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US soyabean futures on the Chicago Board of Trade notched a fresh seven-month top on Wednesday as worries about tight stocks and strong technicals attracted more managed money into the market, traders said. May soyabeans, which expire on Thursday, ended 12-1/2 cents up at $11.50 a bushel. July soy ended 10-1/2 up at $11.28.
The old-crop July-new-crop November spread firmed 8-1/2 cents, with July at $1.46-1/2 premium to November amid talk of fresh soy sales to China and stronger Midwest cash markets. May soymeal ended $12.30 per ton up $378.50, following soyabeans. May soyoil closed down 0.49 cent at 38.90 cents per lb, pressed by spillover selling from crude oil.
Commodity funds bought 2,500 soyabean contracts, 1,500 soymeal and sold 1,000 soyoil-trade. USDA projecting US soy stocks to reach a five-year low of 130 million bushels by end of marketing season on August 31. Tight supply reflects bigger-than-expected Chinese demand for American soy. Talk was China booked another 1-2 cargoes of US soyabeans, or 110,000 tonnes since Tuesday-likely new-crop.
Buenos Aires Grains Exchange cut its Argentine soy crop estimate to 32.8 million tonnes from 34 million a week ago. The forecast is near trade expectations but below USDA's projection for a 34-million-tonne Argentine crop. Rains moving across the eastern US Midwest limits corn planting which could lead to more acres of soyabeans, a later planted crop.
But Corn Belt could see a break in the rains early next week. Analysts expect National Oilseed Processors Association to report early Thursday its members crushed near 132.1 million bushels of soyabeans in April, down from 137.3 million in March.
Overnight, there were no May soyabean or soymeal deliveries. Soyoil deliveries were at 971 lots, which were met by a strong stopper. A Man customer stopped 837. US Midwest basis bids for soyabeans were firm late; limited nearby supplies was not meeting strong demand-dealers. Malaysian palm hits 9-month high on hot weather drying up supply. Malaysia IOI Corp, Malaysia's number 2 planter, sees palm yields hurt by weather.

Copyright Reuters, 2009

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