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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Sugar Futures and Market Data: 4th December 2024
Insight Focus Both raw and refined sugar futures have moved sideways t...
CS Brazil: Sugar or Ethanol? 4th December 2024
This report is updated weekly, for daily information refer to our Busi...
US Sweetener Industry Concerned By Potential Trump Tariffs
This update is from Sosland Publishing’s Sweetener Report. For m...
Daily Market Price Updates and Commentary 3rd December 2024
The late afternoon recovery seen yesterday provided the basis for some...
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...
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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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Understanding The Pakistani Sugar Sale To China
China has bought 300k tonnes white sugar from Pakistan. This sug...
Little incentive for 19/20 EU exports
We expect the EU to remain tight through 19/20 with consumption greate...
Months of Boredom Punctuated by Moments of Terror
The market has remained rangebound for much of the past 6 months and l...
Cane availability, are the worries over?
Rains in CS have improved since 2H of February; Forecast for Mar...
India Crush Reduced – Still Oversupplied
We have downgraded our production forecast due to the crush starting t...
Producer Selling Pressure Caps Market
After moving higher due to technical (computer driven) trading the mar...
India Crush: Exceeding Market Expectations
India has produced close to 22m tonnes of sugar this season, 8% higher...
India News Moves the Ceiling
After struggling to maintain levels above USD350/mt for the last 3 mon...
Whites Market Oversupplied
The market has remained very rangebound recently. Retail interes...
Brazil Container Exports
Q4’18 data shows whites container exports at 445kmt – the lowest o...
All Eyes On India for a Breakout
The futures range has been narrowng in recent months (see chart below)...
What could break the range?
Prices have remained rangebound but have moved up in the past couple o...
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