Spec Shifts and Gas Prices Boost EUA Outlook
Insight Focus Funds maintained net short positions for 67 weeks ending November 15. EUA prices are being driven by gas price fluctuations ahead of winter, with higher gas prices increasing…
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Spec Shifts and Gas Prices Boost EUA Outlook
Insight Focus Funds maintained net short positions for 67 weeks ending...
The Big 4 Problems Facing PET Producers
Insight Focus Limited recycling and supply chain competition challenge...
Wheat Prices Fall as Black Sea Concerns Fade
Insight Focus Wheat dropped as Black Sea disruptions faded, and corn t...
Daily Market Price Updates and Commentary 2nd December 2024
There was no fanfare as December got underway calmly, with prices show...
Sugar Statshot: 24/25 Season Set for 2nd Largest Production
Insight Focus Our forecast for global production is down minimally. Ou...
China Could Provide Urea Price Support in Q1’25
Insight Focus Urea prices remain weak amid low demand, but Q1 2025 may...
Asian PET Resin Export Margins Face Limited Upside Through H1’25
Insight Focus PTA futures continued their slump following weakness in ...
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How Can We Make Sure Sustainable Aviation Fuel is Safe?
Insight Focus When creating SAF, it is important that the process is standardised. This helps ensure safety and mitigates the risk of extraneous ingredients being added. These specifications also extend…
Global themes
The Big 4 Problems Facing PET Producers
Insight Focus Limited recycling and supply chain competition challenge...
China Could Provide Urea Price Support in Q1’25
Insight Focus Urea prices remain weak amid low demand, but Q1 2025 may...
Shipping Industry Braces for Potential Trump Tariffs
Insight Focus The shipping industry is bracing for new Trump tariffs. ...
UN Climate Summit Faces Trump Threat, Finance Questions
Insight Focus Nations are set to discuss raising “trillions” to fu...
Floods in the South Worsen Scenario of Uncertainty in the Brazilian Economy
Insight Focus Amid the floods in the South, the feeling of uncertainty...
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What Does India’s Changed Ethanol Restrictions Mean for Sugar Exports?
Insight Focus India to allow use of all cane feedstocks to make ethanol. We have increased our forecast for ethanol diversion as a result. Exports still not allowed by government. …
What Does BRL Weakness Mean for Sugar?
Opinion Focus The BRL has weakened to record lows against the US Dolla...
What are the Expectations for ‘24/25 Latam Sugar Production?
Insight Focus Across Latin America we expect sugar production to incre...
What Does Thailand’s 2024/25 Crush Downgrade Mean for Next Season?
Insight Focus We are reducing our Thai 2024/25 cane crop forecast to 1...
Could Global Sugar Consumption Peak Decades Earlier than Expected?
Insight Focus The world’s population might peak earlier than previou...
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India: Too Dry Quickly Turns Too Wet
People had worried that the monsoon was late and low rainfall would af...
Chart of the Fortnight: Chinese Price Rally Illustrates Smuggling Slowdown
The Chinese domestic price has increased by 13% over the past month in...
Daily Market Price Update: 14th August 2019
ICE Futures U.S. Sugar No.11 Contract ICE Europe White Sugar Futures C...
August WASDE – Record American Sugar Production
America is set to make a record amount of sugar in 2019/20. This will ...
Daily Market Price Update: 13th August 2019
ICE Futures U.S. Sugar No.11 Contract ICE Europe White Sugar Futures C...
CS Brazil – Sugar or Ethanol?
Historical Spot Prices Fuel ...
Daily Market Price Update: 12th August 2019
ICE Futures U.S. Sugar No.11 Contract ICE Europe White Sugar Futures C...
Sugar Futures Positioning and CFTC Update 12th August 2019
Speculators have added 15k lots to their short position, throughout th...
Corn Futures Positioning and CFTC Update 12th August 2019
Corn Futures Speculative Positioning Corn Futures Commerical Positioni...
Daily Market Price Update: 9th August 2019
ICE Futures U.S. Sugar No.11 Contract ICE Europe White Sugar Futures C...
Daily Market Price Update: 8th August 2019
ICE Futures U.S. Sugar No.11 Contract ICE Europe White Sugar Futures C...
India – Exports Losing Momentum
Indian mills have exported almost 3.5m tonnes of subsidised sugar this...
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