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Pro Intelligence Brief

Côte d’Ivoire Arrivals Surprise to the Upside as Geopolitical Shock Rewrites Cocoa’s Cost Curve

Côte d’Ivoire Arrivals Surprise to the Upside as Geopolitical Shock Rewrites Cocoa’s Cost Curve

Pro Intelligence Brief
Côte d’Ivoire Cocoa Buyback Crisis Deepens as Defaults and Surplus Pressures Build

Côte d’Ivoire Cocoa Buyback Crisis Deepens as Defaults and Surplus Pressures Build

Pro Intelligence Brief
Tail-End Supply Is Improving Faster Than Expected — And That Is Starting To Change The Cocoa Market Narrative

Tail-End Supply Is Improving Faster Than Expected — And That Is Starting To Change The Cocoa Market Narrative

Pro Intelligence Brief
Oil Shock, Middle East Tensions Add Fresh Volatility to Cocoa Markets

Oil Shock, Middle East Tensions Add Fresh Volatility to Cocoa Markets

Pro Intelligence Brief
US confectionery faces ‘three-way squeeze’ as industry prepares to gather in Florida

US confectionery faces ‘three-way squeeze’ as industry prepares to gather in Florida

Pro Intelligence Brief
Cote d’Ivoire Drops Premiums; Ghana Buyers Owe $750m as Prices Slump; Big Five Choc companies announce split

Cote d’Ivoire Drops Premiums; Ghana Buyers Owe $750m as Prices Slump; Big Five Choc companies announce split

Pro Intelligence Brief
Cocoa’s Great Reset: Price Capitulation, Hershey Profits Drop, Touton Takeover Approved

Cocoa’s Great Reset: Price Capitulation, Hershey Profits Drop, Touton Takeover Approved

Pro Intelligence Brief
Image shows sacks of cocoa beans being loaded into a lorry in Ghana.

West Africa’s Cocoa Crisis Deepens As Ghana’s Cocobod Goes Into Financial Meltdown

Pro Intelligence Brief
Barry Callebaut leadership fallout, Mondelēz outlook, and volatile cocoa markets

Barry Callebaut leadership fallout, Mondelēz outlook, and volatile cocoa markets

Pro Intelligence Brief
Côte d’Ivoire Cocoa Crisis Deepens as Port Arrivals Lag and Producer–CCC Tensions Escalate

Côte d’Ivoire Cocoa Crisis Deepens as Port Arrivals Lag and Producer–CCC Tensions Escalate

Pro Intelligence Brief
Weak Grindings, Surplus Signals and Macro Pressures Maintain a Bearish Outlook in Cocoa Price Narrative

Weak Grindings, Surplus Signals and Macro Pressures Maintain a Bearish Outlook in Cocoa Price Narrative

Pro Intelligence Brief
Image shows Under pressure: Yves Brahima Koné, Director General of the Conseil du Café Cacao.

Côte d’Ivoire Cocoa Flows, Market Power, and the Battle for Price Control amid calls for Koné’s Sacking

Pro Intelligence Brief
Q4 2025 Grindings Shock Signals Demand Destruction

Q4 2025 Grindings Shock Signals Demand Destruction

Pro Intelligence Brief
BCOM Rebalancing Inflows Seen Manageable as Ghana Reforms and Surplus Outlook Reinforce Bearish Cocoa Narrative

BCOM Rebalancing Inflows Seen Manageable as Ghana Reforms and Surplus Outlook Reinforce Bearish Cocoa Narrative

Pro Intelligence Brief
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