China news — Vesper

India's duty-free sugar imports lose their appeal

India approved 1 MMT of duty-free raw sugar imports, but mills may take only half of it. EU output is set to fall almost 20% as drought hits beet yields.

Thai cane area at risk from higher tapioca prices

Thailand's 2026/27 cane area looks set to shrink as tapioca pays better, and the mills are turning to white sugar exports for the rest of the year.

Turmeric's third rally in a row ends the same way

Turmeric rallied and gave it back for the third fortnight running, even with carryover stock down to 5 lakh bags against 140 lakh bags of annual demand.

UCO climbs 19% while Hormuz traffic sits near zero

UCO firmed 18.7% and the biodiesel complex followed, while Hormuz transits fell to zero and German HVO demand more than quadrupled year on year.

Western Europe's cartonboard demand snaps a losing streak

EMGE's May data shows cartonboard demand growing in every region it tracks, including Western Europe, which had been running 5% behind last year all season.

Hunger stones: Europe's drought markers point to rising food costs

Drought has unearthed centuries-old hunger stones in European rivers as Eurozone inflation hits 2.9%, with crop stress and freight costs both adding pressure.

China's tissue mills keep running machines despite thin margins

EMGE's latest Tissue Market Highlights show China running new capacity even at thin margins, while demand eased across Western Europe and North America.

Macadamia crop grows 11%, almond kernels come in small

Global Trading's August tree nut report has the macadamia crop up 11% and pressuring prices, while small first almond kernels push that market higher.

Smaller cashew and pistachio crops meet a macadamia rebound

ofi's July update puts the cashew crop 10% to 12% below last year and the 2026 pistachio crop near half of 2025, while hazelnut supply stays comfortable.

Typhoon Dolphin's backlog outlasts the storm

Typhoon Dolphin has cleared the Zhejiang coast, but Ningbo and Shanghai backlogs, a record-low Rhine and new EU packaging rules keep shippers under pressure.

Whey protein's climb stalls before Q4 contracting

Reformulation has cut WPC80 demand going into Q4, stalling the climb, while MPC85, lactose and whey permeate tighten across Europe and the US.

China's ports reopen. The shipping backlog does not.

Typhoon Dolphin has passed, but the container backlog at Ningbo-Zhoushan and Shanghai lands on an already tight August for shippers.

EU sets an audit timeline for Brazil's poultry ban, opens a duck dispute with China

The EU has attached a firm audit calendar to Brazil's poultry suspension and opened a new anti-dumping case against Chinese duck imports.

Bolivia's blockades lift, but diesel shortages keep Brazil nut shipments stuck

Bolivia's road blockades have ended, but diesel shortages and port congestion at Arica are still delaying Brazil nut shipments this season.

Butter and milk powder markets test their stock cushion

Heavy production has left butter, SMP, and WMP stocks well supplied, and the second half of the year will show how much of that cushion gets drawn down.

Why sugar prices held steady through a volatile week

Raw sugar futures stayed under 14.70 cents a pound even as oil markets swung wildly, with EU beet yield cuts and Brazilian crushing delays in focus.

Black Sea disruption and EU heat lift wheat and corn to multi-year highs

Euronext milling wheat and corn jumped to multi-year highs as Black Sea shipping attacks and a European heatwave hit crops heading into harvest.

Spain's Newcastle disease outbreaks nearly triple; Brazil braces for an EU ban

Newcastle disease outbreaks nearly tripled in Spain in two weeks while Brazil faces an EU poultry export ban from September, tightening the supply outlook.

Why the commodity outlook now hinges on Hormuz and the AI cycle

The second-half commodity outlook hinges on whether the Middle East conflict resolves and the AI investment boom holds, keeping a higher price floor.

Macadamia forecasts edge lower while cashew season winds down

Macadamia crop forecasts slip in Australia and South Africa while the cashew season winds down, keeping tree nut buyers covered short into late 2026.

Reefer space, monsoon ports and a low Rhine: this week's freight pressure points

Shypple flags three freight pressure points for food shippers: sold-out reefer space, monsoon and typhoon port delays, and a Rhine too low for full barges.

