CZ Insights | CZ app

Several green barrels labelled Biofuel are grouped together. Each barrel displays a yellow hazard symbol with a plant icon, indicating they contain biofuel. The barrels have metal lids with bolts and stickers.

US Ethanol Demand Strengthens at Home and Abroad

Insight Focus US ethanol exports and domestic demand continue to strengthen. Exports reached a six-month high in June, driven by demand from Canada and the EU. Record ethanol blending rates…

View All Articles

US Soybean Crop Will Add to Ample South American Supplies

Insight Focus Global soybean supplies remain ample despite strong crush dem...

How Will the EU’s New Packaging Regulation Impact Brazil?

Insight Focus EU packaging rules reshape requirements for Brazilian exporte...

Dairy Futures Signal Lower Prices, but Demand Holds Firm

Insight Focus Futures markets are signalling growing downside risk in dairy...

Return of Mexican Demand Stabilises US NDM Market

Insight Focus NDM prices have stabilised after months of volatility. Renewe...

Latest

Several green barrels labelled Biofuel are grouped together. Each barrel displays a yellow hazard symbol with a plant icon, indicating they contain biofuel. The barrels have metal lids with bolts and stickers.

US Ethanol Demand Strengthens at Home and Abroad

Insight Focus US ethanol exports and domestic demand continue to stren...

Three large combine harvesters work in a golden-brown soybean field under a clear sky, with a tractor and grain trailer collecting the harvested crops amid flying dust.

US Soybean Crop Will Add to Ample South American Supplies

Insight Focus Global soybean supplies remain ample despite strong crus...

A digital screen displays fluctuating stock market charts with candlestick graphs, numerical data, and bar charts, all in shades of blue, representing financial analysis and trading activity.

Daily Market Price Updates and Commentary 12th August 2026

ICE Futures U.S. Sugar No.11 Contract Settlement (cUS$/lb) Open...

Four fuel pump nozzles at a petrol station, two yellow and two green, arranged side by side and attached to their dispensers, ready for fuelling vehicles.

CS Brazil: Sugar or Ethanol? 12th August 2026

This report is updated weekly, for daily information refer to our ...

A pile of crumpled clear plastic containers and bottles is scattered in the lower half of the image against a solid blue background.

How Will the EU’s New Packaging Regulation Impact Brazil?

Insight Focus EU packaging rules reshape requirements for Brazilian ex...

Blurred image of a supermarket aisle with shelves stocked with milk and dairy products, brightly lit under fluorescent lights.

Dairy Futures Signal Lower Prices, but Demand Holds Firm

Insight Focus Futures markets are signalling growing downside risk in ...

Large, shiny metal storage tanks with ladders surround an industrial building under a blue sky with clouds, viewed from a low angle.

Return of Mexican Demand Stabilises US NDM Market

Insight Focus NDM prices have stabilised after months of volatility. R...

A digital screen displays fluctuating stock market charts with candlestick graphs, numerical data, and bar charts, all in shades of blue, representing financial analysis and trading activity.

Daily Market Price Updates and Commentary 11th August 2026

ICE Futures U.S. Sugar No.11 Contract Settlement (cUS$/lb) Open...

Subscribe today

Get tailored topics in your inbox by subscribing to our insights. Stay updated with the latest industry trends, expert analyses, and cutting-edge research.

Subscribe

Top Articles

Satellite image of the Strait of Hormuz showing beige desert land and dark blue water, with white curved lines representing shipping routes crossing through the narrow sea passage.

How Far Is Chokepoint Disruption Spreading Beyond Hormuz?

Insight Focus Hormuz disruption exposes global trade vulnerability. Knock-on effects are reshaping flows across Suez, Bab el-Mandeb and the Panama Canal, driving congestion, higher costs and persistent risk. The crisis…

El Niño Risk Still Threatens 2026/27 Sugar Surplus

Insight Focus The world could remain oversupplied with sugar in the 2026/27...

Hormuz Deadlock Deepens as Tolls Rise and Dark Sailing Spreads

Insight Focus Vessels remain trapped while Hormuz operates at just 5% capac...

GLP 1 Drugs Availability Booms

Insight Focus Sales of GLP-1 drugs like Ozempic are rising rapidly. Pill ve...

Year-Round E15 Nears Reality in US

Insight Focus US House passes national E15 legislation. The bill now advanc...

Global themes

Several green barrels labelled Biofuel are grouped together. Each barrel displays a yellow hazard symbol with a plant icon, indicating they contain biofuel. The barrels have metal lids with bolts and stickers.

US Ethanol Demand Strengthens at Home and Abroad

Insight Focus US ethanol exports and domestic demand continue to stren...

A large container ship travels through a wide canal flanked by green hills, with a modern cable-stayed bridge crossing above. Cars are visible on the bridge, and another ship is seen further down the canal.

Panama Canal Trims Last-Minute Booking Auctions as El Niño Shadow Looms

Insight Focus Rising El Niño risks prompt operational changes a...

A dense field of tall green sugar cane plants with brown lower stalks, growing on soil with a patch of grass in front under a light, overcast sky.

