https://www.instagram.com/vanessaclarkipai
This is your Daily Cocoa Price Tracker with Vanessa Clark podcast.
Hey everyone, welcome back to Daily Cocoa Price Tracker. I'm Vanessa Clark, and today is Thursday, November 27th, 2025. We've got some fascinating market movements to break down for you, so stick around.
Let's jump right into today's numbers. Cocoa is trading at five thousand sixty eight dollars and forty seven cents per tonne as of this evening, up about seventy five dollars from yesterday's close. That's a one point five percent gain for the day. Now, before you get too excited about that bump, here's the bigger picture that everyone in the cocoa world is talking about right now.
Over the past month, cocoa prices have dropped fifteen point five six percent. And if you're comparing year over year, we're down a massive forty four percent from November of last year. We're sitting at levels not seen since January 2024, so this is a significant shift in the market dynamics.
So what's driving this dramatic change? Let me break it down for you. The main story is supply. West African cocoa production, particularly from Ivory Coast, is ramping up nicely. Port arrivals have exceeded one hundred thousand tonnes for three consecutive weeks now, which is bringing supplies close to last year's pace. Farmers are reporting that cocoa trees are doing well, and favorable weather with light rains has really supported healthy crop development. That's great news for harvest acceleration.
But there's more to this story. Demand is actually weakening globally. According to recent market reports, Asian grinding of cocoa is down seventeen point one percent year over year, hitting the lowest quarterly grind in nine years. Europe is down four point eight percent. So we've got a classic setup here: improving supply meeting weaker demand. That's putting real pressure on prices.
Then add in some policy tailwinds. The European Union just approved a one year delay to their deforestation regulations, the EUDR. That eases immediate supply concerns and keeps cocoa supplies looking ample. And on the tariff front, President Trump issued an executive order in mid November that exempted cocoa, along with coffee and other agricultural inputs, from reciprocal tariffs. That's another factor pushing prices lower.
Now, here's where it gets interesting for chocolate manufacturers. Companies like Hershey, Mondelez, and Nestle have been battling soaring ingredient costs all year. These lower cocoa prices could offer them real breathing room, especially heading into peak holiday season demand. The question everyone's asking is whether these companies will pass savings to consumers or protect their margins. That could really influence their earnings coming into twenty twenty six.
Looking ahead, the ICCO report notes that despite the bearish tone right now, things could shift quickly. Weather disruptions, regulatory changes, or seasonal uncertainties could squeeze supply again. But for now, the narrative is clear: supply is rebounding, demand is retreating, and cocoa is resetting to a new market reality.
Thanks so much for tuning in to Daily Cocoa Price Tracker. If you found this breakdown helpful, please subscribe and join us tomorrow as we track the next moves in this dynamic commodity market. I'm Vanessa Clark, and we'll catch you next time.
For more http://www.quietplease.ai
Check out Vanessa on Instagram https://www.instagram.com/vanessaclarkipai
For some deals, check out
https://amzn.to/4hSgB4r
This content was created in partnership and with the help of Artificial Intelligence AI
