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Cocoa's Bitter Pill: A Market Unravels

Cover Image for Cocoa's Bitter Pill: A Market Unravels
Capitality Research
Capitality Research

Originally sent to subscribers on 2/26/2026. Full article will be public on 3/5/2026.

The historic surge in cocoa prices is no mere market fluctuation; it's the sound of a global supply chain breaking under the weight of disease, neglect, and financial abstraction. As the physical asset vanishes, a new, volatile era for all soft commodities is dawning.

This article is currently subscriber-only. It will be available publicly on 3/5/2026.

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Cocoa's Bitter Pill: A Market Unravels | Capitality