Malaysia Palm Processed Products stok crisis more severe than Food use Palm CPO/RBD-CPO stok elevates 1.65 LT in April over March-RBD PalmOil/RBD Olin/PFAD/Stearin Plants stoks dropped on lower PalmOil Process in Refineries-CPO stok surge 1.67 LT/Processed Products stok dropped 1.65 LacTons
Category Archives: Reports
Mpob Report Keynotes:
CPO in April Trades $76 costly than March $899, still CPO Core demand expands-April CPO Export 2.77 LT vs March 2.75 LT-Jan/April CPO Export rather soars to 10.97 LT vs LY 9.93 LT-Exports elevates 10% vs LY-April CPO Export demand soars 85000 Ton vs March 35000 Ton Malasia Plants RBD Olin Jan/April average stok 2.46 …
INR 83.49 EUR 1.0783/90.0980 POUND 1.2534/104.29 IDR 16021 SGD 1.3534 MYR 4.7390 BSE 72466(+29.22) PETRO 79.73+0.47 USDX 105.26
Amspec:Malaysia 1-10 May palmOil exports down 14.76%
Malaysia MPOB vs Polls-
MPOB S&D Apr’24 vs Mar’24:Prodn 1.502m vs 1.392m (+7.86%)Impt 35k vs 22kExpt 1.234m vs 1.327m (-6.97%)LDsp 271k vs 295kStks 1.744m vs 1.713m (+1.85%) Reuters Poll:Prodn 1.46m (+5.0%)Impt 28kExpt 1.22m (-7.8%)LDsp 309kStks 1.68m (-2.0%) Bloomberg Poll:Prodn 1.45m (+4.3%)Impt 30kExpt 1.21m (-8.3%)LDsp 250k-400kStks 1.63m (-4.7%) Production estimate–MPOBPen Msia 856k (+7.31%)Sabah 346k (+7.95%)Sarawak 300k (+9.37%)Total 1.502m (+7.86%) MPOAPen Msia: +10.78%East …
PARITY/DISPARITY OF SOYDEGUM/SUNOIL IMPORT
PARITY/DISPARITY OF CPO/RBD IMPORT
Happy Akshaya Tritiya to All
SUNFLOWER OIL Import parity at Kandla 10 MAY @11:31AM
CIF MAY Shipment 960$ (Vessels arriving 15-30 JUNE) XRs.83.85(incl Prem) +Duty Rs.4453@5.5% +Port Exp 1500 =Landed Cost SUNOIL Crd Rs.864 +Refining Rs.50 =SunRef Cost Rs.914 (vs Kandla spot quote 900 for Vessels already arrived)
SOYDEGUM Import parity at Kandla 10 MAY @11:31AM
CIF MAY Shipment 962$ (Vessels arriving 15-30 JUNE) XRs.83.85(incl Prem) +Port Exp Rs.900 Ton =Landed Cost Rs 815(vs SoyDgm Kandla H/S quoted 830 Rdy/Fwd 820) +Duty Rs.4449Ton@5.5% +Refining 30 =SoyRef Landed Cost Rs.890 (vs Kandla quote 890 Vessels already arrived)