Impact of Recent USD Trends on the Coffee Market – a Retrospective
The US #dollar is one of the many factors (of which fundamentals are primary) that influence the #coffeemarket. Notably in the last two...
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Igor Bragato
Oct 94 min read
Brazil Forecasts Show Abundant Rainfall Underway
The Brazil precipitation outlook has made a dramatic turn around over the last few days, transitioning from dry forecasts igniting fears...
238 views0 comments
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...
713 views0 comments
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
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...
449 views0 comments
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...
410 views0 comments
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...
384 views0 comments
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...
428 views0 comments
Ryan Delany
May 18, 20239 min read
How to Read our Free Technical Analysis Reports for Soft Commodities Markets
Intro As fundamental analysts, we believe prices are primarily driven by #supply and #demand. However, we also recognize the significant...
570 views0 comments
Ryan Delany
Apr 25, 20238 min read
What AI Will (and Will Not) Mean for Commodity Markets
Someone asked me about what #AI will mean in the #coffeemarket and I gave a bit of a flippant answer about how it wouldn't change much,...
553 views0 comments
Igor Bragato
Apr 14, 20235 min read
Brief Coffee Crop Tour in Cerrado & Alta Mogiana, Brazil
On Apr 5th to 6th, we did an informal 2-day trip in Cerrado (MG) and Alta Mogiana (SP), which is in the heart the main #coffee producing...
368 views0 comments
Ryan Delany
Mar 28, 20237 min read
State of the Coffee Market
Half-Pregnant We are in a particularly awkward moment in #coffee, and the stakes are high for the direction of price. Already faced by...
854 views0 comments
Ryan Delany
Jan 10, 20235 min read
Coffee Destination Stocks – A Guide
In #Coffee, and in many #commodities like it, stocks (inventory levels) drive price. This is particularly true in coffee because the...
1,026 views0 comments
Ryan Delany
Dec 15, 20225 min read
Calendar Spreads and their Insights into Commodities Trading
While Calendar Spreads may seem confusing at first, they are actually easy to understand, and more importantly, very useful for...
1,110 views0 comments
Ryan Delany
Dec 8, 20225 min read
Commodity Index Funds: Beyond the Rebalance
Every year around December, those of us in #coffee (and in the commodity industry in general) start talking about “the rebalance.” While...
524 views0 comments
Ryan Delany
Nov 15, 20227 min read
End of an Era: Coffee Market Back in Carry
The current Z/H #calendarspread has been inverted for an entire year (November 2021) and today, it touched a low of -2.6c and is...
935 views0 comments
Igor Bragato
Nov 10, 20223 min read
Hailstorm Smacks Brazil Coffee
A massive #hailstorm happened across the #Brazilian #coffee growing regions this Tuesday, and more is possible today. Many cities were...
1,050 views1 comment
Ryan Delany
Nov 8, 20227 min read
Coffee Supply and Demand Made Easy
Understanding the #SupplyandDemand (S&D) balance sheet is essential for any professional #trader, but can also be extremely daunting. ...
1,061 views0 comments
Igor Bragato
Oct 27, 20224 min read
Technicals Suggest Coffee Bull Market is Over
Despite low certified inventory levels and a persistent inversion, the #coffeemarket has maintained a bearish trend and now even broken...
542 views0 comments
Ryan Delany
Oct 20, 20225 min read
What the Heck is going on in Coffee?
Today #coffeefutures traded below 190c for the first time since July 2021. Despite #coffee prices hitting a high in the 260s back in Feb...
967 views0 comments
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