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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Palm oil prices climbed in early October, driven by expectations of tighter Malaysian stocks and renewed optimism around US-China trade...
The US broiler market is experiencing an unusual split. While breast meat prices have crashed, thigh cuts are maintaining relatively...
The European sugar beet industry faces a growing paradox: Polish farmers have become the highest-compensated growers in Europe while continuing...
Cocoa prices have entered a sharp correction phase after months of slow declines. The recent acceleration stems from a mix...
US dairy markets turned green this week, with butter and cheese prices bouncing back strongly on the CME call. The...
The European sugar market is experiencing a significant price correction, with 2026 delivery prices dropping to levels below import parity...
European cheese markets continued their downward trend in early October as elevated supply levels met limited buyer demand, with manufacturers...
Raw sugar futures recovered in late September after testing critical support levels, with the market climbing back as short position...
Global grain markets faced downward pressure in late September as record production forecasts overwhelmed seasonal recovery patterns, with wheat, corn...
