India’s Absence Continues Urea Uncertainty, Phosphate and Potash Hold Steady
Insight Focus Urea prices have been falling daily due to India’s market absence. Processed phosphate prices are rising due to strong demand and limited Chinese supply. Potash remains stable with…
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US Corn Falls Following Disappointing WASDE, Trade War Tensions
Insight Focus US corn fell as the March WASDE disappointed, and tariff...
Daily Market Price Updates and Commentary 17th March 2024
The week commenced positively with May’25 initially printing a f...
India’s Absence Continues Urea Uncertainty, Phosphate and Potash Hold Steady
Insight Focus Urea prices have been falling daily due to India’s mar...
US Metals Tariffs to Have Knock-On Effects on Food
Insight Focus Some of the first tariffs have gone into force. Although...
Sugar Futures and Market Data: 17th March 2025
Insight Focus Both raw sugar futures and refined sugar futures traded ...
Low Chinese PET Resin Export Prices Reduce Factory Stocks, Improve Margins
Insight Focus PET Futures continue to fall, driven by weakness in the ...
Daily Market Price Updates and Commentary 14th March 2025
There were small losses showing for May’25 as we opened however ...
Daily Market Price Updates and Commentary 13th March 2025
It was a subdued start to trading as last night’s late retreat h...
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Cocoa Stocks Plunge as 2025 Outlook Remains Bleak
Insight Focus Cocoa prices hit record highs amid crop challenges. Forecasts for the 2024/25 season are divided, while regulatory hurdles like the EU Deforestation Regulation (EUDR) add further uncertainty. These…
Global themes
New Tech Boosts Corn Byproduct Yields, Efficiency
Insight Focus New tech will help ethanol producers maximize byproduct ...
Food Inflation Could Regain Momentum in 2025
Insight Focus The US remains in the spotlight due to constant threats ...
Urea Prices Stall Amid Delayed India Tender
Insight Focus India’s urea tender delay hit the US/NOLA market. ...
3 Brazilian Agriproducts that Could Benefit from Trump Tariffs
Insight Focus Trump’s tariffs are set to reshape global trade. While...
Trump Proposes Tariffs on Mexican Sugar Imports
Insight Focus President-elect Trump has proposed tariffs on Mexican go...
UN Climate Summit Faces Trump Threat, Finance Questions
Insight Focus Nations are set to discuss raising “trillions” to fu...
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Sugar Futures Positioning and CFTC Update 5th July 2021
The Net Spec Long Position in raw sugar increased for the first time i...
Thai Cane Rebound Drops Below Expectations
We think Thailand will crush 93.7m tonnes of cane next season. This is...
Daily Market Price Update and Commentary 2nd July 2021
Sugar #11 Oct’21 The failure to maintain the sweeping gains reco...
Mexico’s Drought Issues to Persist in 2021/22
Mexico’s been battling drought for the past two seasons. The situati...
Ask the Analyst: Brazilian Corn Ethanol and the Sugar Industry
In case you missed it, we think Brazil will produce 534.8m tonnes of c...
Daily Market Price Update and Commentary 1st July 2021
Sugar #11 Oct’21 · The market continued its recent technical st...
Brazil: Water Crisis, Emergency Measures and Bagasse Prices
Main points In response to the water crisis, the Government approved e...
Chart of the Fortnight: The World’s Top Raws Suppliers in 2020/21
CS Brazil will be the world’s largest raw sugar supplier this season...
Plastics: Single-Use Varieties
In this piece, I explore some of the widespread issues related to sing...
Daily Market Price Update and Commentary 30th June 2021
Sugar #11 Oct’21 A very slow start to the day saw Oct’21 holdi...
CS Brazil: Frozen Cane Fields
Mains Points Frosts of various intensities were recorded in some...
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