Beverages news

Coffee posts its biggest one-day gain on record

Arabica futures jumped 72 cents in a week, including the largest single-day gain on record. Sucafina traces the move to fund flows and El Niño risk.

US milk powder keeps falling, heat wave or not

US NFDM fell 5.8% to $1.505/lb, now 34% below its May peak, as record milk-powder output kept prices sliding even as a heat wave finally arrived.

A heatwave lifted EU butter and SMP. Will it hold?

A European heatwave cut milk and cream output, lifting EU spot butter nearly 3% and SMP about 2%. But with stocks near a five-year high, will the rally hold?

Coffee shorts retreat while Colombian differentials top 60 cents

Coffee futures jumped 7.8 cents to $2.67/lb as overextended shorts unwound, while Colombian differentials topped +60 cents on tight, high-quality supply.

Physical scarcity drives basmati's sharpest rally of the season

Basmati rice rallied $8 to $10 per quintal, its sharpest move of the season, as old-paddy scarcity across India's mills outweighed US-Iran and Hormuz news.

Vegetable oils hold steady while Brent slips and Europe overheats

Vegetable oils held firm even as Brent slipped to $73. Palm oil rose on strong Malaysian exports, while a heatwave trimmed the EU rapeseed crop outlook.

Whey protein stays tight while sweet whey looks for a floor

WPC80 and whey protein isolate rose again on persistent tightness and GLP-1 demand, while EU sweet whey steadied, a sign its long slide may be nearing a floor.

Cocoa rallies more than 30%; deficit fears return for next season

cocoa has rallied more than 30% since Vesper's last report, recovering off its lows as the market turns its focus to next season's West African crop. New...

Egg markets split as Europe nears a floor and US prices firm

The world's two big egg markets are pulling apart. In Europe, prices are still easing from their spring peak, but the decline is slowing and a floor may be...

Coffee futures climb as short sellers bail out

Coffee futures pushed higher again last week, with the most active September contract on ICE rising 7.8 cents to settle at $2.67 a pound. The move came...

Hot weather lifts EU grains while US futures slip

Europe's grain markets firmed over the past two weeks as hot, dry weather raised worries about yields, even as US futures fell under harvest pressure and a...

A new-crop tender resets EU sugar price expectations

A single tender has shaken assumptions across the European sugar market. A multinational bought 2026-27 sugar at €530 DDP delivered to its EU factories, a...

California almonds firm up as May shipments beat expectations

The California almond market is holding firm heading into the close of the crop year, after a May position report that came in stronger than the trade...

North America paperboard tightens while Western Europe stays soft

Regional paperboard markets moved in different directions through the spring, according to the latest monthly data from EMGE. There was no single global...

New Sathi crop bends old basmati prices, but the floor holds

The arrival of new Sathi paddy reset India's basmati rice market in early June. May had ended with exporters finding confidence and mills refusing to offer...

Ocean rates climb into July, with new tolls and surcharges close behind

Freight costs are moving in one direction this month, and procurement teams importing through North Europe should plan for more of it. According to...

Brazil sets a poultry export record, but EU access hangs in the balance

Brazil delivered its strongest poultry export month on record in May 2026, yet the milestone is shadowed by a real risk to its European market access....

Pistachio and peanut supplies tighten as hazelnuts stay soft

The global nut complex is splitting between tightening tree-nut supply and a still-soft hazelnut market, according to ofi's latest monthly update....

Coffee futures slide as speculators build their biggest short since 2023

Coffee futures fell again last week, with the most active July contract down 13.3 cents to 245.9 US cents/lb, according to coffee analysis from Sucafina....

Coconut oil eases further on rebuilding Philippine supply

Coconut oil prices fell again this week, extending a decline that has run since early May. The CIF Rotterdam benchmark slipped around 4% week-on-week, while ...

Coffee futures slide to a two-year low as Brazil's harvest builds

Coffee futures fell 13.7 cents this week on the most active July contract to $2.60 a pound, the lowest level since November 2024, according to Sucafina. The ...

Cumin finds its floor while coriander supply tightens

India's spice markets spent the second half of May waiting on buyers rather than supply, and this fortnight produced a rare clear signal in cumin: a named...

Vegetable oils hold firm on crude rebound and biofuel demand

Vegetable oil markets steadied this week, caught between a rebound in Brent crude and a long list of conflicting signals. Brent's August contract fell to a...

Cocoa rally fades as weak demand meets a bigger Ivorian crop

Cocoa opened last week with a strong rally and then gave it back over consecutive down days, a pattern Martijn Bron attributes to the volatility of the...

Roasters build strongest seasonal coverage since 2022 as arabica futures hold at $2.70

The most active July arabica contract finished the week 8 cents higher at 272.35 US cents per pound, finding firmer-than-expected support at the $2.70 level ...

US milk powder prices slip as production growth cools

US nonfat dry milk prices fell about $0.20/lb, or roughly $500/mt, in the space of a week, and global skim milk powder markets moved with them. New Zealand...

