🍫Ecuador $COCOA.FUT production in December up 16% year on year and up 55% against two years ago. And for the whole season Ecuador is up 19% and 67% accordingly.
Do you see the speed they achieve every single year? Ecuador is planting so fast that they will be nr 2 producer in the world soon. We dont need africa anymore. And profit is good, it costs 1,3k per ton to produce it in Nigeria and price is above 5k, no other bussiness gives that percentage while bubble is on. Not investment advice.... Show More
Here is my estimate of the lowest cocoa price possible without farmgate being cut, weighted using 2024 export volumes. On that basis, the implied floor is around 4600. Given that 4600 is being discussed for much later in 2026, I struggle to see it happening in the run-up to Easter. Trading Economics... Show More
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Mon Feb 16 2026 04:20:40 GMT+0000 (Coordinated Universal Time)
