Impact of Recent USD Trends on the Coffee Market – a Retrospective
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The US #dollar is one of the many factors (of which fundamentals are primary) that influence the #coffeemarket. Notably in the last two...
Igor Bragato
Oct 94 min read
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...
238 views0 comments
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...
449 views0 comments
Ryan Delany
Aug 10, 20235 min read
Groking the Coffee Market
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...
410 views0 comments
Ryan Delany
May 31, 20234 min read
Coffee Destination Stocks Update: 5/31/2023
"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...
428 views0 comments
Ryan Delany
Apr 25, 20238 min read
What AI Will (and Will Not) Mean for Commodity Markets
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,...
553 views0 comments
Ryan Delany
Jan 5, 20234 min read
The Unexpected End of the Coffee Market Certs Crisis
This year we saw the #coffeemarket ICE-NY certified inventory reach the lowest level in over 20+ years and with prices well above...
946 views1 comment
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. ...
1,061 views0 comments
Igor Bragato
Oct 27, 20224 min read
Technicals Suggest Coffee Bull Market is Over
Despite low certified inventory levels and a persistent inversion, the #coffeemarket has maintained a bearish trend and now even broken...
542 views0 comments
Ryan Delany
Oct 20, 20225 min read
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...
967 views0 comments
Igor Bragato
Oct 18, 20225 min read
Objective Coffee Weather Analysis on a Global Scale
Since #Coffee is an agricultural product, the weather is an essential component in the #coffeemarket. The fact that we must rely on...
295 views0 comments
Ryan Delany
Oct 11, 20225 min read
How the Coffee Market Inversion can Break Itself
One of the most striking features of the #coffeemarket in recent times is the high inversion of calendar spreads instigated by the record...
1,253 views0 comments
Igor Bragato
Oct 6, 20227 min read
How the Brazilian Elections Affect the Coffee Market
The Brazilian presidential elections are happening and the question that arises for us is: how does this affect the #coffeemarket? In...
555 views0 comments
Ryan Delany
Oct 4, 20225 min read
Cert Stock Horror Show-Case Study of 1996
Halloween is coming this month, and in keeping with the spooky traditions of this month I want to share a number with all of my #coffee...
732 views0 comments
Ryan Delany
Aug 16, 20223 min read
Invasion of the Certs
There are now an impressive 263k bags of #coffee pending grading in Antwerp, and this puts a different spin on the bullishness of the...
450 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
Ryan Delany
Jul 7, 20228 min read
Spreadpocalypse Now
Recently a #coffee researcher friend of mine and I were discussing one of the key topics driving the #coffeemarket today: the disastrous...
765 views0 comments
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...
591 views0 comments
Ryan Delany
May 10, 20225 min read
Understanding Physical Coffee Prices
It is a well-worn cliché to those of us in the #coffeeindustry to compare coffees to wines but it helps us convey to the lay-person the...
6,031 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
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