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@StephenGeldart Stephen Geldart

Stephen Geldart posts on X about raw sugar, theory, bear market, inflation the most. They currently have XXXXX followers and XX posts still getting attention that total XXX engagements in the last XX hours.

Engagements: XXX #

• X Week XXXXX +7,677%
• X Month XXXXX -XXXX%
• X Months XXXXXX +810%
• X Year XXXXXX -XX%

Mentions: X #

• X Week X -XX%
• X Month X -XX%
• X Months XX +240%
• X Year XX -XX%

Followers: XXXXX #

• X Week XXXXX +0.37%
• X Month XXXXX +0.90%
• X Months XXXXX +8.10%
• X Year XXXXX +16%

CreatorRank: XXXXXXXXX #

Social Influence

Social category influence finance currencies countries

Social topic influence raw sugar #2, theory #1658, bear market, inflation #1454, the new, brazil, remarkable, reduce, 200m, at a

Top accounts mentioned or mentioned by @notwilmarsugar @andrewggr @sugartraders @arealsugarexprt @realsugarhedge @indiaisma @hools @isosugar @czarnikow @guptaravipaul @czappportal @sugarcapuchin @dpworld @marketswithmay @freightalley @lbrtti

Top Social Posts

Top posts by engagements in the last XX hours

"Worth pointing out that raw sugar futures could in theory rally to 18c and not invalidate the current downtrend"
X Link 2025-12-11T13:23Z 2700 followers, XXX engagements

"This years provisional Thai cane price is THB 890/tonne vs last years final cane price of THB 1430/tonne. That's around 15c/lb in raw sugar terms. This year c100m tonnes cane will be harvested. Recent lows in 2020/21 were below 70m tonnes cane 🧐"
X Link 2025-12-09T18:04Z 2699 followers, XXX engagements

"The new COFCO terminal at Santos Port in Brazil has had a remarkable effect on the amount of time raw sugar vessels wait to berth. Probably helped by weak demand for sugar this year too but still"
X Link 2025-09-25T11:38Z 2699 followers, XXX engagements

"We've updated our global sugar production/consumption view: 8.7m tonne sugar surplus in 2025/26 7.3m tonne sugar surplus in 2026/27 26/27 forecast will reduce if raw sugar prices remain at/below 14c/lb. At this price CS Brazilian mills make ethanol at the expense of sugar"
X Link 2025-11-06T08:06Z 2699 followers, 1383 engagements

"Global sugar consumption hasn't grown per person since 2014. Why 1)Increased awareness of sugar intake 2) Recent price inflation 3) GLP-1 drug emergence. Prices have halved in X years so inflation should fade. The other two are longer term challenges for the industry"
X Link 2025-12-09T16:16Z 2699 followers, 1298 engagements

"Heres what the decline in consumption growth has meant for sugar. X% growth each year from 2014 would put consumption above 200m tonnes a year not 180m as it is today. Cumulatively weve lost 100m tonnes"
X Link 2025-12-10T12:35Z 2700 followers, XXX engagements

"Signs of life in the raw sugar March/May 2026 spread Q1'26 Brazilian VHP physical values are also a little firmer. After XX months in a bear market anything remotely positive looks unusual"
X Link 2025-12-10T20:52Z 2700 followers, 1077 engagements

"Domestic market ethanol export is nice in theory. In practice only 3.5m tonnes sugar is being diverted to ethanol rather than the original intention of 6m. This means at least 1.5m tonnes export availability this year"
X Link 2025-12-11T16:03Z 2700 followers, XXX engagements