Coffee 2/3

Coffee Trading Academy Blog

Nov 7, 20235 min read

CTA - Brazil Farmer Survey

Section 1. Key Findings Over the course of Oct 24th through 31st , 2023 we conducted a survey of Brazilian coffee farmers about their...

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Hedge Fund Positioning and Vulnerability in the Coffee Market - Part 2

Igor Bragato

Nov 1, 20234 min read

Hedge Fund Positioning and Vulnerability in the Coffee Market - Part 2

In the previous free article, we discussed the dynamics of hedge fund positioning in the coffee market generally. In this premium...

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Hedge Fund Positioning and Vulnerability in the Coffee Market - Part 1

Igor Bragato

Oct 31, 20234 min read

Hedge Fund Positioning and Vulnerability in the Coffee Market - Part 1

Intro The Arabica coffee market has experienced a major rally of ~22c in just 2 short weeks. The sudden and substantial increase has come...

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What the New ICE Rule Means for Coffee Prices

Ryan Delany

Oct 12, 20236 min read

What the New ICE Rule Means for Coffee Prices

A few weeks ago, the ICE announced a new rule for the coffee market that made it explicitly forbidden to "recertify" coffee. There are...

1,260 views0 comments

Brazil Crop Risk Building from Dry Weather & High Temperatures

Igor Bragato

Sep 21, 20235 min read

Brazil Crop Risk Building from Dry Weather & High Temperatures

Brazil experienced a relatively early #coffee flowering this year, with some reports saying that up to 50% (50!?! Really? 🤨) of the crop...

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Igor Bragato

Sep 14, 20236 min read

Origin Focus – Vietnam – Part 2

Vietnam holds a pivotal position on the global coffee stage as the world's largest producer of Robusta coffee beans. This significant...

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Flowering Registered in Brazil’s Cerrado

Igor Bragato

Sep 1, 20235 min read

Flowering Registered in Brazil’s Cerrado

On Aug 25th, we visited a few #coffee producing areas from the Cerrado (MG) region in Brazil and had the opportunity to witness a portion...

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Tenderable Parity Analysis: Exploring Economic Viability of Semi-Washed Brazilian Coffee Blends

Ryan Delany

Aug 29, 20236 min read

Tenderable Parity Analysis: Exploring Economic Viability of Semi-Washed Brazilian Coffee Blends

By Ryan Delany, Chief Analyst at Coffee Trading Academy 8/25/2023 I. Introduction Coffee futures market is inexorably linked to the...

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El Niño Guide for the Coffee Market – Part 2

Igor Bragato

Aug 23, 20236 min read

El Niño Guide for the Coffee Market – Part 2

Part 2 - El Niño Impact on Coffee Production The influence of El Niño on coffee production has a range of effects, spanning from minor...

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Tenderable Parity and its Importance to the Coffee Market

Ryan Delany

Aug 17, 20234 min read

Tenderable Parity and its Importance to the Coffee Market

After the Brazil frost of 2021, prices skyrocketed and certified inventory dropped from well over 2 million bags to less than 500,000...

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El Niño Guide for the Coffee Market - Part 1

Ryan Delany

Aug 15, 20234 min read

El Niño Guide for the Coffee Market - Part 1

The period spanning 1997 to 1998 marked one of the most potent #ElNiño occurrences on record, exerting a substantial influence across the...

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Ryan Delany

Aug 10, 20235 min read

Groking the Coffee Market

When I was a very green commodity analyst, my boss said something to me that I will never forget. I was being trained up on the job at...

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Igor Bragato

Aug 3, 20236 min read

Origin Focus – Vietnam – Part 1

Vietnam At-A-Glance Production: Avg ~29m bags, last 10 years Coffee Types: Robusta (96%), Arabica (4%) Coffee Harvest: Oct-Jan Key...

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How the Brazil Macro Should Affect the Coffee Market

Igor Bragato

Jul 19, 20235 min read

How the Brazil Macro Should Affect the Coffee Market

Brazil is in an inflection point, as its Central Bank (BCB) is expected to reduce interest rates for the 1st time after 2 years of hikes,...

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Ryan Delany

Jul 6, 20235 min read

Origin Focus – Ethiopia – Part 2

Ethiopia holds a significant position as the third largest #Arabica #coffee producer, considerably impacting the physical pricing of dry...

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Will the Coffee Market Continue Benefiting from Currency Support?

Igor Bragato

Jun 27, 20235 min read

Will the Coffee Market Continue Benefiting from Currency Support?

Recently, the Federal Reserve president Jeromy Powell doubled down on the hawkish view, resulting in a dollar rally that contributed to...

287 views0 comments

Ryan Delany

Jun 8, 20234 min read

Origin Focus – Ethiopia - Part 1

Ethiopia At-A-Glance: Production: Avg ~7.5m bags of coffee per year, last 10 years Coffee Types: Arabica (Natural & Washed) Coffee...

581 views0 comments

Coffee Destination Stocks Update: 5/31/2023

Ryan Delany

May 31, 20234 min read

Coffee Destination Stocks Update: 5/31/2023

"When the best is gone, the best remains." With the gaping hole left by the discontinuation of the GCA stock report, the ECF stock report...

429 views0 comments

How to Read our Free Technical Analysis Reports for Soft Commodities Markets

Ryan Delany

May 18, 20239 min read

How to Read our Free Technical Analysis Reports for Soft Commodities Markets

Intro As fundamental analysts, we believe prices are primarily driven by #supply and #demand. However, we also recognize the significant...

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Igor Bragato

May 11, 20236 min read

Coffee Origin Focus: Indonesia – Part 2

Indonesia's status as the world's fourth-largest coffee origin makes it a critical factor in global coffee balance sheets, particularly...

334 views0 comments

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Coffee Trading Academy Blog

Sign up for your FREE Commodity Market Essentials package and discounts on training (see more options).

Standard Contractual Clauses

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CONTACT US

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Sign up for your FREE
Commodity Market Essentials package and discounts on training (see more options).