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 Australia Update

7 September 2026

• Apart from rain in far north/far south, Aug saw good harvest

• By late Aug, 14.0 mln mt cane crushed, best result since 2019

• Wilmar reported its 8 mills passed half-way mark in mid-Aug

• CCS (sugar yield) levels high, well above recent years

• By late Aug, we estimate 1.92 mln mt sugar prod'n, up 10% y-o-y

• Cane estimates continue [...]

• Apart from rain in far north/far south, Aug saw good harvest

• By late Aug, 14.0 mln mt cane crushed, best result since 2019

• Wilmar reported its 8 mills passed half-way mark in mid-Aug

• CCS (sugar yield) levels high, well above recent years

• By late Aug, we estimate 1.92 mln mt sugar prod'n, up 10% y-o-y

• Cane estimates continue to be downgraded, we now f'cast 27.8 mln mt

• Sep/Oct see below normal rain, if so an early finish guaranteed

Latest Sugar Report

Green Pool Ethanol Crop Weather Report

4 September 2026

• Brazil: Moderate to heavy rain forecast for mid-Sep in CS

• Brazil: Safrinha 94% harvested, Paraná corn 18% planted

• Argentina: Corn 1.5% planted, cane over 50% harvested

• US: Corn crop rated 57% good/excellent; 13% now mature

• EU & UK: EU27 corn now seen at 50.1 mln mt (-17% y-o-y)

• China: Heavy rain affects corn areas of the [...]

• Brazil: Moderate to heavy rain forecast for mid-Sep in CS

• Brazil: Safrinha 94% harvested, Paraná corn 18% planted

• Argentina: Corn 1.5% planted, cane over 50% harvested

• US: Corn crop rated 57% good/excellent; 13% now mature

• EU & UK: EU27 corn now seen at 50.1 mln mt (-17% y-o-y)

• China: Heavy rain affects corn areas of the eastern NE

• China: Several Guangxi regions report damage from Narra

• Thailand: Dry outlook for September and October

Latest Sugar Report

Green Pool Bio-Based Diesel Feedstocks Report

4 September 2026

• Brazil: Soy plantings to start next week in Mato Grosso

• Argentina: Soy plantings to start in during SH October

• US: 58% of soy rated good/excellent, 13% dropping leaves

• Canada: Saskatchewan’s canola 4% harvested by end-Aug

• Indonesia: Strong PO production of 5.27 mln mt in June

• Malaysia: Lagged El Niño impacts expected for [...]

• Brazil: Soy plantings to start next week in Mato Grosso

• Argentina: Soy plantings to start in during SH October

• US: 58% of soy rated good/excellent, 13% dropping leaves

• Canada: Saskatchewan’s canola 4% harvested by end-Aug

• Indonesia: Strong PO production of 5.27 mln mt in June

• Malaysia: Lagged El Niño impacts expected for 2027

• EU: Rapeseed plantings underway; rains favour emergence

• EU: French sunflower lower y-o-y, EU robust at 9.45 mln mt

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

Our Services

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.

Market Analysis

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We deliver a powerful combination of exceptional consulting finesse, expert level of industry experience and rigorous data modelling.

A truly global perspective, built upon leading market knowledge, timeliness and high independence standards.

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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