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Por: Eduardo Vanin
Artigo, Grãos
Publicado em: 16/10/2024 09:05
Soybean basis CFR continue to scale up. Crushers in China are more active, trying to extend the coverage for Brz NC window. Basis jumped more than 20 cents since the end of Dragon boat festival. In addition, the NC flat price continues to refresh lows - last year, the new crop was trading close to $500 per ton CFR China. This season, it's trading at $430 CFR. Trades for Feb, Mar, April, May and June. Trades for Nov out of Brz, USG and PNW – PNW for Nov is almost sold off traders say. Spain for corn out of USG and Egypt and Iran asking Brz for nearby shipments. Replacement in Brz is getting impossible to follow – several trades reported in Goias, MT and Parana close to +170z equivalent Fob Santos and Pagua. Soybean farmer selling in Brz remains very slow, and corn is more active – Soybean 400k t tons this week and corn 450k tons. Arg with 200k tons of beans this week and almost 100k tons for corn. Arg new crop farmer selling is moving too (more than 60k t of corn this week). SBO Arg dropped comparing to Monday. On Monday, traders for November shipment from 320z till 400z. Yesterday trades at 370z. Dec shipment traded on Mon at 320z and yesterday at 280z.
Soybean Paper MKT – Oct 15
(daily variation)
Nov +170sx (unch) vs +140sx (unch)
Feb +70sh (-5) vs +50sh (unch)
Mch +40sh (+10) vs +30sh (+10)
Apr +35sk (+10) vs +20sk (+5)
May +50sk (+2) vs +30sk (unch)
Jun ?? vs +35sn (+5)
Jul ?? vs +45sn (+10)
Trades: no reports
Cargo Market (Santos/Tuba):
LH Mar 25 ?? vs +38sh
LH Apr 25 ?? vs +30sk (+10)
FH May 25 ?? vs +35sk (+5)
FH Jun 25 ?? vs +35sk
LH Jun 25 ?? vs +40sk
3
4
5,00
