March NY world sugar #11 (SBH26) on Monday closed up +0.04 (+0.27%), and March London ICE white sugar #5 (SWH26) closed up +0.80 (+0.19%). Sugar prices settled higher on Monday as they continue to consolidate below last Wednesday's 1-month highs.  Sugar is supported by the recent news that India's food ministry said it was considering boosting the price of ethanol used for gasoline blending, which could encourage India's sugar mills to divert more cane crushing toward ethanol production rather than sugar, ...

March NY world sugar #11 (SBH26) today is up +0.14 (+0.95%), and March London ICE white sugar #5 (SWH26) is up +2.50 (+0.59%). Sugar prices are posting moderate gains today as they continue to consolidate below last Wednesday's 1-month highs.  Sugar is supported by the recent news that India's food ministry said it was considering boosting the price of ethanol used for gasoline blending, which could encourage India's sugar mills to divert more cane crushing toward ethanol production rather than sugar, thu ...

Core Insights - Sugar prices have shown recovery after early losses, supported by pre-weekend short covering and news from India's food ministry regarding ethanol pricing, which may lead to reduced sugar supplies as mills shift focus to ethanol production [1][3] Group 1: Price Movements - March NY world sugar 11 closed up +12 (+0.82%), while March London ICE white sugar 5 closed up +4.10 (+0.98%) [1] - Sugar prices have been consolidating below 3.5-week highs reached on Wednesday, indicating a period of stabilization after recent fluctuations [1] Group 2: Supply Dynamics - India's food ministry announced a reduction in sugar export quotas for the 2025/26 season to 1.5 million metric tons (MMT), down from earlier estimates of 2 MMT, which is a response to reduced domestic supplies due to late rains [3] - The International Sugar Organization (ISO) forecasts a sugar surplus of 1.625 million metric tons for 2025-26, driven by increased production in India, Thailand, and Pakistan, contrasting with a previous deficit forecast [4] - Brazil's crop forecasting agency, Conab, raised its sugar production estimate for 2025/26 to 45 MMT, indicating a robust output that is bearish for prices [6] Group 3: Market Sentiment - The Brazilian real's weakness has limited sugar price increases, as it encourages export sales from Brazilian producers [2] - The outlook for record sugar output in Brazil has contributed to bearish sentiment in the market, with recent reports indicating significant increases in sugar production and crushing rates [5][6]

Core Insights - Sugar prices remained stable with March NY world sugar 11 closing unchanged and March London ICE white sugar 5 increasing by 0.10 (+0.02%) [1] - Recent price movements were influenced by India's food ministry considering raising ethanol prices, which may lead to reduced sugar supplies as mills shift focus to ethanol production [2] - The International Sugar Organization (ISO) forecasts a sugar surplus of 1.625 million MT for 2025-26, driven by increased production in India, Thailand, and Pakistan, contrasting with a previous deficit forecast [4] Market Dynamics - Sugar prices have been supported by India's decision to allow mills to export 1.5 million MT of sugar in the 2025/26 season, lower than earlier estimates of 2 million MT [3] - The outlook for global sugar supplies has negatively impacted prices, with London sugar reaching a 4.75-year low and NY sugar hitting a 5-year low due to higher output in Brazil and expectations of a global surplus [5] - Brazil's crop forecasting agency, Conab, raised its sugar production estimate for 2025/26 to 45 million MT, indicating a bearish trend for prices [6] Production Insights - Brazil's Center-South sugar output increased by 16.4% year-on-year in the second half of October, with a higher percentage of sugarcane being crushed for sugar compared to the previous year [6] - Cumulative sugar output in Brazil's Center-South through October rose by 1.6% year-on-year to 38.085 million MT, contributing to the overall increase in global sugar production [6]

Nov 20, 2025 7:30 AM Eastern Standard Time REX American Resources to Report Fiscal Q3 2025 Results and Host a Conference Call and Webcast on December 4, 2025 Share DAYTON, Ohio--(BUSINESS WIRE)--REX American Resources Corporation ("REX†or the "Company†) (NYSE: REX), a leading ethanol production company, announced today that it will report its fiscal third quarter 2025 operational and financial results on Thursday, December 4, 2025 pre-market and will host a conference call and webcast at 11:00 a.m. ET tha ...

