市场概述: 库存消化仍需时间

  • 我们认为2019/20榨季全球产需缺口或为460万吨。
  • 但是牛市还言之过早;全球食糖库存仍接近历史峰值。
  • 这意味着2020年国际糖市很可能跟今年一样供过于求。
  • 又因为目的地库存较高,消费者不急于买糖,2019年的需求持续疲软。
  • 目前看来需要更多时间(或恶劣天气)才能进一步消化库存。

5号白糖合约期货价

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Why SAF is the Best Tool to Reduce Net Carbon Emissions

Sustainable aviation fuel (SAF) is the only realistic route for net carbon emissions to be reduced for air travel. However, the challenge for producers is now to upgrade the energy content of SAF feedstocks so they can compete with traditional alternatives.

John Buxton

4 days ago

2 min

SAF Supply and Demand Dynamics

  • There are a few well-established production pathways for SAF.
  • However, these come with their own benefits and disadvantages.
  • More pathways are being approved but scale is proving to be a challenge.
Adelia Lei

John Buxton

4 weeks ago

2 min