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Analyst Insights Rosa Li

127 Insights

Rosa Li

Rosa graduated from Jinan University in 2012 with a bachelor’s degree in Marketing. Rosa joined Czarnikow in 2014 and has been an analyst for 7 years in our Guangzhou office managing the data capture, analysis and visualisation within the Chinese sugar markets utilising her skills in SQL, Python and VBA while also providing content for our platform Czapp. Rosa is also responsible for the localization of Czapp in China – Czapp WeChat, she also assists with the commercial marketing in China and works towards strategy with the trading team.

Chinese Liquid Sugar and Premix Powder, Imports Continue in 2024

  • In 2023, China imported 1.21 million tonnes of liquid sugar and 600k tonnes of premix powder.
  • This is equivalent to 1.34 million tonnes of white sugar.
  • Strengthening the regulations of the sugar industry to be proposed in 2024 ‘Two Sessions’.

Rosa Li

1 month ago

3 min read

Ask The Analyst: How’s China’s Sugar Production Going?

  • 70% of expected Chinese sugar production for this season has been completed.
  • Sucrose yields in the main sugarcane producing areas declined due to adverse weather.
  • What will be the final sugar output? What’s the Impact?

Rosa Li

2 months ago

3 min read

China’s Cassava Chip Imports to Decline

  • China imported 21% less cassava in 2023 than it did in 2022.
  • High prices made it less competitive as animal feed or a feedstock for ethanol.
  • What might this decline mean for China (and Thailand’s) sugar and ethanol industries?Lower Availability of Thai Cassava Chips

Rosa Li

3 months ago

5 min read

China Raises Cane Price to Boost 2024/25 Plantings

  • Sugar cane prices have risen in 2023/24 and the secondary settlement is re-activated.
  • This should result in a recovery of cane area and higher output in 2024/25 season.
  • China still faces a shortage of sugar due to competing crops, infrastructure and energy.

Rosa Li

5 months ago

6 min read

China Auctions First Sugar Stocks in 6 Years

  • China has held its first public sugar auction in six years.
  • 126.7k tonnes of sugar were auctioned, produced by 7 refineries.
  • The results were neutral and more auctions could come.

Rosa Li

7 months ago

2 min read

Ask the Analyst: Is China Destocking Its Sugar Reserves?

  • China Reserve Exchange’s announcement sparked speculation about sugar destocking.
  • China’s raw sugar import demand is likely to increase due to re-stocking needs.
  • The outlook for Chinese AIL import margin is gloomy.

Rosa Li

7 months ago

2 min read