Commodity report ways2capital 09 march 2015

Page 1


✍ NCDEX DAILY LEVELS DALLY

EXPIRY

R4

R3

R2

R1

PP

S1

S2

S3

S4

SYOREFIDR

20 APR 15

613

603

593

587

583

577

573

563

553

SYBEANIDR

20 APR 15

3420

3399

3374

3363

3349

3338

3324

3299

3274

RMSEED

20 APR 15

3484

3450

3420

3400

3385

3365

3350

3320

3285

JEERAUNJHA

20 MAR 15

15975

15515

15060

14875

14605 14420 14155 13695

13245

CHANA

20 APR 15

3770

3735

3705

3690

3675

3660

3640

3610

3575

CASTORSEED

20 MAR 15

3880

3800

3720

3675

3640

3595

3560

3480

3400

✍ NCDEX WEEKLY LEVELS WEEKLY

EXPIRY

R4

R3

R2

R1

PP

S1

S2

S3

S4

SYOREFIDR

20 APR 15

667

641

615

598

589

575

563

537

511

SYBEANIDR

20 APR 15

3690

3585

3480

3416

3375

3311

3270

3165

3060

RMSEED

20 APR 15

3672

3580

3488

3435

3396

3343

3304

3212

3120

JEERAUNJHA

20 MAR 15

18325

17165

16000

15345

14845 14185 13,685 12,525

11365

CHANA

20 APR 15

3967

3873

3779

3728

3685

3634

3591

3497

3403

CASTORSEED

20 MAR15

4060

3926

3926

3712

3680

3578

3524

3390

3256


✍ MCX DAILY LEVELS DALLY

EXPIRY

R4

R3

R2

R1

PP

S1

S2

S3

S4

ALUMINIUM

31 MAR 15 119.00

118.40

115.40

113.40

112.50

111.90

110.90

109.20

108.00

COPPER

30 APR 15 381.20

377.50

373.50

371.50

370.00

367.00

36600

362.00

358.50

CRUDE OIL

19 MAR15

3506

3412

3318

3264

3224

3170

3130

3036

2942

GOLD

03APR 15

27088

26896

26704

26589

26512

26397

26320

26128

25936

LEAD

31 MAR 15 121.50

118.50

115.50

114.30

112.50

111.25

109.50

106.50

103.50

NATURAL GAS 26 MAR 15 193.80

187.80

181.80

178.80

175.80

171.80

169.80

163.80

157.80

NICKEL

31 MAR 15 944.30

923.30

902.30

894.65

881.30

873.65

860.30

839.30

818.35

SILVER

05 MAY 15 37395

37045

36695

36485

36345

36135

35990

35640

35290

ZINC

31 MAR15 129.70

128.60

127.50

126.80

126.30

125.60

125.60

124.00

122.80

S1

S2

S3

✍ MCX WEEKLY LEVELS WEEKLY

EXPIRY

R4

R3

R2

R1

PP

S4

ALUMINIUM

31 MAR 15 119.60

117.15

114.70

113.55

112.25

111.10

109.80 107.35

104.90

COPPER

30 APR 15

402.30

391.30

381.30

374.65

369.35 363.65

358.35 347.35

336.35

CRUDE OIL

19 MAR15

3893

3654

3415

3312

3176

3073

3073

2698

2459

GOLD

03APR 15

27700

27514

27314

26701

26542

26315

26156

25770

25384

LEAD

31 MAR 15 129.40

123.45

117.50

115.25

111.55 109.30

105.60

99.65

93.70

NATURAL GAS

26 MAR 15 212.85

199.75

186.65

182.10

173.55 169.00

160.45 147.35

134.25

NICKEL

31 MAR 15

995

955

915

901

875

861.00

835

795

755

SILVER

05 MAY 15

39498

38516

37534

36907

36,552

35925

35570

34588

33606

ALUMINIUM

31 MAR 15 119.60

117.15

114.70

113.55

112.25

111.10

109.80 107.35

104.90


✍ MCX - WEEKLY NEWS LETTERS ✍ INTERNATIONAL NEWS 

US unemployed data dropped to a more than six-and-a-half-year low in Feb.

ECB to purchase €60 billion dollars as part of QE program nowadays. Japan’s economic system improved 0.4 % in it all one fourth.

QE in European reinforced benefits in the dollar. The currency moved a every week high of 97.76 and closed at 97.6 on Saturday.

1.

US Non-Farm Employment Change for the 30 days of Feb came out to be positive as compared to its previous month’s launch. The unemployment data declined to 5.5% for the 30 days of Feb reduced as against 5.7% for the 30 days of Jan.