EU cocoa futures post a 10% single-session gain as the Silly Season takes hold

EU cocoa futures rose 7% over the past week, closing at 3,153 GBP/t for the front-month July 2026 contract, while the most active September contract gained...

Basmati paddy is gone at Indian trading centres; mills are paying up for what remains

India's basmati paddy supply has effectively run out at every major northern trading centre. Arrivals at Haryana, Punjab, Uttar Pradesh, Rajasthan, and...

Coffee futures fall to $2.64 as US demand weakens and Brazil's record crop approaches

Coffee futures dropped to $2.64 per pound this week, with the most active July contract losing 18.1 cents. The market trended steadily lower through the...

El Nino shifts Cocoa Week London from bearish demand to cautious supply concern

The mood at Cocoa Week London was not what most delegates arrived expecting. Industry participants came in focused on weak chocolate confectionery demand...

Coffee fails to break range despite fresh spec buying

The July ICE coffee contract closed the week 3.2 cents lower at 282.3 US cents/lb, despite a fresh wave of speculative buying. Speculators added 1,645 lots...

Food and beverage costs face a second wave of commodity pressure

The oil market has held above $100 per barrel through May, but the bigger story for food and beverage buyers is what is happening next. Investment funds...

Cheese markets soften under weight of peak milk supply

European and North American cheese markets are broadly stable this week, but the underlying tone is slightly bearish. Milk production in both regions is...

Cocoa prices find a higher floor on supply risk concerns

Cocoa prices have moved higher in recent sessions, with the front-month May 2026 ICE Europe contract closing 3.7% up at GBP 2,495/t. Market participants...

Coffee futures slip to USD 2.88/lb on improved roaster coverage

Coffee futures fell 8.5 cents over the past week to close at USD 2.878/lb on the most active July contract, with the market trading below the USD 2.90 to...

Indian basmati prices climb on tight supply and Gulf shipping uncertainty

Indian basmati prices have moved higher over the past three weeks, with 1509 Steam rising to USD 90 to USD 91/quintal from USD 82 to USD 83/quintal at the...

Energy shock threatens to lift EU food inflation to 5 to 10% by 2027

The European food industry is heading into a renewed inflationary period, with the energy price shock from the recent Iran conflict likely to pass through...

Coffee futures climb to $2.96/lb on ceasefire news

July contract rallies after testing support The most active contract shifted from May to July this week ahead of the first notice day. The July contract...

Australian beef exports hit near-record volumes in March 2026

Australia's beef export program delivered its second-highest monthly total on record in March 2026, with broad-based demand across key markets driving...

Coffee prices break below $2.90/lb support on Middle East uncertainty

Coffee futures ended the week at 286 US cents per pound, down 12.35 cents from the prior Tuesday, as a deteriorating risk environment weighed on prices....

Butter leads dairy prices lower at start of Q2 flush season

Dairy commodity markets have entered a calmer phase at the start of Q2, with the arrival of the flush season adding pressure to butter, SMP, and WMP prices...

WPC80 shortage drives protein markets into uncharted territory

The global whey protein market is moving in two very different directions. At one end, WPC80 is in a pressing structural supply shortage with no near-term...

Cocoa grindings extend decline with chocolate demand under sustained pressure

Cocoa grindings are on track to remain well below historical levels through the 2025/26 season, with the latest data pointing to continued volume pressure...

Coffee futures pull back sharply after brief rally, with Brazil's harvest on the horizon

Coffee futures fell sharply last week, with the most active May contract losing 14.45 cents from Monday to Monday to finish at 292.55 US cents per pound....

Vegetable oils rebound on crude surge and biofuel policy shifts

Vegetable oil prices recovered broadly last week, with palm and soybean oil leading gains on the back of firmer Brent crude and new biofuel policy...

Coffee futures break above $3/lb as tight supply and energy costs provide support

Coffee futures prices basis the most active May contract rose 14.15 cents over the week to close at USD 3.07/lb, breaking above the USD 3.00/lb level for...

Fuel surcharges climb and containers pile up as Strait of Hormuz disruption deepens

The ongoing blockade of the Strait of Hormuz is creating mounting pressure across global ocean and air freight markets, with emergency fuel surcharges...

Wheat futures rally, but cash markets tell a different story

Wheat futures rally but basis levels signal a possible correction. Barley exports hit multi-year highs on strong global demand...

Coffee futures pull back on record Brazil crop expectations

Coffee futures basis the most active May contract fell 4.05 cents week-on-week, closing at 292.85 US cents/lb, after briefly reaching a high of 297.45 cents ...

Why a $100 oil price isn't lifting sugar markets

Crude oil briefly touched $100/barrel following the closure of the Strait of Hormuz, a move that would normally push ethanol economics higher and redirect...

US broiler market: weak export start, steady domestic demand

US broiler exports got off to a slow start in 2026, while domestic dark meat markets have continued to show relative stability. Here is what is shaping the...

