Raw sugar’s strongest month since October 2010 did not stem from a measured shortfall, but from eight forecasts for a season that has not begun, ranging from a 4.9 million-tonne surplus to a 3.2 million-tonne deficit. At the same time, speculators moved from the largest short position in CFTC records to near the largest long position in six months. This guide explains the commodity from field to contract, then scores related equities using EL7 — and finds that the trade lies in futures, not the stock market.
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