Ryan DelanyNov 15, 20227 min readEnd of an Era: Coffee Market Back in CarryThe current Z/H #calendarspread has been inverted for an entire year (November 2021) and today, it touched a low of -2.6c and is...
Ryan DelanyOct 20, 20225 min readWhat 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 DelanyJul 7, 20228 min readSpreadpocalypse NowRecently a #coffee researcher friend of mine and I were discussing one of the key topics driving the #coffeemarket today: the disastrous...
Ryan DelanyJun 17, 20225 min readCert 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 DelanyFeb 24, 20225 min readRusso-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)...
Ryan DelanyFeb 1, 20227 min readCoffee Calendar Spreads are On FireYesterday, #Arabica #certifiedstocks dropped an impressive 70k and the #calendarspreads are going bananas. Calendar spreads in Arabica...