Clipping Gatti & Rocha | 08/18/2025

Ministry of Agriculture and Livestock

Brazilian Sugar Exports - Average Price and Tons

Between 2022 and 2024, Brazilian sugar exports grew strongly, reaching US$18.6 billion and 38.2 million tons in 2024, with average prices above US$480/ton. In 2025, however, there is a decline: until July, they were US$7.3 billion, 16.4 million tons and a falling average price (US$447/ton), indicating a market slowdown after two years of records.

Source: 002EXPORTAESBRASILEIRASDEACARPREOSMDIOS_12082025.pdf

CEPEA/ESALQ

Monthly Agronomic Analysis July/2025

In July 2025, crystal sugar fell to a 3-year low, but began to recover at the end of the month. Production in the Center-South region fell 9.2%, while Paraíba saw a 28% increase. Exports, purchases from Pakistan and the Philippines supported prices, but the good harvest in Brazil and prospects in India pressured prices. Domestic sales paid 1.9% more than exports.

Source: 0746476001754586768.pdf

National Supply Company

The 2025/26 harvest should keep Brazil competitive in sugar, with high international demand due to lower supplies from India and Thailand. In ethanol, corn production is growing, balancing the domestic market and reducing price volatility compared to gasoline.

Source: boletim-cana-de-acucar-4o-levantamento-2025-26.pdf

Sugarcane and Bioenergy Industry Union (UNICA)

Public Notice: Tariffs on Brazilian products by the US - UNICA

Os EUA impuseram tarifas a produtos brasileiros, e a Bioenergia Brasil e a UNICA reforçam confiança no governo para defender o setor de biocombustíveis. O Brasil é referência em mobilidade de baixo carbono, com políticas como RenovaBio, Combustível do Futuro e Mover, além de sediar a COP30. O etanol brasileiro, sustentável e de baixa emissão, é solução eficaz para descarbonização e gera desenvolvimento em mais de mil municípios. As entidades acreditam que o governo conduzirá o processo com equilíbrio, mantendo a cooperação histórica entre Brasil e EUA.

Source: Nota Pública: Tarifas sobre os produtos brasileiros pelos EUA - UNICA

UDOP - National Bioenergy Union

In the week ending August 13, 76 vessels were waiting to load sugar at Brazilian ports, compared to 80 the previous week, according to Williams Brasil. Total scheduled loading fell from 3.577 to 3.317 million tons. The Port of Santos leads with 2.2 million tons, followed by Paranaguá (773,000), São Sebastião (166,900), Imbituba (141,600), Itajaí (20,000), and Santana (6,000). The cargo consists primarily of VHP sugar (3.12 million tons), as well as TBC (114,700 tons) and Cristal B150 (79,500 tons). In August, 1.094 million tons have already been exported, generating revenue of US$459 million and an average price of US$419.50/t. Average daily revenue (US$76.5 million) fell 6% compared to August 2024, while daily volume grew 2.3%. The average price fell 8.1% compared to the previous year.

Source: Notícia - UDOP