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Shelves in a supermarket are stocked with multiple plastic gallon containers of milk, including varieties with red and blue caps. The focus is on the milk in the foreground, with more milk containers blurred in the background.

Adverse Weather Meets Supply Growth As Dairy Stabilises

Insight Focus Record milk supply continues in New Zealand. But the markets now need to factor in weather with emerging El Niño weather risks and heatwave-induced milk production declines in…

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Freight Rates Rally on Early Peak Season Demand

Insight Focus Container rates have spiked sharply. This is due to multiple ...

US Nonfat Dry Milk Stabilises While Protein Markets Stay Strong

Insight Focus Nonfat dry milk prices are showing signs of stabilising. Afte...

Congress Debates E15 While Voter Support Hits Record Highs

Insight Focus Year-round E15 legislation remains stalled in Congress. Presi...

US Sugar Market Awaits USTR Tariff Decision

Insight Focus US Cash sugar prices were unchanged this week. Buyers remaine...

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Digital illustration of a world map with glowing data points and orange financial charts and graphs overlaid, representing global financial markets and economic trends.

Futures and Market Data: 20th July 2026

Insight Focus The No.11 raw sugar futures traded below 15c/lb last wee...

A digital screen displays fluctuating stock market charts with candlestick graphs, numerical data, and bar charts, all in shades of blue, representing financial analysis and trading activity.

Daily Market Price Updates and Commentary 17th July 2026

ICE Futures U.S. Sugar No.11 Contract Settlement (cUS$/lb) Open...

Shelves in a supermarket are stocked with multiple plastic gallon containers of milk, including varieties with red and blue caps. The focus is on the milk in the foreground, with more milk containers blurred in the background.

Adverse Weather Meets Supply Growth As Dairy Stabilises

Insight Focus Record milk supply continues in New Zealand. But the mar...

A digital screen displays fluctuating stock market charts with candlestick graphs, numerical data, and bar charts, all in shades of blue, representing financial analysis and trading activity.

Daily Market Price Updates and Commentary 16th July 2026

ICE Futures U.S. Sugar No.11 Contract Settlement (cUS$/lb) Open...

Close-up of four petrol pump nozzles at a petrol station, two yellow and two green, arranged in a row and ready for use. The background is blurred greenery.

CS Brazil: Sugar or Ethanol? 16th july 2026

This report is updated weekly, for daily information refer to our ...

A digital screen displays fluctuating stock market charts with candlestick graphs, numerical data, and bar charts, all in shades of blue, representing financial analysis and trading activity.

Daily Market Price Updates and Commentary 15th July 2026

ICE Futures U.S. Sugar No.11 Contract Settlement (cUS$/lb) Open...

Large cargo ship loaded with colourful shipping containers docked at a port, with cranes overhead and the sun setting in the background, casting a warm glow over the water and sky.

Freight Rates Rally on Early Peak Season Demand

Insight Focus Container rates have spiked sharply. This is due to mult...

Rows of plastic milk bottles with red caps move along a conveyor belt in a dairy processing plant, with machinery and more bottles visible in the background.

US Nonfat Dry Milk Stabilises While Protein Markets Stay Strong

Insight Focus Nonfat dry milk prices are showing signs of stabilising....

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Top Articles

Satellite image of the Strait of Hormuz showing beige desert land and dark blue water, with white curved lines representing shipping routes crossing through the narrow sea passage.

How Far Is Chokepoint Disruption Spreading Beyond Hormuz?

Insight Focus Hormuz disruption exposes global trade vulnerability. Knock-on effects are reshaping flows across Suez, Bab el-Mandeb and the Panama Canal, driving congestion, higher costs and persistent risk. The crisis…

El Niño Risk Still Threatens 2026/27 Sugar Surplus

Insight Focus The world could remain oversupplied with sugar in the 2026/27...

Hormuz Deadlock Deepens as Tolls Rise and Dark Sailing Spreads

Insight Focus Vessels remain trapped while Hormuz operates at just 5% capac...

GLP 1 Drugs Availability Booms

Insight Focus Sales of GLP-1 drugs like Ozempic are rising rapidly. Pill ve...

Year-Round E15 Nears Reality in US

Insight Focus US House passes national E15 legislation. The bill now advanc...

Global themes

A blue medication pen labelled 0 mg lies on a white table, with blurred plates of food in the background.

July Brings More GLP-1 Access

Insight Focus GLP-1 drugs are becoming easier to access in the UK, Fra...

A large cargo ship loaded with colourful shipping containers sails on calm water under a dramatic sky with clouds and sunlight on the horizon.

