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Analyst Insights Rosa Li

128 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.

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

8 months ago

2 min read

Ask the Analyst: Will El Nino Affect China Sugar and Grains?

  • El Nino may bring flooding in the south and drought in the north and heat wave in China.
  • China’s ability to cope with the impact of natural disasters on agriculture continues to improve.
  • Beet production may be lower than expected, and sugarcane maintains recovery expectations.

Rosa Li

9 months ago

4 min read

Could China Limit Liquid Sugar & Premix Imports?

  • China imported a record amount of liquid sugar and premix powder in June.
  • High sugar prices mean officials probably won’t restrict flows.
  • But weak domestic demand and squeezed profits might.

Rosa Li

9 months ago

2 min read

Has China Acted Amid Raw Sugar Futures Correction?

  • China’s sugar arrivals in first half 2023 are low.
  • Chinese refiners have begun to buy amid the No.11 correction.
  • China may not have to fully use its AIL allocation in 2023.

Rosa Li

10 months ago

2 min read

2023 Chinese Sugar Consumption Points to A Bleak Outlook

  • The economic recovery is less than expected, and people are cautious about spending.
  • High sugar prices have dampened crystalized sugar demand, which could be same as 2022.
  • Liquid sugar and premix imports remained high in May but were below April record.

Rosa Li

10 months ago

4 min read

Chinese Liquid Sugar and Premix Imports Reach New High

  • China liquid sugar and premix imports rise 42% YOY in Jan-Apr.
  • High local sugar prices have driven the increased demand.
  • Lower Thai and Indian sugar supply could slow premix and liquid sugar imports in H2’23.

Rosa Li

12 months ago

3 min read

Poor Chinese Cane Crop Leads To Largest Sugar Deficit in 7 Years

  • China could produce 9m tonnes of sugar in 22/23, lowest in 7 years.
  • This leads to a domestic deficit up to 6.5m tonnes, second highest in history.
  • We think China could import 5.4m tonnes of sugar in 22/23 before import margin improves.

Rosa Li

1 year ago

2 min read

China’s Sugar Refineries Are Expanding Despite Overcapacity

  • China imported 4.64m tonnes of raws in 2022, accounting for 36% of refiners’ capacity.
  • In 22-23 season, domestic sugar production is 6m tonnes less than consumption.
  • We expect import policy to remain loose this year, but is import margin viable?

Rosa Li

1 year ago

4 min read