CocoapodCast

Cocoa futures have rallied more than 30%, driven by weak West African pod counts, El Niño concerns, and heavy short covering. In this update, Mar-tyne Bron breaks down what’s behind the move, how supply risks are building for 2026 and 27, and what it means for buyers heading into a volatile weather market. For the full market analysis and real-time cocoa prices and price forecasts, go to vespertoo...

Cocoa markets are moving again. After weeks of sideways trading, futures jumped sharply as speculative shorts grew and weather concerns returned. In this episode, we break down rising Ivory Coast arrivals, growing exchange stocks, the risk of El Niño on next season’s crop, and why the market is balancing heavy supply today against tighter risks ahead. For the full market analysis and real-time coc...

A concise update on the global cocoa market based on the latest analysis from Mar-tyne Bron. This episode explores recent price volatility, weak chocolate demand in Europe, improving cocoa production in Ivory Coast, the potential return of El Niño, and the growing impact of E-U-D-R compliance costs on the cocoa supply chain. Learn how supply, demand, weather, and regulation are shaping the market...

Cocoa markets turned volatile after Cocoa Week in London, as traders shifted from bearish to cautiously bullish on growing El Nino risks. Mar-tyne Bron breaks down the latest price moves, fund positioning, West African supply challenges, and why weather could once again drive the next big move in cocoa. For the full market analysis and real-time cocoa prices and price forecasts, go to vespertool.c...

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 collapse...

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...

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 ba...

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...

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 hi...

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...

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.