Industry news & Vesper highlights
April placements of cattle on feed reached 1.70 million head, up 5.5% from a year earlier, the largest year-on-year increase since July 2024, according to USDA’s latest Cattle on Feed report. The result ended a streak of 10 consecutive months in which actual placements ran below model-implied estimates, with the cumulative shortfall during that period […]
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Vesper has modelled three commodity price scenarios based on the Brent price. The duration of the Middle East conflict and...
Vegetable oil markets moved higher alongside Brent crude before retreating as energy prices abruptly reversed. Brent crude climbed to nearly...
On 28 February 2026, the United States and Israel launched coordinated military operations against Iran, marking the start of open...
European sugar stocks remain elevated as the sector approaches the end of the current beet campaign, keeping market conditions relatively...
Unusual weather patterns during February increased production risks across several major sugar regions, affecting both sugarbeet and sugarcane areas. In...
Disruption across the cocoa sectors of Ivory Coast and Ghana is intensifying pressure on farmers, with unsold beans, delayed payments...
US wholesale beef prices have risen sharply in recent weeks as reduced slaughter activity tightens near-term supply. Choice cutout values...
Two competing forces The market is currently navigating two opposing arguments. On one side, differentials for most coffee origins have...
The global paperboard market showed considerable regional divergence in November 2025, with Western Europe under pressure in both cartonboard and...
