The US #dollar is one of the many factors (of which fundamentals are primary) that influence the #coffeemarket. Notably in the last two...

The Brazil precipitation outlook has made a dramatic turn around over the last few days, transitioning from dry forecasts igniting fears...

Brazil experienced a relatively early #coffee flowering this year, with some reports saying that up to 50% (50!?! Really? 🤨) of the crop...

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...

The period spanning 1997 to 1998 marked one of the most potent #ElNiño occurrences on record, exerting a substantial influence across the...

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...

Ethiopia holds a significant position as the third largest #Arabica #coffee producer, considerably impacting the physical pricing of dry...

"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...

Intro As fundamental analysts, we believe prices are primarily driven by #supply and #demand. However, we also recognize the significant...

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,...

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...

Half-Pregnant We are in a particularly awkward moment in #coffee, and the stakes are high for the direction of price. Already faced by...

In #Coffee, and in many #commodities like it, stocks (inventory levels) drive price. This is particularly true in coffee because the...

While Calendar Spreads may seem confusing at first, they are actually easy to understand, and more importantly, very useful for...

Every year around December, those of us in #coffee (and in the commodity industry in general) start talking about “the rebalance.” While...

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...

A massive #hailstorm happened across the #Brazilian #coffee growing regions this Tuesday, and more is possible today. Many cities were...

Understanding the #SupplyandDemand (S&D) balance sheet is essential for any professional #trader, but can also be extremely daunting. ...

Despite low certified inventory levels and a persistent inversion, the #coffeemarket has maintained a bearish trend and now even broken...

Today #coffeefutures traded below 190c for the first time since July 2021. Despite #coffee prices hitting a high in the 260s back in Feb...