Corn futures are trading with sharp 7 to 8 cent losses at midday on Wednesday. The CmdtyView national average Cash Corn price is down 7 3/4 cents at $3.97 1/2. EIA data from this morning showed a rebound of 16,000 barrels per day to 1.091 million bpd in the week ending on November 14. Stocks of ethanol were up 88,000 barrels to 22.307 million barrels. Exports slipped by 12,000 bpd to 145,000 bpd, with refiner inputs of ethanol down 7,000 bpd to 888,000. More News from Barchart Census data was released t ...

March NY world sugar #11 (SBH26) today is up +0.02 (+0.14%), and March London ICE white sugar #5 (SWH26) is up +1.00 (+0.35%). Sugar prices rallied to 3.5-week highs today on positive carryover from Tuesday, when India's food ministry said it was considering boosting the price of ethanol used for gasoline blending, which could encourage India's sugar mills to divert more cane crushing toward ethanol production rather than sugar, thus reducing sugar supplies. More News from Barchart However, sugar prices ...

March NY world sugar #11 (SBH26) today is down -0.07 (-0.47%), and March London ICE white sugar #5 (SWH26) is up +2.10 (+0.50%). Sugar prices today are mixed.  Prices have negative carryover from Monday when the International Sugar Organization (ISO) forecast a 1.625 million MT sugar surplus in 2025-26, following a 2.916 million MT deficit in 2024-25.  ISO said the surplus is being driven by increased sugar production in India, Thailand, and Pakistan.  In August, ISO had previously forecast a 231,000 MT d ...

Core Insights - Aemetis, Inc. reported a strong third-quarter performance, driven by a robust Dairy RNG platform and favorable policy developments [1][3] - Revenue for Q3 2025 reached $59.2 million, an increase of $7 million from the previous quarter, supported by higher California ethanol pricing and India biodiesel sales [1][6] - The company is advancing its MVR project, which is expected to enhance long-term plant economics and generate significant annual cash flow [1][6] Revenue and Financial Performance - Total revenue was $59.2 million in Q3 2025, up $7 million from Q2 2025, bolstered by stronger California ethanol margins and $14.5 million from India biodiesel sales [1][6] - Dairy RNG operations generated approximately $4 million in revenue from 114,000 MMBtu produced by 12 operating digesters, with fully monetized CARB LCFS pathways [1][6] - Cash reserves increased to $5.6 million at the end of the quarter, as Aemetis progressed on a $30 million MVR project expected to add around $32 million in annual cash flow [1][6] Operational Developments - Aemetis signed equipment and installation contracts totaling $57 million year-to-date across its Dairy RNG and MVR projects [1][3] - The company anticipates its capacity to reach 550,000 MMBtus by year-end, with further growth expected to 1.0 million MMBtus by FY27 [1][3] - Monetization strategies for energy production now include the sale of RNG molecules, D3 RINs, and Section 45Z production tax credits, providing multiple avenues for recurring cash generation [1][3]

Core Insights - LanzaTech Global, Inc. celebrates the successful operation of LanzaJet's Freedom Pines Fuels facility, marking the first commercial-scale production of jet fuel from ethanol, a significant milestone in sustainable aviation fuel development [1][5] Company Overview - LanzaTech is a leader in industrial carbon recycling, transforming industrial emissions and waste into recycled carbon ethanol through proprietary bio-fermentation technology [7] - The company operates commercially at six assets, contributing to a circular carbon economy by reducing the carbon footprint of hard-to-abate sectors [7] Strategic Developments - LanzaTech strategically spun out LanzaJet to accelerate the development and commercialization of ethanol-to-jet technology, positioning it for faster growth and market entry [2] - The successful conversion of ethanol into jet fuel opens new market opportunities, potentially capturing a significant share of the aviation fuel market, which is valued in the hundreds of billions of dollars globally [5] Technological Advancements - The facility in Georgia demonstrates that ethanol can be converted into jet fuel at a commercial scale, utilizing various domestic and recycled carbon feedstocks, including waste industrial gases and agricultural residues [3][4] - The technology developed by LanzaTech has been validated through years of research and collaboration, leading to the first commercial sustainable aviation fuel flights in 2018 and 2019 [5] Market Potential - The use of local resources and ethanol as a platform molecule allows for the conversion of carbon waste into various fuels, enhancing local energy security and creating self-sufficient fuel solutions [4] - The approach not only supports the aviation sector but also has implications for marine and heavy-duty transport, promoting cleaner energy solutions globally [4]