Commodity Intelligence6 min read
El Niño and the Strait of Hormuz: Two Shocks, One Fragile Market
Climate risk and geopolitical disruption are colliding in 2026, creating a powerful new threat to global commodity markets.
Blog
Insights, analysis, and perspectives from the Deepcore team on global commodity markets.
Market Analysis6 min read
Global Sugar Production 2026/27 Overview
USDA FAS May 2026 data on Brazil, India, EU, Thailand, China, trade flows, and ending stocks shaping the global sugar balance.
Commodity Intelligence4 min read
Data Quality in Commodity Trading: When the Best Models Are Not Enough
Why better commodity data produces stronger signals, higher conviction, and better trading decisions.
Agriculture7 min read
Global Corn Production: Output Slips, Demand Marches On
Global corn production is forecast to decline in 2026/27 while consumption reaches another record high, tightening world supplies.
Agriculture3 min read
Brazil Soybean Exports Maintain Strong Pace in 2026
Brazil soybean and soybean meal exports continue expanding as global demand remains strong in 2026.
Commodities6 min read
Sugar Export Policy in India
Why India's export restrictions have become one of the most important drivers of global sugar prices.
Commodities4 min read
Crowded Trades in Commodities: How Alternative Data Breaks the Herd
Why crowded trades in commodity markets are getting worse, and how physical price data sourced directly from brokers creates a structural edge.
Commodities4 min read
El Niño Impact on Sugar Production
With El Niño increasingly likely to emerge in 2026, the global sugar balance faces a weather threat that could tip a fragile surplus into deficit.
Commodities5 min read
Brazil Sugarcane Ethanol vs US Corn Ethanol: The Real Commodity Divide
Why the difference between sugarcane ethanol and corn ethanol is reshaping global sugar, grain, and energy markets.
Commodities4 min read
Crude Oil and Sugar: The Correlation
Why the war in Iran just reminded energy traders they can't afford to ignore the sugar market.