India Decides to Bring Forward the Start of the 26/27 Crushing Season

 DATAGRO BREAKING NEWS 

India Decides to Bring Forward the Start of the 26/27 Crushing Season  

● Both ISMA and NFCSF stated this morning that the Indian sugar industry has collectively decided to start the 26/27 cane crushing season approximately 10 to 15 days earlier than the normal schedule.

● This decision aims to tackle rising sugar prices in the domestic market amid fears of a shortage before November, when mills normally kick off crushing operations.

● In one month, sugar prices in Kolhapur (MH) rose 16.1% to an all-time record of INR 46,500/mt (US$ 488.82/mt), equivalent to US$ 22.49 c/lb FOB raw sugar.

● Indian sugar mills may secure stocks in the short term by bringing forward the start of operations, but not without long-term consequences: losses in industrial and agricultural yields, threatening final sugar output in the 26/27 crop.

● Perhaps India will avoid importing sugar in 2026 in order to curb rising prices, but this discussion is likely to resurface as mills are expected to close the 26/27 crop earlier than usual, alongside the prospect of a smaller harvested area in 27/28.

MAPA has finally updated numbers on corn ethanol production in CS Brazil for 1H Jul. The final figures now are:

 DATAGRO BREAKING NEWS 

MAPA has finally updated numbers on corn ethanol production in CS Brazil for 1H Jul. The final figures now are:  

● Cane crushing in 1H Jul: 50.65 mmt (+2.6%); Cumulative 267.13 mmt (+4.1%).

● TRS in 1H Jul: 134.58 kg/tc (0.0%); Cumulative: 125.99 kg/tc (+0.6%).

● Sugar mix in 1H Jul: 49.08% (-4.4 p.p.); Cumulative: 43.41% (-7.8% p.p.).

● Sugar production in 1H Jul: 3.187 mmt (-5.7%); Cumulative: 13.921 mmt (-11.2%).

● Cane ethanol in 1H Jul: 2.04 bi liters (+12.4%); Cumulative: 11.21 bi liters (+21.5%).

● Corn ethanol in 1H Jul: 394 mln liters (+10.6%); Cumulative: 2.74 bi liters (+8.2%).

More Rainfall in CS Brazil

 DATAGRO BREAKING NEWS 

More Rainfall in CS Brazil  

● New rainfall episodes were observed across parts of CS Brazil’s cane fields this Wednesday (5). Precipitation was of low intensity, with accumulated totals of between 2 and 6 mm recorded in the microregions of Araçatuba, São José do Rio Preto, Ribeirão Preto, and Piracicaba. Areas of Paraná and southern Mato Grosso do Sul also recorded rainfall.

● Over the coming days, precipitation is expected to intensify with the formation of an extratropical cyclone in the South Region. The effects of the system should be felt in Paraná, southern Mato Grosso do Sul, and parts of São Paulo, with wind gusts expected between the night of Thursday (6) and Friday (7).

● Between Friday and Saturday (8), new rainfall episodes are expected to reach southern Mato Grosso do Sul and southern São Paulo, with accumulated totals of up to 30 mm, which could extend into the beginning of next week.

● In Paraná, volumes are expected to be more significant, potentially ranging between 50 and 100 mm over the same period.

● After the system passes, weather is expected to stabilize, with rainfall not expected to return until August 13–14.

● Regarding temperatures, next week should begin with milder conditions in the areas that receive precipitation, while the central portion of the Center-South region is expected to remain with elevated temperatures.