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TRENOS SiGINT: Cacao-free Chocolate & Beanless Coffee
Cacao-free chocolate and beanless coffee are no longer fringe experiments. With cocoa futures breaking $10,000/tonne and weather stress pushing Arabica off its traditional lands, substitutes are moving into mainstream pipelines. Corporate validation (Mondelez backing Celleste), scale-up partnerships (Voyage + Cargill), and footprint advantages (Atomo, Pluri) point to early adoption in blends, coatings, and foodservice channels before full consumer-facing rollout.
JC - Analyst
2 days ago2 min read
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