According to the new VIP Report from the DATAGRO A&E, The increase in sugar shipments from ports in the Central-South region of Brazil has registered a more heated pace in the first quarter of 2026, which should further pressure stocks at the end of the 2025/26 harvest. Considering the Line-up With fewer ships this March, exports could total 5.38 million tons accumulated since January, a volume 18.1% higher than that shipped in the same period of 2025. “Therefore, considering the pace of shipments this March, and a stable volume of exports to the domestic market, the…” DATAGRO “It is estimated that ending sugar stocks in the Center-South region of Brazil could reach 1.80 million tons on March 31, a 7.0% drop in one year,” says the consultancy. The scenario of lower reserves is expected to persist, even with the resumption of operations in the regions, since producers plan to maximize ethanol production in the first third of the 2026/27 harvest. “Therefore, there is a probability that sugar stocks during the second quarter of 2026 will remain around 9% to 10% below the volumes observed in the same period last year,” it adds. For more details, access [link/website address – please insert here]. VIP Report complete in analysis session of DATAGRO Portal.
This text was translated by machine from Brazilian Portuguese.