Marcelo Bonifacio
Marcelo Bonifacio discussed tightening sugar fundamentals in India, Brazil’s export availability, and the timing of global trade-flow deficits and surpluses. He expects a limited deficit in the first half of 2027, followed by stronger Brazilian availability later in 2027 as the next crop reaches export markets 1. He also argued that sugar prices could revisit 20 cents, but that level would not be sustainable medium term because Brazil’s next crop may approach record cane crushing and sugar production 1.
From the window to Oct 12, 05:30 ET — this window's take is still to be written.
Their output
1 this weekStories it travels in
i
The stories
- ○ a voice, on the left
- ◌ a voice raising half of these
- ● a subject, on the right, under its story
- ⌒ a line is a voice raising a subject — thicker, more items; colour is the story
The stories this entity travels in: on the right, each story with the subjects seen alongside it; on the left, the voices that raised them, and a line for every subject a voice raised, bundled by story. Tap a voice to light everything it raises, a subject for who raised it, a story for its own lines. The crumb goes back.
Who brings it up
- Josh Linville 1 mention
What they talk about
- United Kingdom 1 item
- 12 million metric tons 1 item
- sugar mix 1 item
- net positioning 1 item
- Brazil 1 item
- global balance of sugar 1 item
- Northern France 1 item
- hydrous ethanol 1 item
See what your own voices say about Marcelo Bonifacio, every morning.
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