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Agriculture

Sugar supply chain

Brazil cane harvest, Indian ethanol policy, and white sugar refining.

Curated sector reports

Sugar supply chain

Agriculture·⚠ Brazil harvest weather & ethanol mix

Key chokepoints (2)

Brazil Center-South cane

Farming

⚠ active chokepoint

Drought cuts yields; mills switch to ethanol when gas prices favor it.

Indian ethanol diversion

Policy

⚠ active chokepoint

Export quota changes move white sugar futures sharply.