India Leads Asian Ethanol Production Boom
Insight Focus The ethanol industry in Asia is expanding. India has taken the early lead through increased production and new plants, and thanks to its established agricultural sector. But other…
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EU Carbon Rallies as Geopolitics, Weather Drive Demand
Insight Focus EUAs are up 23% since mid-December. Fossil-fuel based po...
Chicago Corn Rallies Following Latest WASDE Report
Insight Focus The January WASDE report tightened US corn supplies. Thi...
India Leads Asian Ethanol Production Boom
Insight Focus The ethanol industry in Asia is expanding. India has tak...
Daily Market Price Updates and Commentary 13th January 2025
It was a case of “as you were” when trading resumed from t...
Urea Prices Rise with Higher Demand, Iranian Supply Issues
Insight Focus Urea prices rose with Iran’s export curbs and increase...
Asian PET Resin Producers Face Deteriorating Margins as Prices Remain Flat
Insight Focus PTA futures firmed as upstream costs were boosted by the...
2024 Issues to Continue Dominating Wheat Markets in 2025
Insight Focus Wheat markets in 2024 were volatile due to weather, geop...
Daily Market Price Updates and Commentary 9th January 2025
Marginally higher opening prints were short lived, and the market was ...
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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…
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Urea Prices Rise with Higher Demand, Iranian Supply Issues
Insight Focus Urea prices rose with Iran’s export curbs and increase...
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...
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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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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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Producer Selling Pressure Caps Market
After moving higher due to technical (computer driven) trading the mar...
India Crush: Exceeding Market Expectations
India has produced close to 22m tonnes of sugar this season, 8% higher...
India News Moves the Ceiling
After struggling to maintain levels above USD350/mt for the last 3 mon...
Whites Market Oversupplied
The market has remained very rangebound recently. Retail interes...
Brazil Container Exports
Q4’18 data shows whites container exports at 445kmt – the lowest o...
All Eyes On India for a Breakout
The futures range has been narrowng in recent months (see chart below)...
What could break the range?
Prices have remained rangebound but have moved up in the past couple o...
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