palm Soy run equal-Palm supply short/Soy supply plentiful-Brzl crop 7% short to LY/Argntna crop double-Brzl higher BioDiesl blend gud reason for SoyOil run-Brzl SoyOil run pace double to Argntna 5%

Fact Sheet: India Ports stok short:March 1H Soy Palm Import too short-SoyRef/RBD Rs 5kg/6% hot in March-Trade believes:Mkts hotter on shortage/Not True-India following Overseas run-Palm Soy gains equals-Palm Soy Futures/Cash Prices run equals 5%-India Mkts gains little more to Overseas

Malasia Palm Funds not convinced on KLC sharp run-Malasia March PalmOil Prdn trend to set tone for March 2H rally-Prdn predictions conflicting so Funds buk Profits in Ist session fresh run-Cbot Funds too buk profits in last night bull run on Brzl crop size cut-Argntna Counters Cbot rally

Malasia Indonesia Palm Prdn steady on lack of area addition-2023 Yr Indonesia Malasia CPO prdn 682.20 LT/only 25 LT more to 4yrs ago-Malasia Indonesia Local PalmOil usage surging on BioDiesel mandates so surplus for Export declining-Dec 2023 both Origins stok reported 54.36 LT, 8% of Prdn

India World only Non GM Soy Producer-NonGM Meal in high demand-India Non GM Meal 3yrs ago enjoyed high Premium-US/Europe India Top buyers-India lost both 2 buyers faith-India shipped 3.88 LT Meal to US in yr 2020-Jan 2024 US Import from India mere 936 Ton/Premium too narrows to $30 Ton

Soy Sun Palm Yearly Export of 3 Top Origins hovering 350 LT past 3yrs-CPO/RBD Olin Tops in Trade from Top 3 Origins-2023 Year SunOil Export nearly 50 LT more to 3 Top SoyOil Origins Export-SunOil Export even exceeded 12 LT to RBD Olin 98.20 LT Export-SunOil wins because of cheaper to Palm

PalmOil Tops in World VegOil Prdn-largest volume in Export-PalmOil cheapest VegOil so Tops in Export-World SunOil Prdn 1/3 of SoyOil-SunOil 2023 year Argntna Russia Ukraine Export beats All VegOils-Argntna Ukraine Russia SunOil 2023 year Exports beats SoyOil, RBD Olin by margins