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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May WASDE: 2019/20 Stocks Projected 400k Below Target
546 words / 2.5 minute reading time The May WASDE projection expects a...
Daily Market Price Update: 12th May 2020
ICE Futures U.S. Sugar No.11 Contract ICE Europe White Sugar Futures C...
Daily Futures Commentary 12th May 2020
In keeping with recent market action we experienced an uninspiri...
CS Brazil – 2H April Record Crush
Sugar for the win in 2020/21! Record crush for 2H of April at 38mmt as...
The Countdown to Lower Chinese Sugar Import Duties
234 words / 1 minute reading time China imported 470k tonnes of raw su...
Daily Market Price Update: 11th May 2020
ICE Futures U.S. Sugar No.11 Contract ICE Europe White Sugar Futures C...
Daily Futures Commentary 11th May 2020
There was little in the way of fresh impetus to spark the market this ...
US 20/21 Sugar Production: A Return to Normality?
709 words / 3.5 minute reading time The May WASDE usually sets out ear...
Coronavirus Port Restrictions Update – 11th May 2020
1,519 words / 7.5 minute reading time Ports continue to impose v...
Sugar Futures Positioning and CFTC Update 11th May 2020
For the first time since Coronavirus uncertainty hit markets, the spec...
Corn Futures Positioning and CFTC Update 11th May 2020
Corn Futures Speculative Positioning Corn Futures Commerical Positioni...
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