The Indian Rupee decreased by 1.3 percent last week due to strength in the DX. Also, state-owned financial institutions purchased the US forex, likely on part of the Source Financial institution RBI as the central bank desired to prevent the rupee from increasing considerably. The US Dollar Catalog (DX) hopped by 2.4 % last week as effective information improved objectives of amount increase a few months ago. However, India's services industry extended outcome to range an eight-month high in Feb, led by a increase in new purchases on enhancing household demand limited distinct fall. The RBI reduced its policy repo rate by 25 basis points to 7.5 %, its second inter-meeting reduce this year on the back of reducing increasing prices and a govt dedication to financial self-discipline. The currency moved a every week low of 62.452 and closed at 62.45 on Saturday.

✍ PRECIOUS METAL Gold price exchanged lower for most of the a couple weeks ago on good financial information from the US. Data on Wed revealed U.S. personal companies included 212,000 tasks in Feb, while January's personal payrolls were improved up-wards to 250,000. Holdings in SPDR Gold Believe in, the world's greatest gold-backed exchange-traded finance, dropped 0.35 % to 760.80 loads on Wednesday. That followed a near 8-tonne fall on Thursday, the greatest output this year.


Seven of the Fed's 17 members have said they at least want the option of a rate development of July on the desk, or have forced in common for an previously increase in the anticipations that salaries and rising prices will turn higher. On the MCX, Gold price dropped by 0.82 % a couple weeks ago and shut at Rs.26012/10 gms.

� SILVER Silver price in the worldwide marketplaces traded reduced and dropped heavily at the end of the 7 days. Strength in the dollar index on account of excellent financial information from the US applied downside pressure. Spot silver price in the worldwide marketplaces rose by 4.46 % and shut at $15.86/oz. On the MCX, silver price dropped by 1.16 % and shut at Rs.35972/kg. On the MCX, precious metals price will business reduced taking hints from weak worldwide marketplaces.

� ENERGY Oil price interchanged reduced several weeks ago with NYMEX WTI dropping extremely on benefit booking at greater levels although the major details and developments were valuable for oil markets OPEC member Iran forced that it in comparison a routine for a secure up on nuclear activities, details that helped raw restoration from an early slide connected with swelling U.S. stockpiles. Comments from Saudi Arabia's oil reverend that price ought to enhance from the sell off of latest months also helped put a floor under costs. Encouragement from the Govt Reserve's Well done Evaluation anticipating decreases in investment costs for oil and gas producers in certain U.S. areas. Lower oil finding costs could mean less supply in the future. Higher price required by Saudi on its customers in Asia, the U. s. States and northern western Europe was another valuable growth. Last 7 days, WTI oil price in the globally market segments decreased by 0.3 % and closed at


$49.61/bbl. On the MCX, raw costs improved by 3.43 % and closed at Rs.3138/bbl.

� OIL RIGS IN THE US LOWEST SINCE 2011 The number of rigs drilling for oil in the United States fell by 64 this week to 922, the smallest number of rigs in operation since April 2011, Baker Hughes said in its weekly survey. It was a sign U.S. shale oil producers, who had flooded the market with crude supplies, had again stepped up on winding down output after last week's rig drop of 33, which was the least since the start of 2015. (Reuters) On the MCX, oil prices are expected to trade sideways taking cues from international markets

� BASE METAL Base materials on the LME except Dime and Lead exchanged lower a couple weeks ago as strong jobs information launched from the US raised amount increase objectives. While on the other hand, amount cut by Chinese suppliers to boost development in the flagging economic system will be helpful. In the Indian markets, base materials higher in line with international styles. Copper down by 2.8 % a couple weeks ago as China's Leading Li Keqiang saying that the world's second-largest economic system would target development this year of around 7 %, signaling the smallest development for a quarter of a century.Also, strength in the DX after effective employment information from the US applied disadvantage pressure on costs. MCX copper price dropped by 0.9 % and closed at Rs.366/kg on Saturday but Rupee devaluation limited sharp fall. We expect Copper prices to trade lower as the US jobless rate fell to a more than six-and-a-half-year low, which could encourage the Federal Reserve to consider raising interest rates in June. Also, top officials in China highlighted the growth and debt challenges the country faces in 2015. On the MCX, copper prices are expected to trade sideways owing to Rupee depreciation.


