Category Archives: Reports

*Brazil Ships 8.66 LacTon SoyMeal to Indonesia in Jan/Feb *Funds say:Cbot Soybean wud drop on US higher new crop sowing/Petro wud correct soon

*Brazil SoyOil Plants sources say:SoyOil S/D tight because of lower crop, Extra usage in BioDiesel*Malasia Palm Trade sources say:KLC runs post POC, CY Malasia PalmOil supply tight so adds 5% since POC

China very slow in EdibleOils Import:-Jan/Feb All Oils 15.50LT-SoyOil 40000 Ton-Palmoil 3.90 LT-RapeOil 3.30 LT

Pakistan bans GM Soybean import so chase NonGM Soy buy from Africa-India nearby Origin so buying NonGM India Meal-2023 year Meal Imports 81710 Ton, apart from Africa-India shares 72807 Ton-2024 Year buy from India slows to 1555 Ton

Argentina Soy crop harvest begin around March so crush begins to elevate-March 2024 Crush likely 50% more to LY 21.11 LacTons-April crush past year advances 10 LacTon vs March mth-April crush may surprise: may exceed past high 42.12 LT of year 2021

US Soy Plants Crush margins abnormal to Other Origins-margins stays $75 Ton over 3 mths-SoyOil Value now 243% to Soybean vs 237% end Feb