WEEKLY Nov 19

    Larger Than Initially Expected Peruvian Quota

    .... will raise world export supplies of fish oil & meal in 2021/22. Actual catches in Peru as well as Chinese import demand will be the key swing factors to watch in coming months...

    World production of fish meal is now estimated to reach 5.18 Mn T in Oct/Sept 2021/22, down 0.2 Mn T on the year but still significantly above 4.86 Mn T in 2019/20....


    WEEKLY Nov 19

    Tax Regime Is Discouraging Exports of Oilseeds

    The introduction of high export taxes is significantly changing trade flows this season. Russia has already become the world’s second-largest exporter of rapeseed oil in the July/Sept quarter and will keep this position also in Oct/Sept 2021/22 ....

    As exports of oilseeds are discouraged by the prohibitively high export duty and farmers have become reserved sellers, oilseed stocks will be unusually large in early 2022....


    WEEKLY Nov 12

    Tight Export Supplies & Additional Demand

    In Rotterdam prices of palmkernel meal rallied to a 14-year high in recent weeks.

    Stable demand from traditional importing countries like New Zealand and additional buying from other consumers in Southeast Asia was increasingly difficult to satisfy in  ecent months owing to shrinking production and export supplies in Malaysia. World exports of palmkernel meal declined by 10%...


    WEEKLY Nov 12

    Crushings Curbed Below Potential

    For Sept/Dec 2021 we now consider it likely that sunflowerseed crushings worldwide will fall to a 3-year low - an unexpected scenario in view of this year’s record harvest, which has now been largely collected.
    The reasons are to be found mainly in Russia, where farmers have been reserved sellers and crushings were reduced in response to the introduction of a high export tax on sunflower oil...


    WEEKLY Nov 5

    Price Rally on Tight Supplies

    World production and export supplies turned out smaller than expected in recent months. Production even declined in New Zealand, the world’s largest exporter of butter. Also in the European Union production and export supplies declined, while demand remained comparatively strong, thus fuelling the price increase...


    WEEKLY Nov 5

    Downtrend of Global Trade

    World trade of soybeans is still falling short of the year ago level, a trend that is ongoing since May this year. In October combined exports of US, Brazil, Argentina and Uruguay  mounted to an estimated 12.7 Mn T (vs 14.2 a year earlier)...

  • Rapeseed & Canola

    FLASH Oct 28

    World Exports to Decline Sharply in 2021/22

    World exports of rapeseed & canola are seen falling to an estimated 14.9 Mn T in July/June 2021/22, a 9-year low .... Bumper crops in Australia and Ukraine will only partly offset the severe decline in Canadian export supplies that is currently shaping up....

world price logo --- World Market Prices in US-$/T ---

    • 1368 D
    • Nov 18
    • Palm olein RBD, fob Mal
    • 2010 D/Ja
    • Nov 18
    • Coconut oil, cif Rotterdam
    • 404 D
    • Nov 18
    • Soya Meal, fob Arg
    • 1747 Ja
    • Nov 18
    • Rape oil, Dutch, fob ex-mill