Gasoil firms on renewed Gulf conflict; biodiesel drifts lower

Fossil diesel snapped higher as conflict around the Strait of Hormuz reignited, lifting the gasoil reference while biodiesel and renewable diesel drifted lower.

Coriander leads a spice rally on thin arrivals and Hormuz optimism

Coriander rose about 9% on thin Baran arrivals, leading a broad Indian spice rally as US-Iran talks lifted hopes the Strait of Hormuz would reopen to trade.

Freight update: ocean rates near the top, new emission costs from July 1

Asia to North Europe ocean freight rates look to be peaking after six weeks of gains, as capacity stays tight and new EU emission surcharges take effect July 1.

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...

Thin arrivals support Indian spices, but demand won't chase

India's spice complex spent the first half of June stuck in the same standoff. Arrivals kept thinning across most of the major mandis, yet buyers refused to ...

Thai rice up 25%, wheat swings 40 EUR in a month: grains reprice across the board

Thai rice prices rose between 16 and 25 percent in May, with parboiled rice A1 leading the move from 220.73 to 275.61 USD/mt. But the month was not only a...

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...

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...

Record May temperatures lift European grain futures as US crop weather eases CBOT

European and US grain markets moved in opposite directions this week. Euronext milling wheat climbed to EUR 214/mt from EUR 213/mt at the previous report,...

Germany's RED III adoption and higher energy prices lift European biodiesel sharply

European biodiesel markets moved substantially higher in May. FAME 0 rose from $1,382 to $1,500 per tonne compared to the same period last month. UCOME...

Grains slip on US-China summit disappointment despite tight wheat supply underneath

The US-China summit delivered less than the grains market was hoping for. No new commitments to purchase US soybeans, no tariff reductions announced, and no ...

Ocean freight rates jump on early peak season while Hormuz stays shut for most

Container spot rates from Shanghai to Northern Europe rose 11% this week. Rates to the Mediterranean were up 20%. The move is driven by carriers pushing new ...

Vegetable oils track Brent higher as El Nino and Hormuz tensions set the agenda

Brent crude rose from $104 to $112 per barrel over the week, and vegetable oil markets moved with it. The trigger was fresh US threats to resume attacks on...

WPC80 prices at record levels as new protein demand grows faster than supply

The whey protein market is running an unusual experiment: higher prices are attracting both more supply and more demand simultaneously, with demand growing...

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...

NFDM domestic demand jumped 178% in Q1 as US dairy markets diverge

The CME spot call closed mixed this week as the dairy complex absorbed a stronger dollar and the headlines from the US-China summit. Blocks dropped 6 cents...

Cotton rally and drought threaten US peanut crop, acreage cuts could top 20%

The US peanut market has reversed in recent weeks. The concern has shifted from oversupply to whether growers will be able to plant, how many acres they...

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...

Indian spice markets caught between tight supply and stalled export demand

Indian spice markets are showing a consistent pattern across the complex this fortnight. Supply is tight, sometimes severely so, but demand-side pressures...

Butter weakens while milk powders climb on record US NFDM pricing

Butter and milk powder markets are moving in opposite directions, with heavy milk flows pressuring butterfat across Europe, the United States and New...

Gulf shipping disruption reshapes Indian spice export flows

The ongoing conflict in West Asia and the resulting disruption in the Strait of Hormuz are reshaping export flows across multiple Indian spice categories,...

China set to overtake Brazil as world's top chicken meat producer

China set to overtake Brazil as world's top chicken meat producer in 2026 The global poultry trade is approaching a structural shift. USDA forecast data...

Wheat and corn prices fall on lower crude and higher supply estimates

Wheat: bearish WASDE, US crop conditions deteriorating Euronext milling wheat dropped to EUR 194/mt from EUR 205/mt two weeks ago. Vesper's French wheat...

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...

Australian sheep meat exports decline sharply in March as MENA shipments contract

Australian sheep meat exports pulled back materially in March 2026, with total combined lamb and mutton shipments reaching 42,656 tonnes, down 24% year on...

Grains hold firm on crude oil support, but markets watch for de-escalation signals

Grain prices across wheat, corn, barley, and soybeans remained elevated this week, with Brent crude oil continuing to provide the primary source of support. ...

