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Export premiums for soyabeans shipped from the US Gulf Coast fell for a second straight day on Thursday as CIF barge basis values weakened and export demand remained muted, traders said. CIF basis bids for barges loaded with soyabeans in March fell 5 cents to 30 cents a bushel over Chicago Board of Trade May futures, the lowest spot bid since October 2011.
South American soyabeans for near term shipment were offered on par to as much as $15 per tonne lower than US Gulf shipments, traders said. The Buenos Aires Grains Exchange Argentine raised its forecast for Argentina's soya crop to 60 million tonnes, up 2 million from its previous estimate. The USDA on Thursday said net US soyabean export sales last week fell to 271,500 tonnes for 2015-16 delivery, a five-week low. China canceled a net 110,000 tonnes in purchases, its largest cancellation of the season.
US soyabean export sales are only 9 percent behind a year ago, nearly on pace to meet the latest USDA full-season forecast. Corn export premiums at the Gulf Coast firmed along with higher CIF barge basis values on Thursday as falling futures prices were expected to attract fresh demand, traders said. CBOT futures tumbled more than 4 percent after the USDA forecast a larger-than-anticipated jump in spring plantings.
Wheat export premiums at the US Gulf were flat in quiet trading, capped by dull demand for US supplies and ample global stocks of cheaper grain, traders said. FOB Gulf soyabeans loaded in April were offered at around 35 cents a bushel over CBOT May futures, which closed 1-3/4 cents higher at $9.10-3/4 a bushel. Corn offers for April shipment were about 50 cents over CBOT May futures, which ended 15-1/2 cents lower at $3.51-1/2 a bushel.
Spot shipments of soft red winter wheat at the Gulf were offered at about 60 cents over CBOT May futures, which closed 9-1/2 cents higher at $4.73-1/2 a bushel. April hard red winter wheat offers were about 80 cents over May futures, which closed 10-1/2 cents higher at $4.76-1/4 a bushel.

Copyright Reuters, 2016

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