Glucose syrup and dextrose stabilise after 2025 correction, with energy costs the main upside risk

Both glucose syrup and dextrose monohydrate went through a significant correction through 2025, driven by easing corn and wheat feedstock costs, elevated...

Lactose market forecast 2026: stability returns after 2025 price spike

The lactose market experienced significant price increases during 2025, driven primarily by tightness in the US market that pulled European prices higher....

Sports Nutrition ingredients forecast 2026: whey protein powders, eggs, sugar, nuts, cooa

The sports nutrition supply chain is under more pressure than it has been in years, and the drivers are no longer just about sports. Demand for whey...

Whey permeate forecast 2026: stable conditions expected as WPC80 and WPI production stays elevated

Whey permeate stands out as one of the more stable products in the dairy complex heading into 2026, largely insulated from the volatility affecting other...

Coffee approaches $3/lb as geopolitical risks support market

Coffee futures rally toward $3 per pound as geopolitical risks and potential shipping disruptions tighten supply and strengthen Brazilian...

Tight skimmed milk powder supply supports global prices

Global skimmed milk powder prices remain supported as limited supply in the US and Oceania meets steady import demand and rising exports...

High EU sugar stocks keep market under pressure

EU sugar stocks reach the highest level in three years as the beet campaign ends. Energy costs and global market developments remain key...

How the Middle East conflict is moving commodity markets

As the Middle East conflict disrupts the Strait of Hormuz, Brent crude tops $105, find out how it's moving prices across commodity markets.

Coffee futures slip below $3/lb as supply improves, Middle East conflict adds volatility

Arabica coffee futures fell to $2.83/lb as certified stock availability improved and roasters held back purchases. The Middle East conflict...

Grain prices rise on Middle East conflict, with wheat, corn and soybeans all moving higher

Grain markets moved higher over the past two weeks, with the Middle East conflict the most significant driver. Wheat, corn, barley, and...

Ivory Coast brings forward mid-crop season in bid to clear unsold cocoa stocks

Ivory Coast has reclassified March cocoa production as mid-crop, sharply reducing farmgate prices to move unsold stocks. The bearish market...

Thailand's sugar output set to fall as disease and labour shortages reshape next season

Thailand's sugar sector faces a significant production decline in 2026/27, as white leaf disease, reduced migrant labour, and a shift...

European sugar producers feel the squeeze as market prices stay low

European sugar producers report heavy losses as low market prices bite Meta description: Tereos and Südzucker have both reported...

Coffee prices ease as market weighs tariff ruling against supply dynamics

Coffee prices slip as market digests US tariff ruling and supply signals Meta description: Coffee futures fell 3.6 cents over two weeks...

Dairy markets firm on scarce offers and strong export demand

A shortage of offers is pushing butter and SMP prices higher across Europe, the US, and Oceania. Here's what's driving the moves and what...

WPC80 market tightens further as Q2 volumes near sold out across Europe and the US

Whey protein concentrate 80 markets are tightening fast, with Q2 volumes nearly sold out across Europe and the US. Buyers are now...

WPC80 shortage intensifies with producers in control of pricing and allocation

Global whey protein concentrate 80 market reaches critical tightness with structural shortage affecting all whey products. Producers control pricing as domestic

EU sugar production projected to fall 10% as consumption uncertainty clouds market outlook

EU sugar production projected to decline to 15.4 million tonnes in 2026/27 from 17.05 million tonnes. Import needs unclear as November...

Soybean prices jump on China trade talks and U.S. crush demand

CBOT soybeans surged to 1,115 cents/bushel as China signals potential increase to 20 MMT purchases. New 45Z rules and December crush of...

Polish chicken prices fall as Avian Influenza outbreak triggers 2.79 million bird cull

Poland reports 22 Avian Influenza outbreaks with 2.79 million birds culled, driving Polish chicken prices down 3.7% while French prices...

Coffee futures drop 50 cents as roaster demand and exchange inventory shift

Coffee March contract dropped 50.1 cents to 317.1 cents per pound as roaster fixations concluded and exchange inventory began rebuilding.

U.S. milk production rises 4.4% despite prices below cost of production

American dairy producers increased milk output to record levels in December 2025 despite Class III and IV prices settling below cost of...

Cocoa futures decline 30% in one month as speculators exit and grind data disappoints

Cocoa futures dropped 30% in one month as Q4 grind data showed 8.25% European decline and Ivory Coast faced trader defaults amid falling...

Coffee futures rise toward 365-370 cents per pound as roasters accelerate March fixations

Coffee futures rose 0.95¢/lb to 356.25¢ as roasters accelerated March fixations before first notice day, with technical buying expected to...

US beef cattle on feed placements decline 5.4% in December as margin pressure weighs

US December cattle on feed placements declined 5.4% to 1.55M head as margin pressure and limited feeder cattle access weighed on...

