#Fundamentals

Coffee Trading Academy Blog

Sugar Report Focus #2a: Everything You Ever Wanted to Know about the COT *but were afraid to ask

May 244 min read

Sugar Report Focus #2a: Everything You Ever Wanted to Know about the COT *but were afraid to ask

Updated: May 21, 2024 In this second part of my series on essential reports for traders following the sugar market, we will look at the...

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Cocoa Report Focus #2a: Everything You Ever Wanted to Know about the COT *but were afraid to ask

Ryan Delany

May 234 min read

Cocoa Report Focus #2a: Everything You Ever Wanted to Know about the COT *but were afraid to ask

Updated: May 21, 2024 In this second part of my series on essential reports for traders following the cocoa market, we will look at the...

29 views0 comments

Cotton Report Focus #2a: Everything You Ever Wanted to Know about the COT *but were afraid to ask

Ryan Delany

May 234 min read

Cotton Report Focus #2a: Everything You Ever Wanted to Know about the COT *but were afraid to ask

Updated: May 21, 2024 In this second part of my series on essential reports for traders following the cotton market, we will look at the...

20 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...

1,041 views0 comments

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. ...

1,069 views0 comments

Brazilian Coffee Market Outlook - With Cocapec

Igor Bragato

Sep 21, 20223 min read

Brazilian Coffee Market Outlook - With Cocapec

On Sep 1st, 2022 we spoke with Adilson Machado, the manager of Cocapec, one Brazil’s premier Coffee Coops. Adilson himself is deeply...

350 views0 comments

Ryan Delany

Aug 9, 20226 min read

Lay of the Land

#Coffee has confounded both bulls and bears with a sideways movement after one of the most dramatic bull markets in a generation. Since...

524 views0 comments

Understanding Fundamentals – the 2nd Most Important Skill a Trader Needs

Ryan Delany

Jun 8, 20225 min read

Understanding Fundamentals – the 2nd Most Important Skill a Trader Needs

Understanding the #fundamentals, the environment of #coffee #supply and #demand is the second most important skill that a #coffeetrader...

1,213 views0 comments

Ryan Delany

May 3, 20226 min read

The Frost Rally is Over—Whats Next?

#Coffee prices have crossed the 200 day SMA 4 out of the last 5 trading sessions, and last week marks the first time that this key...

569 views0 comments

Russo-Ukraine Conflict and the Impact on Coffee (and Commodity) Markets

Ryan Delany

Feb 24, 20225 min read

Russo-Ukraine Conflict and the Impact on Coffee (and Commodity) Markets

#Russia has begun aerial bombardment of #Ukraine, including in the capital city of Kiev this morning. What many had hoped (including me)...

1,244 views0 comments

Understanding the US Dollar Impact on the Coffee Market - Part 1

Ryan Delany

Feb 18, 20227 min read

Understanding the US Dollar Impact on the Coffee Market - Part 1

#Coffee is both a financial product and a global #commodity. It is cultivated, consumed, shipped and traded across almost every country...

1,656 views0 comments

Ryan Delany

Feb 1, 20227 min read

Coffee Calendar Spreads are On Fire

Yesterday, #Arabica #certifiedstocks dropped an impressive 70k and the #calendarspreads are going bananas. Calendar spreads in Arabica...

1,224 views0 comments

Ryan Delany

Jan 12, 20228 min read

How I Teach Coffee Trading

On January 24th, I will be teaching my first “Coffee Trader’s Course” of the new year and I wanted to share a little bit about my...

720 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

Robusta Inversion, Peak or Just Getting Started?

Ryan Delany

Sep 15, 20214 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...

342 views0 comments

Coffee Report Focus #2a: Everything You Ever Wanted to Know about the COT *but were afraid to ask

Ryan Delany

Aug 20, 20213 min read

Coffee Report Focus #2a: Everything You Ever Wanted to Know about the COT *but were afraid to ask

In this second part of my series on essential reports for traders following the coffee market, we will look at the #COT. This report is...

2,548 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...

422 views0 comments

Volatility and Inversion in the Calendar Spreads

Ryan Delany

Jul 27, 20213 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...

678 views0 comments

Ryan Delany

Jul 13, 20212 min read

The Pied Piper of Coffee

Back in October 2020, the Pied Piper of the Brazil drought led away all of the bearish Rats from the #CoffeeMarket, and now he has...

186 views0 comments

GCA Stocks vs KC Stocks Which Determines Price?

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

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Coffee Trading Academy Blog

Sign up for your FREE Commodity Market Essentials package and discounts on training (see more options).

Standard Contractual Clauses

Disclaimer

CONTACT US

Cookie Policy

Data Processing Agreement

Privacy Policy

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Sign up for your FREE
Commodity Market Essentials package and discounts on training (see more options).