US Sugar Prices Firm as Drought Concerns Persist

Insight Focus US sugar prices stayed firm amid growing crop concerns. ...

A person cuts a block of butter over a metal bowl near a sink. Other bowls containing milk, flour, and ingredients are on the worktop.

Are Dairy Commodities Cheap or Expensive?

Insight Focus Are dairy markets expensive or cheap relative to history...

A blue insulin pen lies on a dining table set with plates of food, cutlery, a serviette, salt and pepper pots, and a slice of watermelon. A person in the background eats from a plate.

How GLP-1 Drugs Are Changing Food Products

Insight Focus In our last update, we reported that GLP-1 uptake was ac...

A wooden spoon holding several white sugar cubes rests on a wooden surface, surrounded by loose granulated sugar with a large pile of sugar in the background.

Momentum Slowly Returns to US Sugar Market

Insight Focus The US cash sugar market saw increased activity last wee...

A person refuels a car at a gas station, holding a yellow fuel nozzle inserted into the vehicle’s fuel tank. The cars silver exterior and the station’s blurred background are visible.

E15 Growth Surges Despite Stalled Washington Legislation

Insight Focus Year-round E15 sales still face setbacks in 2026. Legisl...

Business Intelligence Insights

Daily Market Price Updates and Commentary 12th August 2026

Read latest update

CS Brazil: Sugar or Ethanol? 12th August 2026

Read latest update

Futures and Market Data: 11th August 2026

Read latest update

India: Sugar vs Ethanol? 28th July 2026

Read latest update

Get insights on your favourite topics straight to your inbox.

Subscribe

All Insights

A person holding a shopping basket filled with bananas, tomatoes, carrots, spring onions, and packaged goods in a supermarket aisle.

Iran War Lifts Brazil Food Inflation, Weighs on Consumption

Insight Focus Brazil faces rising food inflation from fertiliser costs...

Tall green maize stalks in a field are illuminated by bright sunlight, with a blue sky and scattered white clouds overhead. The sun is partially visible, casting rays through the leaves.

Grain Sell-off Deepens on Weather, China Demand Risks

Insight Focus Grains have sold off on weather and China concern...

Sugarcane field with a dirt track leading towards an industrial plant in the distance, under a dramatic, cloudy sky at sunset.

Sugar Cost of Production Across the World

Insight Focus Sugar prices are at the lowest of the past 5 years. How ...

Golden wheat field close-up with sunlit stalks under a bright sky, capturing a warm and abundant harvest atmosphere.

Global Grain Markets Tighten Amid Increased Risk, Volatility

Insight Focus Welcome to our monthly overview of the soybean, corn and...

Industrial factory emitting smoke against a dramatic, cloudy sky at sunset, with green grass in the foreground.

CS Brazil 2026/27 Sugar & Ethanol Flexibility is the Norm

Insight Focus Low sugar prices and a strong currency mean ethanol is n...

Close-up of the bottom of a transparent, crumpled plastic bottle with a recycling symbol and numbers visible, set against a blurred background.

China PET Expansion Pressures Global Producers

Insight Focus Global PET supply is increasingly shaped by trade flows....

Rows of white plastic bottles filled with milk, capped with blue lids, move along a conveyor belt in a dairy processing plant with industrial equipment and crates in the background.

EU SMP Demand Could Heat Up as Super El Nino Looms

Insight Focus Three major SMP demand outlets – Brazil, Mexico an...

A large white sack filled with granulated sugar, labelled with a small American flag and the word SUGAR in red letters on the front, against a dark background.

US Sugar Prices Rise on Tariff Fears, Crop Risks

Insight Focus Cash sugar prices rose amid tariff and crop concerns. Be...

A cargo ship loaded with colourful shipping containers sails through bright blue ocean water, leaving a wake behind as it moves. The image is taken from above, showing the ship and surrounding sea.

Ethanol Sets Sail for the High Seas

Insight Focus Ethanol is gaining momentum in the maritime fuel transit...

Maize plants in a field with tassels silhouetted against a bright, golden sunrise or sunset sky, creating a warm and peaceful atmosphere.

Oil Slump Drags Grains Lower as Heat Worsens Crops

Insight Focus Grains plunge as crude oil drags markets lower. European...

Clear plastic water bottles with white caps are lined up on an automated conveyor belt in a factory setting, suggesting a bottling or packaging process. The image has a cool blue tint.

PET Market “Normalisation” Sits in The Eye of An Oil Storm

Insight Focus Over the past month, PET pricing did start to look more ...

A wooden spoon holding several white sugar cubes rests on a wooden surface, surrounded by loose granulated sugar with a large pile of sugar in the background.

Momentum Slowly Returns to US Sugar Market

Insight Focus The US cash sugar market saw increased activity last wee...

Our Premium Subscriptions

Get complete control over your hedging and procurement strategy, all while having your own expert analyst by your side.

Our subscriptions are as close as you can get to being at the centre of a supply chain advisory company. Find out more now.

Learn more

Our experts

CZ’s analysts are trusted to support many of the world’s largest and most successful multinational companies. Let our experts help you too.

Learn more