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 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 CS Brazil Update

16 October 2026

• SH Sep saw milling rebound to 38.6 mln mt, -6% y-o-y but improved vs. FH Sep

• Wet weather is continuing in Oct, similar to other very wet El Niño years

• ATR started its seasonal decline in SH Sep, falling -7% y-o-y to 146.4 kg/mt

• The sugar mix rebounded from FH Sep's very low result to a high-end 53.1%

• Ethanol production recovered +15% [...]

• SH Sep saw milling rebound to 38.6 mln mt, -6% y-o-y but improved vs. FH Sep

• Wet weather is continuing in Oct, similar to other very wet El Niño years

• ATR started its seasonal decline in SH Sep, falling -7% y-o-y to 146.4 kg/mt

• The sugar mix rebounded from FH Sep's very low result to a high-end 53.1%

• Ethanol production recovered +15% on the fortnight but remained fairly low

• Ethanol sales rose to a near-record 1.71 bln L, but the hydrous share fell

• Green Pool revised its seasonal estimates lower on account of these results

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

Latest Sugar Report

Green Pool Ethanol Crop Weather Report

16 October 2026

• Brazil: Very wet weather returns to CS Brazil

• Brazil: Conab sees summer corn at 32 mln mt (+9% y-o-y)

• Argentina: Rain slows cane harvest; corn 35% planted

• USA: Corn estimate revised higher to 407.28 mln mt

• EU: French wheat plantings slightly delayed at 4%

• China: Ag. Ministry maintains 26/27 corn at 306 mln mt

• [...]

• Brazil: Very wet weather returns to CS Brazil

• Brazil: Conab sees summer corn at 32 mln mt (+9% y-o-y)

• Argentina: Rain slows cane harvest; corn 35% planted

• USA: Corn estimate revised higher to 407.28 mln mt

• EU: French wheat plantings slightly delayed at 4%

• China: Ag. Ministry maintains 26/27 corn at 306 mln mt

• India: SE monsoon withdraws, NE monsoon sets in

• ENSO: El Niño continues to strengthen

Latest Sugar Report

Green Pool Ethanol Arbs & Parities Report

14 October 2026

• Brazil: Sugar & ethanol prices rise, keeping hydrous at a sizeable discount vs. sugar

• Brazil: Corn ethanol margins improved sharply; hydrous/gasoline parities rose again

• US: Production margins continue to escalate as bearishness hits the corn market

• China: Corn market continues to decline; corn ethanol margins improve

[...]

• Brazil: Sugar & ethanol prices rise, keeping hydrous at a sizeable discount vs. sugar

• Brazil: Corn ethanol margins improved sharply; hydrous/gasoline parities rose again

• US: Production margins continue to escalate as bearishness hits the corn market

• China: Corn market continues to decline; corn ethanol margins improve

Latest Sugar Report

Green Pool Bio-Based Diesel Market Report

9 October 2026

• US: Diesel stocks remain tight; a US diesel export ban is no longer under discussion

• US: Bio-based diesel exports weakened in August, while imports stayed low

• Brazil: Strong biodiesel production in Aug 26 while sales were sluggish

• Spain: Biodiesel sales and blending weakened; diesel demand remains steady

• China: UCO domestic demand remains [...]

• US: Diesel stocks remain tight; a US diesel export ban is no longer under discussion

• US: Bio-based diesel exports weakened in August, while imports stayed low

• Brazil: Strong biodiesel production in Aug 26 while sales were sluggish

• Spain: Biodiesel sales and blending weakened; diesel demand remains steady

• China: UCO domestic demand remains firm as HVO/SAF capacity grows

• China: HVO market supported by export orders; HVO enquiries exceeded SAF

• Malaysia: Biodiesel output is higher in FH 26; B15 rollout requires stronger supply

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Green Pool provides commodity market analysis and data to a diverse range of clients globally, including major producers, trade houses, processors, end users, hedge funds and banking groups.

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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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