EU, UK Carbon Rally Halts Amid Technical Resistance, Investor Worries
Insight Focus EUAs have fallen back after reaching three-month highs. UKAs dropped as investors began to worry about the likelihood of the markets linking ahead of summit. EU carbon now…
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CS Brazil: Sugar or Ethanol? 21st May 2025
This report is updated weekly, for daily information refer to our Busi...
Daily Market Price Updates and Commentary 20th May 2025
Raw Sugar Update The market continued to trundle along slowly on the r...
EU, UK Carbon Rally Halts Amid Technical Resistance, Investor Worries
Insight Focus EUAs have fallen back after reaching three-month highs. ...
Peanut Production in Brazil to Exceed 1 Million Tonnes in 2025
Insight Focus Brazil’s peanut production is set to surge by 60%. Thi...
US Corn Falls Again on Record Planting, Wheat and EU Grains Gain
Insight Focus Corn fell in Chicago on strong planting and record produ...
Daily Market Price Updates and Commentary 19th May 2025
Raw Sugar Update The week commenced with nearby positions trading marg...
UK Farms Struggle with Dry Conditions Amid Trade Deal Uncertainty
Insight Focus Dry weather and cold nights are stressing the crops. Pla...
More Clarity on Chinese Exports For Fertiliser Market
Insight Focus Urea markets remain uncertain as China signals limited e...
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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 Updates and Commentary 4th April2024
A mixed opening period provided the prelude to a morning rally which s...
All Eyes on Northern Hemisphere Grains Planting Season
Insight Focus While corn planted area is falling in the US, stocks are...
World Enters a Difficult Period for Wheat Trading Decisions
Insight Focus We are in a period of turmoil between the old crop and t...
US Corn Producers Hope to Dismantle Ethanol Trade Barriers
Insight Focus There exists a huge economic opportunity for US eSource:...
Limited Container Impacts from Baltimore Bridge Collapse
Insight Focus A major bridge in Baltimore was destroyed when a contain...
Daily Market Price Updates and Commentary 3rd April 2024
Initial weakness was gathered up, and while there was little phy...
CS Brazil: Sugar or Ethanol? 03rd April 2024
This report is updated weekly, for daily information refer to our ...
Farmer Diaries (Australia): Wet Weather Jeopardises Sugar Tonnage
Insight Focus This year’s cyclone season has created chronically...
Funds Begin to Unwind Record Carbon Short Positions
Insight Focus Investment funds held record net short position at the e...
SAF Supply and Demand Dynamics
Insight Focus There are a few well-established production pathways for...
Daily Market Price Updates and Commentary 2nd April 2024
There were small losses showing during early trading however the...
Lack of Demand, Plentiful Supply Push Down Fertiliser Prices
Insight Focus Prices for the India urea tendeChina Re-Enters Processed...
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