Vesper
@Vespertool
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The commodity intelligence platform built to grow your business. Visit our website for more information and to try out our tool.
Amsterdam
Joined April 2021
Whey protein isolate recovers while permeate pressured. Higher-protein ingredients strengthen. Lower-protein alternatives struggle. FMCG: Reformulation critical to optimize costs. https://t.co/TM4zzqZp4o
vespertool.com
Whey protein markets shift focus to Q4 positioning as trade policy concerns grow. Analysis of WPC80, WPI trends, and forward buying strategies.
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Whey protein markets shift to Q4 forward strength. Current WPC pricing attractive. Weight-loss meds drive sustained demand. FMCG: Secure Q4 coverage now before supply tightens. Read more:
vespertool.com
Whey protein markets shift focus to Q4 positioning as trade policy concerns grow. Analysis of WPC80, WPI trends, and forward buying strategies.
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Vegetable oil markets rally as US soybean oil exports drop 59%. Palm oil +$18/mt. Indian imports +31%. Ukrainian rapeseed harvest slow. FMCG impact: One oil constraint drives ALL prices up - cooking oils, bakery ingredients, snacks. https://t.co/qKS57B7oKU
vespertool.com
USDA projects record 15.5 billion pounds soybean oil for biofuels, cuts exports from 1.7B to 700M bushels. Palm oil and sunflower oil rally.
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European cheese market divergence: ๐ด Mozzarella: Below price floors ๐ก Cheddar: Break-even pricing ๐ข Emmental: Stable on capacity constraints Category selection + timing = major cost impact Read more here:
vespertool.com
European cheese markets face supply pressures as producers adapt strategies. Analysis of cheddar, mozzarella, gouda trading amid currency headwinds.
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Sugar prices rally despite oversupply fundamentals as Brazilian export demand surges. The disconnect: Short-term strength vs underlying weakness. Weaker USD makes Brazilian sugar more competitive while vessel line-ups signal robust demand. https://t.co/0Rw3UuB7sp
vespertool.com
Sugar futures recover as Brazilian exports surge to China, India, and UAE.
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European cheese markets shift to forward contracts as supply pressure mounts. Manufacturers offer premiums over spot for Q3/Q4 sales vs price drop risk. Tactical procurement opportunity as producers become selective. Learn more:
vespertool.com
European cheese markets face supply pressures as producers adapt strategies. Analysis of cheddar, mozzarella, gouda trading amid currency headwinds.
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๐จ Trump's new 54% tariff on #China puts US #biodiesel industry in jeopardy. Chinese retaliation hits US soybean exports with 44% tax while threatening 2.5MMT of critical #UCO imports. EU olive oil also caught in crossfire. Full analysis: https://t.co/ExeIYl7gHQ
#biofuels #trade
vespertool.com
New Trump tariffs of up to 54% on China trigger 44% retaliatory tax on US soybeans while threatening 2.5MMT of UCO imports.
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๐จ ๐๐บ๐ฝ๐ผ๐ฟ๐ ๐๐ฎ๐ฟ๐ถ๐ณ๐ณ๐ ๐ฟ๐ฒ๐๐ต๐ฎ๐ฝ๐ถ๐ป๐ด ๐ข๐ถ๐น๐ & ๐๐ฎ๐๐ ๐บ๐ฎ๐ฟ๐ธ๐ฒ๐ Join our webinar tomorrow at 4:30 PM CEST to learn: ๐น Global price impacts ๐น Most affected commodities ๐น Trade pattern shifts ๐น How to adjust your sourcing strategy https://t.co/FgSDPCq0MT
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๐ Only 30% of procurement teams hit their targets, down from 50% in 2022 (Deloitte 2023). For bakery manufacturers, limited market transparency in volatile ingredient markets is often the cause. See how market intelligence can close the gap. Learn more:
vespertool.com
Struggling with price swings? Get the insights you need to stay ahead in bakery sourcingโforecasts, benchmarks, and more.