Global cartonboard demand ends 2025 flat as regional trends diverge sharply

Global cartonboard demand grew by 1% in December 2025, bringing full-year 2025 demand growth to zero, according to EMGE's latest Paperboard Market...

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...

European beef market forecast 2026: structural herd contraction keeps upward price pressure in place

The upward trend in cattle and beef prices is expected to continue into 2026, driven by a combination of continuous regulatory pressure on producers and a...

European butter forecast: rangebound in H1 2026, with recovery expected as milk tightens in H2

European butter markets are entering 2026 with ample supply. Strong milk production throughout 2025, particularly in the second half of the year, has...

European pork market forecast 2026: African Swine Fever in Spain redirects volumes to EU markets, pressuring prices

The EU sow herd is forecast to shrink further in 2026 due to ongoing environmental restructuring in North-Western Europe. Favourable feed prices are...

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....

Pizza, pasta, savory snack forecast: flour, tomate, chicken, beef, pork, mozzarella, olive oil

For food manufacturers in pizza, pasta, and snacks, H2 2026 brings a mix of near-term stability and building supply-side risks. Some key ingredients are...

Tapioca starch market forecast 2026: lower cassava yields and Laos competition pressure prices

Total cassava production for the 2025/26 season is estimated at around 22.1 million tonnes, down from approximately 28 million tonnes in 2024/25. Lower...

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...

Supply tightens and shipments slow across tree nut markets

Cashew prices are on the move, Brazil nut supply is tightening and pecan shipments are down 35% year-on-year. Get the full tree nuts...

Australian beef exports rise as tight US supply boosts demand

Australian beef exports rose 11% year-on-year in February as tight US cattle supply and a 42% price discount for Australian cattle...

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.

Weather anomalies raise risks across key sugar regions

Unusual weather patterns across Europe, Brazil, India and China raise production risks for sugarbeet and sugarcane as temperature and...

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...

Paperboard markets diverge as Western Europe softens and North America holds firm

Western European cartonboard and containerboard markets continued to soften in November 2025, while North America held firm.

Sugar prices near multi-year lows as global surplus holds, crude volatility adds uncertainty

Sugar prices touched multi-year lows in mid-February before a partial recovery linked to crude oil gains. The 2025/26 surplus remains...

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...

Tree nut markets in early 2026: cashews, macadamias, almonds, and pecans

Tree nut market update February 2026: cashews, macadamias, almonds, and pecans Meta description: From firm cashew prices post-TET to pecan...

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...

US-Iran tensions push Brent crude higher, lifting vegetable oil prices

Rising geopolitical risk lifts vegetable oil prices in week 9 Meta description: Brent crude oil prices climbed on US-Iran tension concerns...

South American supply boom reshapes corn oil trade flows

A record harvest in Argentina and strong Brazilian crop estimates are keeping corn oil prices under pressure, while Middle East demand and...

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

India's soybean oil duty cut set to reshape vegetable oil import dynamics

India's planned reduction in soybean oil import duties under US trade agreement expected to reshape procurement patterns and intensify competition across palm,

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...

U.S. broiler production forecast at 1.5% growth for 2026

U.S. broiler production projected to reach 48.7 billion pounds in 2026 with 1.5% growth. Analysis of export trends, placement data, and...

Palm oil prices rise on strong January exports as Indian buyers shift from soybean oil

Palm oil prices rose to $1,051/mt on strong Malaysian January exports up 8-10%, while Indian buyers cancelled soybean oil shipments...

Paperboard market shows diverging regional trends as operating ratios hit multi-year lows

Global paperboard markets show diverging trends as cartonboard operating ratios reach multi-year lows. Western Europe demand drops 14%...

Indian importers secure 150,000 metric tons monthly of South American soy oil

Indian buyers commit to purchasing over 150,000 metric tons of South American soybean oil monthly from April to July 2025, driven by...

Trump's tariff plans create tight timeline for US importers

Trump announces 25% tariffs on Mexico and Canada, 10% on China starting January 20th. US importers face tight six-week timeline to...

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.

Palm oil prices decline on weaker crude oil and slower Malaysian shipments

BMD crude palm oil declines as Malaysian shipments drop 19% in November while soybean oil faces pressure from China trade concerns and...

