🚨 Bullish Signal: Brazil UNICA Data
2026/27 harvest to July 1:
▪️ Cane: 214.5Mt (+3.8%)
▪️ Sugar: 10.75Mt (-12.38% 🔻)
▪️ Sugar Mix: 42.5% (vs 51%)
▪️ Ethanol: 11.37B L (+20.4% 📈)
June sugar output down -26.33% as mills pivot to ethanol.
Full analysis 👇
New Reference Desktop Release from the YnSugar Analysis Team:The China Sugar Import Comprehensive Report (2025–2026) is now live.
This framework uncovers multi-year import trajectories, bonded warehouse storage metrics, and Central American origin shifts.
👇 Link in the replies!
While sugar prices are hitting 5-year lows, the tide might turn sooner than expected. the global market is tipping toward a deficit in 2026/27 due to output declines in key producers. A crucial driver to watch!
https://t.co/MAEewL9ruS
Faced with a weak market, the sugar industry was laser-focused during New York Sugar Week on possible drivers to rescue prices from near five-year lows https://t.co/D2X41mbdYn
Faced with a weak market, the sugar industry was laser-focused during New York Sugar Week on possible drivers to rescue prices from near five-year lows https://t.co/D2X41mbdYn
@business While sugar prices are hitting 5-year lows, the tide might turn sooner than expected. According to this analysis by @ynsugar_com , the global market is tipping toward a deficit in 2026/27 due to output declines in key producers. A crucial driver to watch!
@Manisha3005 We’ve just published a detailed breakdown of the supply story and the DGFT Notification. Check our full analysis here:https://t.co/h31A7X0TBz
@NDTVProfitIndia We’ve just published a detailed breakdown of the supply story and the DGFT Notification. Check our full analysis here:https://t.co/h31A7X0TBz
@REDBOXINDIA It’s a clear pivot: food & fuel security over export revenue.We’ve just published a detailed breakdown of the supply story and the DGFT Notification. Check our full analysis here:https://t.co/h31A7X0TBz
@REDBOXINDIA The ban is a defensive move triggered by a 4.4% production downgrade and monsoon uncertainty. By freezing exports, the govt is prioritizing domestic price stability and ensuring enough sugarcane is diverted to meet aggressive E20 ethanol blending targets.
@rahilshaikhMEIR Truly a ruthless policy U-turn for traders with cargo already in containers. we've just published a full breakdown of DGFT Notification No. 16/2026-27, analyzing the supply story behind the ban and its impact on global trade flows.