Sugar HumanGod @YQuanke
Sugar&coffee analysis and trading. China Joined December 2021-
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So far yields in Brazil are still high (68.5-69), suggesting that total sugarcane may not be low. Follow-up needs to be watched for sudden deaths. Current production variables: Brazil 3830 (-100,low volumn and mix),Russian sugar beet acreage production (-50~75) affected by war.
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Sugar recovery appear to be low in the early stages of crushing in Thailand
Indian ethanol ban is envisaged at today or Friday. Now I'm hoping that India's sugar consumption will exceed expectationsš»š»šš
minimum selling price of sugar at Rs 39, the price of ethanol at Rs 60 for C heavy molasses, Rs 71 for B heavy molasses and Rs 75 for ethanol produced from syrup.Ā More sugar diversion?
Pakistan will import 1 million raw sugar...is that real?
Will the funds follow wilmar corner SBH? Not much time leftš§
The market is moving too fast. Forecast at 6 January
Beijing's daily activity population is 9 million, now back to 3 million.
The technical performance of raw sugar is very strong, but the fundamentals remain bearish. China's farward import margin spreads are already very narrow.#sugar#rawsugar
It looks like the money has put its chips on the table for a CPI beat.
Dec, Guangxi stock decrease 560k ton,mostly aged sugar. And Epidemic open.
I would like to contribute a sugar commodity group to exchange information on different countries. Any friends are interested?
How much does India's sugarcane yields affect sugar production? 5%?š§
Estimated sugar production in China: 1. Yunnan +5 2.Beet +20~25 3.Guangxi -10 4.Others +0 total production: 975-980
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