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Ryan Delany
Nov 11, 20213 min read
7 Data Points to Watch in Coffee
#Coffee is a rapidly changing market and while conviction is essential, we need to be prepared to change our view when the facts change....
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Ryan Delany
Nov 9, 20214 min read
The 3 Weather Stories Developing in Coffee
#Weather is one of the inherent drivers in coffee market volatility and right now there are 3 developing stories that all #coffeetraders...
428 views0 comments
Ryan Delany
Nov 1, 20215 min read
The Bear Case for Coffee
The #Robusta spec position hit an all time high of 43% of OI and #Brazilian #farmers are reportedly holding back sales, referring to...
549 views0 comments
Ryan Delany
Oct 6, 20212 min read
Sea Change in the Cert Stocks
Over the last month #certifiedstocks in #Arabica #Coffee dropped 120k bags, 33,000 of which happened on October 5th. This is a bellwether...
246 views0 comments
Ryan Delany
Oct 4, 20213 min read
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...
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Ryan Delany
Sep 13, 20213 min read
La Niña 2021 and the Coffee Market
#NOAA recently updated the forecast for #LaNiña to 70-80% chance for this season, depending on how this unfolds will determine the extent...
361 views0 comments
Ryan Delany
Sep 7, 20214 min read
The Trade is Bullish (the Roaster is Not)
Like yin and yang, the Law of #Supply and the of Law of #Demand are complementary economic truths: When prices are high, supply...
368 views0 comments
Ryan Delany
Sep 2, 20213 min read
The Struggle for $2 Coffee, Comparison with 2014
4 days in a row now #CoffeeMarket has tried and failed to break the psychologically significant 200 level. Back in 2014 #coffeefutures...
373 views0 comments
Ryan Delany
Aug 24, 20211 min read
Podcast Launched
Ladies and gentlemen, the Coffee Trading Academy Podcast podcast is launched! Today we have a particularly timely episode with a focus...
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Ryan Delany
Aug 19, 20213 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...
452 views0 comments
Ryan Delany
Aug 16, 20213 min read
GCA Stocks Return to Seasonal Expectations, Confirms Deficit
Last month the #GCAstocks, shocked to the downside when they came in below expectations at 5.78 mm bags. This month, we have a...
233 views0 comments
Ryan Delany
Aug 12, 20213 min read
Brazil Coffee: A Little Dry, or Very Dry?
For the past several weeks and months we have been hearing about #drought and #dryness in Brazil (from our friends like analysts Judy...
313 views0 comments
Ryan Delany
Aug 9, 20214 min read
Coffee Report Focus #1: Seasonals
In my quest to offer you the best information and resources available on the coffee market, I will be doing doing a series of posts about...
2,182 views0 comments
Ryan Delany
Aug 5, 20215 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...
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Ryan Delany
Jul 26, 20214 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...
658 views0 comments
Ryan Delany
Jul 22, 20214 min read
Bad to Worse: Frost Update 7/22/2021
In my post from a few days ago, I said that the extent of the damage was not yet known. In the two days since then, the situation has...
710 views2 comments
Ryan Delany
Jul 2, 20212 min read
Buy the Rumor, Sell the Fact: Coffee Frost Risk in 2021
"Buy the Rumor, Sell the Fact" is a favorite phrase in the coffee community, and it is one that we hear every year around this time of...
169 views0 comments
Ryan Delany
Jun 28, 20212 min read
What's in a Frost?
The #weather forecast is showing #frost in one of the largest producing areas in #Brazil by Jul 1st, if this materializes then we could...
208 views1 comment
Ryan Delany
Jun 24, 20212 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...
276 views0 comments
Ryan Delany
Jun 21, 20211 min read
Tis the Silly Season
We have now officially entered the #SillySeason as we prepare for potential #Frosts in #Brazil. According to my #Seasonality report, this...
30 views0 comments
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