Author Archives: 919810285269

-Plants mth end stok always exceeds mth Prdn-Jan Prdn 0.92 LT/Stock 1.19 LT-Feb Prdn 1.27 LT/Stock 1.37 LT-March Prdn 1.54 LT/Stock 1.39-April Prdn 1.61Lt/stock 1.71Lt

*SoyOil demand eroding/Proved-World Top 3 Origins US Brzl Argntna Jan/April 2024 shipments estimated 19.80 LT/4yrs lowest-shipments peaked 30.01 LT in 2021 Year-2024 Year shipments shows 34% drop to 19.80 LacTon vs 30.01 LacTon in Jan/April 2021 Year-shipments coming mths unlikly to surge *World Top 3 SoyOil shippers US Brzl Argntna 2021 Year 83.84 LacTon exports …

Continue reading “Exclusive: US-Brazil-Argentina Soyoil Exports-“

*Thailand CPO exports revives in April to 123168 Ton/matches past 2yrs April shipment-Thailand April CPO shipment even higher than World largest Producer Indonesia exports*World Top 3 PalmOil Producers Thai Indonesia Malasia Jan/April CPO-Olin shipments 54.97 LacTon very similar to past 2yrs *Thailand Malasia Indonesia Jan/April CPO Exports similar to Last year 21.34 LT-RBD Olin shipments …

Continue reading “Exclusive: Indo-Malay-Thailand PalmOil Exports-“

-nearby shipment Argntna Zooms $140 in May/CPO Indonesia adds $7-Malasia PalmOil supply growing so more check likly on SoyOil coming weeks-Malasia nearby RBD Olin trades $80 below SoyOil so fear of SoyOil demand erosion

-Marks biggest 1day drop in mth-SoyOil Hot run continued on Argntna Brzl Soy supplies tense-nearby shipment adds $64 Ton in week 3 days/last day $31 drop fades 50% of past 3 days hectic run-July shipment adds $34 Ton in 3 days/drop $28 Ton in 1 day

-22% less to LY 3.40 LT-Korea March April 27339 Ton Import only 31% to Jan Feb 87121 Ton-Thailand April Import drops to 32616 Ton vs all time high March 74022 Ton-Cheaper DDGS too dents RapeMeal buy-Jan/April average Cif $346 Ton vs LY $302

-Mills low crush keeps supplies limited-Mustard trades near MSP so Meal costs more-Overseas buy dropping so India Exports to suffer-India 2023 Year RapeMeal shipments all time high 20.87 LT-more than Half shipped to Korea/Thailand but now buying less