Industry news & Vesper highlights
Vesper has modelled three commodity price scenarios based on the Brent price. The duration of the Middle East conflict and impact on oil infrastructure is important for Brent. Best case – Brent at $80/barrel Conflict ending in 1–2 weeks, with limited infrastructure damage. Vegetable oil, grain, and sugar prices return close to pre-conflict levels. Freight […]
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The European sugar market has experienced a dramatic correction over recent months, with prices declining more than 20% since May....
The cocoa market is facing confirmed demand destruction, with Q3 grind numbers revealing significant declines across major processing regions as...
Sunflower oil prices continued their upward trajectory in late October as deteriorating crop conditions in the Black Sea raised concerns...
Major European container ports Rotterdam and Antwerp are working through significant vessel backlogs following a series of strikes and protests...
Cocoa prices have fallen 20% over the past month, basis ICE EU front month, as expectations for the October-March West...
Highly pathogenic avian influenza outbreaks have returned to Northern Europe, signaling the start of the traditional winter risk period as...
European industrial egg users face uncertainty as the EU weighs a significant expansion of Ukrainian import quotas while regulatory scrutiny...
The global grain market has shifted in favor of buyers as record harvests across multiple origins force sellers into competition...
The European cheese market is experiencing significant price declines across multiple varieties as milk production surpluses of 5-7% year-over-year create...
