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 4th September 2020
The sharp losses incurred yesterday brought in some early buying from ...
Daily Market Price Update and Commentary 3rd September 2020
Continuing disappointing recent performances have had the market testi...
Can India Export Sugar Today? 3rd September 2020
With the No.11 futures on a downtrend this week, raw sugar exports hav...
The Indian Monsoon: Strong Rains Continue in Most Regions
India’s monsoon rainfall continues at a strong pace. Rainfall is abo...
NEW! Freight Rates Nearly Triple After Strong Q2 Agricultural Exports
A Quick Overview As agricultural dry bulk commodity exports took a div...
Chart of the Fortnight: Japan’s Sugar Consumption Hits 40-Year Low
Japan’s sugar consumption is at its lowest level in over 40 years. T...
Daily Market Price Update and Commentary 2nd September 2020
Yesterday’s struggles led to something of a hangover as initial ligh...
India: A 7m Tonne Sugar Export Subsidy in 2020/21?
India could receive a 7m tonne export subsidy next season. This should...
Hot and Dry Mexican Summer Puts Cane at Risk
Mexico’s rainfall was poor during the key growing month of July. If ...
Aluminium: A Closer Look at its Carbon Footprint
A Quick Recap In the first report, we noted that two end products that...
Daily Market Price Update and Commentary 1st September 2020
The market initially looked to push upwards as we followed on fr...
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