Analyst Insights Archive

Fertiliser Prices Slump Across the Board

Urea prices still struggling to find a floor and the outlook is bearish. Processed phosphate prices are under enormous pressure on increased supplies from China.

Stein Chingen Haugan

11 hours ago

3 min

How Can Brazil Remain the World’s Largest Corn Supplier?

In 2022/23, Brazilian corn exports surpassed those of the U.S. by 32.5%. This was driven by large Chinese purchases. Can Brazil retain its market share in the future?

Leticia Pizzo

3 days ago

2 min

Daily Market Price Updates and Commentary 3rd May 2024

Daily Market Price Updates and Commentary

Jon Whybrow

3 days ago

1 min

Farmer Diaries (Australia): Rains Reduce Cane Yields, Delay Planting

The rain continues to fall in Queensland, which is creating issues for farmers in the region. Not only has the current crop yield been affected, but it could cause delays in planting for the next season.

Stephen Calcagno

3 days ago

1 min

Does PET Need a Rebrand?

Amid greater scrutiny of sustainability credentials, the solution for some retailers has been to market ‘plastic free’ packaging. But while this seems like a step forward, PET can actually be used smartly to help reduce environmental impacts.

Emma-Jane Batey

3 days ago

2 min

Wheat Prices Explode but Outlook Remains Complicated

Wheat prices jumped as much as 10% in some markets last week. Weather and fund buying drove the rally and the lower prices this week demonstrate the potential for volatility ahead.

Jolyon Hobby

3 days ago

2 min

European PET Market View: Despite Recent Price Drop Warmer Weather Buoys European PET Market

European PET resin demand strengthens with warmer weather and move into peak season.
However, EU PET resin prices fell sharply in April, higher prices expected in May.
Low-priced Vietnamese resin still most competitive option, import parity gap substantially.

Gareth Lamb

3 days ago

3 min

Ask the Analyst: What Could La Niña Mean for CS Brazil Sugar?

We’ve hardly left El Niño behind and there’s already talk of La Niña taking over. While the likelihood of its occurring is increasing, there is no consensus on when and how strong it could be. From a Centre-South Brazil perspective, we worry on what impacts could have on cane – or the bottom line, sugar.