Why Coffee Certs are Different Now, and NOT Bearish
One of the most important data points to follow in the #coffeemarket is the certified stocks. Every day, I send out my #Coffee...
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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...
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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...
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Ryan Delany
Aug 5, 20215 min read
A Macro Boon for Coffee
Yesterday the #BrazilianCentral Bank announced a rate increase of 1% to combat the rising #inflation. This is the largest increase since...
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Ryan Delany
Jul 27, 20213 min read
Volatility and Inversion in the Calendar Spreads
The #Arabica #coffeemarket was inverted by 5 bps in N22/U22 as of 7:18am. This is VERY unusual. I'm not trying to be alarmist here, I...
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Ryan Delany
Jun 24, 20212 min read
GCA Stocks vs KC Stocks Which Determines Price?
We have a fundamental disconnect between #CertStocks which are approaching the 5 year highs and #GCAstocks which are flirting with their...
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Ryan Delany
May 28, 20213 min read
*Is the Rally Here?*
Another big day in the #CoffeeMarkets this time spurred by two pieces of news: 1) Brazilian gov't is issuing water advisories in several...
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Ryan Delany
May 11, 20212 min read
*The Commodities vs Coffee*
"When all you have is a hammer, all of your problems look like nails." As a "coffee guy" or "coffee gal", it can be very easy to get...
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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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Ryan Delany
Apr 22, 20212 min read
What does Disaster look like for Coffee? 170c and beyond...
Those of us following the #coffeemarket, know that there was heat damage that caused flowers to abort from the #coffee trees in #Brazil,...
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