Commodities

Cocoa conversations: Cocoa strikes back

After a relatively subdued period between March and April, volatility has returned to the cocoa market in force. Cocoa prices, still down 23.5% year-to-date, have rallied

Exclusive ACMR Monthly June 2026: Memorandum Mori

Our monthly report covering Wheat, Corn, Soybeans, Soy products, Palm oil, Sugar, Coffee, Cocoa, Cotton and Dairy.

Cheap until it wasn’t: How abundant resin masked a fragile supply chain

Structural oversupply created dependency on low-cost, globally concentrated supply, which left the system fragile and exposed when a geopolitical shock (Hormuz) occurred.

Exclusive Commitment of Agri Commodity Traders - 23 June 2026

Every week, we publish a view using data from the Commitment of Traders report published by the US Commodity Futures Trading Commission.

The Versailles Memorandum of Understanding has reduced disruption risks in the Persian Gulf, driving a downgrade in both our crude oil and natural gas price expectation.

Exclusive US processing tomato outlook points to price pressure from rebalancing supply and shifting demand

The US processing tomato market is rebalancing. Inventory recovery is weighing on prices, while demand shifts toward value reshape growth across the value chain.