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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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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India is a Pivotal Molasses Supplier Once Again
The cane molasses market has turned full circle on India in the last 1...
Daily Market Price Update and Commentary 18th September 2020
Initial stability saw March’21 pushing up above 13.30 however as the...
Brazil Sugar Line Up: T-12A Plugged, Others at Risk
The queue in Santos is reducing due to better efficiency and also less...
Daily Market Price Update and Commentary 17th September 2020
A relatively slow start to the day saw nearby values working a little ...
Can India Export Sugar Today? 17th September 2020
With the No.11 futures around 12c/lb this week, raw sugar export parit...
Chart of the Fortnight: Record Sugar Production for the USA?
American sugar production could reach record levels in 2020/21. This m...
Daily Market Price Update and Commentary 16th September 2020
A very slow start to the session saw values trading little changed bef...
Egypt Extends Sugar Import Ban for Three Months
Egypt has extended its ban on sugar imports for a further three months...
Chinese Demand Keeps the Dry Bulk Market Going
Overview An impressive recovery in Chinese dry bulk imports has protec...
Aluminium: The Anatomy of the Can
A Quick Recap In the first two Opinions in this series, we examined ho...
Daily Market Price Update and Commentary 15th September 2020
A very slow start to the session saw values trading little changed bef...
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