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  "description": "CocoaRadar Pro Intelligence Brief: A late-season rebound in Ivorian cocoa flows is colliding with an escalating global cost shock, leaving the market caught between improving physical supply and rising structural risk. Plus, Hershey Reverses Recipe Cuts",
  "path": "/cote-divoire-arrivals-surprise-to-the-upside-as-geopolitical-shock-rewrites-cocoas-cost-curve/",
  "publishedAt": "2026-04-02T16:59:01.000Z",
  "site": "https://cocoaradar.com",
  "tags": [
    "Subscribe now"
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  "textContent": "* * *\n\n💡\n\n****Cocoa trading at 3272.677 USD/T on Thursday, April 02, a 72.323 USD/T (2.16%) decrease from 3345.000 on the last trading session.****\n\n### Key Development\n\nCocoa arrivals at Côte d'Ivoire ports surged to 31,000 tonnes for the week ending March 29, more than doubling last year’s 13,562 tonnes. Cumulative arrivals have now reached 1.424 million tonnes, narrowing the season’s deficit to just 1.17% year-on-year after earlier declines.\n\nThe data – circulating via niche market trackers and broadly aligned with recent Reuters trends – points to a stronger-than-expected tail to the 2025/26 crop. Market sources suggest the release of previously untapped rural stockpiles, potentially in the range of 60,000–100,000 tonnes.\n\nAt face value, this development challenges the prevailing narrative of persistent supply tightness.\n\nAdvertisement\n\n\n\n\n\nHowever, the improvement in physical availability is unfolding alongside a significant exogenous shock: disruptions to energy, fertiliser, and shipping systems linked to tensions involving Iran and the Strait of Hormuz.\n\n### This post is for subscribers only\n\nBecome a member to get access to all content\n\nSubscribe now",
  "title": "Côte d’Ivoire Arrivals Surprise to the Upside as Geopolitical Shock Rewrites Cocoa’s Cost Curve",
  "updatedAt": "2026-04-02T16:59:03.186Z"
}