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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....
Ryan Delany
Nov 11, 20213 min read
413 views
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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...
Ryan Delany
Nov 9, 20214 min read
428 views
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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...
Ryan Delany
Nov 1, 20215 min read
549 views
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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...
Ryan Delany
Oct 6, 20212 min read
253 views
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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
350 views
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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...
Ryan Delany
Sep 13, 20213 min read
363 views
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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...
Ryan Delany
Sep 7, 20214 min read
369 views
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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...
Ryan Delany
Sep 2, 20213 min read
373 views
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Podcast Launched
Ladies and gentlemen, the Coffee Trading Academy Podcast podcast is launched! Today we have a particularly timely episode with a focus...
Ryan Delany
Aug 24, 20211 min read
206 views
0 comments

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
462 views
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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...
Ryan Delany
Aug 16, 20213 min read
233 views
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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...
Ryan Delany
Aug 12, 20213 min read
313 views
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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...
Ryan Delany
Aug 9, 20214 min read
2,342 views
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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
422 views
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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
661 views
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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...
Ryan Delany
Jul 22, 20214 min read
711 views
2 comments

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...
Ryan Delany
Jul 2, 20212 min read
169 views
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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...
Ryan Delany
Jun 28, 20212 min read
208 views
1 comment


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
277 views
0 comments

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...
Ryan Delany
Jun 21, 20211 min read
30 views
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