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 |