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...

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.

Exchange rate shift sends US dairy prices into sharp decline

NFDM prices fell sharply as the exchange rate turned against US exports. The USD gained momentum while the euro lost value, making the US...

Trump-Xi meeting drives grain prices higher as markets anticipate soybean trade resumption

U.S. grain futures rally as markets anticipate potential resumption of Chinese soybean purchases following Trump-Xi meeting. CBOT soybeans...

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...

Butter markets show temporary stability but underlying weakness remains

European butter trades below €5000/mt as abundant milk supplies pressure dairy markets. SMP and WMP prices expected to decline further...

Global grain surplus puts buyers in control as sellers compete for market share

Record wheat, corn, and barley harvests force sellers to compete for market share. Analysis of grain market dynamics and pricing...

European cheese prices fall as milk production surpluses mount

European cheese prices decline across Gouda, Mozzarella, Cheddar and Emmental as milk production surpluses of 5-7% YOY create abundant supply

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.

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...

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.

Palm oil prices strengthen as Malaysian stocks tighten and Trump signals renewed China trade talks

Palm oil prices strengthened in October as Malaysian stocks tighten and Trump signals soybeans will be key in China talks.

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...

Record global grain production pressures prices across wheat, corn and barley markets

Global grain markets face downward pressure as record wheat, corn and barley production forecasts overwhelm seasonal patterns.

Argentina's tax holiday triggers massive soybean sales, pressuring global vegetable oil markets

Argentina's temporary export tax suspension triggered 1.3M tons of soybean sales to China and 300K tons of soybean oil to India...

Ukrainian rapeseed export delays drive European oil prices higher

Rapeseed oil prices rise as Ukrainian export disruptions limit supply during harvest season, while Canadian production increases promise...

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...

Rapeseed oil prices increase on Ukrainian export disruptions and strong rival oils

Rapeseed oil rose EUR 20/mt to EUR 1,081/mt as unclear Ukrainian export mechanisms and rival vegetable oil strength provide support.

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%...

Rapeseed supply expands while sunflower markets tighten amid harvest delays

Ukrainian sunflower crop drops to 13.56 mmt while rapeseed forecasts rise 700k mt in Australia. Palm oil gains $20/mt on Malaysian supply concerns. Analysis.

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

Canadian canola exports to EU face certification bottleneck while trade tensions with China persist

Canadian canola exports to EU may be capped at 2-4 MMT due to biodiesel certification requirements, forcing exporters to redirect volumes.

China's sugar imports surge while Inner Mongolia records heaviest rainfall since 1956

China's July sugar imports jumped to 740,000 tonnes as record rainfall in Inner Mongolia threatens 30% beet crop losses.

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...

Brazil cuts sugar production forecasts as yields decline

Brazil's Center-South region trims sugar output estimates to 40.9-41 million tonnes due to lower agricultural yields and declining TRS...

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.

Corn oil prices rise $60-130/MT as Middle East tensions drive up energy and shipping Costs

Corn oil prices increase $60-130/MT from June levels, while global corn production reaches record 1.265 billion metric tons.

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.

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.

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.

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.

August 1 dairy tariffs set to reshape US import markets as European butter hits €7,000

July 21, 2025 - Vesper Market Intelligence With August 1 rapidly approaching, the impending dairy tariff increases are creating significant market tension...

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.

Biodiesel markets stabilize as "Big Beautiful Bill" reshapes North American feedstock trade

US biofuel law limits feedstocks to North America, challenging Chinese UCO and Brazilian tallow suppliers. LSGO rises $18/mt. Get Vesper's analysis.

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?

Vegetable oil markets rally as US biodiesel regulations and tariff threats reshape global trade

Palm oil and soybean oil rally as US limits biodiesel credits to North American feedstocks. Tariffs threaten global trade flows.

Biodiesel markets show mixed signals as geopolitical tensions support LSGO prices

FAME0 and UCOME rise on higher LSGO prices while RME drops on harvest pressure, with German HVO demand expected to quadruple this year.

