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Daily Coffee Valuation Score for 4/4/2024| Target 175.4 | -13.9%
Good morning friends,
Igor Bragato
Apr 4, 20242 min read
272 views
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Origin Focus – Honduras - Part 2
Honduras holds a crucial position in the global coffee market. Remarkably, this Arabica origin leads the Central America production, and...
Igor Bragato
Feb 6, 20245 min read
378 views
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Impact of European Deforestation Regulation (EUDR) on the Coffee Market
The EU deforestation regulation went into effect on June 29, 2023, and immediately after it was implemented, the European coffee stocks...
Beamlak Bekele
Dec 14, 20237 min read
1,290 views
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Origin Focus: Honduras - Part 1
Honduras At-A-Glance Production: Avg ~6.2m bags, last 10 years Coffee Types: Arabica (100%) Coffee Harvest: Oct-Jan (can vary to Nov-Mar)...
Igor Bragato
Dec 12, 20234 min read
417 views
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Why Coffee Rallied 14c in One Day and was Down 8c another Day
Last week on November 30th, the coffee market rallied 14.5c or almost 9%, in a single day. To put this in context, this is the largest...
Ryan Delany
Dec 7, 20237 min read
702 views
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8 Frequently Asked Questions on the Coffee Trader’s Course
The Coffee Trader’s Course is one of our popular offerings here in the Coffee Trading Academy next to our premium Coffee Market Analysis...
Beamlak Bekele
Dec 5, 20234 min read
291 views
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Tenderable Parity Analysis Update:
Exploring Economic Viability of Semi-Washed Brazilian Coffee and Blend Variations In a previous paper (Tenderable Parity Analysis:...
Ryan Delany
Nov 27, 20233 min read
551 views
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Origin Focus - Uganda
Uganda At-A-Glance: ● Production: Avg 5-6 million 60 Kg bags of coffee per year in the last eight years ● Coffee Types:...
Beamlak Bekele
Nov 9, 20235 min read
501 views
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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...
Ryan Delany
Nov 7, 20235 min read
461 views
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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...
Igor Bragato
Nov 1, 20234 min read
530 views
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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...
Igor Bragato
Oct 31, 20234 min read
756 views
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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...
Ryan Delany
Oct 12, 20236 min read
1,294 views
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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...
Igor Bragato
Sep 21, 20235 min read
715 views
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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...
Igor Bragato
Sep 14, 20236 min read
371 views
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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...
Igor Bragato
Sep 1, 20235 min read
302 views
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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...
Ryan Delany
Aug 29, 20236 min read
580 views
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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...
Igor Bragato
Aug 23, 20236 min read
410 views
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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...
Ryan Delany
Aug 17, 20234 min read
1,447 views
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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...
Ryan Delany
Aug 15, 20234 min read
472 views
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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...
Ryan Delany
Aug 10, 20235 min read
414 views
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