Not Wilmar sugar

Purveyor of truth

[Not Wilmar sugar @NotWilmarSugar]

Apparently compliance are shutting us (at least temporarily) down now. Someone must have got to them. It was fun while it lasted. See you next week in the desert

[Not Wilmar sugar @NotWilmarSugar]

@1Suga_Bear Through April it’s tough to find any real heaviness. And still a weather risk ahead for Brazil. Does the market need to go lower until we are through that risk? Not sure

[Not Wilmar sugar @NotWilmarSugar]

Everyone we speak to on sugar is bearish. The specs are very short. Indians are not coming out here. Thai crop may not be as big as people think. Brazil weather risk ahead. Market can’t break down. Is next stop 16c rather than 14c? Looks like it

[Not Wilmar sugar @NotWilmarSugar]

@ARealSugarExprt The canary looks to be dying. Someone needs to go save it. Who’s around to help ?

[Not Wilmar sugar @NotWilmarSugar]

@ARealSugarExprt Look forward to your findings. From what we hear, 100 looks optimistic, 95 looks quite likely. 90 possible. Will the tail wag will be a key question this year it feels

[Not Wilmar sugar @NotWilmarSugar]

Balanced views on the market it seems. It does feel that if we can’t get a rally through the fund roll we may be destined to retest the lows in the short term. Will the buying be there? Below 14.50 it was decent

[Not Wilmar sugar @NotWilmarSugar]

Happy new year everyone! 2026 for the sugar market is starting much like 2025 finished with a full sideways market stuck between good buying below and selling above. Who will blink first and which way will the breakout happen?

[Not Wilmar sugar @NotWilmarSugar]

Final poll of the year before we take a couple of weeks away from our slightly boring sugar market.

How much sugar will India export in q1 at current prices. And bonus if you comment in comments how much you feel might come out

[Not Wilmar sugar @NotWilmarSugar]

Is anyone still trading sugar? Sometimes it feels with the lack of volume and story (and movement) that our market is losing interest right now. Are people still interested to trade this year. Are you still trading?

[Not Wilmar sugar @NotWilmarSugar]

@BClyde62937 That might be a long list!

[Not Wilmar sugar @NotWilmarSugar]

Assuming a 40m sugar crop in Brazil for the crop ending now, are trade flows in surplus or deficit through q1? Or does it even matter anymore?

[Not Wilmar sugar @NotWilmarSugar]

@TrivPursuits @ARealSugarExprt Physicals beginning to turn. Let’s see if it continues in the weeks ahead. The lows may be in on cash

[Not Wilmar sugar @NotWilmarSugar]

Increasing noises out of Thailand that this coming years sugar crop will disappoint. Disease, excess rainfall, poorly maintained cane. Could this be the next story for the market to trade?

[Not Wilmar sugar @NotWilmarSugar]

@1Suga_Bear I will leave everyone to make their own conclusions after such a fascinating set of results

[Not Wilmar sugar @NotWilmarSugar]

This weeks poll. A massive receivership on london last week. Bullish or foolish?

[Not Wilmar sugar @NotWilmarSugar]

@BClyde62937 The wounded animal limps on another day, but is it merely delaying the inevitable

[Not Wilmar sugar @NotWilmarSugar]

@BClyde62937 A lot will no doubt depend on whether India will export or not. At a lower flat price that becomes more remote which should help premiums. At higher prices the opposite no doubt is true

[Not Wilmar sugar @NotWilmarSugar]

Is the spread complex in sugar trying to tell us something about where the flat price might go? Have we reached peak bearishness? At least we have some movement coming back into what is a very negative sentiment market.

[Not Wilmar sugar @NotWilmarSugar]

Quite the mixed bag. Let’s hope for a bit of movement one way or another before the year js out

[Not Wilmar sugar @NotWilmarSugar]

This weeks poll. Now the Indian export saga (will they, won’t they..) might behind us, have we seen the lows for the year in sugar?