Fertilizers 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.

European sugar: buyers and sellers dig in on new-crop prices

The market for 2026/27 European sugar has settled into a standoff. Buyers are holding around the €530 mark depending on volume, while sellers are trying to...

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...

Thai cane pivots to tapioca as China's sugar surplus builds

East Asia's sugar markets are heading into the new season with weather and policy pulling in different directions. In Thailand, the three-month outlook...

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...

Cocoa rallies 30% in a week on short-covering and crop risk

EU cocoa front-month May 2026 futures closed up 34% on the week at 3,551 GBP/t, with gains spread across the curve rather than concentrated in the front....

Vegetable oils ease with Brent on stalled Iran-US talks

Brent crude (July) closed the week at $104/barrel, down from $114 the prior week and recovered from a $100 low reached on signs of progress in Iran-US peace ...

US broiler supply keeps climbing while breast meat demand cools

US chick placements totaled more than 1.18 billion over the six weeks ending May 2nd, a 2.8% increase from the same period a year earlier, according to LEAP ...

Brent strength and biofuel mandates push vegetable oil complex higher

Vegetable oil prices moved higher across most of the complex last week, supported by higher Brent crude prices and continued biofuel mandate momentum. July...

Cocoa futures climb on El Niño concerns despite record surplus outlook

London July cocoa futures have risen by approximately 10% over the past two weeks, driven by FMCG buying tied to El Niño headlines, despite the 2025/26...

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...

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...

Middle East conflict drives Brazilian chicken prices higher

Brazilian chicken meat prices have reversed sharply in week 14, ending a bearish trend that had held for several months. Whole bird and cut prices rose...

Cocoa prices stage end-of-quarter rally, but cost pressures cloud the chocolate outlook

Cocoa prices rallied sharply at the end of March, with EU futures gaining 7% in a single session to close at £2,487/mt for the front month May 2026...

Sugar prices edge higher on crude oil rally, but fundamentals stay soft

Sugar prices moved modestly higher this week, driven almost entirely by the sharp rise in crude oil rather than any change in underlying supply and demand...

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...

Philippine biofuel policy uncertainty weighs on coconut oil prices

Coconut oil prices at origin fell sharply this week, with the EXW Manila benchmark declining to $1,918/mt from $2,271/mt previously, as biofuel producers in ...

NFDM prices approach 10-year highs despite record milk surplus

Non-fat dry milk prices rose a further 4.53% this week, leaving them just $0.055/lb below 10-year highs. The move comes against a backdrop of surging milk...

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...

Record Brazilian exports push global poultry prices lower

Global poultry markets are heading into the final week of March under a broadly bearish price signal, with both Brazilian and Thai origins posting...

Potato starch market outlook 2026: record 2025 harvest drives prices to lowest point since 2024

The main factor behind falling potato starch prices has been the very favourable 2025 crop, which delivered a much larger harvest in the main production...

Brent at $80, $120, or $150: Scenario Analysis of the Impact on Global Commodity Markets

Explore three Brent oil price scenarios ($80, $120, and $150) and their potential impact on global commodity markets.

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...

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...

Strait of Hormuz tensions and the short-term outlook for brent crude oil

How Middle East tensions and Strait of Hormuz disruptions impact food commodities through energy prices, fertilizer costs, freight, USD strength and market sent

How Middle East conflict and Strait of Hormuz disruption could impact food commodity market

Explores how Middle East tensions and potential Strait of Hormuz shipping disruptions could indirectly influence food commodity markets...

Palm oil prices decline on weak February exports; POC conference flags 2026 supply risks

Palm oil prices declined to $1,030/mt amid poor early-February export data and the Lunar New Year, while the POC Malaysia conference...

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...

US broiler availability hits record high as wholesale prices weaken in Q4

US broiler meat availability reached 18.9 pounds per capita in Q3 2025, a new quarterly record. Wholesale prices languished in Q4 but...

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.

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...

Raw sugar prices hit four-year lows on surplus concerns

Raw sugar futures drop to 14.37 cents per pound, the lowest since April 2021. Brazilian production forecasts and Indian export potential...

US butter prices drop sharply on CME as abundant milk supply weighs on dairy markets

CME butter prices fall sharply as US milk production grows 3% year-over-year alongside increased output from New Zealand and Europe...

Cocoa demand destruction confirmed as Q3 grind numbers reveal global decline

Q3 cocoa grind numbers reveal significant declines across major processing regions, with European grind down 4.8%, Asia down 17%, and...

European sugar prices trade below import parity while 2026 acreage faces potential cuts

European sugar prices trade below €586/tonne import parity as early data shows 3% acreage reduction expected for 2026.

Raw sugar futures recover as Brazilian mills eye ethanol production shift

Raw sugar futures bounced back to $16.1/lb as Brazilian mills signal potential pivot to ethanol production. European yields exceed forecasts..

Starch markets show mixed signals as industrial demand softens

September starch market analysis reveals potato oversupply pressures, strong tapioca demand from Chinese manufacturers and...

Raw sugar futures break below 16 cents as Brazilian mills weigh ethanol shift

Sugar futures drop to 15.9 cents amid supply pressures and negative positioning, while Brazilian mills weigh shifting to more profitable...

