The First-Mile View on Commodities Making News (12 Oct 2026)
El Niño is the common thread in this edition, lifting raw sugar to an 19-month high and raising quality and flowering questions for Brazil coffee...
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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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India Sugarcane Early-Season Monitor: Early Production Signals at the Start of the 2025/26 Cycle
Treefera’s production-area signal is built from structural cane maps plus current-season satellite evidence. We combine a multi-year sugarcane...
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The First-Mile View on Commodities Making News - 10 April 2026
Soft commodity markets are navigating a split landscape as of 9 April 2026. A wave of surplus supply has collapsed cocoa and sugar prices to...
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Great Game – The 3 Biggest Geopolitical Risks for Markets Right Now
We give you our take on the hottest geopolitical topics of relevance to your portfolio. This week, we cover the 3 biggest geopolitical risks for...
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