Vesper (@vespertool) 's Twitter Profile
Vesper

@vespertool

The commodity intelligence platform built to grow your business. Visit our website for more information and to try out our tool.

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linkhttps://vespertool.com/ calendar_today15-04-2021 14:59:53

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๐—˜๐˜‚๐—ฟ๐—ผ๐—ฝ๐—ฒ๐—ฎ๐—ป ๐—˜๐—ด๐—ด ๐—ฃ๐—ฟ๐—ถ๐—ฐ๐—ฒ๐˜€ ๐—ก๐—ผ๐˜„ ๐—ผ๐—ป ๐—ฉ๐—ฒ๐˜€๐—ฝ๐—ฒ๐—ฟ! ๐Ÿฅš Weโ€™re 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: vespertool.com/blog/expanded-โ€ฆ

๐—˜๐˜‚๐—ฟ๐—ผ๐—ฝ๐—ฒ๐—ฎ๐—ป ๐—˜๐—ด๐—ด ๐—ฃ๐—ฟ๐—ถ๐—ฐ๐—ฒ๐˜€ ๐—ก๐—ผ๐˜„ ๐—ผ๐—ป ๐—ฉ๐—ฒ๐˜€๐—ฝ๐—ฒ๐—ฟ! ๐Ÿฅš Weโ€™re 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: vespertool.com/blog/expanded-โ€ฆ
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Rapeseed oil prices climbed as markets reacted to Trumpโ€™s tariff flip-flopping. A 25% tariff on Canadian goods was imposedโ€”then postponed. What about palm, soy & sunflower oils? Letโ€™s break it all down in our free Oils & Fats Webinar next Tuesday: vespertool.com/webinars/?utm_โ€ฆ

Rapeseed oil prices climbed as markets reacted to Trumpโ€™s tariff flip-flopping. A 25% tariff on Canadian goods was imposedโ€”then postponed. What about palm, soy & sunflower oils? Letโ€™s break it all down in our free Oils & Fats Webinar next Tuesday: vespertool.com/webinars/?utm_โ€ฆ
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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. ๐Ÿ“ˆ How is this impacting prices? Read it here: vespertool.com/news/avian-infโ€ฆ

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. ๐Ÿ“ˆ How is this impacting prices? Read it here: vespertool.com/news/avian-infโ€ฆ
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๐Ÿง€ Cheese Market Shift? โ€œ๐—–๐—ต๐—ฒ๐—ฒ๐˜€๐—ฒ ๐—บ๐—ฎ๐—ฟ๐—ธ๐—ฒ๐˜๐˜€ ๐—ต๐—ฎ๐˜ƒ๐—ฒ ๐—ต๐—ฒ๐—น๐—ฑ ๐˜€๐˜๐—ฟ๐—ผ๐—ป๐—ด, but lower butter prices and a milk flush are showing cracks,โ€ says Jasper Endlich. Mozzarella leads the shift, U.S. cheddar output dropsโ€”whatโ€™s next? ๐Ÿ”— lnkd.in/e62K2xae?utm_cโ€ฆ

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๐Ÿ“‰ CPO Prices Drop as Indian Imports Plunge CPO fell to $1,071/mt as Indiaโ€™s imports hit a 14-year low. While Malaysiaโ€™s exports dropped 20%, Indonesiaโ€™s surged 26% ahead of Ramadan. ๐Ÿ” Vesperโ€™s AI forecast: Prices may stay above $1,000/mt for now. ๐Ÿ‘‰ lnkd.in/e5QiT2yb

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๐Ÿš—๐Ÿ’จ In 2008, $5 gas led to fewer trips, fewer impulse chocolate buys, and a major #cocoa market drop. This butterfly effect is key in tradingโ€”spotting connections early is what sets top traders apart. ๐ŸŽง Rob Gosman shares insights. ๐Ÿ”— Tune in: vespertool.com/strong-source/โ€ฆ

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๐Ÿ”น WMP prices are the closest in 3 yearsโ€”Oceania & Latin America lead. ๐Ÿ”น Latin Americaโ€™s WMP is top for Algeriaโ€”better prices, fewer delays. ๐Ÿ”น SMP? Europe & Eastern Europe stay most competitive. Join the next #DairyCafรฉ webinar! Sign up here: vespertool.com/webinars/?utm_โ€ฆ

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๐ŸŽ™๏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: vespertool.com/strong-source/โ€ฆ #Trading #Commodities

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#Butter prices bounce back, whatโ€™s 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: vespertool.com/webinars/?utm_โ€ฆ

#Butter prices bounce back, whatโ€™s 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: vespertool.com/webinars/?utm_โ€ฆ
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Fresh POC Malaysia insights at our next Oils & Fats Cafe next week! ๐Ÿ“‰ MY palm exports โ†“10.95% ๐Ÿ“ฆ ID stocks up to 3.1MMT ๐ŸŒป UA SFO prod 15% below avg โ›ฝ B40 rollout timeline doubts ๐ŸŒ Trump: 25% tariff CA/MX, 20% CN ๐Ÿ”„ CN adds 10% on US soy Register: vespertool.com/webinars/?utm_โ€ฆ

Fresh POC Malaysia insights at our next Oils & Fats Cafe next week!

