Category Archives: Reports
PARITY/DISPARITY OF CPO/RBD IMPORT
SUNFLOWER OIL Import parity at Kandla 24 MAY @11:50 AM
CIF JUNE Shipment 1015$ (Vessels arriving 15-31 JULY) XRs.83.50(incl Prem) +Duty Rs.4708@5.5% +Port Exp 1500 =Landed Cost SUNOIL Crd Rs.909 +Refining Rs.50 =SunRef Cost Rs.959 (vs Kandla spot quote 945 for Vessels already arrived)
SOYDEGUM Import parity at Kandla 24 MAY @11:50 AM
CIF JUNE Shipment 1041$ (Vessels arriving 15-31 JULY) XRs.83.50(incl Prem) +Port Exp Rs.900 Ton =Landed Cost Rs 878 vs SoyDgm Kandla H/S quoted 870 Rdy/Fwd 860) +Duty Rs.4337 Ton@5.5% +Refining 30 =SoyRef Landed Cost Rs.951 (vs Kandla quote 945 Vessels already arrived)
PALMOLIN Import parity at Kandla 24 MAY @11:50AM
C&F MAY Shipment 935$ (For Vessels arriving 1-15 JUNE) XRs.83.26(incl Prem) +Duty Rs.10693Ton@13.75% +Port Exp Rs.1200 Ton =Landed Cost Rs.897 10kg (vs Kandla spot quoted 910 For Vessels already arrived)
CPO Import parity at Kandla 24 MAY @11:50AM
C&F MAY Shipment 965$ (Vessels arriving 1-15 JUNE) XRs.83.26(incl Premium) +Duty Rs.4138 Ton@5.5% +Port Exp Rs.1200 Ton =Landed Cost Rs.856 10kg(vs CPO Kandla H/S quoted 881) +Refining Rs.45 =Landed Cost Palmoln Rs.901 (vs Kandla spot quoted 910 for Vessels already arrived)
Argentina SunOil stock on Glut:
-Plants mth end stok always exceeds mth Prdn-Jan Prdn 0.92 LT/Stock 1.19 LT-Feb Prdn 1.27 LT/Stock 1.37 LT-March Prdn 1.54 LT/Stock 1.39-April Prdn 1.61Lt/stock 1.71Lt
Exclusive: US-Brazil-Argentina Soyoil Exports-
*SoyOil demand eroding/Proved-World Top 3 Origins US Brzl Argntna Jan/April 2024 shipments estimated 19.80 LT/4yrs lowest-shipments peaked 30.01 LT in 2021 Year-2024 Year shipments shows 34% drop to 19.80 LacTon vs 30.01 LacTon in Jan/April 2021 Year-shipments coming mths unlikly to surge *World Top 3 SoyOil shippers US Brzl Argntna 2021 Year 83.84 LacTon exports …
Continue reading “Exclusive: US-Brazil-Argentina Soyoil Exports-“
Exclusive: Indo-Malay-Thailand PalmOil Exports-
*Thailand CPO exports revives in April to 123168 Ton/matches past 2yrs April shipment-Thailand April CPO shipment even higher than World largest Producer Indonesia exports*World Top 3 PalmOil Producers Thai Indonesia Malasia Jan/April CPO-Olin shipments 54.97 LacTon very similar to past 2yrs *Thailand Malasia Indonesia Jan/April CPO Exports similar to Last year 21.34 LT-RBD Olin shipments …
Continue reading “Exclusive: Indo-Malay-Thailand PalmOil Exports-“
KLC cool react to SoyOil hot run force Argntna sellers to keep patience-
-nearby shipment Argntna Zooms $140 in May/CPO Indonesia adds $7-Malasia PalmOil supply growing so more check likly on SoyOil coming weeks-Malasia nearby RBD Olin trades $80 below SoyOil so fear of SoyOil demand erosion