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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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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Corn Futures Positioning and CFTC Update 9th December 2019
Corn Futures Speculative Positioning Corn Futures Commerical Positioni...
Sugar Futures Positioning and CFTC Update 9th December 19
The speculators in the No.11 have continued to reduce their net short ...
Daily Market Price Update: 6th December 2019
ICE Futures U.S. Sugar No.11 Contract ICE Europe White Sugar Futures C...
What Can Be Done To Solve Cane Burning in Thailand?
571 words / 4.5 minute reading time Mills will now face a THB 12/mt fi...
Brief Market Overview: Positive News Not the Full Picture
There are positive signs for sugar prices. The US beet crop fail...
Daily Futures Commentary 05 December, 2019
The developing pattern of new recent highs continued today as the mark...
Daily Market Price Update: 5th December 2019
ICE Futures U.S. Sugar No.11 Contract ICE Europe White Sugar Futures C...
Mexican Crop Start: Look Through the Data
350 words / 2 minute reading time The US market will be very reliant o...
An Introduction to Dairy – Butter
1394 words / 9 minute reading time A Brief Overview Last week, this se...
Can India Export Sugar Today? 5th December 2019
New crop exports remain unviable at current levels. However, old crop ...
Brazil Line Up: Steady Pace
Another week of good pace in nominations; Latest line up data shows th...
Daily Market Price Update: 4th December 2019
ICE Futures U.S. Sugar No.11 Contract ICE Europe White Sugar Futures C...
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