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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Palm oil markets are caught between conflicting forces this week, with short-term policy pressures weighing on prices even as production...
Between September 22 and 24, Argentina temporarily suspended export taxes on soybeans, corn, wheat, and their by-products in a move...
Coffee markets experienced dramatic volatility this week as ICE certified stocks plunged 11.5% in just five days, reversing what appeared...
Global whey markets face a complex landscape as European WPC80 prices stabilize around €12,150/mt while US markets continue their upward...
Global butter markets are experiencing a dramatic price collapse as oversupply conditions intensify across all major producing regions, creating significant...
Rapeseed oil prices in Europe have strengthened this week as Ukrainian export disruptions continue to limit supply flows during the...
Coconut oil prices have declined sharply this week, with EXW Manila prices falling $240/mt to $2400/mt from $2640/mt in the...
European sugar markets experienced a sharp correction this week, with prices falling approximately €25 per tonne across the EU beet...
The European Union’s Deforestation-Free Products Regulation has created significant compliance challenges for cocoa exporters, though a proposed second delay may...
