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Soft Commodities Weather Update Dec 9, 2025
This week, we look at the risk of excessive rain forecast for Vietnam, Central America, Colombia, and Thailand, which could negatively affect key coffee and sugarcane regions during harvest. We also review improving weather outlooks across the major cocoa and cotton origins. Coffee Brazil rain forecasts are generally satisfactory going into the 26/27 crop growth phase, while the main risk to coffee crops at this point would be excess rain in Central America, Vietnam and Co

Ryan Delany
4 days ago3 min read


Soft Commodities Weather Update Dec 2, 2025
This week, we discuss the flooding in Asia affecting Thailand’s sugarcane crop and Vietnam’s coffee regions, alongside the untimely rains across Europe, the UK, and Central America impacting sugar beet and coffee. We also analyze the risk of unwelcome rain in key cocoa-producing areas of Africa.

Ryan Delany
Dec 24 min read


Brazilian Ethanol Boom Threatens Sugar Production
After 3 consecutive seasons in which sugar was highly lucrative and prompted greater production in Brazil, the tables have turned — ethanol is now yielding higher returns than sugar, marking the first time this has happened in over three years. Price parity between the two indicates that ethanol currently holds a premium of around 1 cent over sugar, a gap that widens as sugar prices decline. At the same time, Brazil has been boosting ethanol demand through measures such as t

Igor Bragato
Nov 63 min read


STA - Brazil Sugar Farmer Survey March 2025
In this exclusive report, we analyze the findings of our latest Brazil sugarcane farmer survey, which featured the views of associations...

Igor Bragato
Apr 1017 min read


Sugar Market Sells Off Below 3-Month Bearish Trend Channel
The #sugar market experienced a sharp -0.9c selloff today, breaking below the lower boundary of the well-established 3-month...

Igor Bragato
Dec 17, 20241 min read


Sugar Report Focus 3: Open Interest
Updated: May 22, 2024 One of the reports that serious traders look at on a daily is the Open Interest reports. This report gives rapid...

Ryan Delany
Jun 21, 20245 min read


Sugar Report Focus #1: Seasonals
Updated: May 22, 2024 In my quest to offer you the best information and resources available on the sugar market, I will be doing doing a...

Ryan Delany
Jun 6, 20245 min read


Sugar Report Focus #2b: Everything You Ever Wanted to Know about the COT *but were afraid to ask
In part B of my #SugarMarket Report Focus on the #COT we will look at the #Disaggregated COT, how to read the COT, and my "Secret"...
robin7544
May 24, 20244 min read


Sugar Report Focus #2a: Everything You Ever Wanted to Know about the COT *but were afraid to ask
Updated: May 21, 2024 In this second part of my series on essential reports for traders following the sugar market, we will look at the...

Ryan Delany
May 24, 20244 min read


Weekly Premium Sugar Reports 5/20/2024
Fundamentals

Ryan Delany
May 21, 20242 min read
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