European whey markets face demand drought as Chinese buyers return to US suppliers

European whey markets face challenges as Chinese buyers return to US suppliers. Analysis of sweet whey powder, protein concentrates, and trade dynamics.

Biodiesel prices rebound after sharp decline on Middle East ceasefire

Biodiesel markets recover from ceasefire-driven selloff as European regulations reshape HVO and UCO demand.

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

Global whey markets navigate trade uncertainty as Chinese demand shifts between US and Europe

Latest whey powder market trends as Chinese demand shifts between US and Europe. Expert analysis on WPC80, SWP, and WPI.

Vegetable oil prices surge as geopolitical tensions and biofuel mandates drive market volatility

Vegetable oil markets surge as Brent crude hits $73.23/barrel amid Israel-Iran conflict and EPA proposes higher 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.

Biodiesel prices surge as ISCC certificate suspension rocks European market

Biodiesel prices surge as ISCC certificate suspension hits major European producer.

Vegetable oil markets face supply uncertainty as rapeseed crops disappoint

Rapeseed crops disappoint as EU production cut to 18.6M tons. Palm oil pressured by Malaysian inventory while soy complex gains on energy rally.

Butter breaks $2.50/lb as US celebrates national dairy month amid mixed production signals

Butter breaks $2.50/lb as US celebrates national dairy month amid mixed production signals.

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.

Biodiesel markets face mixed pressures as feedstock dynamics shift in late May 2025

Biodiesel prices show mixed trends as UCO imports surge 17% and RME strengthens on rapeseed concerns.

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.

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.

Biodiesel market watch week 20: UCO prices under pressure on higher supply to EU

Our Week 20 biodiesel market analysis reveals weakening UCO prices in China and Europe despite 16.8% higher EU imports.

US dairy market weekly: Cheese prices surge amid trade deal developments

Discover how the new US-China trade agreement is driving a $0.12/lb cheese price rally and creating export opportunities for US dairy producers in our latest ma

US-China trade tensions create pricing arbitrage opportunities in global dairy markets

Latest Vesper Price Index reveals significant arbitrage opportunities in global dairy markets with EU WPC80 prices 33% higher than US. Discover how shifting tra

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

CBOT Soybean Oil Reclaims Premium Over BMD Crude Palm Oil After Prolonged Discount

In a shift observed across the edible oil markets, soybean oil prices have moved above palm oil prices , reversing a trend where palm oil held a higher...

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.

Biodiesel markets react to Trump's tariff pause

Biodiesel markets rebound as Trump pauses tariffs for 90 days while escalating China trade war to 125%.

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.

Global vegetable oil markets disrupted by Trump's 10-50% tariff policy: Palm, Soy, Rapeseed, and Sunflower Oil impacts

Discover how Trump's new tariff policy is disrupting global vegetable oil markets with our expert analysis.

Global biodiesel markets brace for impact as Trump imposes sweeping tariffs

New Trump tariffs of up to 54% on China trigger 44% retaliatory tax on US soybeans while threatening 2.5MMT of UCO imports.

Global dairy markets face perfect storm: US tariffs, FMD, and supply imbalances

Discover how new US tariffs, China's retaliation, and European FMD cases are reshaping global dairy trade patterns.

Whey protein markets: diverging paths between concentrates and sweet whey powder

Latest whey market analysis reveals supply constraints driving WPC80 and WPI prices, while sweet whey powder buyers remain hesitant ahead of Q2.

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

Trade wars trigger global vegetable oil price decline: Vesper's week 10 market analysis

Trump's tariffs drive global veg oil prices down despite tight Malaysian palm stocks. Bearish outlook for palm oil through 2025.

Biodiesel market update: prices decline amid increased Asian supply

Week 8 biodiesel update: Prices drop as Asian imports impact demand. Stay informed on feedstock trends and biofuel policy shifts.

EU enforces final anti-dumping tariffs on Chinese Biodiesel – market reacts

EU enforces final anti-dumping tariffs on Chinese biodiesel, cutting exports to record lows and reshaping global trade. Explore the market impact.

Global Biodiesel and Vegetable Oil Markets See Mixed Movements Amid Political and Economic Developments

Explore the latest trends in biodiesel and vegetable oil markets, including price drops, regulatory updates, and global supply forecasts.

