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LEADERS IN SUGAR AND BIOFUELS ANALYSIS

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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 – India Ethanol Market Update

13 November 2026

• India's first 26/27 fuel ethanol tender was held last week, totalling 11 bln L

• Offers from sugar-rich feedstocks were not allowed at all, as expected

• Other feedstocks like rice and damaged food grains had limits imposed

• C-molasses and corn were uncapped, but only 46% of corn volume was accepted

• A poor crop may see corn-based volumes [...]

• India's first 26/27 fuel ethanol tender was held last week, totalling 11 bln L

• Offers from sugar-rich feedstocks were not allowed at all, as expected

• Other feedstocks like rice and damaged food grains had limits imposed

• C-molasses and corn were uncapped, but only 46% of corn volume was accepted

• A poor crop may see corn-based volumes fall short of those contracted

• Green Pool estimates actual fuel blending may end up closer to 9.9 bln L

Latest Sugar Report

Green Pool Bio-Based Diesel Feedstocks Report

13 November 2026

• Brazil: Soy plantings reach 59%, up vs. last year and the avg.

• Argentina: Soy planting reaches 4.7%, ahead year on year

• US: Soy 92% harvested, crop estimated at 124.5 mln mt

• US: Canola crop estimated at 2.435 mln mt in latest WASDE

• Indonesia: Palm Oil production at 41 mln mt to end-August

• Malaysia: Palm Oil rose to a record [...]

• Brazil: Soy plantings reach 59%, up vs. last year and the avg.

• Argentina: Soy planting reaches 4.7%, ahead year on year

• US: Soy 92% harvested, crop estimated at 124.5 mln mt

• US: Canola crop estimated at 2.435 mln mt in latest WASDE

• Indonesia: Palm Oil production at 41 mln mt to end-August

• Malaysia: Palm Oil rose to a record 2.15 mln mt in October

• Malaysia: Palm Oil stocks rise to 3.62 mln mt by end-October

• EU: French rapeseed acreage expected to fall due to drought

Latest Sugar Report

Green Pool Ethanol Crop Weather Report

13 November 2026

• Brazil: CS sugar output to end-October reaches 32.9 mln mt

• Brazil: Summer corn 51.2% planted as of 6th October

• Argentina: Sugar production at 1.8 mln mt; rains to continue

• Canada: Ontario corn harvest reaches 69% completion

• USA: Corn production at 403.71 mln mt, harvest at 81%

• EU: Drought continues to weigh on European [...]

• Brazil: CS sugar output to end-October reaches 32.9 mln mt

• Brazil: Summer corn 51.2% planted as of 6th October

• Argentina: Sugar production at 1.8 mln mt; rains to continue

• Canada: Ontario corn harvest reaches 69% completion

• USA: Corn production at 403.71 mln mt, harvest at 81%

• EU: Drought continues to weigh on European grains

• China: Snowy conditions continue in parts of NE China

• India: 141 mills active in Maharashtra, 57 in Uttar Pradesh

Latest Sugar Report

Green Pool – India Ethanol Market Update

13 November 2026

• India's first 26/27 fuel ethanol tender was held last week, totalling 11 bln L

• Offers from sugar-rich feedstocks were not allowed at all, as expected

• Other feedstocks like rice and damaged food grains had limits imposed

• C-molasses and corn were uncapped, but only 46% of corn volume was accepted

• A poor crop may see corn-based volumes [...]

• India's first 26/27 fuel ethanol tender was held last week, totalling 11 bln L

• Offers from sugar-rich feedstocks were not allowed at all, as expected

• Other feedstocks like rice and damaged food grains had limits imposed

• C-molasses and corn were uncapped, but only 46% of corn volume was accepted

• A poor crop may see corn-based volumes fall short of those contracted

• Green Pool estimates actual fuel blending may end up closer to 9.9 bln L

Latest Sugar Report

Green Pool Ethanol Crop Weather Report

13 November 2026

• Brazil: CS sugar output to end-October reaches 32.9 mln mt

• Brazil: Summer corn 51.2% planted as of 6th October

• Argentina: Sugar production at 1.8 mln mt; rains to continue

• Canada: Ontario corn harvest reaches 69% completion

• USA: Corn production at 403.71 mln mt, harvest at 81%

• EU: Drought continues to weigh on European [...]

• Brazil: CS sugar output to end-October reaches 32.9 mln mt

• Brazil: Summer corn 51.2% planted as of 6th October

• Argentina: Sugar production at 1.8 mln mt; rains to continue

• Canada: Ontario corn harvest reaches 69% completion

• USA: Corn production at 403.71 mln mt, harvest at 81%

• EU: Drought continues to weigh on European grains

• China: Snowy conditions continue in parts of NE China

• India: 141 mills active in Maharashtra, 57 in Uttar Pradesh

Latest Sugar Report

Green Pool CS Brazil Update

13 November 2026

• SH Oct numbers show mills persevering despite wet weather to crush 32.3 mln mt

• Sugar mix remained strong at 50.8%, but ATR content was woeful at 132.9 kg/mt

• Fortnightly sugar output was roughly flat y-o-y, ethanol was down -12%

• SH Oct domestic ethanol sales rose on the fortnight, but hydrous share fell

• Green Pool retains a 635 mln mt [...]

