Category Archives: Reports

Argntna Plants/Trade SunSeed stok 12 LT/nearly 50% more than 3yrs ago 8 Lt so Argntna to stay for Long in SunOil Export-Plants SunOil stok 1.37 LT enough to offset Ukraine Russia slower crush

US Jan mth Soy crush Exceeds Argntna Brzl-US Jan crush 58.44 LT-Brzl 31.30 LT-Argntna 21.29 LT

SoyMeal least worried on Brzl short crop/Argntna supplies double to LY-so Meal remains Cool in March mth/No effect of 12% rally of Brzl SoyOil

Brazil Soyoil supplies to remain tight so asking Premium over Argentina Quotes-spot Shipment adds $104 Ton in March-deferred mths adds $82-58 Ton

Ist time Govt Fix RBD Olin Tariff Above SoyDegum-Soy $938/RBD $947, so Soy Tariff $9 below RBD-Soydegum Tariff fixed $100 Ton over RBD in Dec 23

Athena TradeWind estimates April/Feb SunOil Imports 28.58 LacTon-Feb Import 3.37 LacTon highest after July 3.65 LacTon-April/Feb average Import 2.32 Lacton*Top Importers :-Gemini 3.93 LT-Adani 3.01 LT-Kaleeswari 2.47 LT-Lohiya 2.19 LT-Gokul Agro 1.86 LT-MK Agro Tech 1.61 LacTons

US too short of Export surplus of SoyOil than Argntna Brazil-Half of USA SoyOil Prdn used in BioDiesel-USA past many mths out of SoyOil Exports as USA SoyOil too costly to Others-USA Jan mth SoyOil Average Fob Values $1730 Ton/100% more to Argntna-Double Costly to Indonsia Malasia PalmOil