A Real Sugar Expert (@arealsugarexprt) 's Twitter Profile
A Real Sugar Expert

@arealsugarexprt

86 years of sugar market knowledge from futures broking to US hedge fund analysis. Built on commodity trade house experience. Often an outlier. Humble (mostly)

ID: 892050502434910209

calendar_today31-07-2017 15:53:08

3,3K Tweet

5,5K Followers

269 Following

A Real Sugar Expert (@arealsugarexprt) 's Twitter Profile Photo

After a very dry March, with less than 50% of the average rainfall, across Sao Paulo state the cane crop is in need of refreshment. With many hours spent driving from region to region music in the car is a neccesity.

A Real Sugar Expert (@arealsugarexprt) 's Twitter Profile Photo

Sugar beet planting in Lincolnshire this week. The crop that has just finished processing produced 1.09M tonnes of sugar. Anyone visiting the Cereals Event in June will be able to see how the seeds have developed.

Sugar beet planting in Lincolnshire this week.   The crop that has just finished processing produced 1.09M tonnes of sugar.   Anyone visiting the Cereals Event in June will be able to see how the seeds have developed.
A Real Sugar Expert (@arealsugarexprt) 's Twitter Profile Photo

Spring in London. No sign of any impact of Liberation Day on the Hedgies enjoying Thirsty Thursday at the Guinea Grill. If you like pies the Guinea Grill is the place for you in London. Devotees of the Guinness at The Devonshire may want to try the Guinea.

Spring in London.   No sign of any impact of Liberation Day on the Hedgies enjoying Thirsty Thursday at the Guinea Grill.  If you like pies the Guinea Grill is the place for you in London.  Devotees of the Guinness at The Devonshire may want to try the Guinea.
A Real Sugar Expert (@arealsugarexprt) 's Twitter Profile Photo

Any one betting on the Thai crop exceeding 100M tonnes is probably clinging to the hope of a record long tail lasting until Christmas. Cumulative crush tipped over 92M tonnes but only 15k of cane was processed yesterday. 1 mill in the NE will press on until mid-month.

Any one betting on the Thai crop exceeding 100M tonnes is probably clinging to the hope of a record long tail lasting until Christmas.   Cumulative crush tipped over 92M tonnes but only 15k of cane was processed yesterday.  1 mill in the NE will press on until mid-month.
A Real Sugar Expert (@arealsugarexprt) 's Twitter Profile Photo

Grand National Day. Still waiting for the commission for tipping the winner when former LDC sugar trader Sam Waley-Cohen romped home in 2022. The only sugar connection this year is Celebre D(ickie)' Allen - named after the former Head Sugar trader at LDC.

Grand National Day.  Still waiting for the commission for tipping the winner when former LDC  sugar trader Sam Waley-Cohen romped home in 2022.  The only sugar connection this year is Celebre D(ickie)' Allen - named after the former Head Sugar trader at LDC.
A Real Sugar Expert (@arealsugarexprt) 's Twitter Profile Photo

Sugar is very expensive in the US and tariffs could make it even more expensive. Walmart in Makato, Minnesota is charging over $2/kilo for large packs. Sainsbury's in the UK charging $1.40. Walmart in the US is an experience for non-Americans.

Sugar is very expensive in the US and tariffs could make it even more expensive.  Walmart in Makato, Minnesota is charging over $2/kilo for large packs.  Sainsbury's in the UK charging $1.40.  Walmart in the US is an experience for non-Americans.
A Real Sugar Expert (@arealsugarexprt) 's Twitter Profile Photo

The Thai cane crush is now officially over. Bets can be settled. Pity those who had spread-bets on and were long at 110. Over/under 100M another popular bet which suckered in a few overly optimistic traders. Focus switches to next season. 100-105 seems a popular range.

