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Sugar & Sweeteners
Sweetener Analysis
LMC's monthly online Sweetener Analysis provides an in-depth examination of issues related to sugar and sweeteners. It covers a broad range of issues that are topical and are of direct commercial relevance to industry participants
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September 2010
How big will the supply response be?
Fee
€8800.00
Assesses the increase in cane and beet area in a selection of countries, and considers the impact weather conditions have had on cane and sugar output by comparing latest forecasts with potential production under trend yields. Assesses the implications for the likely global supply/demand balance in 2010/11.
July 2010
The world’s growing reliance on Brazil’s exports
Fee
€11000.00
Classification of import demand to explain the seasonality of import demand
June 2010
Assessing the carbon footprint of cane and beet sugar production
Fee
€235.00
Greenhouse gas emissions for stylized cane and beet sugar industries. Also, what are the most important variables in determining their respective carbon footprints?
May 2010
Developments in the global ethanol sector and the impact on sugar
Fee
€235.00
A review of developments in the global ethanol market focussing on Brazil, the US and the EU. We look at the impact of the latest developments on international trade, the prospects for the sector over the coming year and the implications for the world sugar market.
April 2010
The world molasses market in 2010
Fee
€235.00
An Annual review of the molasses market and its influences, including the global sugar cycle and grain production. Focuses on molasses prices relative to grains and sugar in the US, EU and Asia and the outlook for 2009/10.
March 2010
How have governments responded to high sugar prices?
Fee
€235.00
Examines the ways in which different governments have dealt with current high sugar prices and the measures they have applied, the success and impact of these measures and the impact rising prices have had on different markets.
February 2010
The EU and the world sugar market
Fee
€235.00
Focuses on how the EU has come to find itself in a position where it can export additional sugar to the world market, the prospects for import in 2010 in the context of high world prices and also on the implications for the EU’s import needs for 2011.
January 2010
Intense Sweetener Annual Review
Fee
€450.00
Presents an overview of the global low calorie sweetener market, and discusses the latest developments for each of the main sweeteners: saccharin, stevia, sucralose, and aspartame. Also examines the current markets for neotame and acesulfame-k.
December 2009
HFCS Industry Annual Review 2009
Fee
€450.00
Assesses the impact of wheat and corn price movements on HFCS producers, and discusses recent growth in supply and demand of HFCS compared to sugar. The review goes on to present an in depth analysis of the HFCS markets in the US, the EU, and China, focusing on how movements in the value of by-product credits, production quotas, and government price intervention have shaped these industries during the past 12 months.
November 2009
High world sugar prices: is Asia’s production cycle to blame
Fee
€235.00
Asses the underlying reasons for the supply shortage and asks whether they represent an exceptional combination of events, or a structural change in the market that is likely to result in a more frequent occurrence of high prices. Demonstrates that the exceptional scale of import demand from the region in 2009- 2010 mainly from India- is a key reason for the current imbalance in the market.
October 2009
The strengthening of Brazil's currency: implications for sugar and ethanol
Fee
€235.00
Assesses the likely implications of a sustained period of strength in the Brazilian real on sugar and ethanol markets. To do this, we review the evidence of the impact of real weakness on commodity prices for the greater part of this decade and any signs of change resulting from the currency’s recent strengthening. Then, we assess its implications for the sugar and ethanol markets.
September 2009
Energy cane: new geographies for cane production?
Fee
€235.00
Discusses changes in geographical distribution of cane production over the past 20 years and the reasons for these changes, and examines the scope for industries to expand their revenue base through the production of ethanol and electricity. In addition, we consider the implications of broadening of cane’s revenue base on the geographical locations in which cane can be grown profitably in the future.
August 2009
Where will the supply response come from?
Fee
€235.00
Examines which countries responded to high prices in 2006, and analyses whether the supply response was exporter-led, or came from expansion in importing countries. Explores the extent to which these producers can be expected to respond again in 2010, and assess the implications for world sugar prices.
July 2009
The world molasses market in 2009
Fee
€235.00
Explores the movement of molasses prices relative to substitutes used in the feed and fermentation sectors, such as grains, sugar and cassava. In addition, we examine the impact of bioethanol production and government policies on the availability of molasses, and also consider the prospects for molasses production and trading over the coming 12 months.
June 2009
Is global sugar production becoming more concentrated?
