Category Archives: Reports

July-420AS-450Bogie 95$ per ton to India

*Kandla Cif Soy adds $50 Ton/Rs 4.20kg-Kandla SoyRef adds Rs 1kg-India run speed 25% of landed cost addition*Sun Cif adds$10 Ton-Kakinada Ref drops Rs 1kg*CPO Cif gains $23 Ton-Plant Olin drops 50Paise Kg

-adds Rs 7kg in Half May mth-predict Rs 5-10kg extra Run nxt 30/45 days-Jaipur Mustard adds Rs 325 in Half May/OilCake adds Rs 250-Govt Mustard buy unlikly to continue in June-May mth Govt buy may limit to 8-9 LacTon vs April 14 LT-Farmers only Priority Nafed

-Govt big Mustard buy forced farmers to sell Ist to Govt-MSP Rs 5650/Mandi Rs 5000-Mandi Mustard arrivals drops on supply shifting to Govt-Crush dips so Oil/Meal supply shrinks-India Cattle population expand so Mustard Cake/Meal Local demand brisk

-Jan Feb Import 87000 Ton-March April Import 27200 Ton-March April Import 26% of LY-SouthKorea buys RapeMeal only from India so Other Origin replacing India No Possibility-Import drops only because of Other Proteins available cheaper

CIF MAY Shipment 970$ (Vessels arriving 1-15 JULY) XRs.83.84(incl Prem) +Duty Rs.4500@5.5% +Port Exp 1500 =Landed Cost SUNOIL Crd Rs.873 +Refining Rs.50 =SunRef Cost Rs.923 (vs Kandla spot quote 920 for Vessels already arrived)

CIF MAY Shipment 974$ (Vessels arriving 1-15 JULY) XRs.83.84(incl Prem) +Port Exp Rs.900 Ton =Landed Cost Rs 825(vs SoyDgm Kandla H/S quoted 835 Rdy/Fwd 820) +Duty Rs.4337Ton@5.5% +Refining 30 =SoyRef Landed Cost Rs.898 (vs Kandla quote 910 Vessels already arrived)

C&F MAY Shipment 915$ (For Vessels arriving 1-15 JUNE) XRs.83.60(incl Prem) +Duty Rs.10693Ton@13.75% +Port Exp Rs.1200 Ton =Landed Cost Rs.883 10kg (vs Kandla spot quoted 895 For Vessels already arrived)

C&F MAY Shipment 955$ (Vessels arriving 1-15JUNE) XRs.83.60(incl Premium) +Duty Rs.4138 Ton@5.5% +Port Exp Rs.1200 Ton =Landed Cost Rs.851 10kg(vs CPO Kandla H/S quoted 876) +Refining Rs.45 =Landed Cost Palmoln Rs.907 (vs Kandla spot quoted 895 for Vessels already arrived)