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Field notes from the whole chain.

Market reads, sourcing dispatches and trade-finance notes from the people who run the chain — grove to factory to ledger.

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Featured dispatch
Market & Pricing8 min read

Why Vietnamese coconut is mispriced — and what closes the gap

Spot pricing rewards volume, not value. We walk the chain from Bến Tre to the L/C desk to show where the margin actually hides — and why certainty is the product worth paying for.

LT
Lê Minh Trí
Jun 12, 2026
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Latest, by category
Sourcing & Groves

Inside Bến Tre: how a grove becomes a contract

Supply-zone locking starts with a handshake and a GPS pin. A field note on turning smallholder groves into bankable volume.

Jun 9, 20266 min
Trade Finance

L/C, but make it bankable: structuring coconut trade

How a letter of credit, the right documents and a hedging discipline turn a volatile commodity into a financeable one.

Jun 4, 20267 min
Sustainability

Traceability to the farmer, in practice

What it actually takes to trace a sack of desiccated coconut back to the grove — and why buyers increasingly ask.

May 28, 20265 min
Processing

One nut, four margins: the zero-waste line

Press cake, skim, shell and husk. A walk through how a single coconut is turned into four revenue streams with nothing left over.

May 21, 20266 min
Market & Pricing

Reading the 2026 coconut cycle

Weather, season and spot demand are pulling in three directions. A note on where we think price settles by Q4.

May 16, 20269 min
Processing

From shell to filtration carbon

How a discarded shell becomes steam-activated carbon for water and air — the highest-value use of the hardest fraction.

May 9, 20265 min
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The dispatch

A short note when the chain has something to say.

Market reads and sourcing notes, a few times a quarter. No noise.

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