
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: 28th May 2020
Yesterday’s relatively poor showing set the tone for early activity ...

Chinese Liquid Sugar Imports Surge
877 words / 4 minute reading time China imported 290k tonnes of liquid...

Chart of the Fortnight: Brazilian Fuel Demand Down Due to Coronavirus
76 words / less than a minute reading time In Brazil, road fuel ...

Can India Export Sugar Today? 28th May 2020
90 words / less than a minute reading time Raw sugar exports are unvia...

May PET Update – Stabilisation
242 words / 1 minute reading time Global PET demand remains sluggish d...

Daily Market Price Update and Commentary: 27th May 2020
The day commenced slowly with prices trading marginally higher, a comb...

Thai White Sugar Line-Up: Shipment Pace Slightly Down
262 words / 1.5 minute reading time Thailand exported 242k tonnes of w...

Daily Market Price Update and Commentary: 26th May 2020
The market opened positively following the extended holiday weekend wi...

CS Brazil – Record 1H of May Sugar Production
No brainer, CS continues to max sugar output. Record sugar production ...

Sugar Futures Positioning and CFTC Update 26th May 2020
Raw sugar producers have been hedging/selling into the recent strength...

Corn Futures Positioning and CFTC Update 26th May 2020
Corn Futures Speculative Positioning Corn Futures Commerical Positioni...
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