In The News - 08/07/2005

 

Malaysian crude palm oil futures dropped on Thursday on losses in rival U.S. soyoil and on selling ahead of official crop and export data next week.

The government-run Malaysian Palm Oil Board releases June production, export and stock numbers on Monday.

Two independent surveyors of Malaysian oil palm cargoes, Intertek Testing Services and Societe Generale de Surveillance, will release export estimates for July 1 to 10 on the same day.

A Reuters survey released on Thursday showed Malaysian palm oil output could fall 5 percent in June over May, reversing earlier expectations of a rise.

At the close, the benchmark third-month crude palm oil contract on Bursa Malaysia, September <KPOU5>, was down 18 ringgit at 1,411 ringgit a tonne. Its low was 1,408.

Overall market volume was 4,712 lots of 25 tonnes each. 

Soybean futures at the Chicago Board of Trade closed lower on Thursday with the market pressed by potential rainfall early next week in the dry eastern U.S. Midwest, traders said.

CBOT soy closed unchanged to 4-1/4 cents per bushel lower. July <SN5> was down 4-1/4 at $6.92 per bushel. New-crop November <SX5> was down 2 at $7.07-1/2.

Volume was estimated by the exchange at 84,676 futures and 28,976 options.

The market was volatile and soy closed above the day's lows, with prices shifting on both sides of Wednesday's settlement levels because of the uncertainty about weather forecasts.

"At this point the market has come to the realization that the overall weather pattern has not made a significant change so there's more logic in the market right now than you might think sometimes," said Jerry Gidel, analyst for North America Risk Management Inc.

Some selling also may have evolved after bomb blasts in London's transport system unnerved the financial and other markets, the traders said.

However, CBOT soy traders said most of the pressure on soy stemmed from the possibility of showers early next week in the dry eastern Midwest crop region, especially in top producer Illinois.

There is the potential for rains early next week in the dry areas of the eastern Midwest after Hurricane Dennis reaches landfall, a private forecaster said on Thursday.

"There is the possibility of showers in the eastern Midwest late Monday or early Tuesday but there is a lot of uncertainty in this forecast," said Meteorlogix forecaster Joel Burgio.

Burgio said it would remain dry in the eastern crop region through the weekend and after early next week another dry spell was likely.

Recent volatility in the soy complex caused the CBOT to raise the initial margin to trade soy from $1,823 to $2,295 effective with the close of business on Thursday.

Exports were quiet overnight and deliveries on the July contract were heavy at 898 lots and there was scattered stopping of the soy. Registrations with the CBOT increased to 1,634 lots from the previous 1,202.

There was floor talk on Thursday that China may have bought a cargo of soy from South America.

Cash basis bids for soy in the Midwest on Thursday were firm amid an almost complete halt in farmer selling, cash dealers said.

Soymeal closed 40 cents to $4.10 per ton lower. July <SMN5> was down $1.60 at $214.60 per ton.

The CBOT raised the initial margin to trade soymeal from $1,114 to $1,485 effective with the close of business on Thursday.

There were no deliveries on the July contract on Thursday and registrations with the CBOT unchanged at 170 lots.

The export hopper included news from traders in New Delhi that Vietnam and Thailand have bought 18,000 tonnes of soymeal from India.

Soyoil futures closed 0.10 to 0.65 cent per lb higher on fund buying. July <BON5> was up 0.15 at 25.15 cents per lb.

The CBOT raised the initial margin to trade soyoil from $979 to $1,080 effective with the close of business on July 7.

There were no deliveries on the July contract on Thursday and registrations with the CBOT unchanged at 1,092 lots.

Malaysian palm oil futures closed lower overnight. Traders in Kuala Lumpur said palm dropped amid losses in rival U.S. soyoil and on selling ahead of official crop and export data next week.

Soymeal volume was estimated at 27,144 futures and 1,570 options. Soyoil volume was estimated at 22,730 futures and 2,606 options.

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