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 29th June 2020
A weak technical conclusion on Friday combined with the COT news that ...
Czarnikow Corn Outlook H1 July 2020
Price Action Market Commentary Except for the 2% ral...
Sugar Futures Positioning and CFTC Update 29th June 2020
In raw sugar the net spec long continued its small but steady growth. ...
Corn Futures Positioning and CFTC Update 29th June 2020
Corn Futures Speculative Positioning Corn Futures Commerical Positioni...
Daily Market Price Update and Commentary 26th June 2020
Initial stability proved to be short-lived as the market soon slipped ...
Can India Export Sugar Today? 26th June 2020
Weaker No.11 futures have pulled back the raw sugar export margins fro...
Weekly Wheat Wonders: The Lull Before the Storm
The world’s wheat markets have been more stable again this week. The...
Five Dairy Charts You Should Be Watching Right Now
Some Useful Acronyms: SMP (Skimmed Milk Powder), FFMP (Full Fat Milk P...
Chart of the Fortnight: The Refined Market Slumps to Three-Month Low
The refined sugar market has fallen by around $20/mt over the past wee...
Daily Market Price Update and Commentary 25th June 2020
Another incredibly slow morning saw the market repeat a now familiar p...
Brazil Line Up: Another slow week in CS
Another week with 380kmt of raws nominations in CS; There is currently...
CS Brazil: Slower Pace, but High Sugar Output
Weather was dry throughout the 1H of June, but mills reported a slowdo...
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