Industry news & Vesper highlights
Recent geopolitical escalation around the Strait of Hormuz has not yet removed material oil production capacity from the global system. The disruption is logistical rather than volumetric. The issue is not missing barrels, but uncertainty around deliverability. The situation can be characterized as a “logistics shock, not a volume shock.” Production remains largely intact. However, […]
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Indonesia’s proposed B50 biodiesel mandate is creating uncertainty in palm oil markets as the country considers tightening exports to ensure...
Sunflower oil prices have increased again, with crude sunflower oil for November-December delivery rising by $10/mt to $1360/mt at Ukrainian...
Coffee futures basis the most active December contract fell 17.7 US cents per pound last week, closing at 373.60. The...
Dry weather is expected across much of Europe over the coming days, according to the latest crop analysis from EarthDaily...
The global dairy industry is navigating a period of significant price pressure as heavy stock levels collide with subdued buyer...
While weakness pervades almost all dairy markets worldwide, whey protein markets are bucking the trend with firm fundamentals and tightening...
Global cartonboard markets presented a deceptively stable picture in July 2025, with apparent demand growing just 0.4% year-on-year and operating...
Coffee futures continued their upward trajectory last week, with the December contract rising 12.7 cents to close at 390.75 US...
Palm oil prices climbed in early October, driven by expectations of tighter Malaysian stocks and renewed optimism around US-China trade...
