- February whites container exports totalled 138kmt;
- It is another month of improvement, but cumulatively for the season the volume is still one of the lowest of the past 13 years;
- West African countries remain as top destinations;
Low Whites Exports
- Another improvement in exports, February container exports came higher than initial estimates at 138kmt – 40% higher yoy;
- On a cumulative basis (since April) Brazil exported 1.58mmt – the lowest volume of the past 13 years;
- Just a note on stats: container data has over 1-month delay which is why we are writing only now about February exports;
- Looking at quality of whites exports out of Brazil, the majority is of crystal sugar, with the remainder composed of small volumes of refined, organic and direct consumption raws;
- Ghana, Togo and Guinea remain one of the main offtakers of white Brazilian sugar;
- Out of the destinations of February, Colombia pops out importing 10kmt – the average offtake had been under 2kmt for the past 2 years;
White Sugar Export Profile
- The tendency of white sugar exports in CS has moved towards container shipments;
- Break bulk exports has diminished significantly each year due to the size of the shipments and most significantly due to terminal availability;
- Terminals in CS (specially Santos) prefer to work with bulk cargos that are more efficient;
- Meanwhile, in NNE the majority of white sugar exports are made via break bulk due to the terminals higher idle capacity.