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欧佩克秘书长:石油行业的投资不应受到一次性事件的影响。
2026-06-04
欧佩克秘书长:石油行业的投资不应受到一次性事件的影响。
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2026-06-04
巴西政府在声明中对美国近期提议的关税表示强烈反对。
巴西政府在声明中对美国近期提议的关税表示强烈反对。
2026-06-04
Huatai Securities says multiple meteorological agencies now forecast an El Niño in 2026 that could produce east-wet/west-dry extremes and disrupt bulk agricultural supplies. Drought in India and Thailand, export restrictions and Brazil’s sugar-to-ethanol diversion are expected to shift global sugar supply-demand from surplus toward a modest deficit, increasing upside risk to sugar prices. Severe drought would also hit palm oil and natural rubber—both highly concentrated in Southeast Asia—with hi
Huatai Securities says multiple meteorological agencies now forecast an El Niño in 2026 that could produce east-wet/west-dry extremes and disrupt bulk agricultural supplies. Drought in India and Thailand, export restrictions and Brazil’s sugar-to-ethanol diversion are expected to shift global sugar supply-demand from surplus toward a modest deficit, increasing upside risk to sugar prices. Severe drought would also hit palm oil and natural rubber—both highly concentrated in Southeast Asia—with historical strong-El Niño episodes showing pronounced upward price elasticity. Soybeans and corn are expected to see only marginal impacts. Huatai recommends monitoring sugar, natural rubber and palm oil supply chains.
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