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 8th June 2020
The news that Fridays COT report showed only our anticipated modest in...
Sugar Futures Positioning and CFTC Update 8th June 2020
Specs had a quiet week in Raw Sugar as price hovered around 11c, with ...
Corn Futures Positioning and CFTC Update 8th June 2020
Corn Futures Speculative Positioning Corn Futures Commerical Positioni...
Daily Market Price Update and Commentary 5th June 2020
The recent momentum has brought the 12c level into close focus and wit...
Brazil Line Up: 300kmt nominated in CS
This week nominations reduced from the recent weekly 1mmt to now 300km...
Weekly Wheat Wonders: Tight Stocks and Unpredictable Weather
597 words / 3 minute reading time Old crop wheat stocks are getting ti...
Freight Update: Spot Container Rates Rally As Owners Idle Ships
Bulk Shipments The BDI settled on 504pts at the end of May...
Thai Raw Sugar Line-Up: Declining Raws Availability
215 words / 1 minute reading time Thailand exported 301k tonnes of raw...
Daily Market Price Update and Commentary 4th June 2020
The day commenced relatively slowly as Jul’20 slipped downwards form...
Can India Export Sugar Today? 4th June 2020
89 words / less than a minute reading time Strong No.11 futures contin...
United Molasses Commentary: Tight Short-Term Molasses Supply
479 words / 2.5 minute reading time In our last note...
Indian Sugar Production: The Curtain Call
226 words / 1 minute reading time India has produced 26.8m tonnes of s...
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