『Cocoa Rollercoaster: Supply Squeeze, Demand Twist, and the ESG Factor』のカバーアート

Cocoa Rollercoaster: Supply Squeeze, Demand Twist, and the ESG Factor

Cocoa Rollercoaster: Supply Squeeze, Demand Twist, and the ESG Factor

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This is your Daily Cocoa Price Tracker with Vanessa Clark podcast.

Welcome back to the Daily Cocoa Price Tracker. I’m Vanessa Clark, here to give you the latest cocoa market news, trading updates, and a look at what’s driving the world’s favorite chocolate ingredient. It’s Friday, October seventeenth, twenty twenty-five, and if you’re a fan of cocoa, chocolate, or just want to keep an eye on commodity trends, this is the podcast for you.

Let’s start with today’s headline: cocoa prices continue to face a rollercoaster ride. As of this afternoon, New York cocoa futures closed at five thousand nine hundred ninety-one dollars per metric ton. London cocoa futures are trading around four thousand one hundred forty-six pounds per metric ton. Both markets remain volatile as traders weigh supply-demand dynamics and rising market uncertainty.

So what’s driving this volatility right now? Well, global cocoa supply has been under intense pressure, with crop failures and unpredictable weather shaking up West African production. Côte d’Ivoire and Ghana, the world’s top two suppliers, saw steep declines this year. Production in Cote d’Ivoire dropped by forty percent in twenty twenty-four. Nigeria expects a further eleven percent fall in harvest for next year, down to three hundred five thousand metric tons. These supply crunches have sent inventories in major ports to their lowest levels in years, putting a spotlight on the delicate balance between supply and demand.

On the demand side, North America is bucking the global trend. A new report shows cocoa processing rose more than three percent in the third quarter, hitting one hundred twelve thousand seven hundred eighty-four metric tons. That’s up from last year and above what analysts expected. U.S. confectioners are stocking up ahead of the holiday season, driven by strong consumer demand for premium, organic, and ethically sourced chocolate. While North America remains resilient, Europe and Asia both posted declines in cocoa grindings, reflecting softer demand and rising costs.

But there’s more to the story than just chocolate bars. Cocoa is finding new life in plant-based snacks and cosmetics. Products like protein bars, wellness drinks, and skincare creams are boosting the market and helping offset weaker confectionery growth in other regions. This innovation is key for long-term market health, especially as younger consumers increasingly favor sustainable and Fairtrade-certified cocoa.

What does all this mean for prices going forward? Analysts are divided. We’re seeing heavy short positions among commodity funds, which could lead to sharp price rebounds if the market gets squeezed. Political unrest in major producing countries like Côte d’Ivoire further clouds the outlook, and any disruptions could send prices soaring.

For anyone trading cocoa or just watching the market, here are a few tips. First, pay attention to supply news out of West Africa, since output there has an outsized impact on global prices. Second, watch how companies are diversifying their sourcing, especially with new suppliers in Latin America and Southeast Asia stepping up. Third, if you’re investing, consider the role of sustainability and ESG factors; companies prioritizing ethical sourcing are favored by both consumers and investors.

That’s your cocoa market update for today. Thanks so much for tuning in to the Daily Cocoa Price Tracker. I’m Vanessa Clark, and I hope you learned something useful you can take to your next chocolate craving or trading decision. Don’t forget to subscribe, share this podcast with your friends, and join me tomorrow for more insights and fresh prices. Take care and see you next time.

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