
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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Wheat Direction Unclear in Face of WASDE Forecasts, Ongoing Trade War
Insight Focus The new USDA report forecasts global wheat stocks at nea...

US Sugar Disrupted by On-Off Import Tariffs
This update is from Sosland Publishing’s Sweetener Report. For more ...

Soybean Oil Could Be a Major Bull Market About to Run
Insight Focus Soybean oil shows signs of a bull market. Three of five ...

Who Wins When Dairy Gets Defensive?
Insight Focus If Poland gets hit with FMD, it will be hard to ignore. ...

US Carbon Prices Plunge Following New Executive Order
Insight Focus President Trump’s new Executive Order seeks to halt su...

US Grains Rally on WASDE Boost, Tariff Pause Announcement
Insight Focus Grains rallied in the US after a bullish WASDE for corn....

Who Wins When Dairy Gets Defensive?
Insight Focus If Poland gets hit with FMD, it will be hard to ignore. ...

Even Brazil Feels Pressure from New US Tariffs
Insight Focus There has been speculation that Brazil could be one of t...

The Tariff Game That Could Distort Global Supply Chains
Insight Focus The Second Trade War has officially begun. Shipping face...

Urea Prices Rise as Tariff Revisions Impact Trade
Insight Focus Urea prices rose last week amid US tariff uncertainty. P...

PTA and PET Futures Tumble Amid Chaotic Crude Oil Rout
Insight Focus Market chaos and a collapse in crude oil prices led to a...

Dry Weather Aids EU Beet Plantings
Insight Focus European beet plantings are happening rapidly. They’ve...
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