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Por: Eduardo Vanin
Artigo, Grãos
Publicado em: 18/04/2024 08:39
Yesterday, the FX rate dropped in Brazil, reducing soybean farmer selling. However, corn origination remains robust with a farmer selling of 400-450k tons. The reason for this is a bumper crop in Mato Grosso and Goias. I spoke with a farmer in Goias who told me his yield could reach 180 sacks per hectare (172 bu/acre), which is 50 sacks more than the initial estimates. The weather for the safrinha improved in the central-south part of Brazil, reducing the stress in MS, PR and SP – 1/3 of safrinha production. Many farmers in Goias and MT are inquiring about shipments for June and July, window for which logistics are becoming scarce. As a result, flat price and basis for JJA are dropping - cheaper replacements. In China, trades were reported for May, June, July, and February – Brz soybeans. The basis decreased by 10 cents compared to yesterday. However, soybean premiums in Paranaguá remain firm, with bids for July at +20sn and +30sq for August. In China, soybean meal sales were strong again, totaling 481,500 tons, with most for spot delivery. April sales are running at a good pace, as is March.
Soybean Paper MKT – April 17
*(daily variation)
May 24 +10sk (+10) vs -10sk (-10)
June 24 +8sn (-4) vs +3sn (-2)
Jul 24 +28sn (-4) vs +10sn (-8)
Aug 24 +38sq (-5) vs ??
Feb 25 -30sh (-5) vs -45sh (unch)
Mar 25 -50sh (unch) vs -60sh (+5)
Apr 25 ?? vs -70sk (unch)
May 25 ?? vs -60sk (unch)
Jun 25 ?? vs -60sn (unch)
Trades (Fob Paranaguá): Jul24 at +20sn
Cargo Market (Santos)
FH May24 +20sk (-5) vs ??
FH Jun24 +15sn (-5) vs ??
FH Feb25 ?? vs -35sh (+5)
FH Mar25 ?? vs -55sh (unch)
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