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Analyst Insights

CS Brazil – 20/21 Already Ending?

  • It looks like 20/21 could end sooner than expected, 3 mills have stopped this fortnight.
  • This is due to the strong crushing pace result of the dry spell.
  • It also takes a toll on cane harvested from now on as a drop in agricultural yield.

Ana Zancaner

4 years ago

1 min read

Can India Export Sugar Today? 24th September 2020

  • With the No.11 futures around 12.5-13c/lb this week, raw sugar export parity is well within negative territory; 19.5c/lb is where we’ll see unsubsidised Indian raws exports for 2020/21 become competitive. 
  • The No.5 futures have kept their range this week; USD 478/Mt is where we’ll see unsubsidised Indian low-quality white exports become competitive.
  • The USD/INR FX is stable this week and does not influence the attractiveness of exports. 

Fiona Tan

4 years ago

1 min read

Sustainable Agriculture: Frameworks for Success

  • In the first report in this series, we concentrated on placing Sustainable Agriculture (SA) into the global ecosystem and demonstrated how it is a vital tool to prevent catastrophic events, such as excessive global warming, while playing an important role in feeding the world.
  • In this report, we are going to focus on the main production unit, the farm, and place it in the context of that ecosystem.

Mark Oulton

4 years ago

3 min read

Storm Noul Hits Thai Cane and Cassava Fields

  • Thailand’s cane and cassava fields were hit by Storm Noul last weekend.
  • The storm’s heavy rains caused flooding and general disruption in many Thai provinces, but the Central and Lower Northeast regions were the worst-affected.
  • It looks as though this has had a positive impact on the cane, but a negative impact on cassava.

Nateetorn Petchphankul

4 years ago

1 min read

Cassava Takes Over Thai Cane Area

  • We think Thailand will produce 28.3m tonnes of cassava in 2020/21; up 12% year-on-year. 
  • This comes as many Thai farmers are now planting cassava instead of cane to earn more money.
  • China’s increased demand for cassava chip also plays its part, as it looks for a cheaper form of animal feed.

Nateetorn Petchphankul

4 years ago

1 min read

Fire in CS Brazil’s Cane Fields

  • Fires have been reported in several areas of CS Brazil.
  • The main cause is hot and dry weather.
  • This is bad news for the mills as the fires will reduce the cane area.

Ana Zancaner

4 years ago

1 min read