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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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...
Daily Market Price Updates and Commentary 16th January 2024
It was a rare sight this morning as Nio.11 values jumped higher on the...
Daily Market Price Updates and Commentary 15th January 2025
There was no sign of any significant physical activity emerging despit...
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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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Daily Market Price Update and Commentary 20th October 2020
Mar 21 – Sugar No.11 Having rallied to another new s...
Will Typhoons in China Harm Corn Production?
Price Action Forecast Our 2020/21 forecast (Sep/Oct) remains unchanged...
Daily Market Price Update and Commentary 19th October 2020
Mar 21 – Sugar No.11 The new week began with an immediate spike ...
Sugar Futures Positioning and CFTC Update 19th October 2020
Specs continued to buy the raw sugar market in the week up to the 13th...
Thailand Prepares for Worst Sugar Production in 11 Years
We think Thailand will produce 7.1m tonnes of sugar in 2021. This come...
Cane Molasses Regains Some Competitiveness
The cane molasses prices have been broadly uncompetitive against corn ...
Strong Rains Mean Thai Cane Could Rebound in 2021/22
Thailand has suffered from drought for the past two years. Its cane an...
Daily Market Price Update and Commentary 16th October 2020
Mar 21 – Sugar No.11 The old saying that if at first you don’t...
Brazil Sugar Line Up: Waiting time remains low
Another week of strong nominations, with 780kmt of raws added to CS li...
Fruit Juice Focus: Redefining Juice
Today, people want to be productive and at the same time feel healthy ...
Daily Market Price Update and Commentary 15th October 2020
Mar 21 – Sugar No.11 The market continues to try and re-establis...
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