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Официальный канал крупнейшего в масложировой отрасли СМИ - Малайзийский Совет Производителей Пальмового Масла.

Самые свежие новости и профессиональная аналитика от ведущих мировых экспертов только на нашем канале.

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GRAINS-U.S. wheat, soybeans, corn fall on demand concerns

CHICAGO, Oct 18 (Reuters) - U.S. wheat, corn and soybean futures fell on Tuesday on concerns that overseas buyers will turn to alternative supplies to meet their import needs, traders said.

"Consistently high prices are slowly doing their job of eroding demand across the board, with Brazil in particular among a group of global players that are plenty willing to pick up the slack," Matt Zeller, director of market information at brokerage StoneX, said in a note to clients.

Wheat futures posted the biggest decline, with the benchmark Chicago Board of Trade December soft red winter wheat contract WZ2 sinking to a four-week low.

Traders were monitoring talks about keeping the United Nations-backed shipping corridor open from Ukraine's Black Sea ports. The lane has allowed exports from the key global grain supplier to pick up despite the war with Russia.

"Attention on the wheat markets remains focused on the negotiations," Commerzbank said in a note, adding that a price fall after a U.N. spokesman called the talks "positive and constructive" was a "foretaste" of what might happen if a deal is concluded.

CBOT December wheat WZ2 settled down 11-1/2 cents at $8.49-1/2 a bushel. The contract bottomed out at $8.32-3/4 during the session.

CBOT November soybeans SX2 were off 13-1/4 cents at $13.72 a bushel and CBOT December corn CZ2 slipped 2-1/2 cents to $6.81 a bushel.

Brazil's grain exporters association Anec on Tuesday morning raised its forecast for the country's soybean and corn exports during October, a time when U.S. shippers typically dominate the market as the bulk of the Midwest crop is harvested.

A U.S. Department of Agriculture (USDA) report on Monday showed the corn harvest was 45% complete by mid-October, slightly below market forecasts but ahead of the five-year average.

The U.S. soybean harvest was 63% complete, above the five-year average of 52%.

Traders are also assessing U.S. export prospects, which have been complicated by a strong dollar and low water levels on the Mississippi river, a major route for transporting grain to U.S. Gulf export terminals.
USDA: производство масличных в Европе в сезоне 2022/23 увеличится на 3%

В Европе совокупный урожай трех основных масличных культур — подсолнечника, рапса и сои — в сельскохозяйственном сезоне 2022-2023 составил 31,1 млн тонн, что на 3% больше предыдущего периода. Такие прогнозы содержатся в отчете Министерства сельского хозяйства США (USDA).

Увеличение производства масличных в регионе произойдет за счет увеличения посевных площадей — с 10,6 млн га до 11,7 млн га. При этом средняя урожайность масличных в Европе будет ниже прошлого сезона из-за жаркой погоды в основных регионах производства.
Гендиректор Mondelez объяснил, почему компания не ушла с российского рынка

Один из крупнейших мировых производителей снеков, американская компания Mondelez (бренды, Oreo, TUC, Halls, Toblerone и др.) не покинул Россию на фоне ухода других пищевых компаний. К ним относятся, в том числе, Coca-Cola и PepsiСо; Mars, которая приостановила поставки в РФ; и Nestle — компания перестала продавать товары под брендами KitKat и Nesquik.
Индия снизила базовые импортные цены на пальмовое масло и олеин

Индия снизила базовые импортные цены на сырое и рафинированное пальмовое масло, а также на пальмовый олеин. Об этом сообщает агентство Reuters со ссылкой на заявление правительства страны.

Следует отметить, что местные власти пересматривают базовые импортные цены на пищевые масла каждые две недели, используя эти показатели в дальнейшем для расчета суммы налога, который должен уплатить импортер.

Так, цена на сырое пальмовое масло была снижена с $937 до $858 за тонну, на рафинированное – с $982 до $905 за тонну, на пальмовый олеин – с $998 до $934 за тонну.
ИНТЕРЕСНЫЙ ФАКТ:
Согласно данным USDA Россия потребляет примерно 4.67 млн.т растителных масел в год (2021/2022), из которых один 3,2 млн.т - подсолнечное масло, один миллион тонн - пальмовое.
MPOC supports enforcement action against ‘No Palm Oil’ labels
https://mpoc.org.my/mpoc-supports-enforcement-action-against-no-palm-oil-labels/

KUALA LUMPUR: The Malaysian Palm Oil Council (MPOC) has voiced its support for enforcement actions to be taken against supermarkets and outlets displaying and selling products with ‘No Palm Oil’ on their label and packaging. The use of discriminatory labels against palm oil is prohibited under the Trade Description Act 2011, and the penalty for […]
Palm oil climbs to seven-week high on flood fears in top growers
https://mpoc.org.my/palm-oil-climbs-to-seven-week-high-on-flood-fears-in-top-growers/

KUALA LUMPUR (Oct 19): Palm oil advanced to the highest intraday level in seven weeks on worries that storms and floods in major growers could disrupt supply, while investors are also on alert for a potential import tax hike in top buyer India. Indonesia has issued flood warnings for provinces in Kalimantan and Sumatra, adding […]
VEGOILS-Palm oil climbs for fifth day to seven-week peak

KUALA LUMPUR, Oct 20 (Reuters) - Malaysian palm oil futures extended a rally on Thursday to a fifth straight session, touching their highest level in seven weeks lifted by a weakening ringgit and gains in rival edible oils.