Whey markets return to familiar patterns as protein concentrates dominate demand

Whey markets settle into familiar patterns as WPC80 dominates demand while permeate and lactose struggle. Analysis of Q4 positioning and trade flows.

Coconut oil prices increase at origin amid supply constraints

EXW Manila coconut oil prices surge amid copra supply shortages and reduced Philippine exports. Market analysis shows price recovery from...

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.

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.

Vegetable oil markets show mixed signals as laurics reach historic highs

Latest vegetable oil market analysis reveals coconut oil reaching crisis levels at $2,700/mt while palm oil gains on reduced US tariffs.

Biodiesel prices edge higher as feedstock costs rise amid tariff deadline pressure

FAME0 gains $6/mt to $1,322/mt while UCO prices surge. HVO softens as August tariff deadlines approach. LSGO drops $84/mt on trade war fears.

USDA drastically revises soybean oil outlook as biofuel regulations reshape US demand

USDA projects record 15.5 billion pounds soybean oil for biofuels, cuts exports from 1.7B to 700M bushels. Palm oil and sunflower oil rally.

European cheese markets adapt strategies as supply pressures mount across categories

European cheese markets face supply pressures as producers adapt strategies. Analysis of cheddar, mozzarella, gouda trading amid currency headwinds.

How rising coconut oil prices are driving up ice cream costs this summer

Rising coconut oil prices have pushed the cost of ice cream and production to soaring levels. What's behind the increase?

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.

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

Sugar prices hit four-year low as global surplus outlook emerges

Sugar futures hit lowest levels since 2021 as global surplus emerges. Brazil production recovers while European markets face mixed signals.

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.

Sugar market analysis: Short-term volatility amidst long-term pressure

Vesper's latest sugar market analysis reveals short-term price support from Brazil's 53% production drop, while long-term bearish pressure looms from India and

Canola Market Faces Pressure: MATIF Rapeseed and ICE Canola Prices Tumble Amid China's Tariff Implementation

MATIF rapeseed and ICE canola prices tumble as China imposes 100% tariff on Canadian canola products. European markets brace for influx while Australia raises p

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.

Is the Global Sugar Market on the Brink Amid Mounting Uncertainties?

Explore the latest insights on the global sugar market's volatility amid Brazil's drought and policy uncertainties in India.

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.

Prices plunge in the sugar market, as supply concern fades

Sugar prices fell sharply last week, returning to January 2023 levels as supply concerns. Get detailed insights on price changes here.

Impact of O.N.I.L. volumes on global SMP market

Discover the impact of the O.N.I.L tender volumes on the global SMP markets. The EU Vesper Price Index (27/03/2024) for SMP rose to...

EU Sugar Production Forecast for 2024/2025, including Pricing Insights

Stay ahead with our EU Sugar Production Forecast for 2024/2025. Get insights into beet cultivation, market trends, and price indices.

European crop faces delays as main producers grapple with flooding and above-average rains

Explore the latest challenges in North West Europe's sugar harvest due to storms and saturated ground.

Global sugar prices declined due to drop in Brazilian Real and crude oil prices

Discover why sugar prices have taken a hit, influenced by the weakening Brazilian real and falling crude oil prices. Get insights on Sugar No. 11 and Sugar No.

The biodiesel complex up

Discover why the biodiesel complex is on the rise with Vesper. Get the insights you need to make informed trading decisions.

China's milk production sees modest growth in 2022-2023

China aimed for 70% dairy self-sufficiency by 2020, reaching 66% by 2022. High milk prices drive growth, but recent drops pose challenges.

Increased EU-28 sugar imports from Ukraine due to competitive prices

Discover how competitive prices are boosting EU-28 sugar imports from Ukraine. Vesper provides insights for your trading adjustments.

La Niña triple-dip: will it impact next year’s soybean and palm markets?

La Niña's third consecutive year affects global soybean and palm production, impacting markets amidst geopolitical challenges.

Ukrainian crushing companies face tight supply of old and new crop sunflowerseeds

Crushing companies in Ukraine are facing a tight supply of sunflowerseeds due to farmers holding back sales of old crop and low new stocks, compounded by...

Where will fuel prices go in 2023 with Lula or Bolsonaro?

Whether under Luiz Inácio Lula da Silva (PT) or Jair Bolsonaro (PL), the next president of the Republic will have to deal, in 2023, with a reality of high...

World: Agency leaders urge action on food crisis

The heads of the FAO, IMF, World Bank Group, World Food Programme and WTO have issued a joint statement calling for “urgent action to address the global...

Ukraine exports over half a million tonnes of vegetable oils in April

A total of 61,007 tonnes of vegetable oils were exported by rail from Ukraine last month, AgriCensus reported. Following Russia’s invasion of the country on ...

Vegetable Oils Highlights

One of the things that farmers have very little influence on is the weather conditions on and around their farms. They have full control of other things...

Dairy Highlights

In the current uncertain commodity markets, security of supply is starting to become more important than the price that is paid. Most players are still...

Vegetable Oil Highlights

The direct impacts of the Russian invasion in Ukraine are being felt around the world, as crude oil prices are soaring and many other products are...

Fertilizers