Perfectly plan and execute every commodity purchase. Secure the optimal deals in volatile markets. Buy at the right time and price & justify purchase decisions.
Amsterdam
Joined April 2021
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#Cocoa has rallied more than 30% since our last report. Pod counts in Ivory Coast are the worst in decades for the time of year, and the market is rethinking next season's balance: hubs.la/Q04n2LTv0
Cocoa is up 30%+ since our last report. Why? El Niño risk, the weakest Ivory Coast pod counts in decades, and a shift from surplus to deficit fears. Follow our CocoapodCast for bi-weekly updates: vist.ly/59ivt
Dairy protein prices are holding near the top of their range. In next week's webinar we look at where prices sit today, the outlook into the second half of the year, and what this shift in sourcing means for your buying strategy. vist.ly/596im
ALT Webinar on dairy protein markets with hosts and date details.
Brent eased this week, but the veg oils story isn't over. Our latest oils & fats webinar covered US-Iran's pull on energy, El Niño risk into 2027, tighter rapeseed and easing coconut oil. Watch on demand: vist.ly/58zcj.
North American paperboard is tightening: an earlier oversupply is fading and mills pushed for price rises in June. Western Europe, meanwhile, is still soft. One market, three very different regional directions in EMGE's latest data. Read more: vist.ly/58qqq
Asia to North Europe ocean rates have climbed six weeks straight, and a new $1,000/container surcharge lands July 1, just as Dutch and Belgian truck tolls change. Read more: hubs.la/Q04ly8Lz0
Cocoa futures jumped more than 6 percent to start the week on a risk-on macro mood, but a large surplus, record stocks and weak demand still define the market. Read more: hubs.la/Q04ly8L70
New Sathi paddy is pressuring India's old basmati rice, but old stocks are nearly gone and the next main crop is months away. Why traders aren't calling it a bear market. Read more: hubs.la/Q04ly8tS0
India's spice markets are caught in a standoff: arrivals are thinning across cumin, chilli and coriander, but China and the Gulf still aren't buying. Tight supply isn't enough on its own. Read more: hubs.la/Q04ly8hY0
EU sugar is in a standoff: buyers near €530, sellers holding €600 for 2026/27, with little trading. A comfortable crop on one side, a strained industry on the other. hubs.la/Q04kL0s30 #sugar
Coconut oil has been sliding since early May, down again this week as Philippine exports rebuild and copra supply grows. How long does the lull last? hubs.la/Q04kL1WX0
El Niño risk building, Indonesia's export overhaul pushed to 2027, Brent swinging on Middle East news. Three forces, one veg oil market. Free Vesper webinar with Gehrman Kosenkov and Gabriela Arroyo, Tue 9 June 16:30 CET. Free sign up: hubs.la/Q04k4lYG0.
Soybean oil hit fresh highs this week, with record US biofuel credits and a tight feedstock market doing the heavy lifting, while palm tracked a rebound in crude. The bigger question for H2: El Niño: vespertool.com/news/vegetabl…
Turkey absorbed the volume rerouted from the UAE in March, posting a 99% increase in California almond shipments. UAE shipments fell 98% on regional tensions: vespertool.com/news/californ…
US peanut acreage could fall 20% or more this year, well beyond the USDA's March projection of 14.3%. Cotton's rally and deepening drought are pulling growers away from the crop: vespertool.com/news/cotton-r…
WPC80 prices have triggered a clear reformulation wave. Buyers across Europe and the US are swapping in MPC85, where each kilogram swapped saves around €15 versus WPC80: vespertool.com/news/whey-pro…
Raw sugar closed at a one-month high of 15.37 USc/lb on 5 May, with spillover from stronger oil markets continuing to support the sugar complex: vespertool.com/news/energy-m…
The vegetable oil complex is being lifted by two forces: Brent at $114 vs $101.7 last week, and continued biofuel mandate momentum. Malaysia just confirmed B15 production from June, with B30 the long-term target. What it means for the major oils: vespertool.com/news/brent-st…
The EU has partially suspended sugar IPP imports for one year, effective May 27. White sugar IPP remains permitted, raising questions about how watertight the measure really is. What it means for the new marketing year: vespertool.com/news/eu-parti…