The benchmark palm oil contract FCPOc3 for January delivery on the Bursa Malaysia Derivatives Exchange gained 46 ringgit, or 1.12%, to 4,164 ringgit ($881.08) a tonne during early trade.

FUNDAMENTALS
Concerns over rainy weather triggered reduced production in top producers Indonesia and Malaysia, as well as fears of higher Indian import taxes helped supported prices.

Dalian's most-active soyoil contract DBYcv1 rose 1%, while its palm oil contract DCPcv1 gained 2.2%. Soyoil prices on the Chicago Board of Trade BOcv1 slipped after a 1.7% overnight rise.

Palm oil is affected by price movements in related oils as they compete for a share in the global vegetable oils market.

The ringgit MYR=, palm's currency of trade, fell 0.17% against the dollar, making it cheaper for buyers holding foreign currency.

Palm oil may test a resistance zone of 4,184-4,194 ringgit per tonne, with a good chance of breaking above this range and rising to 4,253 ringgit, Reuters technical analyst Wang Tao said.

MARKET NEWS
Asian share markets fell on Thursday as investor fears over a looming recession crimped risk appetite, while Treasury yields rose on expectations that the Federal Reserve will remain aggressive in its interest rate hikes.
GRAINS-Chicago wheat drops on concerns over weak export demand

NEW DELHI, Oct 20 (Reuters) - Chicago wheat edged lower on Thursday as weak export demand weighed on prices, but concerns over unfavourable weather conditions in some of the world's top producers limited losses.

Soybean jumped due to higher export demand.

FUNDAMENTALS
The most-active wheat futures on the Chicago Board of Trade (CBOT) Wv1 dropped 0.2% to $8.39-1/2 a bushel, as of 0018 GMT, while corn Cv1 was little changed at $6.78-3/4 a bushel.

Soybeans Sv1 gained 0.2% to $13.75 a bushel.

Russia-focused consultancy Sovecon expects Russia's 2023 wheat crop to decline to 84.8 million tonnes from a record 100.6 million tonnes in 2022. Russia is the world's largest wheat exporter.

Sovecon also expects Russia to cut its winter grain sowing area substantially this autumn following heavy rains and relatively low domestic prices for wheat amid a strong rouble currency.

Russia's agriculture ministry has proposed setting the country's grain export quota at 25.5 million tonnes for the period from mid-February until the end of June.

The size of the quota is equal to the one proposed by Russia's Union of Grain Exporters earlier in October, when it said that such exports would be not of a restrictive nature and would be "a compromise option".

Egypt's state grains buyer, the General Authority for Supply Commodities, held private talks on Tuesday to directly purchase wheat. Egypt has not issued international purchasing tenders since mid-July, opting to buy directly from trading houses instead.

Wheat traders remain cautious about the negotiations between the United Nations and Russia about renewing the corridor agreement to facilitate wheat supplies from the Black Sea region.

A government agency in Pakistan has issued a new international tender to purchase and import 500,000 tonnes of wheat, European traders said. The deadline for submission of price offers in the tender from the Trading Corporation of Pakistan is Oct. 26.

A group of South Korean flour mills led by the miller SPC bought around 30,000 tonnes of milling wheat to be sourced from the United States on Wednesday, European traders said.

Iraq's state grains buyer has issued a tender to buy a nominal 50,000 tonnes of hard milling wheat, European traders said. The deadline for submission of price offers in the tender is believed to be Oct. 24 with traders saying offers to remain valid until Oct. 27.

Grain trader Archer-Daniels-Midland Co ADM.N projects to grow its soybean exports from Brazil's 2022/23 crop-year by 11%, amid record production forecasts.

MARKET NEWS
Wall Street closed lower on Wednesday, marking the end of a multi-session rally, and Treasury yields spiked as gloomy data and downbeat corporate outlooks tossed cold water on investor risk appetite.
RINGGIT OPENS LOWER AGAINST US DOLLAR

KUALA LUMPUR, Oct 20 (Bernama) -- The ringgit opened lower against the US dollar today as investors awaited further rate actions by the United States Federal Reserve (Fed), dealers said.

