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 CS Brazil Update

6 August 2026

• MAPA released FH Jul figures, Unica has not, but no corn ethanol figures updated

• Fine weather saw milling jump to 50.6 mln mt cane (+1% y-o-y) & a record high fnt

• Harvest completion remains a risk, we hold our 634 mln mt cane milled estimate

• Sugar prod'n 3.19 mln mt, -7% y-o-y, cumulative now 13.95 mln mt

• Ethanol 2.43 bln L in FH Jul, [...]

• MAPA released FH Jul figures, Unica has not, but no corn ethanol figures updated

• Fine weather saw milling jump to 50.6 mln mt cane (+1% y-o-y) & a record high fnt

• Harvest completion remains a risk, we hold our 634 mln mt cane milled estimate

• Sugar prod'n 3.19 mln mt, -7% y-o-y, cumulative now 13.95 mln mt

• Ethanol 2.43 bln L in FH Jul, 1.53 bln L hydrous, 0.900 bln L anhydrous

• ATR rose to 136 kg/mt up 2% y-o-y, we kept annual ATR est. at 138 kg/mt

• Sugar mix currently 43.6%, down 8 p.p. y-o-y, we raised seasonal to 47%

Latest Sugar Report

Green Pool Global Ethanol Report

6 August 2026

• US Ethanol: Jun exports up 9% m-o-m; YTD up 13% y-o-y w/ India, UK sizeably lower

• Corn prices attempt a recovery Monday but prices fell, Sep 26 down 12 c/bu w-o-w

• Energies: Unexpected build in crude stocks, gas stocks down more than expected

• Brazil - spot ethanol fell again amid little change in trading conditions

• SH Jul crush very [...]

• US Ethanol: Jun exports up 9% m-o-m; YTD up 13% y-o-y w/ India, UK sizeably lower

• Corn prices attempt a recovery Monday but prices fell, Sep 26 down 12 c/bu w-o-w

• Energies: Unexpected build in crude stocks, gas stocks down more than expected

• Brazil - spot ethanol fell again amid little change in trading conditions

• SH Jul crush very high (50 mln mt), ethanol output highest of year to date

• EU spot ethanol prices plunge -10% w-o-w, maize prod’n margins fall

• UK Ethanol - Strong growth in 1H 26, gasoline also saw modest growth

• Thailand: Energy authority aims to lift E20 share further to over 30%

• China: Hydrous market posts losses on weaker corn and slow demand

Latest Sugar Report

Green Pool Bio-Based Diesel Market Report

31 July 2026

• US: RIN generation reached 2.26 bln RINs in Jun 26, a record for June

• US: D4 RINs hit a record in early July, but have since plunged

• EU Trade: FAME imports stayed elevated at 174 k mt in May 26

• China: Biodiesel exports strengthened in Jun 26, both FAME and HVO increased

• Indonesia: Biodiesel allocation lifted to support the B50 mandate [...]

• US: RIN generation reached 2.26 bln RINs in Jun 26, a record for June

• US: D4 RINs hit a record in early July, but have since plunged

• EU Trade: FAME imports stayed elevated at 174 k mt in May 26

• China: Biodiesel exports strengthened in Jun 26, both FAME and HVO increased

• Indonesia: Biodiesel allocation lifted to support the B50 mandate

Latest Sugar Report

Green Pool Global Ethanol Report

30 July 2026

• US Ethanol: Prices trade narrow range; RIN values affected by regulatory shenanigans

• US corn: high temps across Midwest & Plains negatively impacted crops

• US energy: Unexpected draw in crude stocks, gasoline stocks flat; higher gasoline demand

• Brazil – Prices yet to find a bottom amid bearish mood, but losses moderate

• Brazil – Mills [...]

• US Ethanol: Prices trade narrow range; RIN values affected by regulatory shenanigans

• US corn: high temps across Midwest & Plains negatively impacted crops

• US energy: Unexpected draw in crude stocks, gasoline stocks flat; higher gasoline demand

• Brazil – Prices yet to find a bottom amid bearish mood, but losses moderate

• Brazil – Mills lost some crushing days SH July, but are finding some new export sales

• EU spot ethanol prices slightly weaker, with an increase in offers

• Netherlands:biogasoline use flat y-o-y, but more of it double count

• Thailand: Ethanol exports strong in Jun 26; exports to Vietnam & Philippines

• China: Hydrous market steady NE China, up in Henan; imports rose in Jun 26

• India: Rice availability as feedstock for ethanol in 26/27 EBP raised

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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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