Martins Krusts
🍫 Dear mother of god! European chocolate consumption is weakest since we have data! European $COCOA.FUT grindings in 2025 q4 down 8,25% year on year and down 16,77% compared to peak consumption at 2021. 🚧Bank analysts were expecting 3%, so we should expect explosion in fund meetings today! 🍫 Minutes earlier Brazil came in with demand down 13% !! 🚧 We will have some more countries coming. But Europe is by far the biggest! And most likely we will see 50 shades of hellish drop. Companies have got rid of cocoa. Are they ever going to buy as much as they used to?! Not investment advice.
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