At 9 am, the local note eased to 4.7250/7265 from Wednesday’s close of 4.7180/7220.

The dealers said lack of market-moving catalysts, along with the stronger greenback due to higher US Treasury yields as well as falling crude oil prices, dragged down the local note’s performance in early trade.

At the time of writing, Brent crude oil fell 0.17 per cent to US$92.25 per barrel.
However, CGS-CIMB said in a note that the weak ringgit may support Malaysia’s exports, as both tend to have a positive correlation.

The brokerage said the performance of Malaysia’s electrical and electronics (E&E) sector had defied downward global trends as shipments continued to outperform global sales in September 2022.

According to the Department of Statistics, the country’s exports of E&E products to China grew 36.5 per cent year-on-year in September 2022, in contrast with the moderation in shipments of regional peers.

“We suspect that part of the strength could be due to the attractive costs given ringgit’s weaker performance,” it added.

Malaysia recorded a trade surplus of RM31.71 billion in September 2022, a new record high for the country, beating the previous high of RM31.5 billion in December last year.

Meanwhile, the ringgit was higher against a basket of major currencies.
It rose versus the British pound to 5.2948/2965 from 5.3233/3278 yesterday and increased against the Singapore dollar to 3.3146/3161 from 3.3176/3207 previously.

The local currency also improved against the euro to 4.6135/6150 from 4.6326/6365 on Wednesday and gained vis-a-vis the Japanese yen to 3.1515/1527 from 3.1611/1642 at the close yesterday.
В Казахстане просят правительство предотвратить рост цен на подсолнечное масло

Профучастники предложили правительству заключить меморандум о неповышении цен на социально значимый продукт в течение текущего года. Глава ассоциации Ядыкар Ибрагимов напомнил, что от стоимости сырья зависит ценообразование подсолнечного масла.

"Поэтому от дальнейших действий либо бездействия министерства сельского хозяйства зависит, каким мы увидим будущий ценник на полках магазинов. В случае же оперативной проработки данного вопроса, пока не вывезли масличное сырье, мы готовы подписать меморандум о неповышении цен на подсолнечное масло", – рассказал Ибрагимов.
За половину осени из Украины отправлено 10,4 млн тонн агропродукции

Всего с начала войны из Украины отправлено 4,6 млн. тонн пшеницы, кукурузы – почти вдвое больше.

На 237 тыс. тонн по сравнению с первой половиной сентября уменьшились поставки рапса. По состоянию на середину октября этой культуры уехало 341 тыс. тонн. Такая же тенденция к уменьшению наблюдается и в подсолнечном масле: 365 тыс. тонн в середине сентябре против 265 тыс. тонн за середину октября.
Futures FCPO1 - 4083 RM/MT
Госдума одобрила штрафы до 600 тыс. рублей за нарушения при обращении с больными животными

Штрафы за нарушение правил карантина животных и других ветеринарных правил в 2022 году могут повыситься до 600 тысяч рублей.

Согласно поправкам повторное несоблюдение ветправил повлечет санкции до 5 тыс. рублей. Для должностных лиц - до 30 тыс. рублей, для юрлиц - до 150 тыс. рублей.

Штраф для граждан за нарушение правил борьбы с особо опасными болезнями - до 30 тыс. рублей, для должностных лиц - до 80 тыс. рублей, для юрлиц - до 600 тыс. рублей.

Сокрытие сведений о падеже животных
- до 5 тыс. рублей (до поправок 4 тыс.), для должностных лиц – до 50 тыс. рублей (сейчас до 40 тыс.), для юрлиц – до 150 тыс. рублей (сейчас до 100 тыс.).

Аналогичное нарушение в условиях карантина - до 10 тыс. рублей (до санкций до 5 тыс.), для должностных лиц - до 70 тыс. рублей (сейчас до 50 тыс.), для юридических лиц - до 300 тыс. рублей (сейчас до 150 тыс.).
К карантинным и особо опасным болезням животных относятся в частности:
- Сибирская язва
- Бешенство
- Ящур
- Чума крупного рогатого скота и мелких жвачных
- Африканская чума лошадей, свиней, классическая чума свиней
- Туберкулез
- Бруцеллез
- Листериоз
Малайзийские фьючерсы на пальмовое масло выросли более чем на 3%

Малайзийские фьючерсы на пальмовое масло выросли более чем на 3% в среду до самого высокого уровня почти за семь недель, поскольку опасения по поводу более высоких налогов на импорт в Индии и проливных дождей, наносящих ущерб производству, подстегнули покупателей.

Контракт на пальмовое масло с поставкой в ​​январе на бирже деривативов Bursa Malaysia вырос на 129 ринггитов, или на 3,22%, до 4140 ринггитов (877,30 долларов США) за тонну.