The latest sugar stat shot, Brazil's new carbon law & GLP-1 Drugs reshaping industries!??

As we step into the new year, this edition explores key insights on the sugar futures stat shot, the implications of Brazil’s new carbon law, and how GLP-1 drugs are reshaping industries, as discussed in our latest webinar. Stay informed and ahead of the curve with CZ!

?? Sugar Futures: Market Shifts and Speculator Moves

• Raw sugar futures traded between 18-19c/lb. last week, with speculators increasing their short position to -139.9k lots.
• Producers responded by cutting shorts by 64.4k lots, while the No.11 and No.5 forward curves showed signs of strength.
• The H/H white premium dropped below profitable levels, signaling potential market pressure. Read More

Brazil’s Carbon Law: A Game Changer for Energy & Sustainability?

• Brazil’s new carbon market law is set to drive growth in biofuels and renewable energy.
• Carbon credit trading could expand from USD 1B to 50B by 2030, drawing global investment.
• While full implementation may take time, key sectors like biofuels, bio inputs, and land restoration are poised to benefit. Read More

GLP-1 Drugs are reshaping FMCG & Sugar Industries??

• Blockbuster GLP-1 drugs like Ozempic and Wegovy are going mainstream, shifting trends in FMCG and the sugar industry.
• In our latest webinar, Stephen Geldart, Head of Analysis, examined their market impact and key takeaways for businesses.
• As these drugs gain traction, industries must adapt to changing consumer habits. Watch the webinar to learn more

As always, we're here to help you navigate the complexities of the global commodity markets. If you have any questions or would like to speak to one of our experts, please don't hesitate to get in touch.

Until next time,

Team CZ