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Analyst Insights

European Carbon Market Turns to Annual Compliance

  • European carbon market declines more than 7% after March options expiry.
  • Attention moves to annual compliance by end-April.
  • EU emissions probably rose in 2022 thanks to higher use of coal to generate power.

Alessandro Vitelli

12 hours ago

2 min read

Black Sea Grains Corridor Extended for At Least 60 Days

  • Russia claims the Black Sea Corridor has been extended for 60 days.
  • Other signatories claim the extension is for 120 days.
  • Russia has proposed a potential export ban for wheat and sunflower products.

Alberto Carmona

24 hours ago

2 min read

The Netherlands Moves Away from Meat Production

  • The Netherlands is one of the world’s largest meat exporters.
  • But environmental priorities mean the country is shifting away from its focus on farming.
  • Both European and Dutch food security will be impacted by the move.

Sara Warden

24 hours ago

3 min read

Sugar Futures and Market Data: 27th March 2023

  • Both raw and refined sugar futures strengthened over the last week.
  • The sugar white premium has strengthened too, now standing at 137USD/mt.
  • The CFTC has now fully recovered from a cyber-attack earlier in the year.

Tabasoom Watak

1 day ago

1 min read

TechCom Core Commodity Review Monday 27th March 2023

Featuring 8 key futures markets that combined add up to more than 50% of the entire weighting of the Bloomberg Commodity Index (23 markets total) and augmented by analysis of the Bloomberg Index and the US Dollar Index, this report offers the preeminent heavyweight commodity sector portfolio.

Michael Ellis

2 days ago

3 min read

March 2023 Sugar Market Video

  • Can raw sugar keep rallying while other commodities retreat?
  • In the short term sugar supply seems to be constrained.
  • There’s also almost no investment in sugar production for the long term either.

Stephen Geldart

2 days ago

4 min read

DAP Fertiliser Prices Keep Falling

  • India now bidding well below USD 600 CFR for new DAP arrivals.
  • Emerging seasonal demand appears to have triggered a price increase of both prilled and granular urea in South East Asia.
  • The global potash market is bearish still awaiting price guidance from the India contract settlement.

Stein Chingen Haugan

2 days ago

2 min read

Shipping Rules Threaten to Distort Emissions Savings

  • One of the biggest themes for the shipping industry in the 2020s is decarbonisation
  • IMO regulations have come into force this year to promote lower emissions.
  • But CII – one of the key measures – seems to exacerbate emissions rather than reduce them.

Sara Warden

2 days ago

4 min read