serving the world‘s oilseed, oil, fat and feed industries, trade, organisations, banks and government agencies

in more than 100 countries with comprehensive, unbiased and authoritative forecasts, analyses, facts, figures, prices and opinion.

Flash

The 3-4 page FLASH is published daily from Tuesday to Friday and is circulated by e-mail. The report gives daily analyses, daily prices, forecasts and opinion on the pertinent market topics of today and tomorrow. It serves the world’s oilseed, oil and feed industries and other market participants with reliable and unbiased information.

SAMPLE

Friday 15 February

The following are the headlines of the respective FLASH report.

The full report (3-4 pages) is available either on a subscription basis (by e-mail) or can be purchased and downloaded individually.

  • Soya oil and palm oil prices seen appreciating in Jan/June 2019...
  • Despite a downward revision by about 7 Mn T in world production of the 7 oilseeds, there will still be a global production surplus in 2018/19...
  • The key feature of the 2018/19 season is going to be the pronounced slowing-down of world soya meal demand, which will constrain crushings and contribute to ample carry-over stocks of soybeans in the US and Argentina....
  • The global dependence on palm oil will be increasing in Oct/Sept 2018/19 owing to insufficient supplies of other vegetable oils, primarily of soya oil and rapeseed oil. Despite ample supplies, world soybean crushings will virtually stagnate and thus there will....

 

 

 

 

 

 
 
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Thursday 14 February

The following are the headlines of the respective FLASH report.

The full report (3-4 pages) is available either on a subscription basis (by e-mail) or can be purchased and downloaded individually.

  • The season 2018/19 will be the first marketing year in which world soybean crushings are not increasing, although world production and supplies are rising sizeably....
  • Disposals of rapeseed & canola are likely to fall short of expectations, keeping stocks in major consuming countries sharply above previous estimates at the end of the 2018/19 marketing year....
  •  Indian imports of vegetable oils stagnated at the year-ago level of 1.24 Mn T in January, with arrivals of palm oil increasing to a six-year high for the month (promoted by a reduction of import duties and unusually low prices)...
  • We expect the year-on-year increase in sun oil exports from Ukraine to slow down in Apr/Sept 2019, but shipments from Russia are likely to pick up, bringing the world total to 5.4 Mn T....

 

 

 

 

 

 
 
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Wednesday 13 February

The following are the headlines of the respective FLASH report.

The full report (3-4 pages) is available either on a subscription basis (by e-mail) or can be purchased and downloaded individually.

  • In 2019 soybean supplies in Brazil, Argentina, Paraguay and Uruguay are estimated to decline   to a 3-year low of 180.7 Mn T. Exports of  soybeans will be declining in 2019 ...
  • Argentine soybean imports were high at 0.72 Mn T in January, of which 552 Thd T from the USA and 165 Thd T from Paraguay. For February and March we expect soybean imports at around 0.6 Mn T each.....
  • We have reduced our world sunflowerseed production estimate for the 2018/19 season by 0.3 Mn T to still a record 52.5 Mn T, with higher crops in Italy, Romania and the US more than offset by reductions in Argentina, China and the Republic of South Africa...
  • China has reportedly purchased some Brazilian and Argentine soybean cargos of late. But overall Chinese forward purchases of South American soybeans are believed to have been relatively small so far...

 

 

 

 

 

 
 
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Tuesday 12 February

The following are the headlines of the respective FLASH report.

The full report (3-4 pages) is available either on a subscription basis (by e-mail) or can be purchased and downloaded individually.

  • The downward revision in soybeans in the final US crop report has not significantly eased the US supply surplus. We remain bearish on US soybean prices basis our current South American soybean crop estimates and our assumption that Chinese soybean crushings will probably be.....
  • US soybean exports are plummeting and were down 13.2 Mn T from a year earlier in Sept/Jan 2018/19....
  • Malaysian palm oil exports exceeded expectations at 1.68 Mn T in January, reducing stocks by 0.2 Mn T from a month earlier...
  • Increased buying from several key countries pushed world exports of soya meal above the year-earlier volume in Dec 2018....
  • In the EU crushings of the three major oilseeds skyrocketed in July/Dec 2018 (up 0.8 Mn T), with sharply higher soybean and sunflowerseed processing more than offsetting the severe decline registered in rapeseed....
     
     
     

 

 

 

 

 

 
 
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