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USDA
Por: Eduardo Vanin
Artigo, Grãos
Publicado em: 10/10/2024 08:37
Yesterday was a bad day for EM markets. BRL/USD rallied, bringing more corn to the market. Corn farmer selling in Brz hit 550,000 tons - this time to ports and not to domestic markets. Corn nominations in Brazil are really low – decreased from 4.5 million tons LW to 3.8 million this week (Oct 8). A total of 3 vessels were hit in POC terminals so far. The Lineup in POC is busy and freights have not risen significantly so far. Corn premiums continue to rise in Argentina and Brazil. Combos of corn and meal were reported yesterday Up River – corn levels firmer and smeal levels weaker (find the levels in the Link: https://go.agrinvest.agr.br/noticias/details/42766 ). Trades reported CFR China this overnight. USG up 5 cents and PNW cheaper. Reports for Brz OC and NC. New crop continues to lose ground – the flat price is back to same levels as August. I have counted 18-20 cargoes so far. China held a soybean auction today. Total demand reached 36% of 150,000 tons. So far this year, China offered 14.8 million tons with 20% of clearance. Good rains in Paraná, Goiás, Mato Grosso, Minas Gerais and Tocantins in the last 24 hours. More rains to come and good coverage.
Soybean Paper MKT – Oct 09
(daily variation)
Oct +175sx (unch) vs ??
Nov +170sx (-5) vs ??
Feb +58sh (unch) vs +45sh (+2)
Mch +20sh (+2) vs ??
Apr +12sk (+2) vs +0sk (-3)
May +23sk (-2) vs +17sk (+2)
Jun +30sn (+2) vs +20sn (+5)
Jul ?? vs +30sn (unch)
Trades: May25 at +20sk
Cargo Market (Santos/Tuba):
FH Feb 25 +80sh vs +50sh
LH Feb 25 +65sh vs ??
FH Mar 25 ?? vs +10sh
FH Apr 25 +20sk vs +5sk
LH Apr 25 +25sk (-2) vs ??
FH May 25 +25sk (-7) vs ?? – trades at +22sk
LH May 25 +35sk vs +20sk
3
7
5,00
