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Coffee Trading Academy Blog
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Ryan Delany
Nov 27, 20233 min read
Tenderable Parity Analysis Update:
Exploring Economic Viability of Semi-Washed Brazilian Coffee and Blend Variations In a previous paper (Tenderable Parity Analysis:...
550 views0 comments
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Beamlak Bekele
Nov 9, 20235 min read
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:...
495 views0 comments
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Ryan Delany
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...
456 views0 comments
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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...
529 views0 comments
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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...
735 views0 comments
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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...
1,281 views0 comments
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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...
714 views0 comments
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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...
369 views0 comments
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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...
300 views0 comments
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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...
560 views0 comments
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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...
408 views0 comments
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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...
1,393 views0 comments
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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...
470 views0 comments
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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...
412 views0 comments
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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...
709 views0 comments
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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,...
642 views0 comments
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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...
389 views0 comments
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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
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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
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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
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