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#Cocoa futures plunged: London -ยฃ619 (Feb 21) & -ยฃ525 (Feb 24), NY -$1127 & -$658. ๐ช๐ต๐? ๐ Managed Money cut longs ๐ Liquidity at record lows ๐ซ Chocolate demand weakens ๐ Origin differentials stay low Read more: https://t.co/RZUOmWVpwl
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Fresh POC Malaysia insights at our next Oils & Fats Cafe next week! ๐ MY palm exports โ10.95% ๐ฆ ID stocks up to 3.1MMT ๐ป UA SFO prod 15% below avg โฝ B40 rollout timeline doubts ๐ Trump: 25% tariff CA/MX, 20% CN ๐ CN adds 10% on US soy Register: https://t.co/OUzdLOAimT
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#Butter prices bounce back, whatโs next? After weeks of weakness, markets surged as cream prices climbed. Buyers rushed in, pushing futures up fast. Will prices dip again, or will low stocks and weak production keep them up? Join our #Dairy Cafรฉ webinar: https://t.co/aesNbiYXEY
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๐๏ธ New #StrongSource podcast episode! Veteran trader Fausto Felice shares how commodity trading has shifted from instinct-driven decisions to hedge-fund-like strategies. Are traders today too bound by algorithms? Listen now: https://t.co/tG69ciE2Gx
#Trading #Commodities
vespertool.com
Explore expert insights and industry trends with the Strong Source Commodity Podcast, hosted by seasoned commodity traders.
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๐น WMP prices are the closest in 3 yearsโOceania & Latin America lead. ๐น Latin Americaโs WMP is top for Algeriaโbetter prices, fewer delays. ๐น SMP? Europe & Eastern Europe stay most competitive. Join the next #DairyCafรฉ webinar! Sign up here: https://t.co/DfA5qEz22Z
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๐๐จ In 2008, $5 gas led to fewer trips, fewer impulse chocolate buys, and a major #cocoa market drop. This butterfly effect is key in tradingโspotting connections early is what sets top traders apart. ๐ง Rob Gosman shares insights. ๐ Tune in: https://t.co/ExjJw7WYv1
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๐ CPO Prices Drop as Indian Imports Plunge CPO fell to $1,071/mt as Indiaโs imports hit a 14-year low. While Malaysiaโs exports dropped 20%, Indonesiaโs surged 26% ahead of Ramadan. ๐ Vesperโs AI forecast: Prices may stay above $1,000/mt for now. ๐
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๐ง Cheese Market Shift? โ๐๐ต๐ฒ๐ฒ๐๐ฒ ๐บ๐ฎ๐ฟ๐ธ๐ฒ๐๐ ๐ต๐ฎ๐๐ฒ ๐ต๐ฒ๐น๐ฑ ๐๐๐ฟ๐ผ๐ป๐ด, but lower butter prices and a milk flush are showing cracks,โ says Jasper Endlich. Mozzarella leads the shift, U.S. cheddar output dropsโwhatโs next? ๐
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The global #egg market is facing a major crisis as #AvianInfluenza continues to spread. In just the past week, over 7 million hens have been affected in the USA alone. ๐ How is this impacting prices? Read it here: https://t.co/KBNKbxlRJ8
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Rapeseed oil prices climbed as markets reacted to Trumpโs tariff flip-flopping. A 25% tariff on Canadian goods was imposedโthen postponed. What about palm, soy & sunflower oils? Letโs break it all down in our free Oils & Fats Webinar next Tuesday: https://t.co/mqmIfg0wMq
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๐๐๐ฟ๐ผ๐ฝ๐ฒ๐ฎ๐ป ๐๐ด๐ด ๐ฃ๐ฟ๐ถ๐ฐ๐ฒ๐ ๐ก๐ผ๐ ๐ผ๐ป ๐ฉ๐ฒ๐๐ฝ๐ฒ๐ฟ! ๐ฅ Weโre making the egg market more transparent with European #egg price benchmarks, market analyses, import/export data, and an AI-driven news feed. Learn more and how to access here: https://t.co/nQ9LIeVOlF
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