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...
Ask the Analyst
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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PET Raw Material Futures Outlook: Limited Gains for PET and PTA Futures Amid Oversupply
Insight Focus PTA and MEG futures remain subdued. Both have been impac...
Will Indonesia put Levies on Sugar Imports?
Insight Focus Indonesia is considering placing a new levy on sugar imp...
US Five-Year Farm Bill Awaits Congressional Action
Insight Focus Negotiations for the 2024-2029 US Farm Bill are ongoing....
Lack of Regulatory Clarity Sparks Move to Delay EUDR
Insight Focus The European Commission has given into pressure to delay...
Grain Markets Struggle as Demand, Yields Decline
Insight Focus Grain markets experienced a negative week due to continu...
Florida Hurricanes Exacerbate Orange Supply Issues
Insight Focus Florida faced severe weather and crop losses. Hurricane ...
EU Carbon Price to Drop Further as Demand Lags
Insight Focus EUA prices are poised to drop below EUR 60. In fact, the...
Black Sea Influence Complicates Wheat Market
Insight Focus Black Sea developments have impacted the wheat market....
Brazilian Farming Seeks to Attract Sustainability Premium
Insight Focus Brazil is adopting more and more sustainability-relate...
India’s Tender Boosts Urea, DAP, Potash Prices
Insight Focus Another expected India tender supports higher urea price...
PET Raw Material Futures Outlook: PET and PTA Futures Reverse Gains as Crude Prices Slump
Insight Focus PTA and MEG futures fell sharply following crude’s tur...
New Chinese Megaport in Peru Could Improve Brazilian Grains Trade
Insight Focus The Chinese-controlled Chancay port in Peru has attrac...
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