Commodity and Cyclical Plays

[Mehnazfatima]

Sugar Cycles: 7-8 years of losses followed by 2-3 years of super gains!

I was wondering whether we can profit form both sugar cycle and couter cyclical investing… now that the sugar upcycle has played out well and the sugar mills have sort of paid back most of their debt…and the next sugar season onwards we are going to see excess prodution and beginning of downcycle… what would the sugar mills do to protect themselves during the coming downcycle of around 3-4 years? i would guess…that they would increase their ethanol making capacity to protect themselves… In t…