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美國DDGS專屬頻道 - DDGS每週美國國內行情分析
11/4/2011
DDGS values feel a bit weaker in the nearby market. The spot market is now trading only at a slight premium to the deferred prices. At these price levels, international demand seems to be much weaker. It also seems that plants are starting to produce “name plate” amounts of product after “coming-up” slower than expected from plant shutdowns.
To compound problems, container carriers are implementing winter rotations and vessel space is becoming an issue regarding exports. In the next 3 weeks the market may expect a significant amount of capacity (container) disappearance from the market place. Furthermore, carriers are already talking about another round of GRIs in December or January. This could further the issues for overseas sales and hurt the domestic supply-demand balance in the DDGS market.
Prices are still too high to attract any demand from customers. Rather, most customers buy corn or SBM. Containers are getting tight in the Chicago area. Some ship lines have also suspended and/or cancelled their transpacific service.DDGS also remains extremely tight in Mexico. Buyers are substituting more corn and SBM into their rations as DDGS prices are extremely high for the very limited supplies to be had.
資料來源:美國穀物協會11/4/2011
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