๐Ÿ“‰ MY palm exports โ†“10.95%
๐Ÿ“ฆ ID stocks up to 3.1MMT
๐ŸŒป UA SFO prod 15% below avg
โ›ฝ B40 rollout timeline doubts
๐ŸŒ Trump: 25% tariff CA/MX, 20% CN
๐Ÿ”„ CN adds 10% on US soy

Register: vespertool.com/webinars/?utm_โ€ฆ
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#Cocoa futures plunged: London -ยฃ619 (Feb 21) & -ยฃ525 (Feb 24), NY -$1127 & -$658. ๐—ช๐—ต๐˜†? ๐Ÿ“‰ Managed Money cut longs ๐Ÿ“Š Liquidity at record lows ๐Ÿซ Chocolate demand weakens ๐ŸŒ Origin differentials stay low Read more: app.vespertool.com/market-analysiโ€ฆ

#Cocoa futures plunged: London -ยฃ619 (Feb 21) & -ยฃ525 (Feb 24), NY -$1127 & -$658.

๐—ช๐—ต๐˜†?
๐Ÿ“‰ Managed Money cut longs
๐Ÿ“Š Liquidity at record lows
๐Ÿซ Chocolate demand weakens
๐ŸŒ Origin differentials stay low

Read more: app.vespertool.com/market-analysiโ€ฆ
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๐Ÿ“‰ 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/downloads/mastโ€ฆ

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๐Ÿšจ ๐—œ๐—บ๐—ฝ๐—ผ๐—ฟ๐˜ ๐˜๐—ฎ๐—ฟ๐—ถ๐—ณ๐—ณ๐˜€ ๐—ฟ๐—ฒ๐˜€๐—ต๐—ฎ๐—ฝ๐—ถ๐—ป๐—ด ๐—ข๐—ถ๐—น๐˜€ & ๐—™๐—ฎ๐˜๐˜€ ๐—บ๐—ฎ๐—ฟ๐—ธ๐—ฒ๐˜ Join our webinar tomorrow at 4:30 PM CEST to learn: ๐Ÿ”น Global price impacts ๐Ÿ”น Most affected commodities ๐Ÿ”น Trade pattern shifts ๐Ÿ”น How to adjust your sourcing strategy vespertool.com/webinars/?utm_โ€ฆ

๐Ÿšจ ๐—œ๐—บ๐—ฝ๐—ผ๐—ฟ๐˜ ๐˜๐—ฎ๐—ฟ๐—ถ๐—ณ๐—ณ๐˜€ ๐—ฟ๐—ฒ๐˜€๐—ต๐—ฎ๐—ฝ๐—ถ๐—ป๐—ด ๐—ข๐—ถ๐—น๐˜€ & ๐—™๐—ฎ๐˜๐˜€ ๐—บ๐—ฎ๐—ฟ๐—ธ๐—ฒ๐˜

Join our webinar tomorrow at 4:30 PM CEST to learn:
๐Ÿ”น Global price impacts
๐Ÿ”น Most affected commodities
๐Ÿ”น Trade pattern shifts
๐Ÿ”น How to adjust your sourcing strategy

vespertool.com/webinars/?utm_โ€ฆ
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๐Ÿšจ 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: vespertool.com/news/global-biโ€ฆ #biofuels #trade

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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: hubs.la/Q03wPqR-0

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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. hubs.la/Q03wPwB50

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European cheese market divergence: ๐Ÿ”ด Mozzarella: Below price floors ๐ŸŸก Cheddar: Break-even pricing ๐ŸŸข Emmental: Stable on capacity constraints Category selection + timing = major cost impact Read more here: hubs.la/Q03wPqR-0

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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. vespertool.com/news/usda-drasโ€ฆ

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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: hubs.la/Q03xwT100

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Whey protein isolate recovers while permeate pressured. Higher-protein ingredients strengthen. Lower-protein alternatives struggle. FMCG: Reformulation critical to optimize costs. hubs.la/Q03xwT100