2:30 - 3:15 pm - Frank Jenkins President - JSG Commodities


The NAFTA Sugar Complex: Markets in Turmoil
• Current situation;
• Mexican and US: S&D;
• The "New NAFTA": Commercial and Trade realities;
• Outlook: 2014-15 and 2015-16.


3:15 - 4:15 pm - Julio M. M. Borges - CEO and Partner of JOB Economia

The new Brazilian crop 2015-16
• Sugarcane area. Weather. Sugarcane available for crushing;
• Production mix and S&D - sugar & ethanol;
• External markets: sugar & ethanol exports and imports.


4:15 - 4:30 pm - Coffee break


4:30 - 5:30 pm - Julio M. M. Borges - CEO and Partner of JOB Economia

Brazilian competitiveness
• Brazilian costs of production. The differential between sources of information, mills and regions;
* The exchange rate effect.