Japan news — Vesper

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.

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...

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...

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...

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...

European chicken market forecast 2026: prices fall on Brazilian import increase, avian flu risk persists

After the lifting of the ban on Brazilian poultry, chicken meat prices in Europe have decreased significantly. The price decrease started around November...

Walnut market forecast 2026: abundant California supply offers buyers a favourable window

California walnuts are entering Q2 in an unusual position: abundant supply, improving shipment momentum, and prices trading below production costs for many...

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...

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.

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.

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

European poultry fillet prices face continued pressure after holiday demand fades

Chicken breast prices fell across Thailand and Brazil in January after European holiday demand faded. Wings remained stable with...

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%...

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.

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

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.

European cheese markets join widespread dairy price declines as buyers retreat

European cheese markets drive widespread dairy price declines as buyers delay purchases. Cheddar, Gouda, Mozzarella, and Emmental...

U.S.–Japan trade deal secures key win for dairy exporters amid global market pressure

Learn how this deal provides critical relief for U.S. cheese, whey, and lactose producers facing global competition in Japan.

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...

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.

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

Egg Prices Increase Amid Avian Influenza Crisis: What You Need to Know

Egg prices are skyrocketing as Avian Influenza disrupts global supply chains. Discover to what extent egg shortages are worsening.

Highlights on the oils & fats market: Falling food prices go hand in hand with bearishness

Explore recent geopolitical tensions: Taiwan-China military exercises, easing China-Australia trade conflict, and global food price trends.

Highlights on the Oils & Fats market: SVB collapse causes global uncertainty

The collapse of the Silicon Valley Bank (SVB) caused great panic in the global financial markets, especially in the US. This panic is no surprise due to the ...