Domestic production output has been revised down although we believe that there still exists some further downward potential. As for imports, our calculations suggest that the arbitrage window is closed. Imports should therefore be limited in coming weeks.
End of the 2021 Australian cane crush, official signing of the Australia-UK Free Trade Agreement, imports climbing up in Vietnam
The 2021/22 season (Oct-Sep basis) is now in full flow with 11.5 Mt of sugar produced nationwide by the end
Current updates on the 2021/22 cane crush, analysis of the latest export and domestic consumption data available, price dynamics and
