After three years of high international sugar prices, values are now falling, reducing the pressure on Brazilian mills to maximize sugar output. Itaú BBA analyst Lucas Brunetti, speaking at the Agro Em Pauta event, attributed the drop to expected global production recovery. For the 2025/26 season, Brazil’s sugarcane crushing may decline, but mills will still focus on sugar over ethanol. Ethanol production from sugarcane is expected to decrease, while corn-based ethanol is likely to grow, driven by increased demand for anhydrous ethanol after the approval of the E30 fuel blend.
Source: Nova Cana
PRODUCTION MIX EXPECTED TO REMAIN SUGAR-HEAVY IN 2025/26, ACCORDING TO ITAÚ BBA
Published On - 11 de July de 2025