Industry news & Vesper highlights
The global dairy market is running two distinct stories. In milk protein, tightness remains the headline, particularly in the US where NFDM is trading at historically expensive levels and spot availability is difficult. In milkfat, the direction is the other way: European butter production is strong, stocks are building, and the Q2 to Q3 outlook […]
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European cheese prices have continued to increase into early March 2026, with Gouda, Mozzarella, and Cheddar all moving higher despite...
Sugar prices hit multi-year lows in mid-February before recovering modestly, with the rebound linked in part to a sharp rise...
In an unconventional policy move, Ivory Coast has brought forward the start of its cocoa mid-crop season by one month,...
Recent geopolitical escalation around the Strait of Hormuz has not yet removed material oil production capacity from the global system....
The outbreak of military conflict in the Middle East has become the defining market event of the week, with Brent...
Roughly one-fifth of global oil consumption transits the Strait of Hormuz, the narrow maritime corridor between Iran and Oman that...
Thailand’s current sugar crushing season is drawing to a close, but the outlook for 2026/27 is already taking shape, and...
Escalating tensions in the Middle East and reports of restricted commercial maritime movement through the Strait of Hormuz have raised...
Tree nut markets are picking up momentum heading into Q2, with buyers and sellers across cashews, macadamias, almonds, and pecans...
