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Por: Eduardo Vanin
Artigo, Grãos
Publicado em: 19/10/2023 08:23
Brz Markets - Recap: The crushing margin in Brazil has improved nicely in the last few days. Soybean farmer selling reached 300k tons, which is not a great number. But again, the main buyers were crushers for November and December delivery. Crushers are locking in the profits, selling soybean meal premiums in Rio Grande and Paranaguá for December shipment. As a result, the meal premiums fell by $5 per short ton throughout the day. Soybean and corn origination cost keeps moving up for ND window. Corn farmer selling reached 200k tons, better than past days. I´d say that today´s FS increase is not related to the export parity. The main reason was the exporters raised their basis in the interior, prompting some FS with replacement up (90cz). Recent rains up North of Amazon basis is helping to increase the barges draft. Elevation for Nov is almost sold out.
Soybean Paper MKT – Oct 18th
Feb -60sh vs -85sh
Mar -100sh vs -110sh
April -100sk vs -115sk
May -90sk vs -100sk
JJ ?? vs -90sn
July ?? vs -90sn
Trades reports: No trades reported.
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