Cocoa prices hit 2-year low as farmgate pricing crisis leaves African beans stranded at ports

London cocoa futures dropped 12% to 3,347 GBP/t as fixed farmgate prices in Ivory Coast and Ghana create supply bottlenecks. European...

Coffee futures fall to 346.5 US cents per pound amid Central American harvest pressure

Coffee futures dropped 13.75 cents per pound to 346.5 cents this week as Central American origins reach peak harvest. Honduras...

European cheese prices hold steady as butter markets collapse, shifting dairy valorization dynamics

Cheese markets hold firm around €3,000/mt despite peak seasonal production, while falling butter prices shift dairy valorization toward...

Brazilian sugar mills drop allocation to 35.5% in seventh consecutive fortnight decline

Brazilian sugar allocation declined for seventh consecutive fortnight to 35.5%, down from 44.6% last year, raising questions about 2026/27...

Shipping costs climb as pre-Chinese New Year demand hits Asia-Europe routes

Asia-Europe shipping rates climb for third consecutive week as pre-Chinese New Year demand tightens capacity. Carriers implement surcharges...

WPC80 and WPI prices hit record highs on GLP-1 medication demand

WPC80 prices hit €13,000/mt and WPI reaches €21,500/mt as GLP-1 medication demand creates shortages in global whey protein markets.

Coffee futures hold range despite record December delivery amid tariff relief

Coffee March contract holds 376.55 cents/lb as record December delivery inversion worth $21 million premium provides support despite US...

Coffee futures fall 16.55 cents amid partial US tariff relief

Coffee futures fell to $376.6/lb this week as the White House announced tariff exemptions that excluded Brazil and India. Markets expected...

US whey protein shortage is pushing prices to record levels

Critical shortage of US WPC80 and WPI forces global buyers to European markets as GLP-1 medication demand drives whey protein consumption...

Shipping rates from Asia to Europe climb 3-4% on major routes

Shipping rates from Asia to Europe increased 3-4% on major routes as carriers manage capacity and 2026 contract negotiations begin.

Chocolate demand pressures mount with Singles Day spending decline

Cocoa prices fell over 9% this week as Singles Day spending dropped 20% and Barry Callebaut reported 5.3% decline in chocolate volumes...

Coffee futures hold near $4 amid Supreme Court tariff uncertainty

Coffee futures reached 393.15 cents per pound as the Supreme Court weighs tariff legality under IEEPA, with potential market implications...

Rapeseed oil prices hold firm on tight supply and biodiesel policy expectations

Rapeseed oil prices reach EUR 1,085/mt as EU imports decline sharply and the market awaits German biodiesel policy decisions that could...

Record yields drive European sugar producers to cut 2026 output

Major European sugar producers announce significant production cuts for 2026 as record yields and elevated stocks create supply pressures.

Western Europe paperboard demand drops in sharp contrast to other regions

Western Europe's paperboard demand declined sharply in August 2025 while other regions showed stability or growth.

Vietnam cashew processors cut operations as raw material costs climb

Vietnamese cashew processors limit operations as raw cashew nut prices increase. Market analysis covers Tanzania auction impact, warehouse...

Coffee futures rise to $387.7 as index roll period supports market

Coffee futures climbed to $387.7 cents per pound this week as roaster buying and the index roll period prevented the expected correction...

EU proposes six-month grace period for cocoa deforestation law

European Union proposes six-month relief period for EUDR compliance instead of one-year delay, with simplified requirements for smallholder...

Chocolate makers adjust recipes as cocoa costs remain elevated

High cocoa prices drive chocolate recipe changes as companies use rice, oats, and sunflower seeds. McVitie's and KitKat brands lose...

European sugar producers face break-even crisis with prices at €450

European sugar prices fall to €450 ex-factory beet belt, forcing producers toward break-even. Analysis of current market values and...

Arabica prices seen falling to $3.50 per pound on political and supply shifts

Coffee prices are set for a sharp correction to $3.50 per pound with Trump signaling tariff relief, Brazil's crop outlook improving, and...

Chocolate demand proves more price-sensitive than expected as Mondelez reports consumer pushback

Mondelez reveals European chocolate demand elasticity of 0.7-0.8, surpassing industry expectations as cumulative 30% price increases test...

Germany considers ending UCOME double-counting by January 2026

Germany plans to eliminate advanced biofuel double-counting by January 2026 under RED III implementation, potentially reshaping UCOME...

Coffee prices climb on tight supply concerns despite favorable Brazilian weather

Coffee futures climbed 13.9 cents this week to 413.55 cents per pound as certified stocks decline and US-Colombia trade tensions threaten...

European WPC80 market empties for Q4 following large volume purchases

European WPC80 market shifts to significantly tight as large purchases clear Q4 supply. Western European producers quote €12,500+/mt while...

Rotterdam and Antwerp port congestion delays container shipments through October 2025

Strikes and protests caused severe congestion at Rotterdam and Antwerp ports in October 2025. Container vessels face delays until month-end..

