Mexico news — Vesper

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...

European cheese prices rise as Q3 buyers return

European cheese prices have moved higher over the past two weeks, but the rally has come in stops and starts. After a quiet stretch where Q2 coverage was...

US broiler exports slip in early 2026 with domestic dark meat demand providing support

US broiler exports started 2026 on a muted note, with total shipments in February coming in just below 524 million pounds, falling short of forecasts and...

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...

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

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...

U.S. Treasury's 45Z guidance tilts biofuel policy toward North American crop oils

New 45Z biofuel guidance requires fuels to use exclusively U.S., Canada, and Mexico feedstocks, removing ILUC penalties and supporting CBOT...

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...

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...

US cattle placements projected to decline 4.9% in December amid border restrictions

December cattle placements projected at 1.56 million head, down 4.9% year-over-year, as Mexico border restrictions and weak feedyard...

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...

Beef grading reaches record highs as choice-select spread narrows

Cattle grading performance reaches all-time highs for fall with prime near 12.8% and choice at 73.2%, while the choice-select spread...

US wholesale beef prices drop nearly $9 as demand weakens beyond seasonal norms

US wholesale beef markets face significant pressure with choice cutout prices falling nearly $9 last week and further declines expected as...

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%...

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.

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.

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.

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 dairy markets stabilize as tariff extension removes immediate trade pressure

US dairy markets stabilize after tariff extension as heat wave impacts supply. Weekly analysis of CME trading, butter prices, and divergent export trends.

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.

US dairy markets rally across all products as July 4th legislation drives optimism

US dairy prices surge across all CME products as new congressional legislation boosts markets. Butter and cheese hit production records in May data.

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. HVO demand could quadruple in Germany.

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.

US dairy markets show strength amid VUCA environment as Butter prices surge $0.16/lb

US dairy markets rally as butter prices surge $0.16/lb following unexpected cold storage data. NFDM and dry whey gain on weak dollar.

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.

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.

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.

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...

USA/World: Biden ready to resolve WTP stalemate?

Washington is ready to deepen engagement with WTO members on the issue of dispute settlement reform, it emerged yesterday. At the Dispute Settlement Body...

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