• 7月，巴西的原糖船只在桑托斯港等待停靠的时间不到2 天。
  • 这是今年以来的历史新低，凸显了最近对原糖的实际需求是多么糟糕。
  • 高糖价，极低的白糖升水以及大宗运费上涨，导致需求消失或推迟到今年晚些时候。
  • 这与原糖期货市场形成鲜明对比，由于担心霜冻对巴西甘蔗作物的影响，原糖期货市场一直在上涨。
  • 由于港口储存问题，卖家对现货报价提供大幅贴水，需求有所上升，8月的船只等待时间略微增加。

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Ben Seed

Ben joined CZ’s analysis team in 2016 on a year long internship before returning to the University of Bath to complete an Economics Degree. Since re-joining in August 2018, Ben has led the data insights team in expanding the range and quality of data available internally and to clients through CZ App. Ben spent 3 months in CZ’s Singapore and Bangkok offices to expand his knowledge of the region and help roll out the latest data processes. He is now also responsible for the Sugar Market View published each week on CZ App.

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