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Brazilian Centre South sugar 2019-20

April opened the 2019-20 cane crushing season for Brazilian Centre South mills.

 

Agrimoney’s Markets Extra collates estimates for where leading commentators see output ending up, after a 2018-19 season when low prices saw mills divert an unexpectedly large portion of cane to making ethanol instead.

 

Estimates for 2018-19 can be found by clicking here.

 

Forecasts for Brazilian Centre South sugar production, 2019-20
Cane area (m hectares)
Sugar cane (m tonnes)
% Cane for sugar
Sugar output (m tonnes)
Date
Conab 7.552 589.874 34.2 26.886 August 20 2020
Tereos 26.8 June 3 2020
Conab

7.552

589.874 34.2

26.887

April 23 2020
USDA attache 595

27.1

April 14 2020
Unica 590.361 34.33

26.761

April 14 2020
Green Pool 591 34.4

26.80

March 24 2020
Green Pool

26.5

February 25 2020
INTL FCStone 589.8 34.1

26.6

January 30 2020
Conab 589 45.5

27.35

December 19 2019
INTL FCStone 583.4 34.6

26.2

October 31 2019
S&P Global Platts 584

25.79

October 30 2019
Cofco 587

26.2

October 28 2019
Datagro 590

 

October 28 2019
Green Pool 588 34.3

26.15

October 2 2019
USDA attache 585

 

October 1 2019
Job Economia 579

25.7

September 18 2019
Agroconsult 585

25.7

September 17 2019
Biosev 585

25.9

September 16 2019
Bunge 586 34.7

26.6

September 16 2019
Conab 571.650 38.7

28.976

August 22 2019
Archer Consulting 582

25.5

August 12 2019
Marex Spectron "slightly higher" than last season’s 573

"around 25.5"

August 12 2019
USDA Sao Paulo attache 580 36

 

August 9 2019
INTL FC Stone 34.7

26.1

August 6 2019
Green Pool 581 34.4

25.80

July 29 2019
Pecege 559-570

 

July 26 2019
Marex Spectron 34.71

25.5-26.0

July 8 2019
Rabobank 575 36.0

27.0

June 18 2019
Green Pool 581 36.5

27.50

June 6 2019
Datagro 36.4

28.0

May 15 2019
FCStone 574.2 37.1

27.8

May 14 2019
ISO 566 39.0

31.43

May 8 2019
FO Licht 37

28.3

May 8 2019
Conab 566.732 39.1*

29.130

May 7 2019
Canaplan 555-580

27-28

April 17 2019
USDA attache 580

29.4

April 15 2019
ED&F Man 577 39.3

29.3

April 4 2019
SCA 565 39.5

28.92

April 4 2019
Archer Consulting 572 36

29.6

April 3 2019
INTL FCStone 568.6 39.7

29.5

March 28 2019
Rabobank 560-570 28.0-29.0 March 25 2019
S&P Global Platts poll 573.5 38.3 28.51 March 22 2019
Reuters poll 572.41 28.36 March 22 2019
Copersucar 580-590 36-38 26-28 March 21 2019
Job Economia 562-568 37 26.5-27.5 March 19 2019
Agroconsult 570 37 28.8 March 14 2019
Datagro 570 29.7 March 13 2019
Sucden 560-570 March 13 2019
Cofco 560 February 11 2019
Green Pool 581 39.3 29.6 January 30 2019
JP Morgan 570 39.0 28.9 January 28 2019
INTL FCStone 564.7 39.7 30.2 January 17 2019
Green Pool 575 39.3 29.3 November 28 2018
Societe Generale 570 32.0 24.5 November 21 2018
INTL FCStone 564.7 39.7 29.6 November 7 2018
Datagro 570 26.4 October 30 2018
Bioagencia 567 25.4 September 4 2018
AgroConsult 582 29.4 September 4 2018
* = for all Brazil

 

 

 

 

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