The São Paulo sugar market resumed trading in early 2026 with rising volumes but experienced price drops due to increased supply of lower-quality sugar, while ethanol prices climbed amid supply constraints.
The EU-Mercosur agreement has spurred Brazilian ethanol stock gains and opens new export opportunities for Mato Grosso do Sul, improving trade dynamics in early 2026.
Brazil's ethanol market saw strong sales growth and sustained price increases at the end of 2025, with firm demand supporting prices into early 2026 despite challenges ahead.
Brazil sees a surge in ethanol sales and rising prices in São Paulo during the last week of 2025, indicating strong market demand and liquidity prospects.
Brazil is preparing to concede on ethanol tariffs in exchange for US tariff reductions on coffee and beef, but domestic producers fear negative impacts.