- It’s been an exciting month for Czapp.
- We’ve launched multiple new series and published a wide range of content.
- Here are some of the most popular Opinions from September 2021.
Czapp’s Most Popular Opinions in September 2021
1. What’s Really Happening in the Container Market?
- 2021 is a torrid year for the container market.
- It’s difficult to secure containers in some regions.
- This is putting everyone in the commodity business under a lot of pressure.
2. Fires Blaze Again in CS Brazil
- In H1 September, there were 8,300 fires in CS Brazil.
- The prolonged dry period has increased the risk of fire in the region.
- Here, we explain the possible impact of the fires.
3. How Achievable is Thailand’s Ethanol Goal?
- Thailand has delayed its E20 fuel blend target for another year.
- Its cane and cassava production are currently too low to hit the target.
- It’s also not yet able to manufacture enough E20-friendly vehicles for the fuel type to be adopted on a wide scale.
4. Thai Sugar Consumption…Has it Peaked?
- We think Thai sugar consumption could have peaked.
- There’s been a substantial negative impact from the COVID-19 pandemic, but this is not the whole story.
- As Thailand’s Excise Ministry pushes back the sugar tax increase scheduled for next month, we examine how consumption has changed.
5. The Farmer Diaries (Thailand): Disease and Labour Shortages
- In this series, we’re following farmers around the world.
- We’ll be looking at what they’re up to on the farm, seeing how their crops are performing, hearing their concerns, and celebrating their triumphs and innovations.
- Here is the link to the full farmer bios in case you missed them. Otherwise, read on to get this week’s update.
6. Our Colombian Road Trip: On the Road Again
- We just hit the road for the first time in eight months, and it felt great!
- This time, our Miami-based Analyst, Vincent O’Rourke, took on Colombia’s rocky and windy roads and caught up with some of its sugar and ethanol producers.
- You can read part one of four today!
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