伦敦白糖)

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巴西供应有望大增+需求疲软 纽约糖价持续下跌
智通财经网· 2025-09-17 13:33
Group 1 - The core viewpoint of the articles indicates that the sugar prices in New York are declining due to an expected significant increase in supply from Brazil, the largest sugar producer, alongside concerns about demand from markets like China and Indonesia [1] - Covrig Analytics analyst Claudiu Covrig forecasts that Brazil's sugar production in the second half of August could reach 3.95 million tons, exceeding the previous estimates by the industry association Unica [1] - The New York raw sugar futures price fell by approximately 1% on Wednesday, marking the second consecutive day of decline [1][2] Group 2 - Covrig predicts that Brazil's sugar inventory may rise from 9.4 million tons at the end of August to 11.6 million tons by September 30, which will continue to exert pressure on the market [1] - Due to previously high imports and sufficient inventory, China's demand for sugar has significantly decreased [1] - India and Thailand have temporarily halted raw sugar imports to support local farmers, while both countries are expected to have a good harvest [1] - However, there are early signs of demand recovery in the Middle East and Africa, as sugar mills in these regions continue to procure raw materials from Brazil [1]