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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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)...
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