NASHVILLE, TENN. (RFD-TV) — Sugar output in major producing nations is climbing, putting pressure on global sugar prices and export premiums. In Brazil’s Center-South region, crushing for sugar rose to 48 percent of cane processed in early October — up from 47 percent a year earlier — and cumulative sugar output for the 2025-26 season in that region is already up one percent year-over-year.
India and Thailand are also contributing to the supply picture. India’s sugar production for this season is expected to rise roughly 18 percent to about 34.9 million tons, helped by a strong monsoon and expanded planted area. In comparison, Thailand projects a five-percent increase to around 10.5 million tons. These gains, combined with Brazil’s growth, are shaping expectations of a global surplus. Analysts now estimate a sugar surplus at between 4 million and 10.5 million tons, driving raw sugar futures toward multi-year lows.
For U.S. sugar producers and processors, the weaker global price environment means tighter margins ahead. Export opportunities may be more challenging to exploit unless carriers and freight logistics improve, while domestic processors face headwinds in converting cane or beet crops into premium refined products.
Farm-Level Takeaway: With global sugar supply ramping up — driven by Brazil, India, and Thailand — especially at the raw processing level, U.S. sugar producers and processors should brace for price pressure and challenging export logistics.
Tony St. James, RFD-TV Markets Expert
Spring Fieldwork Expands While Weather Challenges Persist Nationwide
April 13, 2026 04:40 PM
·
While the Farm Bill is top of mind right now, it is far from the only issue getting attention in Washington.
April 13, 2026 01:49 PM
·
Lewie Pugh, with the Owner-Operator Independent Drivers Association, discusses EPA DEF system changes and what they mean for the supply chain and fuel costs.
April 13, 2026 12:49 PM
·
Brandy Carroll with the Arkansas Farm Bureau shares an update on planting conditions and what producers are facing this season.
April 10, 2026 02:40 PM
·
RealAg Radio host Shaun Haney explains shifting global trade dynamics and what they could mean for agriculture and energy markets.
April 10, 2026 02:27 PM
·
Rising diesel and energy costs are squeezing farmers and rural communities, increasing production expenses and raising concerns about consumer demand for beef even as U.S. meat exports regain the Australian market.
April 10, 2026 01:23 PM
·
