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…
Latest
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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CS Brazil – Sugar production advanced, but so is hydrous output
The season in Brazil is 56% done, with 19.7mmt of sugar produced. Mill...
Czarnikow Corn Outlook H1 August 2020
Price Action Forecast There are no changes to our forecast of 3,5 USD/...
What the Beirut Explosion Means for Fertilizer Users
Incidents involving Ammonium Nitrate are often followed by a wave of s...
Daily Market Price Update and Commentary 11th August 2020
The day was marked by little liquidity, with small volumes producing a...
Thailand to Suffer Worst Cane Crop in Over 10 Years
After touring the cane fields in North-East Thailand, we have reduced ...
Daily Market Price Update and Commentary 10th August 2020
The day started with what it looked like a session of trading sideways...
Sugar Futures Positioning and CFTC Update 10th August 2020
Speculators have finally bought the raw sugar market in size; purchasi...
Daily Market Price Update and Commentary 7th August 2020
The day commenced with values broadly unchanged and we matched yesterd...
Brazil Line Up: 100kmt nominated for China, again
This week, 540kmt were nominated in CS. Out of this volume, 100kmt was...
Daily Market Price Update and Commentary 6th August 2020
An initial bounce was quickly sold into and the market briefly retreat...
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