Coffee futures decline 17.7 cents to 373.60 cents per pound

Coffee prices dropped to 373.60 cents/lb last week. Brazilian rainfall supports 26/27 crop development with expectations of 5+ million bags..

Dry European weather and China frost risk test global grain outlook

European grain regions face dry conditions while China's corn belt braces for frost. Latest global crop production analysis shows stable...

Whey protein supply runs low as Q4 volumes sell out

Whey protein markets defy broader dairy weakness as Q4 supply dwindles. WPC80 holds above €12,000/mt while WPI tightens further...

Cartonboard markets show regional divergence as capacity shifts reshape supply dynamics

Western Europe and Asia face contrasting cartonboard market dynamics as new capacity and mill closures reshape regional supply.

Broiler market shows stark divide as breast prices plunge while thigh meat holds ground

US broiler market shows unusual split with breast meat down $0.30+ from averages while thigh prices hold near 5-year norms.

Coffee futures rise as certified stock decertification accelerates

Coffee futures reached 390.75 US cents/lb as ICE certified stocks decline rapidly. Understand the inventory dynamics and weather factors...

European sugar prices fall below import parity amid 2025 harvest season

European white sugar prices for 2026 delivery have fallen below import parity as harvest progresses. Analysis of pricing dynamics...

How the EUDR delay is influencing cocoa prices and market structure

Discover how the EUDR delay, market structure shifts, and hedge fund shorts are influencing cocoa prices and procurement strategies.

US dairy markets rebound as butter and cheese prices rise on CME

US dairy markets turned green this week with butter and cheese prices bouncing back on the CME. Analysis of cold storage data, price...

Coffee prices increase on inventory drawdown after technical selloff

Coffee futures rallied sharply after ICE certified stocks fell 11.5% in less than a week, reversing a technical selloff. Market volatility...

European whey protein concentrate hits price ceiling as production declines persist

WPC80 prices stabilize at €12,150/mt in Europe while US markets climb higher. Production down 10%+ across regions as processors...

EU deforestation rules create compliance challenges for cocoa exporters

EU deforestation regulation poses major compliance challenges for cocoa exporters requiring complex tracking systems, though a possible...

Cheese markets under pressure as European and US spot prices decline

EU and US cheese markets face pressure as buyers delay purchases and spot prices decline across Cheddar, Gouda, Mozzarella varieties.

Coffee prices break trading range as Brazil weather and supply tightness drive market higher

Coffee prices rose 23.2 cents/lb to $396.85 as ICE stocks fell 23,000 bags and Brazil's rainy season returns.

Palm oil prices rise on stronger crude oil and rival vegetable oils

Palm oil prices increased to MYR 4,383/mt driven by stronger Brent crude and rival oils, though gains remain limited...

US dairy markets fall through support levels as milk oversupply weighs on prices

US butter prices fell through $2/lb support level during bearish dairy trading week. Milk production up 3.45% YOY drives butter down 39%...

Cocoa price discovery breaks down as structural problems persist

Cocoa markets struggle with broken price signals as Ghana's debt crisis deepens and Brazilian farmers face oligopolistic pricing pressure from processors.

Global dairy markets tumble as demand weakness triggers widespread price declines

Dairy markets face sharp declines as demand weakness triggers widespread selling. Butter approaches critical $2/lb level while milk powder prices fall over 5% a

Brazil lifts sugar production to five-year high while Europe faces oversupply

Brazil’s Center–South mills pushed sugar output to the highest early-August level in five years, with 55% of cane directed to sugar.

Trump tariffs begin in India, with rice, dairy, and tea amongst products impacted

US tariffs of 50% on most imports from India kick in today, affecting key commodities like basmati rice, spices, pulses, tea and dairy.

Coffee futures hit $3.78 as roaster panic drives eight-day rally

Coffee futures increased by 44 cents last week to $3.78/lb as roasters increased buying by 17%. Analysis suggests volatile trading ahead...

Ivory Coast cuts cocoa export forecast as severe drought threatens global supply

Ivory Coast reduces cocoa export contracts to 1.2 million tonnes as severe drought and disease impact crop quality.

Container shipping rates drop 6% in single week as peak season ends

Container shipping rates fall 6% in one week with Shanghai-Rotterdam showing steepest declines. European importers advised to...

European cheese markets show widening price spreads

European cheese prices show €500/mt spreads between buyer bids and seller offers. Cheddar, gouda, and mozzarella markets face pressure as...

Starch procurement faces uncertainty as Trump tariffs reshape supply chains

Trump's 10% tariffs on major starch exporters create procurement challenges as food demand stays strong but industrial applications weaken.

Cattle feeding margins hit potential cycle peak amid record corn yields and increased replacement costs

Cattle feeders hit $600+ per head returns from record corn yields and strong fed cattle prices, but surging feeder cattle costs to $344/cwt.

CIF Rotterdam coconut oil follows origin decline with $250/mt fall

CIF Rotterdam coconut oil drops to $2,650/mt after holding steady, as Philippines origin pressure forces European importers to reduce prices.

