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 Sugar Crop Weather Report

13 October 2026

• CS Brazil: Further showers and storms forecast this week

• Mexico: USDA expects small rise in sugar output for 26/27

• Argentina: Late frost forecast for week ahead

• Colombia: By end-July, sugar at 1.125 mln mt (+10% y-o-y)

• USA: WASDE lowers 26/27 sugar output to 7.36 mln mttq

• China: All 12 factories are now underway in Xinjiang

• [...]

• CS Brazil: Further showers and storms forecast this week

• Mexico: USDA expects small rise in sugar output for 26/27

• Argentina: Late frost forecast for week ahead

• Colombia: By end-July, sugar at 1.125 mln mt (+10% y-o-y)

• USA: WASDE lowers 26/27 sugar output to 7.36 mln mttq

• China: All 12 factories are now underway in Xinjiang

• India: Monsoon fully withdrawn from UP, Maha, North KNK

• ENSO: El Niño continues to strengthen, likely to last into Q1

Latest Sugar Report

Green Pool Australia Update

12 October 2026

• September rains slow harvesting in the north; good progress elsewhere

• Two mills in the Burdekin region are expected to finish this week

• CCS levels remained very high, but dryness is a concern for cane supply

• By early October, milling was up 1% on the year and sugar output up 7%

• Green Pool has trimmed its 26/27 cane crush estimate but [...]

• September rains slow harvesting in the north; good progress elsewhere

• Two mills in the Burdekin region are expected to finish this week

• CCS levels remained very high, but dryness is a concern for cane supply

• By early October, milling was up 1% on the year and sugar output up 7%

• Green Pool has trimmed its 26/27 cane crush estimate but raised CCS

Latest Sugar Report

Green Pool Ethanol Crop Weather Report

9 October 2026

• Brazil: Showery weather continues across CS Brazil

• Brazil: Summer corn plantings advance to 30.8%

• Argentina: 20.3 mln mt cane milled to 8th October

• Colombia: 13.2 mln mt milled to end-July, +6% higher y-o-y

• USA: Corn 23% harvested, winter wheat 36% planted

• EU: French corn 67% harvested; Germany trims beet crop

• [...]

• Brazil: Showery weather continues across CS Brazil

• Brazil: Summer corn plantings advance to 30.8%

• Argentina: 20.3 mln mt cane milled to 8th October

• Colombia: 13.2 mln mt milled to end-July, +6% higher y-o-y

• USA: Corn 23% harvested, winter wheat 36% planted

• EU: French corn 67% harvested; Germany trims beet crop

• China: Favourable weather for corn harvest in NE China

• India: Monsoon withdraws, fine weather for Maha & UP

Latest Sugar Report

Green Pool Bio-Based Diesel Market Report

9 October 2026

• US: Diesel stocks remain tight; a US diesel export ban is no longer under discussion

• US: Bio-based diesel exports weakened in August, while imports stayed low

• Brazil: Strong biodiesel production in Aug 26 while sales were sluggish

• Spain: Biodiesel sales and blending weakened; diesel demand remains steady

• China: UCO domestic demand remains [...]

• US: Diesel stocks remain tight; a US diesel export ban is no longer under discussion

• US: Bio-based diesel exports weakened in August, while imports stayed low

• Brazil: Strong biodiesel production in Aug 26 while sales were sluggish

• Spain: Biodiesel sales and blending weakened; diesel demand remains steady

• China: UCO domestic demand remains firm as HVO/SAF capacity grows

• China: HVO market supported by export orders; HVO enquiries exceeded SAF

• Malaysia: Biodiesel output is higher in FH 26; B15 rollout requires stronger supply

Latest Sugar Report

Green Pool Global Ethanol Report

8 October 2026

• US Ethanol: Prod’n and exports up, domestic demand and blend rate down; lower stocks

• US Corn: Prices slightly higher despite export forecast concerns and funds cutting longs

• Brazil: Hydrous prices back on the rise, following sugar higher after supportive FH Sep results

• Brazil: Fortnightly data led to downside in crop forecasts; hydrous market share [...]

• US Ethanol: Prod’n and exports up, domestic demand and blend rate down; lower stocks

• US Corn: Prices slightly higher despite export forecast concerns and funds cutting longs

• Brazil: Hydrous prices back on the rise, following sugar higher after supportive FH Sep results

• Brazil: Fortnightly data led to downside in crop forecasts; hydrous market share rose

• EU spot ethanol prices rally, market curve in contango

• France: Aug 26 E85 sales jump 13.6%, market share steady at just below 6%

• Philippines: Ethanol imports rebounded in Sep 26, pushing YTD results to a record high

• China: Fuel ethanol prices fall before the holiday; output rebounds in August

Latest Sugar Report

Green Pool Bio-Based Diesel Feedstocks Report

2 October 2026

• Brazil: Soy plantings reach 3.9%, CONAB expects 182 mln mt

• US: Soy 17% harvested, rain this week to slow south harvest

• Canada: Canola harvest underway, 22.1 mln mt forecast

• Indonesia: GAPKI expects 2027 palm oil output to fall -5%

• Malaysia: Sep palm oil output expected to increase m-o-m

• Australia: Canola production to [...]

• Brazil: Soy plantings reach 3.9%, CONAB expects 182 mln mt

• US: Soy 17% harvested, rain this week to slow south harvest

• Canada: Canola harvest underway, 22.1 mln mt forecast

• Indonesia: GAPKI expects 2027 palm oil output to fall -5%

• Malaysia: Sep palm oil output expected to increase m-o-m

• Australia: Canola production to fall -5% to 7.3 mln mt in 2026

• EU: EC trims French sunflower output; bumps EU27 higher

• EU: Drought to cause decline in 26/27 rapeseed area

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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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