LME Inventory

Metal

Change from previous day

Aluminium

4350

Copper

3000

Lead

175

Nickel

-96

Tin

-20

Zinc

-3325

NCDEX - WEEKLY NEWS LETTERS � JEERA Jeera futures closed higher by 1.34 % in last dealing period on excellent purchasing assistance by the industry members after fall in two past dealing classes. Further increase in cost is assigned due to provide stress in identify industry from the new year plants. There are reviews of plants harm of the new year plants due to unseasonal down pours in Gujarat and Rajasthan. Export purchases are redirected to Indian due to Geo-political stress in Syria and Poultry. .Jeera (cumin) exports have been 87,500 loads in the first six months (Apr-Sep) of 2014-15, a increase of 25% from the corresponding period of the past (Source: Spices or herbs Board) According to Gujarat govt information launched on Nineteenth Jan 15, Jeera documented 2.64 lakh hac, 42% less planting in comparison to last year’s 4.54 lakh hac. The provides of Jeera predicted to development of the next 30 days due to appearance of new year plants. Jeera futures dealing may business on combined to beneficial observe, as there is excellent requirement from exporters as well as suppliers and suppliers at industry costs on expectation of smaller routes in coming 30 days on expectation of lower manufacturing. However, appearance stress may cap the cost increase.


✍ CHANA NCDEX Chana Apr. futures trading closed higher on Friday by 0.16% on buying support at affordable price . Low household requirement assigned further increase in cost. Latest unseasonal down pours in increasing places might have affected the manufacturing and increasing of plants. As per the Government information, Chana has planted over 85.91 lakh hectares, which is 16 % less as on Feb 13, 2015 as in comparison to last year’s 102.25 lakh hac. Whereas, place protection under complete Impulses is at 145.92 lakh hectares while the last year’s planting place protection was 162.21 lakh hectares Chana futures expected to trade mixed note in the coming days due to low supplies as new crop likely to hit the local markets. Overall sentiments look positive for Chana amid expected lower output and duty-free imports allowed till Mar 2015

✍ SOYABEAN NCDEX Soy bean Apr futures trading closed 0.59% decline on Friday on reduced household requirement amongst no trade requirement for the oil food and oil.India's oil food exports is expected to drop about 40 % in 2014/15 due to reduced requirement for soymeal as key customers like Iran and Asia change to less expensive provides from South America. In Jan 2015, Soymeal exports dropped by more than 71 % to 104,426 loads against 364,443 loads in the same 30 days a year ago. U.S. soy beans dropped more than 1 percent in a technological sell-off stimulated by a dissipating truck drivers attack in South america. International soybean manufacturing was brought up 700,000 plenty to a history 315.1 thousand. Leads for the Argentina soybean plants have enhanced with adequate wetness and light temperature ranges, and the plants is estimated at a history 56 thousand plenty. Soybean exports for 2014-15 are estimated at 1.790 billion dollars bushels, up 20 thousand bushels. Soy bean finishing shares are estimated at 385 thousand bushels, down 25 thousand from last 30 days. Soybean futures trading may trade on a combined note on gradual requirement for oil and oil food exports but good buying support at affordable costs might maintain the costs.


✍ REFINED SOYA OIL Ref soy oil Apr futures trading closed 0.02% higher on Saturday.There is reduced demand and adequate supply in the spot marketplaces. Soybean oil Transfer has shown 131% growth in Jan 15 as in comparison to Dec 14. In the month of Jan 15, there is an improve of 28 % import of Raw soy bean oil to 224,430 loads as in comparison to last year’s 174,236 loads.It is mainly due to high costs of soy bean and smaller understanding for oil and soy bean meal in trade market, led to reduced smashing and accessibility to household oil along with expected improve in import responsibility by the GOI. soy bean oil in Indian is likely to be at around 3.45 thousand plenty against 3.30 thousand plenty last year. The traditions responsibility on oil has been improved to 7.5 % from 2.5 % earlier, while the responsibility on refined delicious oil has been brought up to 15 % from 10 %, as per the notice from the Central Board of Excise and Customs.

✍ RM SEED Mustard seeds futures trading closed 0.29 % reduced last trading period on technological promoting at higher costs as new plants is going to hit the marketplaces in 2-3 weeks times. There is an anticipations of fall in manufacturing for new year plants. Reviews on important plants failures due to latest unseasonal down pours in Northern Indian might have assigned the further fall. Indian rapeseed manufacturing is estimated at 6.9 thousand plenty, down 6.5 lakh plenty on reduced area. The property in the nation so far is down by about 3.2% at about 63.8 lakh hectares (lh). India’s village ministry has suggested to cut the 30 % transfer responsibility on oilseeds in the Price range to help local refiners make use of unutilized potential. Global rapeseed manufacturing is estimated at a history 71.94 thousand plenty, up 1.2 thousand mainly on improved manufacturing for Northern america (15.6 thousand tons). Reviews of Bug attack in European countries may lead to fall in outcome to a three-year low of 20.5 thousand measurement plenty in 2015, down from a history 24 thousand last year.


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