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Por: Eduardo Vanin
Artigo, Grãos
Publicado em: 22/11/2023 08:38
Brz Markets - Recap: This week brokers say Sino have bought 8-10 cargoes. Today brokers mentioned rumors at +200h for January shipment out of the PNW. Private crushers purchased Brazilian soybean for December yesterday and January shipment during the overnight. Brokers said Sino is rotating its stocks. For corn market, players in Brz are paying up to cover their short. The result is a smaller January program, making more room to soybean – old crop. The 2024 corn market remains in the wait and see mode, since most of recent trades were destined to cover domestic users, especially ethanol plants that are bidding around +80/75u fob equivalent. Input barter for safrinha 2024 is way behind the 3-year average for all Brz states. It is not only the expensive ratio, but the weather uncertainty.
Soybean Paper MKT – Nov 21th
Feb -15sh vs -30sh
Mar -55sh vs -70sh
April -75sk vs -85sk
May -60sk vs -70sk
June -30sn vs ??
Feb25 +10 vs ??
Trades reports: Feb at -25h and March at -62h/-65h/-60h
3
4
5,00
