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 Ethanol Report

12 November 2026

• US Ethanol: Q1 avg swap contracts higher w-o-w, support from export demand

• STEO – Fuel ethanol prod’n & Dec 26 stocks up; small uptick in 26 blend rate

• Energies – Crude price pressured by higher Saudi’s output and steady flow

- Brazil – Spot ethanol prices saw further gains; fuel tax cuts extended

• Brazil – Exports had another strong month in [...]

• US Ethanol: Q1 avg swap contracts higher w-o-w, support from export demand

• STEO – Fuel ethanol prod’n & Dec 26 stocks up; small uptick in 26 blend rate

• Energies – Crude price pressured by higher Saudi’s output and steady flow

- Brazil – Spot ethanol prices saw further gains; fuel tax cuts extended

• Brazil – Exports had another strong month in Oct 26 at 219 mln L

• EU spot prices come off sharply, closing down -4.5% w-o-w

• Norway - Imports increase in Sep 26 but still sharply lower YTD

• Philippines: Ethanol imports remain strong in Oct; YTD volume a record

• China: Corn gains on snowy weather; corn ethanol margin near breakeven

• India: OMCs have contracted 11 bln L fuel ethanol for 26/27 EBP

Latest Sugar Report

Green Pool Ethanol Arbs & Parities Report

11 November 2026

• Brazil: Ethanol prices rose again, particularly anhydrous; import arbs remain shut

• Brazil: Fuel tax relief extended for 30 days; hydrous still at a discount vs. sugar

• India: Ethanol import margins turned positive, paving way for new flows

• China: Corn gains on snowy weather; corn ethanol margins around breakeven

[...]

• Brazil: Ethanol prices rose again, particularly anhydrous; import arbs remain shut

• Brazil: Fuel tax relief extended for 30 days; hydrous still at a discount vs. sugar

• India: Ethanol import margins turned positive, paving way for new flows

• China: Corn gains on snowy weather; corn ethanol margins around breakeven

Latest Sugar Report

Green Pool Australia Update

11 November 2026

• Harvest made good progress in FH Oct, but SH Oct saw rain and mill closures

• By end-Oct, all Burdekin mills and Proserpine had completed their harvests

• The return of spring rains caused CCS levels to sink from earlier lofty highs

• By end-Oct, the crush had fallen behind y-o-y for the first time since July

• Sugar production was still up [...]

• Harvest made good progress in FH Oct, but SH Oct saw rain and mill closures

• By end-Oct, all Burdekin mills and Proserpine had completed their harvests

• The return of spring rains caused CCS levels to sink from earlier lofty highs

• By end-Oct, the crush had fallen behind y-o-y for the first time since July

• Sugar production was still up +5% y-o-y thanks to earlier excellent CCS levels

• These results have led to reductions in Green Pool's seasonal estimates

Latest Sugar Report

Green Pool Sugar Crop Weather Report

10 November 2026

• CS Brazil: November brings further wet weather

• Colombia: Milling slowed to 2.19 mln mt in August

• Argentina: Ledesma in Jujuy completes its season

• Russia: Harvest 81% complete, sugar pegged at 7 mln mt

• EU: EC trims a further 0.5 mln mt from 26/27 sugar estimate

• China: Guangxi crush to begin this week; 72 mills to operate

• [...]

• CS Brazil: November brings further wet weather

• Colombia: Milling slowed to 2.19 mln mt in August

• Argentina: Ledesma in Jujuy completes its season

• Russia: Harvest 81% complete, sugar pegged at 7 mln mt

• EU: EC trims a further 0.5 mln mt from 26/27 sugar estimate

• China: Guangxi crush to begin this week; 72 mills to operate

• India: 141 mills underway in Maharashtra; recovery rising

• Thailand: November brings above average rainfall

Latest Sugar Report

Green Pool Bio-Based Diesel Market Report

6 November 2026

• US: Stronger diesel demand pushes stocks to a 23-year low

• US: Bio-based diesel exports fall 62% m-o-m to 60 k mt in Sep 26

• UK: Biodiesel ME supply increases, while HVO supply declines

• Germany: Biodiesel use up 21% during Jan-Jul 26, amid surging HVO sales

• China: UCO demand weakens, HVO trading activity stronger than SAF's

• [...]

• US: Stronger diesel demand pushes stocks to a 23-year low

• US: Bio-based diesel exports fall 62% m-o-m to 60 k mt in Sep 26

• UK: Biodiesel ME supply increases, while HVO supply declines

• Germany: Biodiesel use up 21% during Jan-Jul 26, amid surging HVO sales

• China: UCO demand weakens, HVO trading activity stronger than SAF's

• Singapore: Bio-bunker sales rebound in Sep 26, YTD still sharply lower

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

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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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