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 Weekly Sugar Report

21 September 2026

• Losses seen across the board last week, Oct 26 fell 79 pts, Mar -89 pts

• It is possible the 40 & 50 DMAs will be challenged shortly

• Hydrous parity in Brazil at 17.1 c/lb could be supportive - if it can hold

• India's govt relaxed its stockholding time limit fm 15 to 30 days

• Ldn Oct whites expired, with 499.35k mt refined sugar delivered

• [...]

• Losses seen across the board last week, Oct 26 fell 79 pts, Mar -89 pts

• It is possible the 40 & 50 DMAs will be challenged shortly

• Hydrous parity in Brazil at 17.1 c/lb could be supportive - if it can hold

• India's govt relaxed its stockholding time limit fm 15 to 30 days

• Ldn Oct whites expired, with 499.35k mt refined sugar delivered

• CS Brazil physical raws premiums strengthened slightly last week

• CS Brazil - SH Aug Mapa data saw us boost cane, but kept sugar unch.

• Week Ahead - Brazil ethanol floor, China sugar imports, Weekly Weather

Latest Sugar Report

Green Pool Ethanol Crop Weather Report

18 September 2026

• Brazil: Wet FH Sep slows harvest and negative for ATR/mt

• Brazil: Conab sees 25/26 corn at record high at 144 mln mt

• Argentina: Tucuman has lifted 60% of the available cane

• USA: WASDE trims corn to 15.8 bln bu, 8% of corn harvested

• EU & UK: French beet seen at 46-year low of 25.4 mln mt

• China: Ag. Ministry maintains 26/27 [...]

• Brazil: Wet FH Sep slows harvest and negative for ATR/mt

• Brazil: Conab sees 25/26 corn at record high at 144 mln mt

• Argentina: Tucuman has lifted 60% of the available cane

• USA: WASDE trims corn to 15.8 bln bu, 8% of corn harvested

• EU & UK: French beet seen at 46-year low of 25.4 mln mt

• China: Ag. Ministry maintains 26/27 sugar at 12.93 mln mt

• India: Heavier rain forecast for Maharashtra & Karnataka

• Thailand: FH September rains a little lacklustre

Latest Sugar Report

Green Pool CS Brazil Update

18 September 2026

• CS Brazil millers went full throttle in SH Aug, milling 52 mln mt cane

• Cane to date is now 411.5 mln mt +1.6% y-o-y, ATR rose, mix at 51.8%

• We raised cane crushed est. to 644 mln mt, but availability higher

• Split to sugar (mix) also raised, but season ATR cut

• That sees our sugar estimate at 39.1 (unch), ethanol at 38.32 bln L

[...]

• CS Brazil millers went full throttle in SH Aug, milling 52 mln mt cane

• Cane to date is now 411.5 mln mt +1.6% y-o-y, ATR rose, mix at 51.8%

• We raised cane crushed est. to 644 mln mt, but availability higher

• Split to sugar (mix) also raised, but season ATR cut

• That sees our sugar estimate at 39.1 (unch), ethanol at 38.32 bln L

Latest Sugar Report

Green Pool Bio-Based Diesel Feedstocks Report

18 September 2026

• Brazil: Conab pegs 26/27 soy crop at 181.6 mln mt

• Argentina: 26/27 soy production is forecast at 47.8 mln mt

• US: USDA sees 26/27 soy crop at record high 123.4 mln mt

• Canada: Saskatchewan’s canola 15% harvested by mid-Sep

• Indonesia: Dry weather limits river transport in some areas

• Malaysia: Jan-Aug palm oil on par with [...]

• Brazil: Conab pegs 26/27 soy crop at 181.6 mln mt

• Argentina: 26/27 soy production is forecast at 47.8 mln mt

• US: USDA sees 26/27 soy crop at record high 123.4 mln mt

• Canada: Saskatchewan’s canola 15% harvested by mid-Sep

• Indonesia: Dry weather limits river transport in some areas

• Malaysia: Jan-Aug palm oil on par with 2025 at 12.6 mln mt

• EU: Dry Sep weather limits French rapeseed plantings

• EU: EU27 soy crop to fall by -21% y-o-y to 2.2 mln mt

Latest Sugar Report

Green Pool Global Ethanol Report

17 September 2026

• US Ethanol: Prices higher following corn and energy; D6 RINs lower

• WASDE – Softer yield cut than expected, lower STU ratio, higher avg farm price

• Energies – Crude & gasoline stocks higher than expected; higher gas demand

• Spot EU ethanol prices incur losses w-o-w, paper markets were up

[...]

• US Ethanol: Prices higher following corn and energy; D6 RINs lower

• WASDE – Softer yield cut than expected, lower STU ratio, higher avg farm price

• Energies – Crude & gasoline stocks higher than expected; higher gas demand

• Spot EU ethanol prices incur losses w-o-w, paper markets were up

Latest Sugar Report

Green Pool Bio-Based Diesel Market Report

11 September 2026

• US: Jul 26 FAME exports rise on the month but down y-o-y

• US: HVO exports surge to 204 k mt, Canada the main buyer

• Spain: Biodiesel sales remain sluggish due to lower blend rates

• Sweden: FAME and HVO sales in blends higher, HVO 100 fell

• China: UCO and FAME markets strengthened on export demand

• Malaysia: Biodiesel production [...]

• US: Jul 26 FAME exports rise on the month but down y-o-y

• US: HVO exports surge to 204 k mt, Canada the main buyer

• Spain: Biodiesel sales remain sluggish due to lower blend rates

• Sweden: FAME and HVO sales in blends higher, HVO 100 fell

• China: UCO and FAME markets strengthened on export demand

• Malaysia: Biodiesel production shifts towards UCOME and HVO

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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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