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全球糖生产和消费

 11月嘉利高最新统计显示，2021/22榨季全球糖产量将达到1.738亿吨，是历史第二高产量，仅次于2017/18榨季的创纪录产量1.883亿吨。  

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 全球消费量跟产量持平，这意味着在2021/22榨季，全球产量刚刚满足消费所需，上个月统计中的小幅过剩已被抹除。 

这是因为我们将巴西产量下调了40万吨至3200万吨。这意味着供应变紧张了。  

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区域生产情况更新

2021/22榨季，我们认为巴基斯坦产糖量将达到650万吨，同比增加15%，仅比创纪录的2016/17榨季产量少50万吨。这是因为巴基斯坦政府上调了最低甘蔗价格，因此蔗农增加了甘蔗种植面积。  

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Jay Kindred

Jay has worked at CZ since 2019, starting as a market analyst before becoming a trader on the CZ derivatives desk in 2023.

As an analyst Jay had been responsible for providing regular content to our premium sugar analysis subscription as well as presenting our current market view to clients.

Since transferring into a trading role Jay has been developing and expanding CZ’s derivatives risk management offering across a broader suite of commodities and instruments.

He holds a BSc (Hons) in Economics from the University of Bath.

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