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Por: Eduardo Vanin
Artigo, Grãos
Publicado em: 29/11/2023 08:33
Soybean premiums at Paranagua fell yesterday, even so with very thin farmer selling – only 200k tons for both crops. The farmers selling pace of soybean for new crop is running at 1,5% per week – assuming crop size of 155,4 Mi t (our estimate). Keeping this very slow pace, the farmer selling may reach only 33% by the end of January, very similar to this crop. Agrinvest brokers reported corn trades at 49,5 BRL per sack in Goias and 65 BRL in Bahia, which correspond to a replacement cost Fob Santos between +150z to +200z, way above Fob levels for January shipment (trade level at +80h). For safrinha we see the same decoupling. Brokers reported trades close to +180U24 for July/August shipment. Domestic end users at South of Brz are inquiring for Arg corn for April and poultry industries in the Northeast of Brz are doing calculation for USG corn.
Soybean Paper MKT – Nov 29th
Dec +75sf vs ??
Jan +55sf vs +35sf
Feb -20sh vs -40sh
Mar -65sh vs -75sh
April -75sk vs -80sk
May -55sk vs -65sk
June -30sn vs -60sn
Jul ?? vs -50sn
Trades reports: Trades at -65sh for March and -75sk for April.
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