Container Freight Diverges As Disruption Reshapes Global Flows

Insight Focus Container freight markets in May 2026 firmed unevenly. T...

A cargo ship loaded with colourful shipping containers sails through bright blue ocean water, leaving a wake behind as it moves. The image is taken from above, showing the ship and surrounding sea.

Ethanol Sets Sail for the High Seas

Insight Focus Ethanol is gaining momentum in the maritime fuel transit...

A wooden spoon holding several white sugar cubes rests on a wooden surface, surrounded by loose granulated sugar with a large pile of sugar in the background.

Momentum Slowly Returns to US Sugar Market

Insight Focus The US cash sugar market saw increased activity last wee...

A person refuels a car at a gas station, holding a yellow fuel nozzle inserted into the vehicle’s fuel tank. The cars silver exterior and the station’s blurred background are visible.

E15 Growth Surges Despite Stalled Washington Legislation

Insight Focus Year-round E15 sales still face setbacks in 2026. Legisl...

A dirt road runs between tall, green sugarcane fields under a dramatic sky with scattered clouds and soft sunlight in the background.

Chances of Strong El Niño at 80%

Insight Focus The probability of El Niño this year exceeds 80%,...

Close-up of green soybean pods growing on a plant, surrounded by green leaves and stems, with sunlight highlighting the fine hairs on the pods and creating a vibrant, natural background.

Higher Costs Squeeze Margins For Brazil’s Record Soybean Crop

Insight Focus Producer costs are rising for Brazil’s 2025/26 soy...

Business Intelligence Insights

Futures and Market Data: 20th July 2026

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Daily Market Price Updates and Commentary 17th July 2026

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CS Brazil: Sugar or Ethanol? 16th july 2026

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India: Sugar vs Ethanol? 18th June 2026

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Freight Update – Baltic Index at Nine Year High

Bulk Shipments The Baltic Dry Index, a measure of the dry bulk f...

Aerial view of a combine harvester unloading harvested grain into a trailer pulled by a red tractor in a golden wheat field, showing neat rows and geometric patterns.

Corn Futures Positioning and CFTC Update 9th September 2019

Corn Futures Speculative Positioning Corn Futures Commerical Positioni...

Aerial view of a combine harvester unloading grain into a trailer pulled by a tractor in a golden wheat field, creating neat rows during harvest.

Corn Futures Positioning and CFTC Update 2nd September 2019

Corn Futures Speculative Positioning Corn Futures Commerical Positioni...

Insight

Czapp Improvements in August 2019

What’s new? Quite a lot, actually. We’ve continued to enhanc...

Insight

Chart of the Fortnight: BRL Weakness Could Pressure No.11

The BRL has weakened drastically in the past couple of weeks. This mak...

Aerial view of a combine harvester unloading harvested grain into a tractor trailer in a golden wheat field, showing clear lines where the crops have been cut.

Corn Futures Positioning and CFTC Update 27th August 2019

Corn Futures Speculative Positioning Corn Futures Commerical Positioni...

Aerial view of a combine harvester unloading grain into a tractor trailer in a golden wheat field, with clean, straight rows showing the progress of the harvest.

Corn Futures Positioning and CFTC Update 19th August 2019

Corn Futures Speculative Positioning Corn Futures Commerical Positioni...

Aerial view of a red combine harvester unloading harvested grain into a trailer pulled by a red tractor in a golden wheat field. The field shows clear lines where crops have been cut.

Corn Futures Positioning and CFTC Update 12th August 2019

Corn Futures Speculative Positioning Corn Futures Commerical Positioni...

Insight

Sugar and the Move to Low Sulphur Marine Fuels

Demand for low sulphur marine fuels will rise in the coming months. A ...

Aerial view of a combine harvester unloading grain into a trailer pulled by a tractor in a golden wheat field, showing clear lines where the crops have been harvested.

Corn Futures Positioning and CFTC Update 5th August 2019

Corn Futures Speculative Positioning Corn Futures Commerical Positioni...

Aerial view of a combine harvester unloading grain into a tractor trailer in a golden wheat field, showcasing neat rows and harvested sections.

Corn Futures Positioning and CFTC Update 22nd July 2019

The net speculative long position is currently the largest in corn sin...

Aerial view of a red combine harvester unloading grain into a trailer attached to a tractor in a golden wheat field, creating neat, parallel lines in the harvested crop.

Corn Futures Positioning and CFTC Update 15th July 2019

The commercials continue to sell into the strong prices: short has inc...

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