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Analyst Insights

Can India Export Sugar Today? 26th June 2020

  • Weaker No.11 futures have pulled back the raw sugar export margins from last month’s strong performance.
  • The white sugar export margin remains relatively healthy.
  • The USD/INR FX has strengthened slightly, but not by enough to weigh on the export margins.

Nicholson Lim

4 years ago

1 min read

Weekly Wheat Wonders: The Lull Before the Storm

  • The world’s wheat markets have been more stable again this week.
  • The harvest is underway in parts of the Northern Hemisphere.
  • Buyers and sellers are relatively quiet as the crop sizes are difficult to determine.

Jolyon Hobby

4 years ago

2 min read

Five Dairy Charts You Should Be Watching Right Now

  • SMP is at an interesting level relative to oil pricing and spreads may not fully reflect current fundamentals.
  • Supply opportunities for European FFMP will depend on the sustained economic recovery in Emerging Markets and could cap WMP pricing from Oceania.
  • With WMP upside capped but SMP production risky, Oceania have a tricky product-mix decision to make. As a saving grace, India may need to import in Q4.

Tom Soutter

4 years ago

2 min read

Gráfico de la Quincena: El Mercado Refino Cae a Bajos de Tres Meses

  • El mercado del azúcar refino ha caído alrededor de $ 20 / t durante la semana pasada.
  • Esta corrección del 6% es saludable después del aumento del 25% visto desde finales de abril.
  • Como resultado, la prima blanca Q / N se ha reducido de $ 130 / t a menos de $ 100 / t.

Will Langston

4 years ago

1 min read

CS Brazil: Slower Pace, but High Sugar Output

  • Weather was dry throughout the 1H of June, but mills reported a slowdown in pace.
  • Despite slowdown in operations, CS registered a record sugar output of 2.5mmt for the period.
  • Sugar mix at 47.1% slightly lower than initial estimate.

Ana Zancaner

4 years ago

1 min read