Argentina’s soybean crush shrank by 23% year on year in the first half of 2023. Access all of CRM AgriCommodities’ independent analysis and insights with a subscription. Get research, data and opinions from our team of analysts and advisors to help you make better informed decisions with a unique perspective on markets. If you are already a member and require login details, please get in touch. Log In Subscribe
El Nino-inspired dryness will curtail South East Asia’s palm oil output, has placed extra emphasis on production dynamics. Access all of CRM AgriCommodities’ independent analysis and insights with a subscription. Get research, data and opinions from our team of analysts and advisors to help you make better informed decisions with a unique perspective on markets. If you are already a member and require login details, please get in touch. Log In Subscribe
Vegetable oil markets increased notably over the past week, with rapeseed, palm and sunflower oil prices all reaching the highest levels since early March. Access all of CRM AgriCommodities’ independent analysis and insights with a subscription. Get research, data and opinions from our team of analysts and advisors to help you make better informed decisions with a unique perspective on markets. If you are already a member and require login details, please get in touch. Log In Subscribe
As harvest gathers pace and following the release of the July USDA report, this short video for clients covers: – Global economic drivers – USDA data – Global supply & demand – Oilseeds & veg oils Access all of CRM AgriCommodities’ independent analysis and insights with a subscription. Get research, data and opinions from our team of analysts and advisors to help you make better informed decisions with a unique perspective on markets. If you are already a member and require login details, please get in touch. Log In Subscribe
The strength in vegetable oil prices, encouraged most lately by Malaysia’s lower-than-thought palm oil stocks data, (see below) has been instrumental in supporting rapeseed prices. Rapeseed, with its relatively high oil content versus meal, is particularly influenced by vegoil market moves. Access all of CRM AgriCommodities’ independent analysis and insights with a subscription. Get research, data and opinions from our team of analysts and advisors to help you make better informed decisions with a unique perspective on markets. If you are already a member and require login details, please get in touch. Log In Subscribe
The ratio between November-23 soybean futures and December-23 corn has now risen above 2.7, enhancing soy’s relative appeal, as South American farmers plan their next sowings campaign as starts in two months’ time. Access all of CRM AgriCommodities’ independent analysis and insights with a subscription. Get research, data and opinions from our team of analysts and advisors to help you make better informed decisions with a unique perspective on markets. If you are already a member and require login details, please get in touch. Log In Subscribe
For soybeans, 51% of the crop rated “good” or “excellent” as of Sunday was the lowest rating for the time of year on data going back to 1995. Access all of CRM AgriCommodities’ independent analysis and insights with a subscription. Get research, data and opinions from our team of analysts and advisors to help you make better informed decisions with a unique perspective on markets. If you are already a member and require login details, please get in touch. Log In Subscribe
Europe’s dryness has ended the run of upgrades to EU rapeseed harvest expectations, with yield estimates from the likes of the EU Commission’s Mars bureau now being trimmed, if remaining above five-year average levels. Access all of CRM AgriCommodities’ independent analysis and insights with a subscription. Get research, data and opinions from our team of analysts and advisors to help you make better informed decisions with a unique perspective on markets. If you are already a member and require login details, please get in touch. Log In Subscribe
Australia’s agriculture ministry lowered its forecast for domestic canola production in 2023/24 by 480Kt, to 4.9Kt. Access all of CRM AgriCommodities’ independent analysis and insights with a subscription. Get research, data and opinions from our team of analysts and advisors to help you make better informed decisions with a unique perspective on markets. If you are already a member and require login details, please get in touch. Log In Subscribe
Soyoil has, like other vegetable oils, buckled under the fresh selldown in the crude oil market, encouraged by ideas of steady production at a time when economic worries are undermining consumption. Access all of CRM AgriCommodities’ independent analysis and insights with a subscription. Get research, data and opinions from our team of analysts and advisors to help you make better informed decisions with a unique perspective on markets. If you are already a member and require login details, please get in touch. Log In Subscribe
While the Argentine crush is lagging, Brazilian processors have filled a little of the void in international supplies by meeting nearly 1.6Mt oil meal exports for the first three weeks of May. Access all of CRM AgriCommodities’ independent analysis and insights with a subscription. Get research, data and opinions from our team of analysts and advisors to help you make better informed decisions with a unique perspective on markets. If you are already a member and require login details, please get in touch. Log In Subscribe
From the pointers we have so far, the Wasde looks poised to signal a downward trend for prices, as the US leads expansion in inventories among major soybean exporting countries. Access all of CRM AgriCommodities’ independent analysis and insights with a subscription. Get research, data and opinions from our team of analysts and advisors to help you make better informed decisions with a unique perspective on markets. If you are already a member and require login details, please get in touch. Log In Subscribe