California Carbon Prices Wilt Under Legal Challenges
Insight Focus CCA prices have fallen by a quarter in 2025. This comes amid pressure as the Trump Administration seeks to close the state’s market. Efforts are also underway to…
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Daily Market Price Updates and Commentary 13th May 2025
Raw Sugar Update There were slight gains for nearby position through t...
California Carbon Prices Wilt Under Legal Challenges
Insight Focus CCA prices have fallen by a quarter in 2025. This comes ...
Grains Slip as Planting Advances Ahead of May WASDE
Insight Focus Grains fell again on strong planting progress and favour...
Sugar Statshot: Global Sugar Production Set to Recover
Insight Focus We retain our view that the 2025/26 season will bring a ...
Mango Market Faces Tariff Pressure as Buyers Turn to South America
Insight Focus India’s mango market has been volatile, driving buyers...
Daily Market Price Updates and Commentary 12th May 2025
Raw sugar update Jul’25 was on the front foot and started the we...
Urea Market Hit by Chinese Export Uncertainty
Insight Focus Urea prices fell globally last week as Chinese exports l...
China Buys Yellow While the World Sees Red: How NZ Milk Became a Risk Hedge
Insight Focus China dairy demand keeps NZ pricing firm despite strong ...
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Top Articles
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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Daily Market Price Update and Commentary 20th October 2020
Mar 21 – Sugar No.11 Having rallied to another new s...
Will Typhoons in China Harm Corn Production?
Price Action Forecast Our 2020/21 forecast (Sep/Oct) remains unchanged...
Daily Market Price Update and Commentary 19th October 2020
Mar 21 – Sugar No.11 The new week began with an immediate spike ...
Sugar Futures Positioning and CFTC Update 19th October 2020
Specs continued to buy the raw sugar market in the week up to the 13th...
Thailand Prepares for Worst Sugar Production in 11 Years
We think Thailand will produce 7.1m tonnes of sugar in 2021. This come...
Cane Molasses Regains Some Competitiveness
The cane molasses prices have been broadly uncompetitive against corn ...
Strong Rains Mean Thai Cane Could Rebound in 2021/22
Thailand has suffered from drought for the past two years. Its cane an...
Daily Market Price Update and Commentary 16th October 2020
Mar 21 – Sugar No.11 The old saying that if at first you don’t...
Brazil Sugar Line Up: Waiting time remains low
Another week of strong nominations, with 780kmt of raws added to CS li...
Fruit Juice Focus: Redefining Juice
Today, people want to be productive and at the same time feel healthy ...
Daily Market Price Update and Commentary 15th October 2020
Mar 21 – Sugar No.11 The market continues to try and re-establis...
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