Скачать или смотреть Coffee & Cocoa’s Wild Ride with Kona Haque

Today we're talking coffee, cocoa and sugar. In the case of coffee and cocoa, 2025 delivered an extraordinary year: record prices, extreme volatility and sharp market dislocations that caught much of the industry off guard.

But was this turbulence simply the result of tariffs and trade policy? Or does it point to deeper structural shifts in global soft commodity markets, from supply constraints and climate disruption to changing demand dynamics?

Speaking to our host Paul Chapman on this episode is Kona Haque, Head of Research at ED&F Man, one of the world’s largest soft commodity trading houses, which has recently been acquired by Hartree Partners.

#coffee #cocoa #sugar #tariffs #commoditytrading #commodities