EU, UK Carbon Rally Halts Amid Technical Resistance, Investor Worries
Insight Focus EUAs have fallen back after reaching three-month highs. UKAs dropped as investors began to worry about the likelihood of the markets linking ahead of summit. EU carbon now…
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EU, UK Carbon Rally Halts Amid Technical Resistance, Investor Worries
Insight Focus EUAs have fallen back after reaching three-month highs. ...
Peanut Production in Brazil to Exceed 1 Million Tonnes in 2025
Insight Focus Brazil’s peanut production is set to surge by 60%....
US Corn Falls Again on Record Planting, Wheat and EU Grains Gain
Insight Focus Corn fell in Chicago on strong planting and record produ...
Daily Market Price Updates and Commentary 19th May 2025
Raw Sugar Update The week commenced with nearby positions trading marg...
UK Farms Struggle with Dry Conditions Amid Trade Deal Uncertainty
Insight Focus Dry weather and cold nights are stressing the crops. Pla...
More Clarity on Chinese Exports For Fertiliser Market
Insight Focus Urea markets remain uncertain as China signals limited e...
Sugar Futures and Market Data: 19th May 2025
Insight Focus Raw sugar futures have declined and are trading below 18...
Dry Weather Persists in EU Beet Regions
Insight Focus Persistent dry weather and poor soil moisture across Eur...
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What Trump’s New Tariffs Mean for Sugar
Mexican and Canadian sugar flows are unaffected for the time being. CAFTA trade is liable for 10% import duty. It’s unclear today if TRQ sugars will pay the new tariffs – we suspect they will.
Global themes
Grains Slip as Planting Advances Ahead of May WASDE
Insight Focus Grains fell again on strong planting progress and favour...
China, US Feel Pain Amid Tariff-Driven Decoupling
Insight Focus As the tariff situation drags on, nobody is winning. Bot...
Tariffs Trigger EUA Sell-Off as Emissions Drop 5%
Insight Focus EUAs have fallen to six-month low. US tariff announcemen...
Brazil to Increase Exports of Avocado and Beans
Insight Focus ApexBrasil is focused on expanding Brazilian exports glo...
New Tech Boosts Corn Byproduct Yields, Efficiency
Insight Focus New tech will help ethanol producers maximize byproduct ...
Trump Proposes Tariffs on Mexican Sugar Imports
Insight Focus President-elect Trump has proposed tariffs on Mexican go...
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Chart of the Fortnight: Indian Raws Demand at 10-Year High
India imported 421k tonnes of Brazilian raw sugar in October; this is ...
Can India Export Sugar Today? 26th November 2020
Raw sugar export parity remains entrenched in negative territory; 19.1...
Daily Market Price Update and Commentary 25th November 2020
Mar 21 – Sugar No.11 Early activity saw some light buying ...
CS Brazil: Sugar Production Could Surpass 38mmt
CS is moving towards an early closure. So far, 147 mills have finished...
Aluminium: Food Packaging
A Quick Recap In our previous reports, we have explained the use and t...
Daily Market Price Update and Commentary 24th November 2020
Mar 21 – Sugar No.11 There was early selling as we continu...
2020: Coronavirus and the Future of Global Wheat Trade
Note: All the data behind this Opinion’s charts comes from the USDAâ...
Daily Market Price Update and Commentary 23th November 2020
Mar 21 – Sugar No.11 All the pre-opening talk was of macro stren...
Sugar Futures Positioning and CFTC Update 23rd November 2020
Specs came back into the No.11 market last week, buying almost 15k lot...
What Happened to the Dairy Charts We Told You to Watch in June
Some Useful Acronyms: SMP (Skimmed Milk Powder), FFMP (Full Fat Milk P...
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