In this episode, we have Dr. Robert Johansson, Director of Economics and Policy Analysis for the American Sugar Alliance (ASA). He takes us on a journey to explore what it takes to stay on top of the US sugar balance sheet, what to expect this year in terms of supply and demand, and potential policy changes.

LISTEN HERE.

In this podcast, we discuss:

• The role of the ASA

• How the USDA prepares its forecasts

• What’s driving the record US crop and whether production is likely to increase further

• How much sugar the US will import in 2024/25 and 2025/26

• Why demand is falling and the potential impact of GLP-1 drugs

• What to expect from the next USMCA review regarding US-Mexico sugar flows

• Potential changes under the new administration

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Music credits: 

"Kupla – Safe Haven" Provided by Lofi Records (Download/Stream:⁠⁠⁠⁠⁠⁠⁠⁠⁠ ⁠⁠⁠⁠https://fanlink.to/lifeforms⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠)