Green Pool - Green Pool Commodity Specialists

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LEADERS IN SUGAR AND BIOFUELS ANALYSIS

Mapping
tomorrow's
markets

Comprehensive and skillful analysis of global sugar and biofuels markets, from globally respected experts with extensive, in-depth experience

Comprehensive and skillful analysis of global sugar
and biofuels markets, from globally respected
experts with extensive, in-depth experience

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Latest Sugar Report

Green Pool Bio-Based Diesel Feedstocks Report

2 October 2026

• Brazil: Soy plantings reach 3.9%, CONAB expects 182 mln mt

• US: Soy 17% harvested, rain this week to slow south harvest

• Canada: Canola harvest underway, 22.1 mln mt forecast

• Indonesia: GAPKI expects 2027 palm oil output to fall -5%

• Malaysia: Sep palm oil output expected to increase m-o-m

• Australia: Canola production to [...]

• Brazil: Soy plantings reach 3.9%, CONAB expects 182 mln mt

• US: Soy 17% harvested, rain this week to slow south harvest

• Canada: Canola harvest underway, 22.1 mln mt forecast

• Indonesia: GAPKI expects 2027 palm oil output to fall -5%

• Malaysia: Sep palm oil output expected to increase m-o-m

• Australia: Canola production to fall -5% to 7.3 mln mt in 2026

• EU: EC trims French sunflower output; bumps EU27 higher

• EU: Drought to cause decline in 26/27 rapeseed area

Latest Sugar Report

Green Pool Ethanol Crop Weather Report

2 October 2026

• Brazil: Wet fortnight forecast for CS Brazil

• Brazil: Summer corn plantings advance well in the south

• Argentina: 19.3 mln mt cane milled to end-September

• USA: Corn 18% harvested, winter wheat 27% planted

• EU: Corn crop pegged at 48.3 mln mt, -20% lower on year

• China: Harvest underway in NE, weather conditions mixed

• [...]

• Brazil: Wet fortnight forecast for CS Brazil

• Brazil: Summer corn plantings advance well in the south

• Argentina: 19.3 mln mt cane milled to end-September

• USA: Corn 18% harvested, winter wheat 27% planted

• EU: Corn crop pegged at 48.3 mln mt, -20% lower on year

• China: Harvest underway in NE, weather conditions mixed

• India: Monsoon to depart UP and parts of Maharashtra soon

• Thailand: Very wet September weather boosts crop outlook

Latest Sugar Report

Green Pool CS Brazil Update

2 October 2026

• Rains limited the FH Sep crush to just 30.2 mln mt, down -35% on the year

• ATR content rose well, but wet weather is likely to see it decline from here

• Sugar mix tumbled to 49.3%, with FH Sep sugar output at just 2.1 mln mt

• Ethanol output fell -26% on the year to 1.72 bln L, the lowest since SH Jun

• Fortnightly ethanol sales fell vs. SH [...]

• Rains limited the FH Sep crush to just 30.2 mln mt, down -35% on the year

• ATR content rose well, but wet weather is likely to see it decline from here

• Sugar mix tumbled to 49.3%, with FH Sep sugar output at just 2.1 mln mt

• Ethanol output fell -26% on the year to 1.72 bln L, the lowest since SH Jun

• Fortnightly ethanol sales fell vs. SH August, but the hydrous share rose

• These results and a wet October outlook have trimmed our 25/26 forecasts

• 26/27 sugar output is now seen at 37.9 mln mt, ethanol cut to38.23 mln mt

Latest Sugar Report

Green Pool Global Ethanol Report

1 October 2026

• US Ethanol: Annual prod’n capacity updated, tiny drop despite 2 idled plants

- US Corn – Prices plunged on a bearish Qtrly Stocks update, above f’casts

• Energies – Russia’s extension of diesel export ban set prices up on Wed

• Brazil: Anhyd. rises w-o-w; hydrous falls as producers pass some subsidy gains

• Brazil: Aug 26 Otto-cycle demand seasonally [...]

• US Ethanol: Annual prod’n capacity updated, tiny drop despite 2 idled plants

- US Corn – Prices plunged on a bearish Qtrly Stocks update, above f’casts

• Energies – Russia’s extension of diesel export ban set prices up on Wed

• Brazil: Anhyd. rises w-o-w; hydrous falls as producers pass some subsidy gains

• Brazil: Aug 26 Otto-cycle demand seasonally strong; hydrous share up sharply

• EU spot ethanol prices end near unchanged, paper markets active

• Poland – Q2 26 fuel ethanol prod’n & sales 2nd highest Qtr on record

• Thailand: Ethanol exports up in Aug 26 as shipments to Vietnam resumed

• China: Gasoline prices rise while fuel ethanol stays steady; sales rose in Aug

• Pakistan: Price assessment for ethanol exports in bulk lowered

Latest Sugar Report

Green Pool Sugar Crop Weather Report

29 September 2026

• CS Brazil: Heavy rain forecast for week ending 13th Oct

• NNE Brazil: Dry weather sees rapid start to Alagoas harvest

• Argentina: 18.9 mln mt of cane milled, sugar at 1.34 mln mt

• Russia: 59 factories underway, sugar output at 1.29 mln mt

• EU27 & UK: MARS cuts EU27 yield estimate to 67.4 mt/ha

• China: Guangxi cane crop condition [...]

• CS Brazil: Heavy rain forecast for week ending 13th Oct

• NNE Brazil: Dry weather sees rapid start to Alagoas harvest

• Argentina: 18.9 mln mt of cane milled, sugar at 1.34 mln mt

• Russia: 59 factories underway, sugar output at 1.29 mln mt

• EU27 & UK: MARS cuts EU27 yield estimate to 67.4 mt/ha

• China: Guangxi cane crop condition remains favourable

• India: Late rains disappoint across Maharashtra

• Thailand: Past week brings very heavy rain to centre & north

Latest Sugar Report

Green Pool Bio-Based Diesel Market Report

25 September 2026

• US: Discussions underway on a possible 90-day diesel export ban to curb prices

• US: Jan-July HVO exports were 1.1 mln mt; unclear if at risk from diesel export ban

• EU Trade: Both extra-EU FAME and HVO imports showed strong results for Jan-July

• China: FAME and HVO exports fell m-o-m in Aug 26 but YTD exports are up by 70%

• China: SAF exports [...]

• US: Discussions underway on a possible 90-day diesel export ban to curb prices

• US: Jan-July HVO exports were 1.1 mln mt; unclear if at risk from diesel export ban

• EU Trade: Both extra-EU FAME and HVO imports showed strong results for Jan-July

• China: FAME and HVO exports fell m-o-m in Aug 26 but YTD exports are up by 70%

• China: SAF exports surged in Aug 26 to their highest this year on shipments to the EU

• Indonesia: B50 biodiesel rollout progressing well, with 94% of stations supplying B50

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As a trusted source of forward-looking insight, our team has extensive and in-depth experience in sugar and biofuels markets, blending climate and crop agronomy specialisation with broad fundamental and economic analysis.

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