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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