Cocoa: weak demand is priced in, supply problems not

Cocoa futures increase 10% on weather reports while confirmed demand destruction barely moves prices. Mondelez sales drop 3.4%...

Coconut oil prices collapse 34% in one week as supply dynamics shift

Coconut oil prices plummet from $2,600/mt to $1,837/mt at origin while CIF Rotterdam remains elevated, a $1,000+ arbitrage gap.

Coffee futures rally 32 cents in one week amid Brazilian import tariffs

Coffee futures surge to 314.05 cents/lb as 50% US tariffs on Brazilian imports force roasters to restructure supply chains.

European egg powder producers maintain firm pricing stance ahead of seasonal demand increase

EU egg powder producers resist price negotiations and tighten spot market availability as they prepare for seasonal autumn demand increase.

Sugar prices drop to 16 cents as Brazil's Center-South production picks up pace

Sugar prices decline to near 16 cents/lb driven by Brazil's Center-South production increase and potential Indian export expansion.

China UCO exports rise as US policy limits biodiesel feedstock imports

Chinese UCO exports jumped to 262,000 mt in June while US imports plummeted to 93,524 mt following new biofuel credit policies.

European cheese prices face summer pressure as trading activity slows

European cheese prices face summer pressure with cheddar at €4,430/mt, gouda at €4,050/mt, and mozzarella at €4,000/mt.

CBOT soybean prices reach new lows amid China demand concerns

CBOT soybean prices hit new lows at 969 cents/bushel as China plans 10MT import cuts. Weather volatility expected in August...

Trump’s tariff deadline has passed: How it’s affecting agricultural commodity trade, country by country

Trump’s August 1 tariff deadline has passed. Explore how agricultural exports are affected, with a country-by-country breakdown.

US butter stocks drop despite rising milk supply as demand outpaces expectations

US butter stocks declined in June despite a significant increase in milk production and milk fat levels, highlighting strong consumption.

European butter market under pressure amid summer slowdown

European butter prices dip below €7000/mt amid high supply, soft demand, and cautious seller behavior | Vesper

Increased inventories in the palm oil market due to slower exports and strong production in Malaysia

Malaysian palm oil inventories rise as production increases 5.52% while exports decline 9.23%. CPO prices drop to $983/mt.

Cocoa prices rise as supply concerns outweigh demand destruction

Cocoa prices rise despite weak demand as West African production concerns outweigh processing declines | Market Analysis.

Core reason U.S. beef production won’t rebound until 2027

Learn why U.S. beef production won't rebound until 2027, what's driving the delay, and how procurement teams should strategically prepare.

Port congestion hits European hubs while new US trade deals impact supply chains

Rotterdam, Antwerp, and Hamburg experience container delays, while Trump's 15% EU tariff deal reshapes global commodity flows.

Tracking Trump’s US agri-commodity trade tariffs

US President Donald Trump is set to implement taxes as high as 50% on agricultural imports unless deals can be negotiated before August 1.

Why are U.S. butter prices declining while Europe and New Zealand’s remain high?

U.S. butter prices are under pressure from oversupply, while European and New Zealand markets remain elevated.

Arabica coffee futures climb 17 cents as tariff concerns and weather risks support prices

Arabica coffee futures climb to 301.35 cents/lb as Brazilian tariff deadline approaches and weather models show potential frost risks.

Global cheese prices slip as summer demand weakens across Europe and US markets

Global cheese markets soften as European summer holidays reduce demand while production remains steady - cheddar, gouda, mozzarella, emmental

What a 50% US tariff could mean for Brazilian orange juice, coffee, and beef trade

US President Donald Trump’s threat to impose a 50% tax on all Brazilian exports could significantly affect global supply and pricing.

US-EU trade tensions: impact on dairy, olive oil, and baked goods

US President Donald Trump's proposal to impose 30% tariffs on European goods and the EU’s proposed countermeasures

Whey protein markets signal forward strength as Q4 anticipation builds

Whey protein markets shift focus to Q4 positioning as trade policy concerns grow. Analysis of WPC80, WPI trends, and forward buying strategies.

Cocoa markets face double pressure from weather relief and tariff uncertainty

Cocoa markets face volatility as West African weather improves but US tariff uncertainty persists.

European sugar market faces perfect storm of heat, drought, and trade pressures

Heatwaves stress European sugar beet crops as water levels hit record lows. Expert analysis on weather risks, trade policy impacts, and market outlook.

Second half of 2025 opens with dairy market weakness as seasonal pressures mount

H2 2025 dairy market analysis shows widespread weakness despite mixed fundamentals. GDT auction results, butter-cream disconnect, and seasonal pressures.

Coffee futures hit annual low as Brazil frost concerns fade

Coffee futures drop to 303.75 cents/lb as Brazil frost concerns dissipate. Expert analysis reveals market dynamics and trading opportunities ahead.

