Coffee prices have dropped by 32% in the last six months due to an increase in production. As the availability of coffee in origin increases, stocks in destination countries are still scarce, and some volatility is expected before we see even lower prices. Join Oran van Dort and Carlos Mera as they discuss these and many other topics affecting much of the world's favorite beverage.

This episode was recorded on June 12, 2026.

Disclaimer: Please refer to our global RaboResearch disclaimer at https://www.rabobank.com/knowledge/disclaimer/011417272/disclaimer for information about the scope and limitations of the material published on the podcast.

Since the war in Iran began, fertilizer prices have been climbing steadily. US Gulf urea prices alone are up around 40% since the start of the conflict and nearly 80% year‑to‑date, putting intense pressure on farm economics. In several regions, farmer margins are now razor‑thin – or outright negative – raising the risk of reduced fertilizer use and significant cuts in planted wheat area ahead of the upcoming Southern Hemisphere wheat planting season.

Join Carlos Mera and Sam Taylor as they discuss how the conflict in the Middle East and the effective double blockade of the Strait of Hormuz are reshaping fertilizer markets and key crops – and what that could mean for global agricultural production and food prices.

Disclaimer: Please refer to our global RaboResearch disclaimer at https://www.rabobank.com/knowledge/disclaimer/011417272/disclaimer for information about the scope and limitations of the material published on the podcast.

Cocoa futures in London and New York have had a rough start to the new year, plummeting 30% YTD following a wave of bearish fundamentals hitting the market in January. In this podcast, Carlos Mera and Oran van Dort discuss the latest crash, explaining the role of deteriorating demand, evidence of easing market tightness, favorable West African weather, and the significant influence of speculators, as well as the impact on the forward balance sheet and both the short- and long-term price outlook.

Disclaimer: Please refer to our global RaboResearch disclaimer at https://www.rabobank.com/knowledge/disclaimer/011417272/disclaimer for information about the scope and limitations of the material published on the podcast.