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USDA
Por: Eduardo Vanin
Artigo, Grãos
Publicado em: 06/11/2024 08:46
Trump wins. He took the swing states of Georgia and North Carolina - FT. The Republicans also gained two Senate seats, securing control. They now have the majority in both the Senate and the House – Red sweep. The IDX is up and yuan is taking a hit – traded at 7.19. BRL/USD Globex is sinking too (5.85). Board crush in China received a boost and smeal daily sales jumped from 139k tons to 325k tons – half for distant delivery. Crushers and tradings in China are long beans Feb-Jun. Brokers said crushers are back, asking for Brz beans. The behavior of smeal basis in China will tell us how end users in China feel about the soybean supply from now on. Vestas Wind Shield dropped 10% today at the LOD - Trump promised to shutdown Biden’s wind energy program from day-one. What will Trump do about programs like 45Z and the IRA? This week China will hold its National People’s Congress (NPC), the country’s top policymaking meeting. At the NPC in March, they focused on setting a 5% growth target; the same will likely be discussed in this meeting, but this time with knowledge of who won the US election – many believe a larger fiscal pack.
Soybean Paper MKT – Nov 05
(daily variation)
Feb +80sh (unch) vs +65sh (-5)
Mch +40sh (unch) vs +30sh (unch)
Apr +36sk (-2) vs +22sk (-5)
May +47sk (-3) vs +38sk (unch)
Jun +55sn (unch) vs +43sn (-4)
Jul ?? vs +53sn (-4)
Trades: Cargo Santos FH June at +50sn
Cargo Market (Santos/Tuba):
LH Mar 25 +50sh vs ??
FH Apr 25 +50sh vs ??
LH Apr 25 +55sh vs ??
FH May 25 +60sh (-5) vs ??
LH May 25 +68sh vs ??
2
5,00