The Thai cane crush is now officially over.  Bets can be settled.  Pity those who had spread-bets on and were long at 110.   Over/under 100M another popular bet which suckered in a few overly optimistic traders.  Focus switches to next season.  100-105 seems a popular range.
A Real Sugar Expert (@arealsugarexprt) 's Twitter Profile Photo

Given current tariffs on Chinese products unlikely the 80 lots delivered in China will end up in the US. Freight on the 4000 tonne vessel might be prohibitive.

Given current tariffs on Chinese products unlikely the 80 lots delivered in China will end up in the US.  Freight on the 4000 tonne vessel might be prohibitive.
A Real Sugar Expert (@arealsugarexprt) 's Twitter Profile Photo

The European sugar trade has gathered for the annual jamboree in Geneve. The sugar industry in Europe supports a huge number of people. Moderator our favourite FO Licht analyst Stefan Uhlenbrock.

The European sugar trade has gathered for the annual jamboree in Geneve.  The sugar industry in Europe supports a huge number of people.  Moderator our favourite FO Licht analyst Stefan Uhlenbrock.
A Real Sugar Expert (@arealsugarexprt) 's Twitter Profile Photo

A changing of the guard on the NFU sugar board. No Michael Sly and no Arthur. The new board chairman highlighting the difficulty in growing beet profitably with decreasing beet prices. EU beet acreage forecast to drop 7-9% in 25/26.

A changing of the guard on the NFU sugar board.  No <a href="/mhssly/">Michael Sly</a> and no Arthur.   The new board chairman highlighting the difficulty in growing beet profitably with decreasing beet prices.  EU beet acreage forecast to drop 7-9% in 25/26.
A Real Sugar Expert (@arealsugarexprt) 's Twitter Profile Photo

An interesting from the EU Commission on the future of the EU sugar and farming sector. Lots of sustainability talk. Farmers in the EU dress very differently to UK farmers.

An interesting from the EU Commission on the future of the EU sugar and farming sector.  Lots of sustainability talk.  Farmers in the EU dress very differently to UK farmers.
A Real Sugar Expert (@arealsugarexprt) 's Twitter Profile Photo

A heavy weight panel of industry titans. Has to be said that Mike Levitz is one of the most popular traders in the sugar business. We wish him well on Sunday running the London marathon.

A heavy weight panel of industry titans.   Has to be said that Mike Levitz is one of the most popular  traders in the sugar business.  We wish him well on Sunday running the London marathon.
A Real Sugar Expert (@arealsugarexprt) 's Twitter Profile Photo

Mike Levitz is running the London marathon this morning . It is a very worthwhile cause. Make a donation to {CharityName} 2025tcslondonmarathon.enthuse.com/pf/e006e/2025L…

A Real Sugar Expert (@arealsugarexprt) 's Twitter Profile Photo

All the big hitters are in London this week for the Commodity week extravaganza. Technical analysis courtesy of Mr Eddie Tofpik. I am sure the funamental analysts will get their turn eventually.

All the big hitters are in London this week for the Commodity week extravaganza.  Technical analysis courtesy of Mr Eddie Tofpik.  I am sure the funamental analysts will get their turn eventually.
A Real Sugar Expert (@arealsugarexprt) 's Twitter Profile Photo

New York sugar week. All the big hitters are getting in. Lovely afternoon for a trip up the East River. Priority of the day - buy a retirement card.

New York sugar week.  All the big hitters are getting in.  Lovely afternoon for a trip up the East River.   Priority of the day - buy a retirement card.
A Real Sugar Expert (@arealsugarexprt) 's Twitter Profile Photo

New York sugar week. Starting off with the usual rally as the producers win the propaganda war. Lower TCH and sugar mix in Brazil. Poor crops in central America. All the big hitters will be at the Italian Wine cellars tonight toasting the brokers.

New York sugar week.  Starting off with the usual rally as the producers win the propaganda war.  Lower TCH and sugar mix in Brazil.  Poor crops in central America.  All the big hitters will be at the Italian Wine cellars tonight toasting the brokers.