Raw Sugarcane — Crops & Grains

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Raw SugarcaneCrops & Grains · HS 1212.93 · Tier 1

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Freshly harvested sugarcane stalks for crushing and sugar refining

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MaBloomberg · 130d ago

Raizen IPO Raises $1.2B as World's Largest Sugar-Energy Company Goes PublicRaizen, the joint venture between Shell and Cosan, completed its IPO on B3 raising $1.2B, valuing the company at $12B as the world's largest integrated sugar-ethanol-energy producer.

score 81

2 comments

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JamesRaizen at $12B valuation shows the market values integrated sugar-ethanol-bioelectricity models.

RegulationMint · 130d ago

India Approves 2M Tonne Sugar Export Quota After Record Production SeasonIndia's Ministry of Food approved a 2 million tonne sugar export quota for 2025/26 after production reached 34 million tonnes, the highest in three years following excellent monsoon conditions.

score 83

2 comments

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FatimaIndia's on-again off-again export policy creates uncertainty. Buyers cannot rely on Indian sugar for long-term planning.

SupplierTereos · 130d ago

Tereos Invests EUR 300M in Sugar-to-Bioethanol Conversion in Northern FranceFrench sugar cooperative Tereos announced conversion of its Lillers sugar factory to produce 200 million liters/year of bioethanol from sugar beet, responding to EU renewable fuel mandates.

score 75

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MariaEvery sugar factory that converts to ethanol tightens the food sugar market. The food-fuel tension is real.

PanoramaISO · 130d ago

Global Sugar Surplus Forecast at 3.5M Tonnes as Brazil and India Output SurgesThe International Sugar Organization revised its 2025/26 global sugar balance to a 3.5 million tonne surplus, driven by record Brazilian production and India's improved monsoon boosting cane yields.

score 86

2 comments

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ChenThe surplus is real but concentrated in Brazil. Logistics bottlenecks at Santos could limit actual export availability.

CompetitiveDawn · 130d ago

Pakistan Sugar Industry Faces Collapse as Government Caps Retail PricesPakistan's government imposed a PKR 150/kg retail sugar price cap while sugarcane procurement costs rose 18%, squeezing mill margins to unsustainable levels across Punjab and Sindh.

score 79

2 comments

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MariaPrice controls that ignore input costs always end badly. Pakistan will be importing sugar within 6 months.

CertificationEuropean Commission · 130d ago

EUDR Enforcement Impacts Sugarcane Sourcing from Brazil CerradoEUDR enforcement requires sugar importers to prove zero-deforestation compliance for Brazilian sugarcane sourced from Cerrado biome expansion areas.

score 76

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FatimaSao Paulo state sugarcane is largely EUDR-compliant. The risk is concentrated in Goias and Mato Grosso do Sul expansion areas.

MaMint · 130d ago

Wilmar Acquires Two Sugar Mills in Uttar Pradesh for $420MWilmar's Indian subsidiary completed acquisition of two integrated sugar-ethanol complexes in Uttar Pradesh with combined crushing capacity of 25,000 TCD.

score 83

2 comments

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JamesSmart move by Wilmar. India's ethanol program guarantees demand for sugarcane processing capacity.

MaterialICE Futures · 130d ago

ICE Raw Sugar Futures Contango Widens as Brazilian Exports SurgeThe March-May spread on ICE No. 11 raw sugar widened to -0.45 cents/lb as Brazilian port line-ups at Santos reached 4.2 million tonnes, signaling near-term oversupply.

score 71

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ChenClassic carry trade setup. Physical buyers should negotiate storage and defer purchases.

SupplierThe Hindu · 130d ago

Cyclone Damages 800,000 Hectares of Sugarcane in Maharashtra IndiaCyclone Mandous devastated sugarcane fields across Maharashtra's Kolhapur and Sangli districts. Early estimates suggest 15-20% crop loss in the state.

score 94

2 comments

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MariaIf Maharashtra losses are confirmed at 20%, India will ban sugar exports within weeks.

ResearchBonsucro · 130d ago

Bonsucro Certifies New High-Yield Sugarcane Variety CTC-9001Brazilian sugarcane research center CTC released variety CTC-9001 achieving 15% higher sucrose content and 20% better water efficiency in Sao Paulo state trials.

score 72

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JamesCTC varieties have a strong track record. Expect rapid adoption across Sao Paulo and Minas Gerais.

RegulationBangkok Post · 130d ago

Thailand Raises Sugarcane Minimum Price by 12% to Support FarmersThailand's Office of the Cane and Sugar Board increased the minimum cane price to 1,200 baht/tonne, adding $180M in annual costs for Thai sugar mills.

score 80

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FatimaThai mills were already struggling with low global prices. This could accelerate consolidation.

PanoramaUNICA · 130d ago

Brazil Sugarcane Crush Hits Record 620M Tonnes in 2025/26 SeasonUNICA reported Brazil's Center-South region crushed a record 620 million tonnes of sugarcane, with 47% allocated to sugar production and 53% to ethanol.

score 87

2 comments

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MariaThe sugar-ethanol split is key. If oil prices rise, mills shift to ethanol and tighten sugar supply.

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