Analyst Insights

Daily Market Price Updates and Commentary

• Thai cassava farmers are incentivised to harvest crops early.
• This has resulted in steady yield declines and production stagnation.
• There is also pressure on the demand side as Laos increases production.

• Sustainability in packaging is no longer optional – it is essential for survival.
• But how can F&B companies integrate sustainability without a huge supply chain overhaul?
• Here are some fast solutions that don’t need to disrupt operations.

• Safra 2023/24 fecha com o ATR a BRL 1,2028.
• O preço do ATR é o mais alto já registrado e 3% acima da safra 2022/23.
• Apesar da queda do preço do açúcar, em 2024/25 ainda esperamos um valor alto do ATR.

Daily Market Price Updates and Commentary

• There exists a huge economic opportunity for US ethanol exports internationally.
• This would greatly bolster the US corn industry.
• However, several barriers exist in scaling up this opportunity.

• A major bridge in Baltimore was destroyed when a container carrier collided with it last week.
• While impacts are likely to be limited, there will be knock on effects for the supply chain.
• A temporary channel is set to be established while repairs take place.

• While corn planted area is falling in the US, stocks are still extremely high.
• Any wheat gains due to Russia’s attacks on Ukraine began to reverse.
• The next big indicator for fundamentals will be the northern hemisphere’s planting season.

• We are in a period of turmoil between the old crop and the new.
• Weather is pulling the market in contradictory directions in different regions.
• This creates uncertainty for buyers and sellers.

Daily Market Price Updates and Commentary

.

• This year’s cyclone season has created chronically wet conditions.
• With persistent rains, sugarcane yields are likely to be affected.
• Farmers are also running up against challenges sourcing labour.