CocoapodCast

Vesper
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  • NEWS
  • EVERY TWO WEEKS

Get bi-weekly updates on global cocoa markets based on the analyses of Martijn Bron, a seasoned cocoa expert with over 25 years of trading experience at Cargill and co-host of The Strong Source podcast. This podcast delivers clear market intelligence on crop reports from major producing regions, processing margins, and the fundamental drivers behind price action. Designed for chocolate manufacturers, ingredient buyers, and traders, each episode translates complex market movements into actionable insights. For live cocoa benchmarks and AI-powered forecasts, visit www.vespertool.com.

Episodes

  1. 17/11/2025

    Nov. 17, 2025 - Futures Reset, Weak Demand Signals and Shifting Tariff Landscape

    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!

    6 min

  2. 04/11/2025

    Nov. 4, 2025 – Cocoa prices stabilize as futures rebound

    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!

    7 min

  3. 20/10/2025

    Oct. 20, 2025 - Cocoa market finds its footing

    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.

    8 min

  4. 06/10/2025

    Oct. 6, 2025 - EUDR delayed & historically high farmgate prices

    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.

    6 min

  5. 25/09/2025

    Sept. 22, 2025 - Volatility and news from Malta: little

    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.

    7 min
  • 5 Episodes

About

Get bi-weekly updates on global cocoa markets based on the analyses of Martijn Bron, a seasoned cocoa expert with over 25 years of trading experience at Cargill and co-host of The Strong Source podcast. This podcast delivers clear market intelligence on crop reports from major producing regions, processing margins, and the fundamental drivers behind price action. Designed for chocolate manufacturers, ingredient buyers, and traders, each episode translates complex market movements into actionable insights. For live cocoa benchmarks and AI-powered forecasts, visit www.vespertool.com.

Information

  • Creator
    Vesper
  • Years Active
    2K
  • Episodes
    5
  • Rating
    Clean
  • Copyright
    © Vesper
  • Show Website
    CocoapodCast