Urea Market Hit by Chinese Export Uncertainty
Insight Focus Urea prices fell globally last week as Chinese exports loom. Phosphate and potash prices are rising on tight supply, though Chinese phosphate exports expected in May may ease…
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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 bu...
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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Daily Market Price Update: 9th March 2020
ICE Futures U.S. Sugar No.11 Contract
Daily Future Commentary: 9th March 2020
The emergence of an oil price war between Saudi Arabia and Russia at t...
Czarnikow Corn Outlook H1 March 2020
Price Action Market Commentary Corn rallied last wee...
Sugar Futures Positioning and CFTC Update 9th March 2020
Uncertainty caused by Coronavirus has seen speculators reduce their po...
Corn Futures Positioning and CFTC Update 9th March 2020
Corn Futures Speculative Positioning Corn Futures Commerical Positioni...
Daily Future Commentary: 6th March 2020
A significantly weaker macro picture helped to accelerate the decline ...
Daily Market Price Update: 6th March 2020
ICE Futures U.S. Sugar No.11 Contract ICE Europe White Sugar Futures C...
Raw Sugar Order Flow Risk
322 words / 1.5 minute reading time The No.11 is vulnerable to further...
Daily Market Price Update:5th March 2020
ICE Futures U.S. Sugar No.11 Contract ICE Europe White Sugar Futures C...
Daily Futures Commentary 5th March 2020
The lower trend continues to dominate, although todays losses were rat...
Weekly Wheat Wonders: Vaccines, Weather and Taxes
659 words / 3 minute reading time Lab tests in China suggest they have...
Chart of the Fortnight: EU Sugar Exports On Steep Decline
66 words / less than a minute reading time White sugar exports f...
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