European cheese markets show mixed signals as Q2 ends

European cheese markets face inventory pressure as Q2 winds down. Mozzarella prices fall to €4,150/mt, cheddar drops 20%, while Emmental holds steady.

Oils sector calm for now: 3 key takeaways from Israel-Iran conflict so far

Oil prices climbed Wednesday after Trump announced China can continue buying Iranian oil. Analysis of Middle East tensions, vegetable oils volatility, biofuel m

Biodiesel prices strengthen on geopolitical tensions and EPA mandate boost

Biodiesel markets strengthen as Iran conflict drives energy costs higher and EPA proposes 5.61B gallon biofuel targets.

Global starch market outlook: June 2025 trade analysis shows price stability amid supply chain disruptions

Latest starch market intelligence reveals price stability across corn, potato, tapioca & wheat sectors despite trade disruptions.

European cheese markets enter summer calm after Q3 trading activity

European cheese markets enter summer calm as Q3 trading activity slows. Cheddar, emmental, gouda, and mozzarella prices stabilize amid buyer-seller standoff.

Biodiesel markets caught in regulatory whirlwind as policy uncertainty deepens

Washington's tariff reversals create biodiesel market paralysis. Congressional incentives pending while feedstock flows shift.

Whey markets struggle to find middle ground as trade tensions intensify

Whey ingredient prices hit extremes as trade tensions disrupt markets. WPC80 up 255% in 2 years while lactose, WPI show volatile swings.

China's massive Sugar purchases signal market shift as Asian production outlook strengthens

China purchases 2.5M tonnes raw sugar exhausting import quota while Thailand's production outlook strengthens.

European cheese markets show signs of tightening as Q3 demand accelerates

European cheese prices stabilize as Q3 buyers return to market. Mozzarella hits €4,130/mt, production concerns loom.

Sugar prices under pressure as global surplus expectations dominate market sentiment

Global sugar surplus drives prices lower despite European beet acreage cuts and drought stress. Raw sugar hits $17.2/lb.

Dairy market weekly: Stalemate continues as butter and powder markets seek direction

Latest VPI shows European butter at €7,200/mt while SMP retreats to €2,380/mt.

US-China tariff relief reshapes global whey and lactose markets

Latest Vesper Price Index shows European WPC80 at €12,000/mt while US prices hover at €9,249/mt amid temporary China tariff reductions.

European cheese market update: Buyers find no bargains as demand surges

European cheese consumption surges 16.91% YOY, driving unexpected price increases despite peak production. Get the latest on cheddar, gouda, emmental and mozzar

Oceanian prices exceed expectations on the GDT

Latest Vesper market report reveals Oceania WMP jumped $365/mt at GDT while European butter falls to €7,100/mt amid peak milk production. Discover critical EU-U

US-China tariffs disrupt global dairy market: whey markets see 38% price gap

Latest dairy market intelligence reveals significant price divergence as US-China tariffs disrupt global whey supply chains. See how production growth across US

US dairy markets hold steady amid global economic turbulence, tariff negotiations critical for export outlook

Discover how US dairy markets remain stable amid economic turbulence, with February production trends and 90-day tariff negotiations reshaping export dynamics.

Global dairy market shifts as US-China tariffs reshape whey trade flows

China's 104% tariffs on US whey products are reshaping global dairy trade flows.

US Cocoa tariffs shake global markets: supply squeeze meets trade tensions

New US tariffs of up to 21% on cocoa imports collide with a 40% drop in Ivory Coast production, sending futures tumbling from $9,492 to $7,800.

RK Singhal says CPO should decrease by $50/mt to attract Indian demand

Palm oil trading volumes decline as prices remain uncompetitive. Vesper forecasts CPO at $1,000/mt from April.

European cheese markets show more activity amid seasonal milk flush

European cheese markets shift as mozzarella production rises and milk intake increases. Get the latest insights from Vesper.

Indonesian Bio Blenders Likely to Opt for Penalties Over Blending, RKS Assumes

Vesper's machine-learning model predicts a steady decline in the BMD benchmark over the course of 2025. Vesper’s ML Forecast for BMD CPO (USD/mt) The...

Biodiesel Market Update: Key Trends Driving Price Dynamics

The biodiesel market is experiencing notable shifts, with key factors shaping pricing and demand trends across regions. Biodiesel Prices Decline Amid Softer ...

European Sugar Market Update: Is This the Optimal Buying Window for European Buyers?

European Sugar Market Update: Is Now the Optimal Buying Window? Discover the latest on Europe’s sugar beet yield forecast...

Sucrose Levels Are Falling Below the 5-Year Average in Parts of Europe Due to Unfavorable Weather Patterns

Heavy rainfall and humidity in Germany and France are causing sucrose levels in sugar beets to fall below the 5-year average.

Canadian Canola Shipments Rise Amid Chinese Buyers' Uncertainty Over Antidumping Investigation

Canadian canola shipments surge amid Chinese antidumping concerns. Explore the impact on global oilseed markets.

