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sexta-feira, 27 de maio de 2011

COMENTÁRIOS DE REFRIGERANTES DE MANHÃ

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General Comments:  Futures closed sharply lower yesterday on what appeared to be speculative long liquidation before the long weekend here in the US.  Speculators seem to be selling out of long positions in old crop July, but less so in new crop months due to production problems here and increasingly around the world.  Dry weather in Texas growing areas provided support for new crop Cotton futures as it has become hard to get the Cotton planted.  Western Texas, where a large percentage of all US Cotton is grown, has been very dry, and there are no forecasts for much relief, if any, through this weekend.  Eastern areas have had some precipitation in the last week or so, and more is forecast for this week, but it remains too dry in many growing areas of the Southeast.  And, Delta areas keep getting more rain, although forecasts for drier weather next week are appearing now.  World conditions seem better, although drought is a feature in China and parts of Europe.  Charts show trends are sideways for the short term in July, but up in new crops months.

Overnight News:  The Delta and Southeast will be dry once showers leave the east today.  Temperatures will average above normal.  Texas will be mostly dry.  Temperatures will average above normal.  The USDA average spot price is now 150.52 ct/lb.  ICE said that certified Cotton stocks are now 0.188 million bales, from 0.183 million yesterday.  ICE said that 0 contracts were delivered today and that total deliveries for the month are now 3,928 contracts.  USDA said that its Upland Cotton world market price is 144.48 ct/lb.

Chart Trends:  Trends in Cotton are mixed.  Support is at 150.00, 148.00, and 146.00 May, with resistance of 161.00, 164.00, and 166.00 May.

General Comments:  Futures closed a little lower yesterday on some speculative long liquidation.  Florida remains mostly warm and dry, with no forecasts for significant rains in sight.  Drought still affects a large portion of the citrus producing area, but crops are called in mostly good condition at this time due to irrigation.  Fruit is developing and small fruit is visible on the trees.  The fruit is called in good condition due to irrigation.  Seasonal forecasts call for a more active than normal Atlantic hurricane season.  Charts show that the market is trying to decide on the next move.

Overnight News:  Florida weather forecasts call for mostly dry conditions, but afternoon showers are possible.  Temperatures will average near to above normal.  ICE said that 0 deliveries were posted today and that total deliveries for the month are now 516 contracts.

Chart Trends:  Trends in FCOJ are up with objectives of 192.00 and 201.00 July.  Support is at 183.00, 179.00, and 177.00 July, with resistance at 188.00, 191.00, and 194.00 July.

General Comments:  Futures were a little higher yesterday in light volume trading.  Speculators were on both sides of the market and it seemed like many were getting ready for the long weekend here in the US.  Producers are still not selling much.  Fundamentals continue to suggest strong prices for the longer term.  Talk of lower Mitaca crop production in Colombia after recent big rains and the potential for a freeze in Brazil is offering reasons for speculators to buy.  The focus remains on tight supplies now and into next year.  Traders generally expect tight supplies to continue through the next crop year due to lower production in Brazil and for high prices to continue as well.  Chart show that trends are sideways for the short term.

Overnight News:  Certified stocks are a little lower today and are about 1.662 million bags.  The ICO composite price is now 222.17 ct/lb.  Brazil should be mostly dry.  Temperatures will average near to above normal.  ICE said that 0 contracts were delivered today and that total deliveries for the month are now 2,632 contracts.  .   

Chart Trends:  Trends in New York are mixed.  Support is at 260.00, 259.00, and 257.00 July, and resistance is at 269.00, 271.00, and 272.00 July.  Trends in London are mixed to up with objectives of 2735 and 2995 July.  Support is at 2540, 2510, and 2500 July, and resistance is at 2625, 2640, and 2670 July.  Trends in Sao Paulo are mixed.  Support is at 325.50, 317.00, and 315.00 September, and resistance is at 340.00, 346.00, and 348.00 September.

General Comments:  Futures closed a little higher in New York and mixed in London yesterday.  Demand has also been increasing and supported some speculative buying last week.  Egypt has announced a tender this week to help support the bull case, and Iran is said to have entered the market for White Sugar.  Bangladesh is also ready to buy, and northern Africa countries other than Egypt are said to be actively looking for Sugar.  The EU will hold tariff free import tenders for much of the Summer due to poor growing conditions there.  They are starting with 200,000 tons now.  There is also talk of shipping delays from Brazil that could create a short term supply crunch.  Bears keep pointing to increased supplies around the world and no demand this year from India as reasons to see futures move lower over time.  The harvest conditions seem good at this time in Brazil and also in Thailand, and production ideas in both countries are big.  India continues to offer, although in small amounts for now. 

Overnight News:  Mostly dry conditions are expected in Brazil.  Temperatures should be near to above normal.  China will auction 250,000 tons of Sugar into the domestic market from government supplies on Tuesday.  The India June open market quota is 1.65 million tons.

Chart Trends:  Trends in New York are mixed to up with objectives of 2535 and 2570 July.  Support is at 2220, 2170, and 2140 July, and resistance is at 2280, 2315, and 2340 July.  Trends in London are up with objectives of 691.00 August.  Support is at 635.00, 625.00, and 615.00 August, and resistance is at 655.00, 667.00, and 679.00 August.

General Comments:  Futures were higher in New York and a little higher in London on speculative buying that was called short covering.  Ivory Coast and western African selling pressure remains a feature of the market, but prices have dropped a lot already.  There is talk that much of the reaction to the increased flow of Cocoa from Ivory Coast is already part of the market.  Ivory Coast has started to export and the Cocoa is starting to flow.  Exports were officially started last week and at least one ship has sailed.  More ships are moving to ports in Ivory Coast to load more Cocoa and top get the crop exports flowing in a big way again.  Overall ideas are that production there and in the rest of West Africa are improved this year due to the good rains and generally favorable weather patterns.  The mid crop is supposed to be big this year in all countries in West Africa and will probably get exported quickly now.  Trends are mixed for the short term, but still down longer term. 

Overnight News:  Scattered showers and storms are expected in West Africa.  Temperatures will average above normal.  ICE stocks are lower today and are now about 3.349 million bags.  ICE said that 0 delivery notices were posted today and that total deliveries are now 116 contracts for the month.

Chart Trends:  Trends in New York are mixed.  Support is at 2900, 2860, and 2785 July, with resistance at 3070, 3100, and 3130 July.  Trends in London are mixed.  Support is at 1810, 1770, and 1740 July, with resistance at 1850, 1860, and 1890 July.


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