How the Dairy Market is Reacting to Foot-and-Mouth Disease in Germany: Impact on Butter, SMP, and WMP Exports and Prices

Explore how foot-and-mouth disease (FMD) in Germany is disrupting the dairy market. Get insights on the impact on butter, SMP, and WMP prices

Whey Protein Prices Remain High: Market Adjustments and Geopolitical Tensions

Geopolitical uncertainty and shifting market dynamics impacting the whey protein market. Get insights on the 2025 outlook and price trends.

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 ...

4 Key Factors Driving Biodiesel Prices to New Highs

Discover the top 4 factors driving biodiesel prices to new highs, from increased demand and German regulations to supply disruptions.

U.S. Clean Fuels Tax Credit (45Z) Guidance Looms, Poised to Shake Up Vegetable Oil and Biofuel Markets

Explore the 45Z tax credit's impact on biofuels, U.S.-sourced feedstocks, and global vegetable oil trade as industry awaits new guidance.

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

Canadian canola shipments surge amid Chinese antidumping concerns, as MATIF rapeseed prices rise and ICE Canola holds steady. Explore the market impact.

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.

How Middle East Tensions Are Shaping the Biodiesel and Feedstock Markets

Explore the latest trends in the EU biodiesel and feedstock markets, influenced by fluctuations in LSGO prices amid Middle East tensions.

Vegetable Oils Prices Down as Brent Crude Oil Hits Lowest Level This Year

Brent crude oil hits a yearly low, leading to a decline in palm oil, soybean oil, and other vegetable oil benchmarks. View the latest prices.

BMD Palm Maintains Tight Spread with CBOT Soy Oil Amid Historically Low June and July (est. by Vesper) Indonesia Stocks

Explore how BMD palm oil prices are maintaining a tight spread with CBOT soybean oil amid supply and demand shifts in Indonesia.

More Attention to Sustainable Aviation Fuel as EU Excludes It from Antidumping Duties

Discover how the European Commission's latest anti-dumping measures impact biodiesel markets and why SAF is gaining strategic importance.

Trump Sends CBOT Beans to Multiyear Lows?

Soybean prices in Chicago and Brazil hit multiyear lows despite the USDA lowering its projections for soybean production and ending stocks.

European biodiesel prices are strengthening due to strong LSGO prices

Rising LSGO demand, geopolitical tensions, and potential Dutch HBE ticket policy changes are driving up European biodiesel prices, Vesper reports.

Biodiesel Prices Drop from Highs Amid LSGO Decline

Despite a recent decline, biodiesel values remain elevated, influenced by the Israel-Hamas conflict and OPEC+'s production decisions.

Accelerated Sugarcane Milling in Brazil and Its Global Impact

Discover how dry weather has accelerated sugarcane milling in Central-South Brazil, boosting sugar production and impacting global markets.

Dairy Market: European liquids prices are through the roof, with cream reaching extremely high

Discover the latest trends in the European dairy market. Declining milk production and more buyers influencing butter, SMP, and WMP prices.

Biodiesels and feedstock up, EU biofuel processing margins still tight

The latest in EU biodiesel dynamics: Prices firm amid rising feedstock costs and tight margins, with transport challenges affecting market

Global Palm Oil Prices Slide Amidst Recovering Production and Export Challenges

Explore the decline in global palm oil prices due to increased Malaysian production and reduced exports, impacting stock levels.

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

RME, UCOME, FAME 0, and HVO (UCO) prices have all soared in West-EU markets in response to Germany's B10 and HVO100 pump sales policy change.

Palm Oil and Soybean Oil Prices: Latest Updates and Future Projections

Stay updated on palm oil and soybean oil prices, with insights from the latest MPOB report and impact of mineral oil price.

Biodiesel prices are now at their lowest levels since June 2023

Biodiesel Prices Plummet: Discover the four reasons behind the decrease in biodiesel prices, now at their lowest levels since June 2023.

Vegetable oils, except palm oil, have weakened since the last report, influenced by the Red Sea crisis and a bumper soybean supply.

Impact of Red Sea Crisis and Bumper Supply of Soybeans: Weakend Vegetable oils, compared to the previous report.