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
Record Australian exports and rising U.S. imports reflect continued tight domestic cattle supplies — a reminder that herd recovery remains key to balancing future beef prices.
October 23, 2025 11:56 AM
·
Australia’s expanding harvest and global oversupply are keeping wheat and barley prices capped, though canola markets may hold firmer on shifting oilseed demand.
October 23, 2025 10:17 AM
·
Bioethanol continues to gain ground as the bridge fuel connecting agriculture, aviation, and maritime industries in the global shift toward lower-carbon energy.
October 23, 2025 10:14 AM
·
Expanding bioethanol use strengthens rural economies, supports farm markets, and positions U.S. agriculture at the center of global low-carbon trade.
October 23, 2025 10:10 AM
·
Lyndsey Smith with RealAg Radio discusses how global trade dynamics could shape the future of Canada’s pulse exports.
October 22, 2025 03:08 PM
·
“Farmers for Free Trade” warns that disaster is brewing as President Trump’s trade policy is causing farm input costs to rise even more.
October 22, 2025 12:07 PM
·
NCBA CEO Colin Woodall says more conversations need to occur with stakeholders present surrounding President Trump’s proposal to lower consumer beef prices with Argentinian imports.
October 22, 2025 11:53 AM
·
Corn and wheat inspections outpaced last year, but soybean movement remains seasonally active yet behind, keeping basis and freight dynamics in focus by corridor.
October 21, 2025 04:00 PM
·
Lawmakers are pressing for answers on how Washington’s “managed trade” approach — keeping leverage through long-term tariffs — will affect farmers, global markets, and future export opportunities.
October 21, 2025 12:17 PM
·
