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We are at a critical phase. Read the entire story to get an over all picture.
Bearish signs : 1. Globally most destinations are covered. USA has bought much more than their average annual demand. 2. Middle east is pharting with pepper and want to sell back to Vietnam. 3. Brazil could not sell as Indonesia robbed them of their sales by reducing prices. Brazilians kept sending videos of decimated trees etc. Weather data does not show such a bad situation. There is an issue no doubt but it was perhaps blown out out of proportion. 4. New Crop 2025 will be better on yield from the perspective thar farmers got more money and they will spend well on farm inputs. Bullish signs: 1. China has started sniffing in Upcountry Vietnam. Fearing weakening currency they may import ahead of time. Note they are uncovered and pipe line seems to be empty. They will come with a vengeance whenever they do. 2. Area globally is shrinking. 3. Climate change is a reality. Still raining in Vietnam coffee and pepper regions. Coffee crop is delayed and we can say with confidence pepper crop will also be a delayed crop. Usually delayed crops are short crops. 4. Coffee prices continue to rise and this will impact pepper as we have shown earlier that rising coffee can push pepper prices also up. We have started visiting growing regions and will bring you more updates on the Vietnam crop.
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📈 Exploring the Correlation Between Black Pepper and Coffee Prices! ☕ As the global markets keep evolving, understanding correlations between key commodities is essential for effective strategy planning. This week, we’re sharing insights from our latest report, which explores the relationship between black pepper and coffee prices based on historical data and mathematical analysis. Our report analyzes three key hypotheses: 1️⃣ Pepper prices are consistently higher than coffee prices. 2️⃣ Pepper prices typically reach twice the level of coffee prices. 3️⃣ A rise in coffee prices could trigger an increase in pepper prices. To dig deeper, we've leveraged data on Robusta coffee traded on the exchange and ASTA 570 black pepper prices from our records, providing a factual, numbers-driven perspective. If you're interested in learning more about the findings and how they may impact your supply chain strategy, feel free to reach out. Let’s connect and navigate these insights together for a stronger market position! Reach out for more information or to share your insights with us at: 📧 Mr. Jasvinder: [email protected] 📧 Ms. Han: [email protected] Your browser does not support viewing this document. Click here to download the document. 📈 Pepper Market Update: Don’t Remain Short! As we move through Q4, there's a strategic opportunity in the pepper market that shouldn’t be overlooked: 🚨 Current Market Insights: The temporary price weakness in Brazil presents an ideal buying window for those looking to secure their supply through April 2025. Waiting too long could mean missing out as market dynamics may change quickly in the coming weeks. 📅 Recommendation: Take advantage of the current environment and prepare for shifts that may arise by early 2025. Let’s get ahead together—if you’re interested in discussing strategies or learning more, feel free to reach out!🤝 Reach out for more information or to share your insights with us at: 📧 Mr. Jasvinder: [email protected] 📧 Ms. Han: [email protected] Your browser does not support viewing this document. Click here to download the document. The pepper market is starting the week on a quiet note, but there are still plenty of insights to keep you ahead of the curve. We’ve just released our latest October 2024 Pepper Market Report, covering key developments across the industry. 👉 Here are some key highlights: - Demand has slowed down. Most requirements are for FY 2025 and shippers do not want to take any risk given the sudden rise in 2024. - Markets are in a lacklustre territory. One could expect some profit booking or liquidation for cash in the current scenario. 📌 Want more details? Click on the report below to explore in-depth insights into the trends across major pepper-producing countries. 🌟 Also, SIAL Paris is just around the corner! If you’re planning to attend, let’s arrange a time to meet and discuss opportunities in person. Feel free to reach out to us! We hope you find these insights valuable, and we’re excited to connect with you. 🤝 Reach out for more information or to share your insights with us at: 📧 Mr. Jasvinder: [email protected] 📧 Ms. Han: [email protected] Your browser does not support viewing this document. Click here to download the document. 🔍 Latest Black Pepper Market Insights 🔍 We are excited to share our latest market report on Pepper, offering insights and recommendations for navigating the current market landscape. 📍 Key Highlights from the Report: - Brazil: Harvest in the North begins - Indonesia: Harvest over. Stocks dwindle on the back of heavy booking in Aug and Sep. - Vietnam: Low on Stocks prices 400 USD/MT above other origins. At current rate of exports not enough pepper till new crop March 2025. 2025 book building begins as industry is uncovered. End clients come to terms with increasing their budgets substantially. 👉 To access our market intelligence report for free, please feel free to follow us on Linkedin. Your browser does not support viewing this document. Click here to download the document. Your browser does not support viewing this document. Click here to download the document. Your browser does not support viewing this document. Click here to download the document. Your browser does not support viewing this document. Click here to download the document. Your browser does not support viewing this document. Click here to download the document. Your browser does not support viewing this document. Click here to download the document. |
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