Category Archives: Reports

Malaysia Indonesia stagnant Palm Prdn growth great Risk for India PalmOil supplies-PalmOil premium to Soy dents India buy in Jan/March-Jan/March import drops 4.15 LT to 13.01 LT-Overseas Palm limited prdn growth sounds severe supply crisis few years later-Time Wud Come again/Palm Costliest

*No talk yet of KLC to cross 4000 Ringit despite SoyOil recent spike*Kandla SunRef trades below SoyRef after long time-Kandla Olin too leaves out Premium to SoyRefined

EdibleOil Trade Captains believes India PalmOil Import wud soon grow to 8-9 LT mth as PalmOil begins Trade below Rival Oils

-No spike assumed till April as higher supplies weighs-KolhuOil never adds in May past 4yrs-adds in June mth on supplies drop-KolhuOil/RBD Trades now at 2024 high-Other Oils too Trades higher than Dec 2023 close

KolhuOil now Trades Rs 20kg over Olin/Nothing unusual-Had traded Rs 20kg over past 2Yrs-KolhuOil Premium to SoyRef unusually high Rs 18kg/only because of KolhuOil sharp rally-CotRef past 4mths adding to Previous mth/Ist time drops to last Mth-Cot/RBOil supply short but victim of low demand

-adds Rs 11kg in May as Farmers supplies shifts to Govt-RivalOils remains Cool on Heat Wave/No festival keeps demand low-KLC benchmark for India but shows No sympathy with Bulls-Cbot adds 157pt/3.60% in 3 days-KLC adds 76 RM/1.99%-KLC run must to push Local Mkts

PalmOil Prdn begins seasonal rise so CPO/RBD Olin reacts cool–Palm Fob run limits to $15/25-SunOil silent:No reaction-Kandla Olin cools/No shine-SunRef Kakinada/No reaction-CotRef rather drops Rs 1kg in May-RBRef adds Rs 1.50kg

SoyOil again Lands in Bulls grip on Brazil Argentina supply concerns-BUT hot run limited to Overseas/Not in India–Markets hotter only in sentiments/Physical Markets reacts little-Brazil spot SoyOil 21% $172 Ton hotter in May/run rate double to Argntna 10%-SoyOil in Kandla/Indore adds Rs 3/4kg

USA: Current new crop Soybeans export commitments are at a 19-year low, driven by a total absence of NO.1 buyer China with exactly 0.0 million 2024/25 bushels on the books