Category Archives: Reports

*KolhuOil adds Rs 6kg in 1H-Rs 13kg more hotter past 14 days*IndoreRef adds Rs 1.50kg in 1H/adds Rs 4.50kg in 2H*Kandla Olin Cools in 1H/adds Rs 2kg in 2H-recover Rs 1kg loss in past 2 days on KLC fast run*CotRef remains Silent despite low supply

India season end Cotton stocks may drop to 3yrs low/31% less to Last Year-lower Crop prdn shrinks supplies

*China Soy crush margins worsening-China SoyMeal demand surging each day as Feed Mills hikes usage on lowest Cost Protein*China plans big 10 LacTon Soy auction from Reserve stok 31 May

*India Heat Temperature cross 50*Bankruptcy Filed against SpiceJet in NCLT*Nepal cuts SMP Import Duty to 1% for dairy units with above 1000 Litres day Prdn-Only 1% Tax for Singles Rs 5 Lac income

-Meal drops 4.50% $19 Ton in 2 days-Soy too lost $12.50 in 2 days-SoyOil makeup $20 rally in 2 days on KLC fast run

*Fin Min says: If MSME’s has No objection in Debtors Payments delayed beyond 45 days/Govt can withdraw New Rule*India may Open Wheat Imports after 6yrs gap/wud waive 40% Import Duty as Govt stocks fails to surge

*US has worst BirdFlu of 2yrs in Iowa State*US MidWest may see Showers/Thunderstorm*DowJones drops 255pts

*Brazil weather drying so Water Filled Fields may began to dry*Brazil May Soy Exports may short to April/Meal shipments likly below estimate*Argentina to begin Corn shipments to China in July

SOYOIL Basis/Fob vs CBOT:ARGENTINA-Jun ?/-250(Fob Slr ?/Byr 956.36$)July-270/-350(951.95/934.31)+25$Aug-450/-500(918.00/906.97)+19Sep-450/-500(921.08/910.06)+19Oct-400/-520(932.33/905.87)+14BRAZIL-July ?/-370(?/929.90)Aug-400/-610(929.02/882.72)+22Sep-400/-610(932.10/885.81)+21Oct-350/-580(943.35/892.64)+18 ARGN FOB SUNOIL:July Slr 950$/Byr 900 +0$Aug 950/900 SOYMEAL Basis/Fob vs CBOT:Argntna(46.5%):Jun+30/+20(Fob Slr 439.93$)July+17/+10(425.60)Aug+15/+9(417.11)Sep Oct NS/NBBrazil Plt(48%):July+14/+11(422.29)-6$Aug+13/+11(414.91)-7Sep+16/+11(416.45)-6Oct+18/+12(418.00)-9ND+18/+12(421.74)-9USA Gulf:Aug+35(439.16)-5Sep+350(437.39)-6Oct+30(431.22)-5ND+30(434.97)-6