• This was the week where India's govt permitted 1 mln mt raws imports
• Oct 26 up 101 pts to 17.61, Mar 27 up 91 to 18.53, Oct/Mar up 10 pts to -92 pts
• Prices rose sharply Mon-Wed, perhaps presaging India's import announcement?
• Whites premiums and raws physical premiums were also higher w-o-w
• Pakistan's govt said it will export 108k [...]
• This was the week where India's govt permitted 1 mln mt raws imports
• Oct 26 up 101 pts to 17.61, Mar 27 up 91 to 18.53, Oct/Mar up 10 pts to -92 pts
• Prices rose sharply Mon-Wed, perhaps presaging India's import announcement?
• Whites premiums and raws physical premiums were also higher w-o-w
• Pakistan's govt said it will export 108k mt of whites imported in 2025
• Financial markets took a hit last week, WTI oil prices up 5.7%
• Physical premiums for CS Brazil raws prompt rose to around -50 pts
• EU - we cut our EU prod'n f'cast further, recent rains now too late
• Week Ahead - Indian raws imports, China imports, Weather outlook