FINWIRES · TerminalLIVE
FINWIRES

Biofuels Update: Soybeans Rise on Chinese Demand Hopes; Soybean Oil, Palm Oil Down

By

Chicago soybeans continued to find support from expectations of large Chinese purchases, while Chicago soybean oil and Malaysian palm oil declined further as crude oil prices retreated to pre-war levels.

The July soybean contract on the Chicago Board of Trade rose 0.20% to $11.11 per bushel. The July CBOT soybean oil contract slipped 0.71% to 68.97 cents per pound.

Declining crude oil prices erode the competitiveness of biofuels, pressuring feedstocks such as soybean oil and palm oil.

As for soybeans, "prices will continue to be sensitive to Chinese demand, or the lack thereof," said Mark Soderberg of ADM Investor Services.

The US Soybean Export Council reportedly urged Chinese buyers to increase their US soybean purchases, citing better quality compared with Brazilian cargoes.

In terms of supply, favorable growing conditions in the US continued to boost prospects for higher yields.

"Abundant rainfall in the Midwest continued to pressure prices," price reporting agency MySteel said, "though persistent conditions may begin to hinder crop growth."

The market now awaits the end-of-month prospective plantings report by the US Department of Agriculture for direction.

In Asia, Malaysian palm oil futures tracked losses in crude oil and rival soybean oil, and hit one-week lows on Thursday.

Falling for a third straight session, the Bursa Malaysia Derivatives' July crude palm oil contract lost 1.36% to 4,513 Malaysian ringgit ($1,087.21) per metric ton. The August crude palm oil contract fell 1.50% to 4,535 ringgit/mt.

A strengthening Malaysian ringgit also pressured prices. It firmed against the US dollar for a third consecutive session on Thursday, rising by a further 0.58% and making exports more expensive for foreign buyers.

This weighs on Malaysian shipments, which have so far shown a 19.1% to 25% month-over-month growth in the June 1-20 period, based on the latest cargo estimates.

During the same period, the country's crude palm oil production rose 4.76% from a month earlier, media outlets reported, citing estimates by the Malaysia Palm Oil Association.

However, a developing El Nino weather phenomenon could impact yields and reduce output going forward.

The last strong El Nino episode, which occurred from early 2015 through mid 2016, curbed palm oil yields by 8.3% in Indonesia and 14.2% in Malaysia, according to S&P Global Energy.

In Indonesia, the July 1 rollout of a higher biodiesel blend of 50%, up from the current ratio of 40%, will also reduce exportable supplies.

Analysts and industry bodies expect prices all of this to provide support to prices in the coming months.

Meanwhile, July ethanol prices on the NYMEX recovered 0.55% to $1.83 per gallon on Wednesday, as domestic production eased while stocks increased slightly.

Data from the US Energy Information Administration showed that output for the week ended June 19 dropped to 1.09 million barrels per day from 1.10 mmbbls/d a week earlier.

Domestic inventories rose week over week to 24.6 million barrels from 24.5 mmbbls, while exports fell to 121,000 barrels per day from 126,000 b/d.

Related Articles

Commodities

Trump Administration Pushes for Nationwide E15 Sales Measure

Growth Energy, the nation's largest biofuel trade association, on Wednesday expressed support for the Trump administration's request that Congress include year-round E15 gasoline legislation in its supplemental funding package.The call for Congress to authorize permanent year-round availability of the E15 blend is part of a $87.6 billion supplemental funding request by the Office of Management and Budget."Congress should not miss this opportunity to deliver a permanent fix for E15, giving consumers greater access to a lower-cost fuel option and more savings at the pump," Growth Energy CEO Emily Skor said.The Renewable Fuels Association, in a press release, reiterated that President Trump "has called on Congress multiple times to pass legislation that would simply allow consumers to choose lower-cost E15 year-round."Meanwhile, the Senate Agriculture Committee on Tuesday unveiled its long-awaited farm bill draft, which does not include the E15 year-round measure, according to DTN.Lawmakers said that E15 will need to find another path in the Senate and warned that it would not be included in the chairman's bill.Senate Majority Leader John Thune, R-S.D., has also told the Senate Agriculture Committee that he wants to consider E15 during the summer work period before the August recess.

Commodities

US Natural Gas Update: Prices Rise on Warm Forecasts Ahead of Storage Data

US natural gas futures extended gains in after-hours trading on Wednesday as forecasts for hotter weather lifted cooling demand expectations and analysts predicted a smaller-than-average storage build.The front-month Henry Hub contract and the continuous contract both gained 2.57% to $3.228 per million British thermal units.The Wall Street Journal, citing a note from NatGasWeather.com, reported that US natural gas demand is expected to remain light to moderate through Saturday, then intensify as hotter weather spreads across the eastern two-thirds of the US. High temperatures are forecast to range from the upper 80s to above 100 degrees Fahrenheit, "including 90s for many major central and eastern U.S. cities from Chicago to Washington D.C."Fundamental demand indicators remained mixed. Barchart, citing BNEF data, said total US natural gas demand on Wednesday was estimated at 72.3 billion cubic feet per day, down 13.7% from a year earlier.Celsius Energy reported power-sector gas consumption, or powerburn, at 37.7 bcf on Tuesday, up 1.3 Bcf from the previous day but down 6.1 Bcf from the same day last year. Gelber & Associates put powerburn at 41.5 Bcf on Wednesday.Gelber also said LNG demand remains an important structural support, with net LNG exports at 19.1 Bcf/d and market expectations still pointing to stronger export demand into July.Market participants are now focused on weekly storage data due on Thursday from the US Energy Information Administration.Barchart said expectations for a smaller-than-average storage build also supported prices on Wednesday. Market consensus calls for a 67 Bcf increase in EIA natural gas inventories for the week ended June 19, below the five-year average injection of 75 Bcf for the period. Gelber & Associates expects a 73 Bcf build.The Wall Street Journal said analysts expect the EIA report to show a 70 Bcf injection, adding that such a build would reduce the storage surplus relative to the five-year average to 146 Bcf from 151 Bcf.

Commodities

rPlus Energies Brings 800 MW Utah Solar-Storage Project Into Service

rPlus Energies started commercial operations at the Green River Energy Center, marking the launch of the largest solar and storage facility in PacifiCorp's service territory, the company said Tuesday.Located in Utah's Emery County, the project combines 400 megawatts of solar generation with a 400 MW battery system capable of storing 1,600 megawatt-hours of electricity, supporting growing power demand across the western US, the company said.The facility also supports Utah's Operation Gigawatt initiative, which aims to double the state's energy output within 10 years following its launch in 2024.Schools and public services are expected to receive more than $55 million in property tax revenue from the project over time. Construction activities also created hundreds of jobs and involved several local contractors.Project partners committed $375,000 in scholarships to support local students pursuing careers in energy and related industries. The company said the initiative aims to strengthen the region's future workforce.The project received recognition from Project Finance International, which awarded it Renewables Deal of the Year-Americas. The Emery County Business Chamber also named rPlus its 2024 Energy Company of the Year, according to the company.rPlus said the honors reflect the project's long-term investment in the region and its contribution to expanding reliable energy infrastructure across Utah."Together, we believed in the vision, and today Green River Energy Center is delivering reliable power and real value to families across the American West," said Luigi Resta, rPlus Energies President & CEO.