June 11, 2019
1 min read
市场热点 & 观点
短期内国际原糖价格可能重回价格区间上部，但我们认为中期内价格还是弱势运行。价格反弹原因主要是因为印度季风的延迟，中国许可发放后的原糖采购，以及美国洪水灾害对大宗商品的影响。而国际白糖方面我们仍然维持看空。
国内郑糖价格在过去两周持续回弹，利多因素包括云南干旱，虫害以及五月产销数的偏好。但是，随着加工糖开始集中供应市场，放储预期，以及走私糖的不确定性，国内食糖价格仍然面临压力。重点需关注国内糖企业资金压力情况。 短期内仍未能看到价格上行动力。
郑糖 & 纽约原糖价格
产销数据更新
全国食糖糖厂库存
远期合约价格
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Despite heavy pressure from the US, Brazil will maintain tariffs on US ethanol imports. Brazil increased its tariff on ethanol imported from the US from 16% to 18% this year.
1 week ago
1 min
The legislation is expected to come into force this year, after being approved in the Senate. Around BRL 200 billion should be invested by the end of the decade in the production of SAF, biodiesel and biomethane to meet decarbonization goals.
2 weeks ago
3 min
Brazil should soon approve the Fuel of the Future bill. It was created to encourage the production and use of sustainable fuels. Among the proposals are goals for an increase in the mixture of ethanol in gasoline and targets for the use of biomethane and SAF.
2 weeks ago
5 min
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