Sugar Refined

Vesper
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Get bi-weekly updates on global sugar markets based on the analyses of Gabrielle Del Arco, Vesper's Manager of Data Research. This podcast delivers actionable insights on price movements, market fundamentals and supply chain shifts across key regions like Europe, Brazil, Thailand, Vietnam, and China. With expert commentary backed by Vesper’s proprietary data, you’ll gain the edge you need in sugar trading and procurement. For real-time sugar prices and AI-powered forecasts, visit www.vespertool.com.

Episodes

  1. 26/11/2025

    Nov. 26, 2025 - Producers respond to oversupply in Europe

    Global sugar markets continue under supply pressure as major producers pursue different approaches to manage elevated inventory levels. European processors announce 2026 acreage reductions following this season's above-average yields and stock accumulation, while Brazilian mills conclude operations earlier than typical with 120 units finished by November-end, and Indian authorities authorise 1.5 MMT exports, though domestic prices above global levels complicate execution. For the full market analysis and real-time sugar prices and forecasts, go to vespertool.com. See you in two weeks!

    7 min

  2. 13/11/2025

    Nov. 12, 2025 – Record exports and high yields pressure sugar markets

    This episode breaks down the latest global sugar fundamentals, covering Brazil’s record October exports and early campaign finish, Europe’s strong yields and rising stocks leading to sizable 2026 production cuts, and India’s first major export authorization in years. We discuss why raw and white sugar prices continue to soften, how ethanol economics are reshaping Brazil’s production mix, the implications of new E-U trade rules with Ukraine, and what these factors mean for near-term bearishness and medium-term shifts across the global market. For the full market analysis and real-time sugar prices and forecasts, go to vespertool.com. See you in two weeks!

    7 min

  3. 29/10/2025

    Oct. 29, 2025 – Sugar prices hit four-year lows

    Global sugar markets fell sharply in late October, reaching their lowest levels since 2021 amid record Brazilian output and renewed Indian export potential. European prices weakened too, as high beet yields and ample supply pressured contracts and confidence. This week’s update covers how production dynamics in Brazil, India, and Europe are shaping a bearish near-term outlook, with some medium-term relief possible if acreage declines and trade risks reshape the balance. For the full market analysis and real-time sugar prices and forecasts, go to vespertool.com. See you in two weeks!

    6 min

  4. 16/10/2025

    Oct. 16, 2025 - Prices drop, but Europe's 2026 looks thinner

    In this bi-weekly sugar market update, Gabrielle Del’Arco, Manager of Data Research at Vesper, unpacks the renewed bearish momentum in global sugar prices. Discover how Europe’s strong beet harvest and robust crop quality are keeping values near import parity, while Brazil’s high sugar mix and rising exports add to global supply pressure. Gabrielle also explores the impact of reduced planting areas in Eastern Europe, shifting ethanol dynamics in Brazil, and what upcoming trade agreements could mean for 2026 price forecasts. For the full market analysis and real-time sugar prices and forecasts, go to vespertool.com

    7 min

  5. 01/10/2025

    Oct. 1, 2025 - NY bounces back as Brazil eyes ethanol switch

    In this episode, we unpack Gabrieli Delco’s latest market insights. Brazil’s mills eye ethanol, NY sugar futures rebound, and Europe’s harvest starts strong. What does it mean for global supply? Tune in for the trends, numbers, and what’s moving the sugar market right now.

    5 min

  6. 17/09/2025

    Sept. 17, 2025 - Bears pile in before CS Brazil's mix shift

    Get the latest biweekly insights on the global sugar market. This episode covers bearish price momentum, Brazil’s potential ethanol pivot, EU harvest updates, shifting trade flows, and Ukraine’s changing export patterns, all summarized from the latest analysis by Gabrielle Del’Arco, Vesper’s Manager of Data Research.

    6 min
  • 6 Episodes

About

Get bi-weekly updates on global sugar markets based on the analyses of Gabrielle Del Arco, Vesper's Manager of Data Research. This podcast delivers actionable insights on price movements, market fundamentals and supply chain shifts across key regions like Europe, Brazil, Thailand, Vietnam, and China. With expert commentary backed by Vesper’s proprietary data, you’ll gain the edge you need in sugar trading and procurement. For real-time sugar prices and AI-powered forecasts, visit www.vespertool.com.

Information

  • Creator
    Vesper
  • Years Active
    2K
  • Episodes
    6
  • Rating
    Clean
  • Copyright
    © Vesper
  • Show Website
    Sugar Refined