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Cotton Report Focus #1: Seasonals
Updated: May 22, 2024 In my quest to offer you the best information and resources available on the cotton market, I will be doing doing a...
Ryan Delany
Jun 6, 20244 min read
18 views
0 comments

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...
Ryan Delany
Oct 20, 20225 min read
968 views
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Spreadpocalypse Now
Recently a #coffee researcher friend of mine and I were discussing one of the key topics driving the #coffeemarket today: the disastrous...
Ryan Delany
Jul 7, 20228 min read
766 views
0 comments

Cert Stocks Below 1 Million, What Next?
One of the key components that I use, when trying to ascertain fair value of #coffeefutures is the #certifiedinventory, and the outlook...
Ryan Delany
Jun 17, 20225 min read
455 views
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Changing Landscape in the Coffee Market
The #coffeemarket is in a very different dynamic than it was 3 months ago, and we are getting near to a new paradigm: the bear market. In...
Ryan Delany
May 25, 20228 min read
593 views
0 comments

How to Read Coffee Weather
#Weather is one of the key reasons that agricultural #commodities are volatile, and in #coffee this is particularly acute. It is often...
Ryan Delany
Dec 28, 20214 min read
1,070 views
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More Dry Weather in Brazil: Cause for Concern?
Those of you who receiving my premium reports have seen me discussing the weather in #Brazil for some time now, and I wanted to open it...
Ryan Delany
Dec 7, 20213 min read
433 views
0 comments

Breakout of the Decade
#Coffeefutures have broken out of the 200-210 range, surpassed its post #frost high of highest 217.85, and even surpassed the highs of...
Ryan Delany
Nov 17, 20214 min read
653 views
1 comment

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
0 comments

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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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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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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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
464 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
0 comments

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
2,353 views
0 comments

A Curious Coffee COT Report
Last week's #COT contained a curious fact: during the rally up above 200 cents the #specs actually sold rather than bought. This is...
Ryan Delany
Aug 4, 20213 min read
601 views
0 comments

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
685 views
0 comments

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
0 comments

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
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