Fee
€235.00
Examines the extent to which Brazil has expanded at the expense of other world market exporters, and exploited new markets as a result of growing import demand in countries that produce little or no sugar. In addition, we also consider the degree to which Brazil has captured market share at the expense of industries that supply their domestic market.
May 2009
How are rising world sugar prices influencing national markets?
Fee
€235.00
Evaluates the impact that rising sugar prices are having on markets in different parts of the world and examines where demand rationing is most likely to take place.
April 2009
Is Brazil’s competitive advantage being eroded?
Fee
€235.00
Analyses the importance of Brazil’s competitive position in determining the level of world sugar prices, and discusses the sources of Brazil’s competitive advantage over its competitors. In addition, we assess the recent changes in Brazil’s competitiveness relative to major exporters, focusing on the reasons behind these changes, for both sugar and ethanol.
March 2009
What is the average selling price of the world's sugar output?
Fee
€235.00
Establishes the actual average selling price of raw and white sugar, examines the key factors that influence prices in key countries, and considers the likely future direction of the average selling price of sugar.
February 2009
United States: Is it becoming more reliant on the world sugar market?
Fee
€235.00
Focusing on the United States, we look into how much sugar the US will need to
import to ensure adequate supplies and what challenges lie ahead in importing the quality required.
January 2009
A Review of the World Low Calorie Sweetener Market
Fee
€450.00
Our regular annual review of the world low calorie sweetener market. We begin by presenting a general overview of the global situation, before moving on to discuss the main developments for each of the main sweeteners in turn.
December 2008
HFCS Annual Industry Review 2008
Fee
€450.00
Assesses the impact of wheat and corn price movements on
HFCS producers, and discusses recent growth in supply and demand of HFCS
compared to sugar. The review goes on to present an in depth analysis of the
HFCS markets in the US, the EU, and China, focusing on how movements in the
value of by-product credits, production quotas, and government price
intervention have shaped these industries during the past 12 months.
November 2008
The potential impact of ethanol on sugar output
Fee
This issue explores the extent to which other countries (Colombia, Philippines, Guater, Africa and Australia) could follow Brazil's example by producing ethanol from cane and assess the impact this could have on global sugar output.
October 2008
The impact of exchange rates on sugar prices
Fee
€1.00
This issue analyses the impact of
long term, and recent short-term, movements in exchange rates on sugar
prices and the competitive position of major exporters (Australia,
India, South Africa, Thailand and Brazil).
September 2008
Latest developments in the sugar freight market
Fee
€235.00
This issue explores key drivers of the freight market, and
the reasons for the rise in the cost of freight in recent years. It analyses
the changing demographics of freight vessels and the impact this will have on
the sugar market.
August 2008
The impact of high energy prices on sugar producers
Fee
€235.00
The impact of higher energy prices on production costs, from growing, processing to refining costs. The article also explores the potential revenue opportunities in ethanol production and electricity.
July 2008
The implications of the US Farm Bill for sugar: winners and losers
Fee
€235.00
An analysis
of key changes to the US Farm Bill and their affect on US sugar producers.
Changes are compared to recent EU reforms. The article also assesses the
implication of these changes, analyzing the beneficiaries and losers and contrasting
the results with the EU sugar reforms.
June 2008
The world molasses market in 2008
Fee
€1.00
The impact
of price increases on molasses demand in animal feed, fermentation and ethanol
production. Using molasses demand and supply analysis in different industries,
it concludes with outlook for the molasses market in 2008/09.
May 2008
Do grains pose a long-term threat to beet sugar production?
Fee
€235.00
The impact
of the rise in grain prices on beet planting decisions for 2008/09 in Eastern
Europe, the US
and the EU. The implications that different bio-ethanol programs around the
world could have on the relative value of grains and sugar in the future are
also considered.
April 2008
New innovations in the beet sector – the potential for biotechnology, tropical beets and ‘ethanol’ beets
Fee
€235.00
The advantages and disadvantages of GM, tropical and beets
used for ethanol production as possible counters against the global decline of
beets grown.
March 2008
Trends in beet and cane sugar performance over the last decade
Fee
€235.00
Sugar production growth over the past decade, and whether
this growth has been due to area or yield enhancements. This is explored at a
regional level for both beet and cane. Further break downs on whether yield
improvements have been due to technical improvements or geographical relocation
are also made.
February 2008
Outlook for sugar prices in 2008
Fee
€235.00
The outlook for sugar prices in 2008. It
analyses world supply and demand, focusing on Brazil with its ethanol
and sugar co-production abilities, and considers the implications of
different sugar prices on sugar and ethanol production.
