How much can sugar markets benefit from high oil prices?
From RaboResearch Food & Agribusiness Australia/NZ by Rabobank
April 6, 2026 · 23 min
About this episode
A discussion on the impact of high oil prices on the sugar market and the factors influencing the global sugar surplus.
Join Stefan Vogel, General Manager of RaboResearch Australia & New Zealand, as he chats with Andy Duff, RaboResearch's Global Sugar Strategist based in Brazil, and Charles Hart, Senior Commodity Analyst in London, for a truly global discussion of the sugar market outlook. How much do high oil prices translate into higher Brazilian gasoline prices, and by how much will Brazilian sugar mills switch from sugar production to ethanol? What other fundamental factors are driving the global sugar surplus in 2026? Tune in to find out! Disclaimer: Please refer to our global RaboResearch disclaimer at https://www.rabobank.com/knowledge/disclaimer/011417027/disclaimer for information about the scope and limitations of the material published on the podcast.
People in this episode
Host: Stefan Vogel
Guests: Andy Duff, Charles Hart
Topics covered
- sugar market
- oil prices
- ethanol production
- Brazilian economy
- global sugar surplus
- commodity analysis
Keywords
- sugar markets
- high oil prices
- Brazilian gasoline prices
- ethanol
- sugar production
- global sugar surplus
- commodity analysis
Mentioned in this episode
Organizations: RaboResearch, Rabobank
Places: Brazil, London, Australia & New Zealand
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