European Carbon Drops 14% Amid Widespread Energy Sell-off
Insight Focus There has been a heavy sell-off in EUAs triggered by 22% plunge in natural gas prices. Gas has relaxed as the EU mulls looser storage mandates and US…
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CS Brazil: Sugar or Ethanol? 26th February 2025
This report is updated weekly, for daily information refer to our Busi...
Daily Market Price Updates and Commentary 25th February 2025
May’25 dropped to 19.43 on the opening as selling appeared in re...
European Carbon Drops 14% Amid Widespread Energy Sell-off
Insight Focus There has been a heavy sell-off in EUAs triggered by 22%...
Slow US Sugar Trading Ahead of Sweetener Colloquium
This update is from Sosland Publishing’s Sweetener Report. For more ...
Grains Market Looks to Future WASDE Reports for Price Direction
Insight Focus Chicago corn cleared USD 5/bushel last week. Chicago whe...
Daily Market Price Updates and Commentary 24th February 2025
May’25 was trading within a point of Fridays highs on the openin...
Energy Market Set to Experience Record M&A in Brazil
Insight Focus Record M&A volume is expected in Brazil this year. T...
Urea Prices Stall Amid Delayed India Tender
Insight Focus India’s urea tender delay hit the US/NOLA market. ...
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Favourable Weather Could Push September NZ Milk Production up 9% YoY
Insight Focus New Zealand’s milk production surged by 10% YoY in August. Chinese demand for WMP remains robust, but returns on other dairy products remain stronger so processors to continue…
Global themes
Urea Prices Stall Amid Delayed India Tender
Insight Focus India’s urea tender delay hit the US/NOLA market. ...
New Container Shipping Alliances Could Cause Freight Rate Drop
Insight Focus A major change in container shipping alliances has occur...
3 Brazilian Agriproducts that Could Benefit from Trump Tariffs
Insight Focus Trump’s tariffs are set to reshape global trade. While...
What Does 2025 Hold for PET?
Insight Focus In 2025, new EU and US plastic waste laws are coming int...
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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The Sugar Market: In Transition?
We expect prices to bottom in H1’19, if they haven’t already. ...
Peak Stocks Could Move Prices Lower
The market is still rangebound but there is heavy pressure to push it ...
April WASDE: Small Changes in Production
The WASDE has reduced the domestic sugar crops; this is likely to resu...
2018/19 – Official Ending Figures
UNICA published the final report of 2018/19 season; Cane crushed...
French Beets All Planted
French beet planting has ended; rea is a little lower than we had expe...
Touring in Brazil
Rains distribution has been somewhat heterogeneous in CS over the past...
Oversupply Looming
The No.5 refined sugar market has returned about $330 but oversupply l...
Understanding The Pakistani Sugar Sale To China
China has bought 300k tonnes white sugar from Pakistan. This sug...
Little incentive for 19/20 EU exports
We expect the EU to remain tight through 19/20 with consumption greate...
Months of Boredom Punctuated by Moments of Terror
The market has remained rangebound for much of the past 6 months and l...
Cane availability, are the worries over?
Rains in CS have improved since 2H of February; Forecast for Mar...
India Crush Reduced – Still Oversupplied
We have downgraded our production forecast due to the crush starting t...
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