Sugar kid

[A Real Sugar Expert @ARealSugarExprt]

Drip irrigation in India. Cane yields won't be as low as some doom-mongers expect.

[ET NOW @ETNOWlive]

#NewsAlert | "No sugar shortage, stock position comfortable," says ISMA (Agencies)

ISMA says sugar price increase due to hoarding and speculation; ethanol blending programme not responsible for current pricing

@IndiaIsma #sugarpricing #ethanol

[molson 🧠⚙️ @Molson_Hart]

Really enjoyed this book by Malaysia’s richest man and 102 (almost 103!) year old billionaire Robert Kuok.

Thread of my favorite excerpts:

[Rahil Shaikh @rahilshaikhMEIR]

Kharif sowing is close to 2025 levels, but the crop mix tells a story.
Sugarcane stands out at 5.8 Mha vs 5.4 Mha normal (+7.4%), while pulses, maize, oilseeds & soybean remain below normal.
For sugar, higher cane acreage is clearly supportive but monsoon distribution and final yields/recovery will decide the real crop size.
#Sugar #Sugarcane #India #Kharif #Monsoon @MarexGlobal

[Sugar kid @sugarloafkid]

@tleilax___ line up to China in June is down 40% from last year fwiw

[Reuters Energy and Commodities @ReutersCommods]

Biofuels back in vogue as Iran war triggers oil price surge https://t.co/y4b07lwkgp

[Sugar Bear @1Suga_Bear]

@sugarloafkid @theupsettrader @HedgeSugar And no reason for the otto cycle to be portrayed with so much pessimism either... conditions for ethanol consumption are beneficial beyond anything the market has experienced.

[Sugar kid @sugarloafkid]

@theupsettrader @HedgeSugar Lower ex-mill prices will be passed on to the pump — they always are. The steeper the decline, the faster the pass-through.

[Sugar kid @sugarloafkid]

RT @tleilax___: We're losing over 3 million tonnes of sugar surplus vs last crop. Big hits are EU27 and Thailand. Lower acreage and slighly…

[Department of Food & Public Distribution @fooddeptgoi]

Monthly domestic sugar quota for February 2026 has been set at 22.5 LMT, effective from 1st February 2026.

#SugarQuota #FoodSecurity #DFPD

[Sugar kid @sugarloafkid]

Another ~13k lots of sugar sold this week. Net length back above 200k.

How long does this hold with gold ripping and USD rolling over?

Surplus only kicks in late Q2 — a long wait.

[Peak Trading Research @PeakTrading]

#Funds are BACK and BUYING: Non-Commercial hedge fund traders sold a small amount of #agriculture futures during the COT week but bought back exposure Wednesday - Friday due to strong U.S. #export demand stats and the strongly bullish #macro mood. 📈 Funds have buying firepower. 💪🏼 BCOM +1.6% on Friday, BCOMAg +0.6%. 🎉

[Holger Zschaepitz @Schuldensuehner]

Alcohol companies are sitting on huge stockpiles as demand keeps falling. Five of the world’s largest listed spirits makers – Diageo, Pernod Ricard, Campari, Brown-Forman and Rémy Cointreau – are holding about $22bn worth of ageing spirits, the highest inventory level in more than a decade.
https://t.co/4tfAyZ7ObZ HT @knowledge_vital

[Mambo Italiano @mamboitaliano__]

Farmers in Piedmont, Italy 🇮🇹 , created a spectacular Christmas tree out of tractors!

The most based so far 🚜

[John Lee Pettimore @JohnLeePettim13]

Contrary to common impressions, there has been no absolute worldwide decarbonization. In fact, the opposite is true. Absolute cuts in carbon emissions in large economies such as the EU (-23%) and the US (-9%) were far outweighed by massive increases in the world’s two largest industrializing nations: China (emissions rose 3.3 times) and India (threefold). Emissions also rose sharply for Middle Eastern hydrocarbon producers (Saudi Arabia’s about 2.3 times) and other smaller emitters. Between 1997 and 2022, annual CO₂ emissions from fossil fuel combustion, processing, extraction, flaring, and pipeline leakage rose from about 25.5 billion tons to about 39.3 billion tons (a 54% increase). So, contrary to what many would like to believe, we are not making progress. Yet trillions have been spent—trillions of taxpayers’ money. For what? Food for thought on a snowy winters day.

[ChiniMandi @ChiniMandi]

Civil Aviation Minister Ram Mohan Naidu Kinjarapu on Thursday said that the government will soon announce India’s Sustainable Aviation Fuel (SAF) Policy, underlining the country’s potential to emerge as a global leader in SAF production.

Read more🔗 https://t.co/wYh8wDORz0

For the latest industry updates, follow, ChiniMandi Channel on WhatsApp🔗 https://t.co/c2WuKidOZb

#ChiniMandi #ChiniMandiUpdates #SustainableAviationFuel #SAFPolicy #CleanAviation #RenewableEnergy #GreenIndia #Decarbonization #AviationSector #EnergyTransition

[American Sugar Alliance @SugarAlliance]

As the sugarbeet harvest season draws to a close, we would like to thank all of our sugarbeet growers for their hard work! 👏

#Harvest2025 #ThankAFarmer

[American Sugar Alliance @SugarAlliance]

Our #MondayMotivation this week comes from TJ Quirk, a sugarcane farmer based out of Opelousas, Louisiana. Sugarcane #Harvest2025 is going strong. The zydeco soundtrack is a bonus! 🎶

[Sugar kid @sugarloafkid]

@_mr_squiggles @NotWilmarSugar @ARealSugarExprt @StephenGeldart and technnicals always look best at the top and worst at the bottom !
absolute price level actually matters

[Sugar kid @sugarloafkid]

@1Suga_Bear @NotWilmarSugar @ARealSugarExprt @StephenGeldart there isn't much surplus before SH 2026... Then surplus will be solved with 1) deeper spreads to carry sugar both at origin and destination and 2) diversion to ethanol.
at current N26 prices, part of the surplus is already moving to ethanol.
bulk of the bear move already occured