• Contrary to bears' view that sugar would see 12 c/lb by now, it is at 18
• Ethanol parity climbed sharply last week as govt legislation changed
• Oil price hit new highs for this rally, WTI just over $100/bbl
• India's govt wants 1 mln mt imports, but has pushed domestic prices lower
• Brazil physical raws values drop, with only 3 or so [...]
• Contrary to bears' view that sugar would see 12 c/lb by now, it is at 18
• Ethanol parity climbed sharply last week as govt legislation changed
• Oil price hit new highs for this rally, WTI just over $100/bbl
• India's govt wants 1 mln mt imports, but has pushed domestic prices lower
• Brazil physical raws values drop, with only 3 or so weeks to expiry
• Whites prices stagnant, Oct contract expires on Tuesday
• Raws COT - funds/specs up net short to 161k lots, trade builds both sides
• Centrals - cane crops see sizeable impact of drought, in building El Nino
• Week ahead - Brazil fuel tax changes, India import arbs, Weekly Weather