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

26 October 2026

• Lula re-elected in Brazil, with varying possible impacts for sugar/ethanol

• Raws prices fell last week, spreads weaker, Mar/May fell 19 to +60 pts

• White sugar also fell, more than raws, Dec/Mar WP fell $6.7 to $88.6/mt

• Ldn Dec down $20.1 to $534.8/mt, while Dec/Mar spread fell to $15.4/mt

• CS Brazil MAPA data for FH Oct should surface [...]

• Lula re-elected in Brazil, with varying possible impacts for sugar/ethanol

• Raws prices fell last week, spreads weaker, Mar/May fell 19 to +60 pts

• White sugar also fell, more than raws, Dec/Mar WP fell $6.7 to $88.6/mt

• Ldn Dec down $20.1 to $534.8/mt, while Dec/Mar spread fell to $15.4/mt

• CS Brazil MAPA data for FH Oct should surface late week, more rain f'cast

• India’s harvest got off to a shaky start, forecast sugar make is pressured

• COT – fund/spec net long fell to 221k, commercial net short to 548k lots

• Week Ahead – India's shaky start, China imports, Weekly Weather

Latest Sugar Report

Green Pool Ethanol Crop Weather Report

23 October 2026

• Brazil: Wet outlook next 2 weeks for CS Brazil

• Brazil: Summer corn 36% planted as of Oct 16th

• Argentina: Rain threatens cane harvest; corn 40% planted

• Canada: Corn at 16.5 mln mt; rye slumps to 0.4 mln mt

• USA: Corn 44% harvested, lagging normal progress of 52%

• EU: Wheat plantings progress rapidly UK, but slow in France [...]

• Brazil: Wet outlook next 2 weeks for CS Brazil

• Brazil: Summer corn 36% planted as of Oct 16th

• Argentina: Rain threatens cane harvest; corn 40% planted

• Canada: Corn at 16.5 mln mt; rye slumps to 0.4 mln mt

• USA: Corn 44% harvested, lagging normal progress of 52%

• EU: Wheat plantings progress rapidly UK, but slow in France

• China: Corn harvest progress picked up last week

• India: 54 Maharashtra mills underway by 21st

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

Latest Sugar Report

Green Pool Global Ethanol Report

22 October 2026

• US Ethanol: Bearish EIA report w/ prod’n up, blend rate fell sub 10%; stocks up

• Corn: Cash corn continues to fall, boosting ethanol production margin

• Energies: Crude & gasoline stocks fell less than f’cast; Cushing stocks up again

• Brazil: ethanol prices up R$30 both types, with 26/27 f'cast output down

• Brazil: Implied ethanol use in [...]

• US Ethanol: Bearish EIA report w/ prod’n up, blend rate fell sub 10%; stocks up

• Corn: Cash corn continues to fall, boosting ethanol production margin

• Energies: Crude & gasoline stocks fell less than f’cast; Cushing stocks up again

• Brazil: ethanol prices up R$30 both types, with 26/27 f'cast output down

• Brazil: Implied ethanol use in SH Sep a record, up 14.3% vs FH Sep

• EU ethanol - EU prices down, ARA well stocked, recent high imports weigh

• EU Imports: Aug 26 ethanol imports up 27% y-o-y; US the leading origin

• China: corn ethanol made gains, with some facilities doing maintenance

• India: OMC's tender for 11 bln L fuel ethanol; main sugar feedstocks ruled out

Latest Sugar Report

Green Pool Sugar Crop Weather Report

20 October 2026

• CS Brazil: Fine weather returns after heavy mid-Oct rain

• Argentina: Rain causing delays to harvest and milling

• Kenya: Strong milling continues during August

• Russia: Beet yields support 51 – 52 mln mt crop

• Ukraine: Early beet yields very good at 50 mt/ha

• EU & UK: Cristal Union sends damaged beets to eth & syrups

• [...]

• CS Brazil: Fine weather returns after heavy mid-Oct rain

• Argentina: Rain causing delays to harvest and milling

• Kenya: Strong milling continues during August

• Russia: Beet yields support 51 – 52 mln mt crop

• Ukraine: Early beet yields very good at 50 mt/ha

• EU & UK: Cristal Union sends damaged beets to eth & syrups

• China: Drought emerging in Guangxi

• India: 17 mills underway Maharashtra, low early sugar %

Latest Sugar Report

Green Pool Bio-Based Diesel Feedstocks Report

16 October 2026

• Brazil: Soy plantings reach 16%, Conab expects 182 mln mt

• US: Soy 46% harvested, WASDE revises crop to 124.15 mln mt

• Canada: Canola and soy harvests both progressing well

• Indonesia: Drop in palm oil output in 2027 is of concern

• Malaysia: Strong Sep production sees stocks build

• Australia: Private analysts expect canola to [...]

• Brazil: Soy plantings reach 16%, Conab expects 182 mln mt

• US: Soy 46% harvested, WASDE revises crop to 124.15 mln mt

• Canada: Canola and soy harvests both progressing well

• Indonesia: Drop in palm oil output in 2027 is of concern

• Malaysia: Strong Sep production sees stocks build

• Australia: Private analysts expect canola to rise to 8.1 mln mt

• EU: EU27 sunflower rises 14% in 26/27 to 9.7 mln mt

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

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About Us

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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