Palm Oil and Palm Olein Prices in India Have Reached Their Peak – According to RKS Insights

India's import duties on edible oils aim to boost domestic production, with a 20% customs duty on crude oils like palm, and soybean.

Upward Pressure for Global Lactose Prices

Global lactose prices rise due to tightening supply and strong demand, with the EU and US Vesper Price Indices reflecting increased costs.

Olive Oil Price Forecasts: Market Shifts as Stocks Deplete in Italy and Spain

Italian olive oil stocks are running low, prompting increased imports from Spain to meet demand. Discover the impact on olive oil prices.

How will India’s and Brazil’s Sugar Production Projections Impact Global Prices?

Learn how India’s and Brazil’s sugar production forecasts may impact global prices, and explore Vesper’s price forecast predictions.

Early signs of trouble ahead in the global sugar market

The sugar market sees a price rise due to concerns over CS Brazil's 24/25 sugar output potentially falling short from early drought.

Soybean market update: fluctuating weather conditions and robust supply impact prices

Soybean Oil prices fall on CBOT and Vesper Argentina Forward Price Index due to U.S. weather and strong LATAM supply.

Butter Market Update: Tight Supply and Steady Demand Keep Prices High

As of June 19, 2024, the EU Vesper Price Index (VPI) for butter stands at €6600 EUR/MT. Discover the price drivers here...

Valorisation of butter and SMP catches up with cheese in European market

Learn how tight supplies, lower production, and high demand are influencing prices in the EU, US, and New Zealand.

Increase in West-EU Biodiesel Prices Following New Legislations and Import Duties

Explore the significant increase in West-EU biodiesel prices driven by new German legislation and anticipated import duties.

Germany allows HVO100 and B10 sales at gas stations, driving ARA biodiesels up

Discover how RME, UCOME, FAME 0, and HVO (UCO) prices have soared in response to policy changes and market dynamics.

Rising EU Biodiesel Prices: Insights from the Latest Report

Explore the surge in Vesper West-EU Price Index for RME, UCOME, and FAME 0, and understand the drivers behind this increase.

European cheese market: Sentiment changes quickly, but fundamentals do not

Discover European cheese market trends: Despite a clear outlook, positive GDT events and dairy fat price fluctuations bring uncertainty.

Dairy market update: GDT and Vesper Price Index confirm steady prices amid seasonal adjustments

Dairy market update: monitor market trends for dairy products like Butter, SMP, WPC80, WPI, and more with our latest Vesper Highlights.

Global sugar market update: a bittersweet forecast for Q1'24

Get the latest on Q1'24 global sugar forecasts with Vesper. Learn what makes the outlook bittersweet for better investment choices.

Limited trading activity characterises the UCOME market amidst rising prices

Explore the UCOME market's nuanced landscape with rising prices and limited trading activity. Uncover the impact of low liquidity and increased UCO prices on UC

Cheese Market: Prices crumble as demand weakens

Discover the current state of the cheese market as prices decline and demand weakens. Cheese manufacturers are grappling with busy schedules and seeking outlets

Vegetable oils turn bullish on lower-than-expected US Soybean acreage and stocks

Discover the intriguing turn of events in the vegetable oil market as USDA's report reveals lower-than-expected US soybean acreage and stocks. Explore the impac

Understand future Brazilian sugar production levels with Vesper’s new Sugar/Ethanol parity widget

Get ahead with Vesper's new Sugar/Ethanol parity widget. Forecast future Brazilian sugar production levels for smarter trading.

Highlights on the Oils & Fats market: Droughts and floods ruling the market

Remarkable news from China this week. The country, with steady economic growth over the past years, presented its economic plans. Li Keqiang, China's...

Highlights on the Oils & Fats market: slowing down a sluggish market

The first month of 2023 is almost over, and some recent developments could make it an interesting last few days. The news came in that Argentina and Brazil...

What is the current sentiment of the dairy market? The answer differs depending on who we ask

Gone are the times when milk supplies were incredibly tight. Contrary to what was projected over the summer, multiple EU countries and the US have much more ...

Certified sustainable palm oil (CSPO) production increases by almost 6% from last year

Production of certified sustainable palm oil (CSPO) increased by almost 6% last year, according to the Roundtable on Sustainable Palm Oil (RSPO)’s latest...

EU rejects attempt to further limit crop-based biofuels

EU Parliament maintains 7% cap on crop-based biofuels, rejecting further restrictions to support sustainable decarbonisation in transport.

Cheese Highlights

Discover fresh cheese market updates, price trends, and forecasts to make smarter buying decisions and manage volatility.

Butter | WMP | SMP Highlights

The dairy markets worldwide are still seeing a slow period, mainly driven by a lack of demand for most products throughout the last month(s). Combining this ...

Butter | WMP | SMP Highlights

With Q3 approaching, we slowly see more activity in the markets for dairy commodities. The milk intake was better throughout the last couple of weeks,...