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सन आयल इम्पोर्ट में यूक्रेन अब भारत की पहलीं चॉइस नहीं है-दो साल पहले यूक्रेन रूस का वॉर शुरू हुआ तो सन आयल सप्लाई के कई नए ओरिजिन बन गए।बुल्गारिया रूस अब भारत को यूक्रेन से ज्यादा शिपमेन्ट करते है।इस साल जनवरी मॉर्च में भारत मे यूक्रेन से इम्पोर्ट दो साल पहले के 3.31 लाख …

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SUNOIL FOB:Blacksea Slr 880$ v Byr 850Russ:880/850India cif:MY 1000/980JN 995JY 1000

*Malasia Palmoil prdn surges/demand crash 85000 Ton vs April so risk in KLC expands*Farmers hikes Mustard sales as Prices recover/exceeds MSP

*Brazil adverse weather too killed GN prdn growth tempo *Brazil Argentina Soy crops fails even No panic to cover from US-US new crop booking stand 19yrs low

*UAE buys only Australia Canola/Jan/March UAE Import 1.72 LT vs 2023 Full Year 7.08 LacTons *US BioDiesl now Not so big News-BioDiesel/HVO jan/April prdn soars 11 LT but BioDiesel adds only 50000 Ton

Argntna 2023 season failed SoyOil crop/PalmOil tuning costly to SoyOil big boom for Argntna in 2024 season-Jan/April SoyOil shipments 5 Lt more than LY 13.53 LT-Argntna Jan/April Exports booms 36% but India buy 75% more vs LY 4.85 LT-Bangla buys 50% extra to LY

-Ukraine Russia tense piled up many new suppliers to World-Bulgaria Romania Russia now bigger supplier to India than Ukraine-Jan/March Ukraine shipments Half of 2yrs ago 3.31 LacTons

-Soy farmers most harassed on past few mths Rains-Canaola planting may revive, assuming safer than Soy-CanolaOil see No demand problem on Canada lower supplies-Cotton/Sesamum area may expand

-Russia Top supplier 3.78 LT-Russia Origin Import set to Exceed LY 10 LT-Romania shipment 235% of LY 1.14 LT-Bulgaria Out on lack of Supply

China Jan/March CastorOil Import back to 2021 Year level 85000 Ton-Jan/March Import 85000 Ton 25% extra to 2022 Jan/March 68000 Ton*Brazil out of CastorOil Exports-Jan/March export 452 Ton vs Last Year 1550 Ton-Local short supply push Jan/April Imports to 1150 Tons vs LY below 100 Ton