CocoapodCast

Cocoa futures bounced back after a sharp sell-off, but the bigger story is unfolding in Ivory Coast and Ghana. In this episode, we break down the recent price rebound, the role of speculative short covering, and why rising energy prices could weigh on chocolate demand. At the same time, fixed farmgate pricing systems have left hundreds of thousands of cocoa farmers unpaid as global prices collapsed. We unpack the supply outlook, growing stock levels, and what the ongoing turmoil in West Africa could mean for the cocoa market ahead.Thanks for listening. For the full market analysis and real-time cocoa prices and price forecasts, go to vespertool.com. See you in two weeks!

Cocoa futures have dropped nearly 30% in just one month, and the pressure is mounting on regulators in Ghana and Ivory Coast. In this episode, we break down Mar-tyne Bron’s latest analysis on how forward selling, financing constraints, and demand destruction have reshaped the market.We explore why farmers missed out during record-high prices, why they’re struggling again during the crash, and how Managed Money shorts, rising exchange stocks, and widening carries are driving sentiment. With Ghana cutting its farmgate price by nearly 29% and Ivory Coast considering similar measures, the regulatory model itself is under scrutiny.What happens next? Will supply improve? Can demand recover? And are we close to a bottom — or is more pain ahead?Tune in for a clear, data-driven update on the global cocoa market.Thanks for listening. For the full market analysis and real-time cocoa prices and price forecasts, go to vespertool.com. See you in two weeks!

This episode breaks down the dramatic reversal in the cocoa market, where prices have fallen roughly 30% in just one month. We unpack why widely expected index buying failed to lift futures, how speculative positioning unraveled, and what weak global grind data says about demand destruction. The discussion explores mounting surplus expectations, developments in Ivory Coast and Ecuador, shifting balance sheets, and why rallies may now attract heavy origin selling. A clear, factual overview of the forces reshaping cocoa’s short- and medium-term outlook.For the full market analysis and real-time cocoa prices and price forecasts, go to vespertool.com. See you in two weeks!

A clear snapshot of the latest cocoa market dynamics, covering the sharp pullback in futures after short-lived gains, persistent demand softness, evolving U.S. tariff policies affecting cocoa-related trade, and mixed supply outlooks. This summary highlights arrivals data from West Africa, updates on managed-money positioning, industry demand indicators, and contrasting surplus forecasts from major analysts.For the full market analysis and real-time cocoa prices and price forecasts, go to vespertool.com. See you in two weeks!

In this episode, we break down Martijn Bron’s latest cocoa market update, covering stabilizing demand, a shorter E-U-D-R delay, peaceful elections in Ivory Coast, and the impact of Managed Money shorts. We’ll also look at how cocoa’s inclusion in the Bloomberg Commodity Index could influence prices, what’s happening with arrivals in West Africa, and how confectionery producers are responding to high costs and shifting consumer habits.For the full market analysis and real-time cocoa prices and price forecasts, go to vespertool.com. See you in two weeks!

After months of steep declines, cocoa futures may finally be stabilizing, but at a cost. In this week’s cocoa market update, Mar-tyne Bron unpacks why prices have halved since December, how weak grind data and sluggish demand are reshaping the chocolate industry, and what Ivory Coast’s elections and La Niña mean for the 2025/26 crop.From consumer sticker shock to shifting farmgate economics, this episode explores whether cocoa’s long rally has truly ended, or just hit pause.🎙️ Listen now for data-driven insights on production, demand, and the outlook for global cocoa trade.🔗 For full analysis and real-time cocoa forecasts, visit vespertool.com.

Cocoa futures finally broke lower, but not for the reasons you think. In this bi-weekly update, Martijn Bron unpacks what’s behind the sharp price drop, from bearish hedge fund moves and the EUDR delay to rising farmgate prices in West Africa. Tune in for insights on whether it’s time for chocolate makers to start buying again.

After two years of chaos, cocoa markets finally feel calm—or do they? In this episode, we unpack futures volatility, Ivory Coast politics, Ghana’s funding pivot, Brazil’s expansion plans, and the EU’s looming deforestation rules. A must-listen for anyone tracking cocoa supply, demand, and risk.