In this episode of the ECRUU Podcast, we speak with Marcelo Bonifacio, a Market Intelligence Analyst at StoneX Brasil, about his career trajectory and insights into the sugar market. Marcelo shares his journey, beginning in the cotton and fertilizer sectors before specializing in sugar. He highlights the importance of developing robust, independent market analysis within the financial services industry and addresses key uncertainties shaping the current sugar market.

You can listen here.

Topics covered in this podcast include:

• Indian sugar exports in 2025: Projections and potential challenges.

• Impact of Brazilian policies on sugar exports: How government actions could influence market dynamics.

• Future of CS Brazil’s sugarcane crops (2024/25 and 2025/26): An outlook on production and supply.

• China’s role in the sugar market: Expectations and demand trends.

For more insights, you can reach out to Marcelo at marcelo.bonifacio@stonex.com.