Does German Foot & Mouth Impact Outweigh Strong NZ Milk?
Insight Focus Strong New Zealand supply continues; FMD disrupting German exports and intra-EU pricing dynamics. Warm weather and supplements boost New Zealand flows. German milk accounts for 22% of EU…
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UK Carbon Prices Near Record Low as EUAs Surge
Insight Focus UKA prices are already down 12% year-to-date and nearing...
How Key Conflict Hotspots Will Shape Shipping in 2025
Insight Focus In 2024, several maritime chokepoints emerged for the sh...
Daily Market Price Updates and Commentary 20th January 2024
With no No.11 market to provide indication the market commenced showin...
Does German Foot & Mouth Impact Outweigh Strong NZ Milk?
Insight Focus Strong New Zealand supply continues; FMD disrupting Germ...
Biofuels, Energy Opportunities Arise from Brazil’s New Carbon Law
Insight Focus Brazil took a big step by approving the law that regulat...
Urea Prices Soar, Potash Market Awaits Trump Tariffs
Insight Focus Urea prices have surged significantly this past week. Pr...
Asian PET Resin Export Prices Fails to Keep Pace with Rocketing Feedstock Costs
Insight Focus PTA and PET Futures surged on higher crude prices, as Br...
Daily Market Price Updates and Commentary 17th January 2025
Slightly higher opening prints were quickly forgotten as March’2...
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How Can We Make Sure Sustainable Aviation Fuel is Safe?
Insight Focus When creating SAF, it is important that the process is standardised. This helps ensure safety and mitigates the risk of extraneous ingredients being added. These specifications also extend…
Global themes
Urea Prices Soar, Potash Market Awaits Trump Tariffs
Insight Focus Urea prices have surged significantly this past week. Pr...
5 Factors that Shaped Shipping in 2024… and Beyond
Insight Focus The container shipping industry experienced significant ...
How the EU-Mercosur Free Trade Agreement Will Impact Brazil
Insight Focus In early December, Mercosur and the EU signed an importa...
What is the Biggest PET Legislation to Look Out For in 2025?
Insight Focus Key PET and packaging legislations show no sign of slowi...
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...
Ask the Analyst
What Does India’s Changed Ethanol Restrictions Mean for Sugar Exports?
Insight Focus India to allow use of all cane feedstocks to make ethanol. We have increased our forecast for ethanol diversion as a result. Exports still not allowed by government. …
What If China Suspends Liquid Sugar Imports?
Insight Focus If China does suspend imports of liquid sugar and premix...
How Are China’s 2024/25 Sugar Crops Performing?
Insight Focus We believe that China’s sugar production will see sign...
What Does BRL Weakness Mean for Sugar?
Opinion Focus The BRL has weakened to record lows against the US Dolla...
What are the Expectations for ‘24/25 Latam Sugar Production?
Insight Focus Across Latin America we expect sugar production to incre...
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Czapp Explains: Skimmed Milk Powder vs. Whole Milk Powder
Other Opinions You Might Be Interested In… An Introduction to Dairy ...
Daily Market Price Update and Commentary 13th November 2020
Mar 21 – Sugar No.11 Early trading saw prices retrace back by ar...
The First Week of Our Thai Cane Tour (In Pictures)
A lot happened in Nate’s four-day cane tour in Thailand’s Northeas...
Daily Market Price Update and Commentary 12th November 2020
Mar 21 – Sugar No.11 In recent days the market has proved to be ...
Brazil Sugar Line Up: Largest offtake is from Algeria this week
This week, the main offtaker of Brazilian sugar was Algeria with 90kmt...
Day Four of Our Cane Tour in Thailand’s Northeast
Other Opinions You Might Be Interested In… Day One of Our Cane T...
Can India Export Sugar Today? 12th November 2020
Raw sugar export parity remains entrenched in negative territory; 18.8...
Chart of the Fortnight: Thai Cane Returns Hit Record High in 2020/21
The Thai cane price should reach THB 1,100/mt in 2020/21; the highest ...
CS Brazil: Mills have slowed down on pace this Fortnight
Sugarcane crushing and sugar production reached record levels – 564....
Daily Market Price Update and Commentary 11th November 2020
Mar 21 – Sugar No.11 Opening selling put March’21 immediately ...
Guatemalan Sugar Exports to Increase with Cane Crop Rebound
We think Guatemala will produce 2.8m tonnes of sugar in 2020/21; its h...
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