Advance in the harvest boosts sugar supply

The 2025/26 crop season in Brazil's Central-South region has advanced at a more favorable pace in recent months, following a cycle start marked by greater uncertainty. The recent performance of the crops has reduced concerns and consolidated expectations of high productivity, even in the face of the falling international sugar prices observed throughout the year. The sector's profitability was guaranteed by the early hedging strategy, carried out at higher average values, which supported the planning of the mills. This move allowed for a historic record of monthly sugar production in September, reinforcing the short-term result and creating a margin to navigate more volatile market scenarios. In the field, the favorable conditions of the crops not only ensure the performance of this season but also expand the projections for the following cycle. The prospect of greater availability of sugarcane raises the estimates of sugar production, indicating a continuation of the recent ...