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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. ...
1,069 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
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
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....
413 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
Ryan Delany
Oct 18, 20213 min read
Coffee Report Focus #4: GCA Stocks
After last month's surprise GCA stocks report, many of us in the #coffee industry were watching closely this week's report, because the...
669 views0 comments
Ryan Delany
Oct 6, 20212 min read
Sea Change in the Cert Stocks
Over the last month #certifiedstocks in #Arabica #Coffee dropped 120k bags, 33,000 of which happened on October 5th. This is a bellwether...
246 views0 comments
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
Ryan Delany
Aug 16, 20213 min read
GCA Stocks Return to Seasonal Expectations, Confirms Deficit
Last month the #GCAstocks, shocked to the downside when they came in below expectations at 5.78 mm bags. This month, we have a...
233 views0 comments
Ryan Delany
Aug 12, 20213 min read
Brazil Coffee: A Little Dry, or Very Dry?
For the past several weeks and months we have been hearing about #drought and #dryness in Brazil (from our friends like analysts Judy...
313 views0 comments
Ryan Delany
Jul 22, 20214 min read
Bad to Worse: Frost Update 7/22/2021
In my post from a few days ago, I said that the extent of the damage was not yet known. In the two days since then, the situation has...
710 views2 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
Ryan Delany
Jul 2, 20212 min read
Buy the Rumor, Sell the Fact: Coffee Frost Risk in 2021
"Buy the Rumor, Sell the Fact" is a favorite phrase in the coffee community, and it is one that we hear every year around this time of...
169 views0 comments
Ryan Delany
Jun 28, 20212 min read
What's in a Frost?
The #weather forecast is showing #frost in one of the largest producing areas in #Brazil by Jul 1st, if this materializes then we could...
208 views1 comment
Ryan Delany
Jun 20, 20213 min read
The Doomsday and Mini-Doomsday Inflation Scenarios
The #FederalReserve's #FOMC met this past week, and the results are relevant to us in the #coffeemarket, and indeed all of the...
172 views0 comments
Ryan Delany
Apr 28, 20211 min read
Commodities Take a Break, Coffee Gets Support
We have been talking about the "macro" trade recently with the entire #commoditymarket getting a boost from the weak #USdollar and...
62 views0 comments
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