सीबोट सोया तेल में तेज़ी को साउथ अमेरिका की फसलों पर संकट बढने से भी मदद मिली-कल USDA रिपोर्ट से तेज़ी और मंदि के फंड्स से कोई मदद तो नहीं मिली मगर सोया तेल की बड़ी तेजी से सोया बीन भी 4 डॉलर तेज़ हुआ। मील मुनाफा वसूली से थोड़ी डाउन हुई।साउथ अमेरिका में फसलें …
Category Archives: Reports
सीबोट सोया तेल वॉयदे ने कल सेशन के शरू से ही तेज़ी बनाई। इस महीने के 10 दिनों में सबसे बड़ी और एक दिन की सबसे बड़ी तेजी की। कल की 40 डॉलर तेज़ी ने पिछले दो दिनों के ड्राप को भी पूरा कवर किया।अमेरिका मे चर्चा है कि सरकार लोकल सोय्या इंडस्ट्री को बचाने …
ARG/BRZL SOYOIL/SOYMEAL BASIS/FOB-
SOYOIL Basis/Fob vs CBOT:ARGENTINA-May-250/-500(Fob Slr 924.61$/Byr 869.49)June-300/-500(913.59/869.49)+40$July-370/-550(898.15/858.47)+40Aug-350/-580(907.85/857.15)+32Sep-350/-580(912.04/861.34)+31BRAZIL-May-200/-450(935.63/880.52)Jun NS/-450(NS/880.52)July-350/NB(902.56/NB)+29Aug-350/-580(907.85/857.15)+43Sep-350/-580(912.04/861.34)+42 ARGN FOB SUNOIL:May Slr 890$/Byr 860+10$Jun 895$/865 +15 SOYMEAL Basis/Fob vs CBOT:Argntna(46.5%):Jun+18/+12(Fob Slr 429.79$)-1$July+12/+3(423.17)-1Aug+14/NB(422.62)-2Sep+15/NB(423.71)-2Brazil Plt(48%):Jun+5/+2(415.46)-2July+5/+0(415.46)+1Aug+7/+0(414.91)+1Sep+7/+0(414.35)+1USA Gulf:JJ+30(443.00)-1
USDA Report Highlights-
US Soybeans2024/25Area planted (mln acr) 86.50Area Harvested (mln acr) 85.60Yields (bu/acr) 52.00 vs USDA Ag Outlook Forum 52 vs Trade estimates 51.9 (50.6-53.0)Production (bln Bu) 4.450 vs USDA Ag Outlook Forum 4.505 vs Trade estimates 4.44 (4.165-4.554)Exports (bln bu) 1.825Domestic crush (bln bu) 2.425End Stocks (mln bu) 445 vs Trade estimates 431 (315-552) 2023/24 May …
*Malasia Palm ByProducts Fatty/Stearin etc can perform strong on Plants low stok, driven by low CPO Process*US continues to blame Israel for using US weapons in Gaza strike, violating Rules Not to hurt Civilians
India VegOils Imports continues to elevate, aided by PalmOil demand recovery-May Imports likly 15 LT/2 LacTon extra to April-PalmOil now costs below Soy Sun at Kandla so Imports growing
Argentina Brazil Many Plants halts Soy crush as Floods threats damage to Plants/Stock-SoyOil jumps only on South America supply concern
Ports PalmOil shortage begins to ease on higher Imports-April Ports CPO stok 30% more to March 2.33 LT-Still Ports/Trade stok enough for India 1 mth consumption
Pre-Monsoon rains to continue across most India Parts, linked to high Winds, HailStorms-LaNina now puts North/Latin America coming crops at Risk-LaNina may strengthen in few weeks
Funds/Experts divided on US FedBank Int Rates cut hope-Consumer Funds says:US wud cut rate to bolster slower Economy, as high Rates slows Money Flow-Economy Experts see higher Rates to stay for Long-Petro too slips on worry demand to continue slow on higher costs for borrowing-USDX firms