isitsugar?

Indian sugar production disappoints. In theory India should export more sugar, but they don't have any spare sweet stuff to export so they won't until next October. While the Indian government has allowed 2 mln tons of exports, India will barely export 500 kt this season. Next season crop size depends on monsoon, fertilizers and diesel, all of which are a challenge.

It's all threatening to boil over at St. Mary's 😬🌡️

Southampton's Tonda Eckert walked away from his press conference early after being asked if he is a 'cheat' following the Saints' 'spygate' saga that surrounds their play-off clash with Middlesbrough.

It’s a good job I’m not on air now. I’d say some things I probably shouldn’t. But Jesus Christ, what a horrible football club Southampton are. Bookmark this if you want, I don’t mint this being pulled up in the future.

"The game was a big advert for the quality of the Championship." "Kim Hellberg's accused you of cheating!" "It's not for me to comment." Tonda Eckert bats away questions around the possibility of Southampton being removed from the play-offs 👀

People are dunking on this and, yeah, "one way or another" is hand-wavey—but I agree that the cumulative consequences of Hormuz's closure will ultimately force its reopening. I'll just be more explicit. I expect: - The war to end and Hormuz to reopen when Trump makes a concession to Iran to overcome current impasse, likely on nuclear (domestic enrichment or "nuclear dust", i.e. HEU stockpiles) - Trump has been thus far unwilling to make those concessions because there isn't enough market pressure to push him off his nuclear position. Prices have pulled back repeatedly on belief that he's found an end, and in doing so reduced the very pressure required to end it - Oil prices will more durably rise as supply deficits accumulate, SPR buffers dwindle, and commercial inventories empty through summer driving season - Pain will eventually push Trump to drop nuclear demands (or, more likely given recent reports, delay nuclear negotiations in favour of a "skinny" deal to end war and reopen Hormuz) - War will end, Hormuz will "reopen," and then we get to deal with the messy, unsettled aftermath. Inevitably unstable post-war conditions likely lead to occasional blow ups and disruptions, even as mixed traffic through Strait resumes The sooner oil prices rise, the sooner the war ends.