CropGPT - Sugar

The weekly report on the global Sugar market for week 45. Brought to you by CropGPT

Show Notes

This episode provides a comprehensive overview in the global sugar market.
  • South Africa has experienced a dramatic increase in sugar imports, rising more than 400% from 35,730 tons in 2024 to nearly 149,000 tons in 2025. This surge, primarily driven by cheaper Brazilian imports, has triggered a 13% drop in domestic sugar sales and resulted in financial losses exceeding R760 million for local producers. The effects have been most severe in rural areas like KwaZulu-Natal and Mpumalanga, where job security in the sugar sector is increasingly at risk. In response, the South African Cane Growers Association is calling for stronger local procurement policies and government action to protect domestic industry.
  • Pakistan has mandated a unified sugarcane crushing start date of November 15, 2025, aiming to streamline operations and ensure timely payments to farmers. The policy is reinforced by the threat of government action against mills that fail to comply, seeking to align interests between millers and growers and promote a more efficient production cycle.
  • India is set to double its sugar export allocation to 2 million metric tons for the new season, following a rebound in production to 30.95 million tons. This move is a strategic adjustment after last season’s export limitations caused by drought. Meanwhile, Brazil remains a dominant force, with expected production reaching 45 million metric tons, which continues to exert downward pressure on global sugar prices. The value of the Brazilian real also plays a crucial role in shaping international pricing trends.
  • Thailand forecasts a 5% increase in sugar output, reaching 10.5 million metric tons, reinforcing its global market presence. In the Eurasian Economic Union, Russia leads regional production with 3.56 million tons, followed by Belarus, Kazakhstan, and Kyrgyzstan, underscoring the bloc’s growing refining capacity and contribution to the global supply chain.

What is CropGPT - Sugar?

Sugar news, weather, pricing, production and predictions

Speaker 1:

Welcome to the weekly summary of the global sugar market for 11/09/2025. For more information on any aspect of this report, please visit the CropGPT website for far more detailed reporting and analysis. South Africa has seen a significant surge in sugar imports, increasing from 35,730 tons in 2024 to 149,000 Don 99 tons in 2025, largely driven by the influx of cheaper Brazilian sugar. This 400% rise in imports has led to a substantial 13% decline in local sugar sales, translating to a financial loss of over R760 million for local producers. The impact has been particularly severe in rural areas of KwaZulu Natal and Pumalanga, where employment risks have intensified.

Speaker 1:

S. A. Cana Growers is advocating for stronger local purchasing and government intervention to protect the domestic industry. In Pakistan, the government has set 11/15/2025, as the unified start date for sugarcane crushing to facilitate uniformity and ensure timely payments to farmers. This mandate, backed by the threat of government action against noncompliance, aims to create harmony between mill owners and farmers, crucial for a smooth production season.

Speaker 1:

India plans to expand its sugar export allocation to 2,000,000 metric tons for the new season, doubling from the previous constraints imposed during the twenty twenty three-twenty twenty four season. A production increase to 30,950,000 tons in twenty twenty five-twenty six allows India to adjust export strategies, easing domestic market pressures following a drought affected export ban. Brazil's sugar production continues to shape global markets, with estimates increasing to 45,000,000 metric tons for the twenty twenty five-twenty six season. This extensive output maintains downward pressure on global sugar prices. The value of the Brazilian real remains a critical factor influencing export dynamics and global pricing strategies.

Speaker 1:

Thailand anticipates a 5% increase in its sugar production, reaching 10,500,000 metric tons for twenty twenty five Ah-twenty six, reinforcing its status as a vital player in the global market. This additional production volume contributes to continued downward pressure on international sugar prices. Within the Eurasian Economic Union, Russia leads production with 3,560,000 tons, followed by Belarus, Kazakhstan, and Kyrgyzstan, contributing significantly to the regional sugar supply. These outputs reflect a robust refining sector, enhancing the collective production capacity across these nations. Remember, our CropGPT site contains far more details and reports about the sugar market, including crop health reports, twenty years of weather data, and even pricing data and earning call analysis.

Speaker 1:

This podcast is just a few selected highlights for the week.