What People Can Learn from 2024 El Nino Hedging Disaster
New York cocoa went from around $3,400 a tonne in late 2023 to an all-time high near $12,931 in December 2024 — and then handed back close to 70%...
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Too Much Rain, Too Little Relief: Cocoa Faces New Weather Challenge from El Nino
El Niño already appears to be affecting West Africa, with growing conditions continuing to deteriorate in Ghana and Côte d’Ivoire, the two most...
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Agri-Exposure remains too low in portfolios
In its recent Investment Strategy Insights publication, UBS makes the case for expanding commodity exposure beyond traditional safe-haven assets...
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Ghana Cocoa Recovery Faces Elevated Harmattan Risk
Ghana's actively producing cocoa base has expanded heading into the 2024/25 season, but the Harmattan season bearing down on it is severe and the...
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Undiscovered Gems of the El Nino - Suedzucker
El Nino trades tend to get discussed as futures positions - long Cocoa, long Sugar, short whatever the weather is punishing this month.
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