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Analyst Insights

What Might Extreme Heat Mean for US Corn Production?

  • US 2022-23 corn output could be cut if June’s record heat in Midwest continues.  
  • USDA has lowered its corn production forecast for 2022/23 on heatwave.  
  • Similar conditions in 2012 caused the lowest corn output in the last 10 years.  

Stephanie Rodriguez

2 days ago

1 min read

Ask the Analyst: How’s India’s Monsoon Going?

  • The monsoon is the lifeblood of India’s agriculture. 
  • Good rainfall is especially important for sugar cane development. 
  • If you’d like us to answer one of your questions in an upcoming edition, please email will@czapp.com.  

Stephen Geldart

2 days ago

1 min read

Can India Export Sugar Today? 23rd June 2022

  • Indian mills cannot sell any more sugar for export this season as there are no more licenses left. 
  • At today’s prices mills would need the No.11 higher than 18.7c/lb, and the No.5 above 472USD/mt for exports to be workable. 
  • However, mills are unlikely to sell until there is more certainty from the government on exports for next season.   

Jay Kindred

3 days ago

1 min read

Renovabio Brazil: CBIO Price More Than Triples Since Jan

  • The average price of Brazilian CBIO carbon credits hit a record, high of over BRL170 Tuesday 
  • Distributors have already met more than 50% of their targets 
  • Demand for non-binding parties registers significant increase in June   

Catarina Junqueira

3 days ago

1 min read

Plastics and Sustainability Trends in June 2022

  • Asian countries continue to pivot towards food-grade rPET. 
  • Recycling capacity steadily expands in North America; demand set to out-strip growth.  
  • Faerch and Indorama separately announce breakthroughs in tray-2-tray recycling technologies.  

Gareth Lamb

3 days ago

4 min read

Global Milk Production Overview

  • Chinese import demand drops, particularly from New Zealand, EU. 
  • Demand from Southeast Asia partly offsetting fall in Chinese imports. 
  • US dairy exports robust, driven by cheese.  

HighGround Dairy

3 days ago

3 min read

Czapp Explains Physical Differentials

  • Sugar and other commodity prices are often quoted as physical values. 
  • This enables clearer price risk management. 
  • In this explainer we demystify differentials.  

Stephen Geldart

3 days ago

1 min read

All Change for Brazilian Fuel, Power Prices

  • Petrobras raised fuel prices last week 
  • Parliament approves capping ICMS tax on fuel, electricity at 17%. 
  • Senate approves constitutional amendment on biofuels  

MegaWhat

3 days ago

1 min read