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Why Sugar Prices Are Surging While Brazil Ethanol Demand Soars
Episode 49 of The Commodities Economy with Fexingo unpacks the surprising rally in sugar futures. Lucas and Luna dissect how Brazil's booming ethanol demand is diverting cane from global sugar markets, pushing prices to multi-year highs even as other soft commodities soften. They examine the ethanol-sugar production arbitrage, Brazil's role as swing supplier, and what the 4.6% weekly jump in coffee tells us about broader agricultural cross-currents. With sugar up 35% year-to-date and ethanol blending mandates tightening, the hosts explore whether this rally has legs or is vulnerable…
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