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Raining on the Bullish Parade
The #Brazil 22/23 #coffee crop has been through a lot this year already, but over the weekend we finally had some good news for the...

Ryan Delany
Oct 4, 20213 min read


Robusta Inversion, Peak or Just Getting Started?
A few months back I wrote about the +22 inversion in #Robusta #coffeemarket and how that market gets "squeezed". Since then, the F/H...

Ryan Delany
Sep 15, 20214 min read


Why Coffee Certs are Different Now, and NOT Bearish
One of the most important data points to follow in the #coffeemarket is the certified stocks. Every day, I send out my #Coffee...

Ryan Delany
Aug 19, 20213 min read


A Macro Boon for Coffee
Yesterday the #BrazilianCentral Bank announced a rate increase of 1% to combat the rising #inflation. This is the largest increase since...

Ryan Delany
Aug 5, 20215 min read


Volatility and Inversion in the Calendar Spreads
The #Arabica #coffeemarket was inverted by 5 bps in N22/U22 as of 7:18am. This is VERY unusual. I'm not trying to be alarmist here, I...

Ryan Delany
Jul 27, 20213 min read


Margin Requirements and Frost #3: What to Expect
Today, the #coffeemarket (#Arabica) rallied +26c at the highs today to 215.20 in September based on #margin increases and renewed #Frost...

Ryan Delany
Jul 26, 20214 min read


Squeeze in Robusta Spills into Arabica
(Edit: An earlier version of this article erroneously quoted the MiFiD position limits rather than the ICE Eur Delivery Limits. This has...

Ryan Delany
Jul 9, 20214 min read


GCA Stocks vs KC Stocks Which Determines Price?
We have a fundamental disconnect between #CertStocks which are approaching the 5 year highs and #GCAstocks which are flirting with their...

Ryan Delany
Jun 24, 20212 min read


The Doomsday and Mini-Doomsday Inflation Scenarios
The #FederalReserve's #FOMC met this past week, and the results are relevant to us in the #coffeemarket, and indeed all of the...

Ryan Delany
Jun 20, 20213 min read
2 Points on ECF Stock Rise
Given the #EuropeanCoffeeFederation (#ECF)'s recent issuance of the stock report, I wanted to review the numbers and see what we can...

Ryan Delany
Apr 25, 20212 min read
What does Disaster look like for Coffee? 170c and beyond...
Those of us following the #coffeemarket, know that there was heat damage that caused flowers to abort from the #coffee trees in #Brazil,...

Ryan Delany
Apr 22, 20212 min read
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