Tag: market insights

COCOA DECOUPLING: COCOA‑FREE CHOCOLATE AS A PORTFOLIO HEDGE

Cocoa hit a record USD12,900 a tonne in December 2024. By January 2026 it was trading near USD 4,400 – roughly two-thirds below that peak. Yet investment in cocoa alternatives continued. Nestlé, Barry Callebaut, Cargill and others are now testing or commercialising ingredients made from sunflower seeds, grape seeds and cell-cultured cocoa. The emerging opportunity… Read more »

Big 4 AI Slop: Why Verified Insight Wins

Within a year, all four Big Four firms faced public scrutiny over reports containing apparent AI-generated errors, fabricated citations or unsupported claims. The deeper market signal is clear: as polished content becomes faster and cheaper to produce, verified, traceable and accountable market insight is becoming the scarce resource – and the capability that commands a… Read more »

2026 Supply Chain Playbook: Trends That Matter

Supply Chain

Supply chain leaders find themselves dealing with multiple challenges and opportunities as they enter 2026. This insight notes encapsulates some of the most pressing areas to help supply chain leaders establish priorities going forward. Tariff headwinds to continue, renewed focus on nearshoring 2025 started on a somber note with the US imposing tariffs on a… Read more »