Analyst Insights Archive | Page 248 of 419

India’s White Sugar Exports Drop to 9-Month Low

India’s mills have almost exported a record 6.5m tonnes of sugar so far this season.
Exports continue to flow, with 338k tonnes nominated for shipment in August.
Most of these nominations are for raw sugar, however, with whites exports dropping to a near halt.

Ben Seed

3 years ago

1 min read

Daily Market Price Update and Commentary 6th August 2021

Jon Whybrow

3 years ago

2 min read

The Czapp News Feed’s Stories of the Week

We have all the Sugar, Ethanol, Grains, Dairy and PET news you need on the Czapp News Feed.
The Czapp News Feed uses Artificial Intelligence to filter out only the relevant stories, so you don’t have to!
Here are the top articles from past week.

Will Langston

3 years ago

2 min read

Daily Market Price Update and Commentary 5th August 2021

Jon Whybrow

3 years ago

2 min read

Can India Export Sugar Today? 5th August 2021

Little has changed in the last few weeks.
Unsubsidised Indian raw and white sugar exports should be workable at 18.6 c/lb and 470 USD/mt respectively.
We think the Government wants to avoid offering a subsidy next season, which could make these key price levels.

Ben Seed

3 years ago

1 min read

CS Brazil: Sugar or Ethanol? 5th August 2021

Catarina Junqueira

3 years ago

1 min read

Inspection and Certification: When Sampling Goes Wrong

Last week, we covered the basic principles of Testing, Inspection and Certification.
Here, we consider a key part of the testing process, namely sampling.
Sampling is important as, if it’s carried out incorrectly, crops can become worthless.

Mark Oulton

3 years ago

3 min read

Will China’s COVID Spike Hit Sugar Consumption?

We’d hoped Chinese sugar consumption would recover alongside its vaccine rollout.
However, the emergence of the Delta strain means restrictions are tightening again.
Sugar consumption may struggle to strongly rebound until the outbreak is contained.

Rosa Li

3 years ago

1 min read

Daily Market Price Update and Commentary 4th August 2021

Jon Whybrow

3 years ago

1 min read

Brazil: Raízen and the Biggest IPO of the Year

Raízen has just held the largest IPO of 2021
Its IPO moved almost BRL 7 billion
One of the destinations for the capital raised will be second generation ethanol and biogas.

Catarina Junqueira

3 years ago

1 min read

US Beet Production Hit by Drought

The USDA’s reduced its beet production forecast for the US.
The July heatwave in North Dakota and Minnesota hindered beet development.
Sugar prices in the US Pacific Coast region should continue to climb in response to the news.

Vincent O'Rourke

3 years ago

1 min read

Costly Freight Weakens Refiners’ Profitability

Toll (re-export) sugar refinery profitability is under pressure.
High dry bulk freight costs make their raw sugar feedstocks more expensive.
The white sugar futures market is weak relative to raws.

Vincent O'Rourke

3 years ago

3 min read