• SH Oct numbers show mills persevering despite wet weather to crush 32.3 mln mt

• Sugar mix remained strong at 50.8%, but ATR content was woeful at 132.9 kg/mt

• Fortnightly sugar output was roughly flat y-o-y, ethanol was down -12%

• SH Oct domestic ethanol sales rose on the fortnight, but hydrous share fell

• Green Pool retains a 635 mln mt crush estimate, but has cut ATR to 132 kg/mt

• With the mix at 46.7%, sugar is kept at 37.3 mln mt, ethanol cut to 36.86 bln L

Latest Sugar Report

Green Pool Bio-Based Diesel Feedstocks Report

13 November 2026

• Brazil: Soy plantings reach 59%, up vs. last year and the avg.

• Argentina: Soy planting reaches 4.7%, ahead year on year

• US: Soy 92% harvested, crop estimated at 124.5 mln mt

• US: Canola crop estimated at 2.435 mln mt in latest WASDE

• Indonesia: Palm Oil production at 41 mln mt to end-August

• Malaysia: Palm Oil rose to a record [...]

• Brazil: Soy plantings reach 59%, up vs. last year and the avg.

• Argentina: Soy planting reaches 4.7%, ahead year on year

• US: Soy 92% harvested, crop estimated at 124.5 mln mt

• US: Canola crop estimated at 2.435 mln mt in latest WASDE

• Indonesia: Palm Oil production at 41 mln mt to end-August

• Malaysia: Palm Oil rose to a record 2.15 mln mt in October

• Malaysia: Palm Oil stocks rise to 3.62 mln mt by end-October

• EU: French rapeseed acreage expected to fall due to drought

Latest Sugar Report

Green Pool CS Brazil Update

13 November 2026

• SH Oct numbers show mills persevering despite wet weather to crush 32.3 mln mt

• Sugar mix remained strong at 50.8%, but ATR content was woeful at 132.9 kg/mt

• Fortnightly sugar output was roughly flat y-o-y, ethanol was down -12%

• SH Oct domestic ethanol sales rose on the fortnight, but hydrous share fell

• Green Pool retains a 635 mln mt [...]

• SH Oct numbers show mills persevering despite wet weather to crush 32.3 mln mt

• Sugar mix remained strong at 50.8%, but ATR content was woeful at 132.9 kg/mt

• Fortnightly sugar output was roughly flat y-o-y, ethanol was down -12%

• SH Oct domestic ethanol sales rose on the fortnight, but hydrous share fell

• Green Pool retains a 635 mln mt crush estimate, but has cut ATR to 132 kg/mt

• With the mix at 46.7%, sugar is kept at 37.3 mln mt, ethanol cut to 36.86 bln L

Latest Sugar Report

Green Pool Australia Update

11 November 2026

• Harvest made good progress in FH Oct, but SH Oct saw rain and mill closures

• By end-Oct, all Burdekin mills and Proserpine had completed their harvests

• The return of spring rains caused CCS levels to sink from earlier lofty highs

• By end-Oct, the crush had fallen behind y-o-y for the first time since July

• Sugar production was still up [...]

• Harvest made good progress in FH Oct, but SH Oct saw rain and mill closures

• By end-Oct, all Burdekin mills and Proserpine had completed their harvests

• The return of spring rains caused CCS levels to sink from earlier lofty highs

• By end-Oct, the crush had fallen behind y-o-y for the first time since July

• Sugar production was still up +5% y-o-y thanks to earlier excellent CCS levels

• These results have led to reductions in Green Pool's seasonal estimates

Latest Sugar Report

Green Pool Bio-Based Diesel Market Report

6 November 2026

• US: Stronger diesel demand pushes stocks to a 23-year low

• US: Bio-based diesel exports fall 62% m-o-m to 60 k mt in Sep 26

• UK: Biodiesel ME supply increases, while HVO supply declines

• Germany: Biodiesel use up 21% during Jan-Jul 26, amid surging HVO sales

• China: UCO demand weakens, HVO trading activity stronger than SAF's

• [...]

• US: Stronger diesel demand pushes stocks to a 23-year low

• US: Bio-based diesel exports fall 62% m-o-m to 60 k mt in Sep 26

• UK: Biodiesel ME supply increases, while HVO supply declines

• Germany: Biodiesel use up 21% during Jan-Jul 26, amid surging HVO sales

• China: UCO demand weakens, HVO trading activity stronger than SAF's

• Singapore: Bio-bunker sales rebound in Sep 26, YTD still sharply lower

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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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