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 Global Weekly Sugar Report

2 November 2026

• Pres. Lula's reelection for 4th term saw the BRL plunge by 9.2% w-o-w

• Funds sold a range of Brazil-heavy commodities, sugar down 4.3%

• COT doesn't show big push for producer selling, it was mostly fund selling

• Ethanol prices in US fell, but hydrous fell a little, anhydrous rallied in BRL

• This in a week when most "commodity currencies [...]

• Pres. Lula's reelection for 4th term saw the BRL plunge by 9.2% w-o-w

• Funds sold a range of Brazil-heavy commodities, sugar down 4.3%

• COT doesn't show big push for producer selling, it was mostly fund selling

• Ethanol prices in US fell, but hydrous fell a little, anhydrous rallied in BRL

• This in a week when most "commodity currencies were stable, oil rose

• India's Maha state saw 119 mills crush 8.9 mln mt cane at 7.8% recovery

• Whites prices fell a little less than raws, Dec only has 2 weeks left to trade

• CS Brazil FH Oct saw filling slump to 27.3 mln mt cane, estimates lower

• Week ahead - Pakistan, Whites Premiums, Philippines, Weekly weather

Latest Sugar Report

Green Pool Ethanol Crop Weather Report

30 October 2026

• Brazil: Milling slumps to 27.3 mln mt in FH Oct

• Brazil: Summer corn 40% planted as of Oct 23rd

• Argentina: all mills active, 23 mln mt milled; corn 47.3% planted

• Russia: Dry soils a negative for wheat establishment in south

• USA: Corn 60% harvested, lagging normal progress of 66%

• EU: MARS reduces corn yield 1% and trims [...]

• Brazil: Milling slumps to 27.3 mln mt in FH Oct

• Brazil: Summer corn 40% planted as of Oct 23rd

• Argentina: all mills active, 23 mln mt milled; corn 47.3% planted

• Russia: Dry soils a negative for wheat establishment in south

• USA: Corn 60% harvested, lagging normal progress of 66%

• EU: MARS reduces corn yield 1% and trims beet yield estimate

• China: Corn harvest is nearing completion

• India: 101 Maharashtra mills underway by 27th

Latest Sugar Report

Green Pool Bio-Based Diesel Feedstocks Report

30 October 2026

• Brazil: Soy plantings reach 43%, ahead of last yr and average

• Argentina: Soy acreage to increase, soy 2.3% planted

• US: Soy 79% harvested, crop estimated at 124 mln mt

• Indonesia: GAPKI reports strong July & Aug PO production

• Indonesia: Drought affects river transport of PO Kapuas R

• Malaysia: PO production expected to remain [...]

• Brazil: Soy plantings reach 43%, ahead of last yr and average

• Argentina: Soy acreage to increase, soy 2.3% planted

• US: Soy 79% harvested, crop estimated at 124 mln mt

• Indonesia: GAPKI reports strong July & Aug PO production

• Indonesia: Drought affects river transport of PO Kapuas R

• Malaysia: PO production expected to remain strong in Oct

• Malaysia: Biodiesel demand, increased exports support price

• EU: Dry soils cause patchy rapeseed establishment in places

Latest Sugar Report

Green Pool CS Brazil Update

29 October 2026

• CS Brazil harvest continues to struggle with wet spring weather

• Milling FH Oct slumped 20% to 27.3 mln mt vs 34.1 mln mt 25/26

• ATR continues its seasonal decline, 143.3, down 10% y-o-y

• Mix to sugar was 47.4% (52.4% last yr), due to rain/quality issues

• Sugar output 1.87 mln mt, down 25% fm 2.49 mln in 25/26

• Ethanol output [...]

• CS Brazil harvest continues to struggle with wet spring weather

• Milling FH Oct slumped 20% to 27.3 mln mt vs 34.1 mln mt 25/26

• ATR continues its seasonal decline, 143.3, down 10% y-o-y

• Mix to sugar was 47.4% (52.4% last yr), due to rain/quality issues

• Sugar output 1.87 mln mt, down 25% fm 2.49 mln in 25/26

• Ethanol output fell 23% to 1.53 bln L, -25% on the year

• While we keep a 37.3 mln mt sugar f'cast, it needs a good interharvest

• Our forecast assumes a high-end 127 mln mt crush to end-Mar 27

Latest Sugar Report

Green Pool Global Ethanol Report

29 October 2026

• US Ethanol: Prod'n margin continues to rise; greenfield project announced

• Corn – BRL depreciation pressured corn prices; funds still trimming net long

• Energies – Crude stocks lower than expected, crude prod’n at record level

• Brazil - ethanol prices higher, hydrous +2.6%, but anhydrous the star (+8%)

• Brazil - harvest in FH Oct lower, [...]

• US Ethanol: Prod'n margin continues to rise; greenfield project announced

• Corn – BRL depreciation pressured corn prices; funds still trimming net long

• Energies – Crude stocks lower than expected, crude prod’n at record level

• Brazil - ethanol prices higher, hydrous +2.6%, but anhydrous the star (+8%)

• Brazil - harvest in FH Oct lower, ethanol prod'n fell 23% on the fortnight

• EU - spot ethanol prices jump 7.4%, stronger buying, sharply higher swaps

• Sweden – Ethanol’s share of gasoline drops to a 17-month low

• Thailand: Ethanol exports up in Sep 26 helped by renewed exports to Japan

• China: NEV share continues to rise; fuel ethanol sales in Sep 26 disappoint

Latest Sugar Report

Green Pool Bio-Based Diesel Market Report

23 October 2026

• US: Diesel output rose as demand fell and stocks increased

• US: RIN generation remained below the pace needed to meet the mandate

• Europe: FAME and HVO imports increased in August

• China: FAME and HVO exports fell sharply in September

• China: SAF exports rose to a record 157 k mt in September

• Thailand: Biodiesel sales eased [...]

• US: Diesel output rose as demand fell and stocks increased

• US: RIN generation remained below the pace needed to meet the mandate

• Europe: FAME and HVO imports increased in August

• China: FAME and HVO exports fell sharply in September

• China: SAF exports rose to a record 157 k mt in September

• Thailand: Biodiesel sales eased but remained well above last year

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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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