12月全球糖统计：2021/22榨季小幅过剩

嘉利高展望之全球糖生产和消费

2021年12月嘉利高最新统计显示，2021/22榨季，全球糖的产量应该略高于食糖消费量。对比11月的统计数据，我们将全球产量上调了140万吨。

我们认为全球糖产量将达到1.753亿吨，高于11月份的1.738亿吨。上调产量的原因是截至11月底印度创纪录的开榨进度，使得全榨季产量可能高于原先预期。

消费方面，我们对2021/22榨季全球糖消费量的评估为1.7389亿吨。

区域动态：澳大利亚十年最低产量

2021/22榨季，尽管本榨季由于天气原因，俄罗斯最大的甜菜种植区的糖分表现不佳，但综合考虑下，我们仍然认为俄罗斯产糖量能够达到570万吨，同比增加70万吨。

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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