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…
Latest
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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Top Articles
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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Sugar Futures Positioning and CFTC Update 5th October 2020
Last week saw a second consecutive week of good spec buying, with almo...
Corn: China Will Struggle to Fulfill Phase One Trade Agreement
Price Action Forecast There are no changes to our 2020/21 (Sep/Oct) av...
China Issues More Raw Sugar Import Licenses
The Chinese government issued more raw sugar import licenses last week...
Daily Market Price Update and Commentary 2nd October 2020
Mar 21 – Sugar No.11 The news that US president trump has tested...
Brazil Sugar Line Up: Waiting Time Still Low
Strong nominations on the week of the October expiry. Over 750kmt or r...
Daily Market Price Update and Commentary 1st October 2020
Mar 21 – Sugar No.11 • The market started the day slowly as tr...
October’20 Raw Sugar Expiry: Two Conspiracy Theories
The world is oversupplied with raw sugar. Three receivers have just ta...
Chart of the Fortnight: Thai Farmers Plant Cassava Instead of Cane
Thailand should produce 28.3m tonnes of cassava in 2020/21; up 12% yea...
Daily Market Price Update and Commentary 30th September 2020
Mar 21 – Sugar No.11 Following on from two sessions of rollercoa...
Aluminium: From Beverage Factory to Consumer
A Quick Recap In our previous report, we described the history of the ...
Daily Market Price Update and Commentary 29th September 2020
Yesterday’s disappointing correction towards 13c undid a huge amount...
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