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全球生产和消耗

我们将2020/21榨季全球的糖消费量下调至1.703亿吨。 

这是因为印度受疫情影响再次实施封锁措施,导致糖消费量下降90万吨。 

我们仍然认为2021/22榨季全球对糖的消费量将恢复并创下新高至1.746亿吨。  

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 对于产量而言,我们将本榨季的过剩下调了60万吨;而下榨季,即2021/22榨季的过剩量下调了80万吨。 

主要是因为印度在本榨季结束压榨的时间早于预期,因此,产量下调了100万吨。 

2020/21榨季全球将过剩280万吨糖,下榨季的过剩量将是190万吨。  

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区域生产情况更新

我们认为,泰国在下季度的糖的产量将增加400万吨,这主要是因为农民种植甘蔗的收益大涨,达到历史高位。 

而中国在2021/22榨季的产糖量可能下降40万吨,这是由于甜菜农民转向种植玉米和马铃薯以获得更好的收益。  

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Ben Seed

Ben joined CZ’s analysis team in 2016 on a year long internship before returning to the University of Bath to complete an Economics Degree. Since re-joining in August 2018, Ben has led the data insights team in expanding the range and quality of data available internally and to clients through CZ App. Ben spent 3 months in CZ’s Singapore and Bangkok offices to expand his knowledge of the region and help roll out the latest data processes. He is now also responsible for the Sugar Market View published each week on CZ App.

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