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...
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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...
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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...
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Ryan Delany
May 2, 20236 min read
The Impressive Rise of Robusta: S&D Considerations
#Robusta experienced a dramatic rally from 1750 in N up to nearly 2500 in April, a rally of 40%. #Arabica experienced a similar though...
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Ryan Delany
Apr 20, 20233 min read
Approaching 2 Key Technical Thresholds in the Coffee Market
The coffee market has experienced an impressive rally recently, with both #Arabica (+34c,+19.8%) and #Robusta (+$27, +1.2%) markets...
604 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...
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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...
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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. ...
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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...
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Ryan Delany
May 25, 20228 min read
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...
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Ryan Delany
Feb 9, 20225 min read
Breaking the Robusta Inversion
#Tradehouses have shipped at least 18,000 MT of #Robusta from #Indonesia and #Vietnam to #Europe in the month of January and there are...
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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...
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Ryan Delany
Jan 18, 20227 min read
Real Deal on the Brazilian Real: How Brazilian Forex Influences the Coffee Market
Our first rule of our coffee trading rules is “Know Brazil, know the BRL”. #Brazil is the powerhouse of the #coffeemarket. Boasting the...
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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 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...
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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...
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Ryan Delany
Jul 9, 20214 min read
Squeeze in Robusta Spills into Arabica
(Edit: An earlier version of this article erroneously quoted the MiFiD position limits rather than the ICE Eur Delivery Limits. This has...
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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...
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Ryan Delany
Apr 25, 20212 min read
2 Points on ECF Stock Rise
Given the #EuropeanCoffeeFederation (#ECF)'s recent issuance of the stock report, I wanted to review the numbers and see what we can...
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