Category Archives: Reports

SOYOIL Basis/Fob vs CBOT:ARGENTINA-Mar(to CBOT May)-640/-750(Fob Slr 862.66$/Byr 838.41)+2$Apr-680/-850(853.84/816.36)+4May-750/-880(838.41/809.75)+14JJ-750/-880(847.45/818.79)+14BRAZIL-Mar ?/-760(?/836.20)Apr-650/-860(860.46/814.16)+11May-700/-950(849.43/794.32)+9JJ ?/-940(?/805.56) ARGN FOB SUNOIL:Mar/Apr Slr 825$/Byr 775+0 SOYMEAL Basis/Fob vs CBOT:Argntna(46.5%):Mar+25/+10(Fob Seller 385.69$)Apr No Slr/+1May NS/-5Brazil Plt(48%):Apr NS/+11(397.93)+3May NS/+6JJ+3/-3(365.19)USA Gulf:1-15Apr+38(400.02)16-30Apr+25(385.69)May+20(380.18)JJ+20(383.93)

Ukraine Mills short of SunSeed supply so hikes buy-farmers willing to sell rather holding Ukraine SunSeed crush Feb/July likly to range 12-13 LacTonsCustom reports 1-14 Feb SunOil Exports 4.12 LacTon-SunMeal 3.39 LT-RapeSeed 2.04 LT-Soybean 2.33 LacTons

Ukraine Trade Sources presume:-Russia new season SunSeed Prdn can drop 8/10 LT to 165 LacTon-Soy Prdn to drop marginally vs CY 68 LT

*Italy farmers confirms Olive Prdn Rebound*Poland may allow Ukraine Imports after June on completing harvest*US new Soy sowing 3 mth away but Core belt Midwest much dry

*China Soy Trade clarifies:Many Soy Plants Meal stoks drops but No indicative of demand revive*Argntna Olive yield drops sharps on LY Dryness effect*Deal between Israel/Hamas shaping fast

*KLC rallied Tuesday as Physical buy zooms on nearby tight supply *Indonesia Dec PalmOil Local usage 30 LT exceed Export by 5.50 LacTon

*Malasia Forex Expert say:Ringit to firm to 4.20 Year end once FedBank begins Rate cut *Australia Weather Dept says: LaNina has developed more often than ElNino since 1997-98

VegOils takes leads:marks mth high-SoyOil/Kandla Cif, HS/Ref at mth high-SunRef mth high-Palm Fob/India mth high

Market Dynamics:-Cbot SoyOil Spot staying below 45cent-Soybean/Meal marks fresh multi-mths low-Soybean/Meal Funds more in panic-Cbot/KLC rebounds last night on strong Cash Mkts

Trade sources say:-India Refiners making money so Sun SoyOil bulk deals heard-Sun follows Palm Soy so Refiners buy Interest elevates