
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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Thailand Prepares for Another Poor Cane Crop
Thailand is in for another dry year following its disastrous 2019 cane...

Daily Market Price Update and Commentary 2nd July 2020
• The market picked up where it left off with early trading seeing p...

Brazil Line Up: Pick up in Pace
Pace of nomination have picked up this week in CS; Around 700kmt of ra...

United Molasses Commentary: Maharashtra Cane Molasses Export Ban Lifted
Two weeks ago we said the common sense was returning to the molasses m...

Brief Market Overview: Refined Demand Likely to Fall
The refined sugar market has fallen by approximately $40/mt in the p...

Daily Market Price Update and Commentary 1st July 2020
Last week’s woes are a distant memory as the market today continued ...

Thai White Sugar Line-Up: Vietnam’s Offtake Almost Doubles
Thailand exported 259k tonnes of white sugar in May, up 17k tonnes mon...

Coronavirus Port Restrictions Update – 1st July 2020
Shipping operations have been largely affected by COVID-19. The moveme...

Daily Market Price Update and Commentary 30th June 2020
• Yesterday afternoons resurgent performance had clearly laid the gr...

Coronavirus Restrictions Hamper Mango Production
Coronavirus restrictions have hindered operations for some Indian mang...
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