加工糖集中供应压力 | China Weekly 24th June 2019

  • 我们认为郑糖价格可能面对来自加工糖集中供应和放储传闻的压力。 

市场热点 & 观点   

国际糖市的基本面维持看空。白糖市场也并不乐观。印度季风继续延迟,但如果后期降雨充足仍可能足够供应甘蔗生长所需。  

如上周预期郑糖价格在缅甸和印度进口相关消息的打击下回落。我们认为后期郑糖价格仍将面临来自加工糖集中供应和国储糖投放的压力。 

郑糖 & 纽约原糖价格   

食糖进口  

  • 据中国海关海关总署, 5月食糖进口量为38万吨,1-5月累计进口量共93万吨。 
  • 我们认为5月进口中有10万吨为巴基斯坦白糖,且该部分白糖已经被市场消化。 
  • 我们认为还有8万吨巴糖于6月到港,后续还将有近12万吨巴糖陆续到港。 
  • 6月中旬起大部分加工糖厂已经开机,加工糖即将供应市场。 
  • 我们认为第三季度的加工糖供应压力可能最大。 

加工糖厂月度供应量预估

Rosa Li

SAF pode ser um impulsionador de demanda para etanol e milho

SAF Could Create Demand Driver For Ethanol, Corn

  • If SAF production can be scaled up, it will create a major new demand driver for corn ethanol.
  • But US authorities are lagging behind in finalising guidelines.
  • A Brazilian company has been given the green light to produce SAF from corn ethanol.

Frank Zaworski

1周 前

3 min

How Do We Make Sustainable Aviation Fuel?

  • Jet A needs to have certain characteristics to be classified as SAF.
  • But what happens when new feedstocks are being developed?
  • Certain processes need to be followed to ensure the fuel’s properties remain the same.
Adelia Lei

John Buxton

2周 前

2 min