
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 17th August 2020
Sugar failed to follow the softs general rally today and traded on a n...

Sugar Futures Positioning and CFTC Update 17th August 2020
Another positive week for raw sugar; index traders have cut 30k short ...

Daily Market Price Update and Commentary 14th August 2020
Noisy market today, with not many fundamental drivers and low liquidit...

Brazil’s Sugar Line Up: August Could See Record Exports in CS
Slowdown with 430kmt of raws nominated in CS this week. The logistical...

Brief Market Overview: Refined Market Supported by Poor Crops
The white sugar market has traded sideways for the last two weeks, str...

Thai Molasses Exports to Reduce with Poor Cane Crop
In our last report, we said we would be monitoring crop estimates clos...

Daily Market Price Update and Commentary 13th August 2020
All times below are BRT. Slim buying in the morning led the market onc...

Can India Export Sugar Today? 13th August 2020
This week’s No.11 futures rally puts raw sugar export parity close t...

Worst Russian Sugar Production in Five Years
Russia will produce 5.5m tonnes of sugar this season, down by over 25%...

Indian Sugar Exports Up 43% This Year
India has now exported 5.2m tonnes of sugar this season. This is a 43%...

Daily Market Price Update and Commentary 12th August 2020
As usual, the day started very low volume and sugar within narrow rang...
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