Category Archives: Reports

-CotRef cheapest VegOil in India-CotRef dropped more vs LY againt all VegOils-CotRef trades now Rs 15kg below LY/SoyRef Rs 18kg below LY/Olin quoted Rs 7kg below LY-Cot/RBD/SoyRef equally adds Rs 4-5kg in Feb mth so CotRef run justified Cotton Supplies to shrink coming mths-Crop shorter to LY-Oct/Jan arrivals 50 Lac Bales/50% higher to LY-India Cotton …

Continue reading “Special Report / Trade talk: CotRef has reasons/Logics to march ahead“

Kandla Ref trades $100 end Dec over Argntna-now Ref trades $200 over Argntna-Kandla Cif dropped $20 Ton since Dec-HighSeas Rs 7.50kg hotter-INR 24Paise stronger since Dec so Import cheaper-Solvent/RefOil Rs 6kg hotter since Dec-Ref run despite Cif drop

SPPOMA 1- 25th Feb 2024Overall Summary:Yield: -4.09%OER: +0.46%Production: -1.7% SPPOMA 1-15th Feb 2024Overall Summary:Yield: -19.42%OER: +0.51%Production: -17.21% SPPOMA 1- 5th Feb 2024Overall Summary:Yield: +13.83%OER: +0.01%Production: +13.88%

INR 82.88 EUR 1.0825/90.9923 POUND 1.2669/104.996 IDR 15637 SGD 1.3447 MYR 4.7770 BSE 72736(-406.24) PETRO 76.27 -0.22USDX 103.93

CIF FEB Shipment 920$ (Vessels arriving 1-15 APR) XRs.83.25(incl Prem) +Duty Rs.4245@5.5% +Port Exp 1500 =Landed Cost SUNOIL Crd Rs.823 +Refining Rs.50 =SunRef Cost Rs.873 (vs Kandla spot quote 900 for Vessels already arrived)

CIF MAR Shipment 909$                                           (Vessels arriving 15-30 APR) XRs.83.37(incl Prem) +Port Exp Rs.900 Ton =Landed Cost Rs 766(vs SoyDgm Kandla H/S quoted 830 Rdy/Fwd 805) +Duty Rs.4166 Ton@5.5% +Refining 30 =SoyRef Landed Cost Rs.838 (vs Kandla quote 925 Vessels already arrived)

C&F FEB Shipment 910$ (For Vessels arriving 1-15 MAR) XRs.83.01(incl Prem) +Duty Rs.10497 Ton@13.75% +Port Exp Rs.1200 Ton =Landed Cost Rs.872 10kg (vs Kandla spot quoted 865 or Vessels already arrived)