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Recent Brazil research

* Brazil: Closer to the fiscal precipice, Grace Fan, Elizabeth Johnson, 17 Aug 2017
* Brazil: Is pension reform still possible?, Elizabeth Johnson, Grace Fan, 10 Aug 2017
* Brazil: The cost of Temer’s victory, Grace Fan, Elizabeth Johnson, 3 Aug 2017
* Brazil: Can the market really decouple from the political crisis?, Grace Fan, 28 Jul 2017
* Brazil: Can the market really decouple from the political crisis?, Grace Fan, 28 Jul 2017

See all our Brazil research >>

Brazil: How will the global crisis affect Brazilian ethanol? UPDATE

Overview

After two years of low prices, Brazil’s ethanol and sugar sector is slowly starting to see improving fundamentals thanks to the global sugar outlook, as we forecast in our April report. Following two years of overproduction, India is finally on track to slash its sugar output, leaving room for top exporter Brazil to regain ground in key markets in Asia and the Middle East in its upcoming 2009-10 season (May-April).

The recent US-led financial meltdown has greatly...

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