January 2008
HFCS Annual Industry Review
Fee
€450.00
The impact of rising wheat and corn prices on HFCS
producers; comparing world HFCS consumption and production trends in relation
to sugar. It analyses HFCS supply and demand in detail for the US, EU and China, considering the implications
of rising raw material costs combined with low world sugar prices.
December 2007
Alternative sweeteners: focus on stevia
Fee
€235.00
As a result of its recent increased popularity, this issue
focuses on world stevia consumption and production patterns. It explores issues
that may hinder stevia uptake, and gives a price comparison between Stevia and
other sweeteners.
November 2007
Brazil’s state ethanol taxes: implications for industry revenues and world ethanol and sugar prices
Fee
€235.00
The implications of disparate state taxes levied on ethanol
in Brazil
on industry revenues and ethanol prices. It considers the repercussions of
potential changes in state taxes towards a more unified level, their impact on ethanol
and sugar prices, and the implications for the relationship between ethanol,
sugar and gasoline prices.
October 2007
The growth of raw sugar demand: implications for international trade
Fee
€235.00
There is a growing disparity between the supply and demand
of raw sugar. In this issue we explore this disparity and examine the seasonality
of raw sugar production and forecast refining capacity expansions. It analyses
the change in raw sugar dynamics, focusing on the increase in VHP raw sugar
demand on world supply, in particular on export opportunities for Brazil, Thailand
and India.
September 2007
Outlook for the Russian and Ukrainian sugar industries
Fee
€235.00
Beginning with a historic review of
Russia and Ukraine sugar, grain and oilseeds production and
consumption, this issue analyses current sugar production trends and
considers the implications on future sugar trade flows.
August 2007
The role of cyclical producers on determining world sugar prices
Fee
€235.00
The impact of cyclical producers such as
India, China and Pakistan on the world sugar surplus/deficit and their
impact on world sugar prices.
July 2007
Sugar Projects: An Analysis of Capital Investment Costs
Fee
€235.00
In our review of sugar projects, we examine investments in
the sugar sector that are taking place across the world over the period
2007-2009, distinguishing between new projects and expansions of existing
plans. We analyse the key drivers of capital costs and consider the main
changes at a macroeconomic level that have influenced the cost of investing in
the Brazilian sugar sector in recent years.
June 2007
The World Molasses Market in 2007
Fee
€235.00
An analysis of recent price movements
and the impact this had on the animal feed sector, the fermentation
industry and for ethanol producers. We present the outlook of the
molasses market for 2007/08, focusing on the US, EU and Asian markets.
May 2007
Brazilian Currency Appreciation and World Commodity Prices
Fee
€235.00
Movements in the Brazilian Real and the impact on the world
prices of sugar, soybeans, coffee, frozen concentrated orange juice and beef.
We consider the effects that changes in the exchange rate of other major
commodity exporting countries had on the prices of these commodities.
April 2007
Supply Response to a fall in Raw Sugar Prices
Fee
€235.00
We identify the sugar industries around the world that are
most exposed to fluctuations in the world sugar prices, analysing the reasons
for this. We analyses the speed at which producers around the world would
respond to lower world prices and estimate the expected change in their level
of production.
March 2007
Competitiveness of Sugarbeet in the EU: Current Performance and Trends
Fee
€235.00
This issue describes the technical performance of sugarbeet
by industry and at regional level, presenting the current level of performance
and performance trends. It investigates the competitiveness of sugar beet in
different regions of the EU relative to alternative crops against the backdrop
of the 2006 reform of the sugar regime.
February 2007
The Outlook for Sugar Prices in 2007
Fee
€235.00
The reasons behind the 2006 sugar price spike, including oil
prices, developments in the US
ethanol market and sugar production in 2005/06. It assesses the potential
impact that oil prices, speculative funds and 2006/07 sugar production will
have on sugar prices in 2007. It concludes by presenting LMC’s price forecast
for 2007, based on LMC’s price forecasting model.
January 2007
HFCS Annual Review 2007 – A Year of Changing Expectations
Fee
€300.00
Our annual review focuses on changes in the competitive
position of HFCS producers around the world in 2007, focusing on the US, EU and
Chinese markets. It assesses the prospects for the industry in the near future
at a regional level, based on the changes in its production costs and evolution
of demand.
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