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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...

Ryan Delany
Oct 20, 20225 min read
968 views
0 comments


Spreadpocalypse Now
Recently a #coffee researcher friend of mine and I were discussing one of the key topics driving the #coffeemarket today: the disastrous...

Ryan Delany
Jul 7, 20228 min read
766 views
0 comments


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...

Ryan Delany
May 25, 20228 min read
593 views
0 comments


More Dry Weather in Brazil: Cause for Concern?
Those of you who receiving my premium reports have seen me discussing the weather in #Brazil for some time now, and I wanted to open it...

Ryan Delany
Dec 7, 20213 min read
433 views
0 comments


Breakout of the Decade
#Coffeefutures have broken out of the 200-210 range, surpassed its post #frost high of highest 217.85, and even surpassed the highs of...

Ryan Delany
Nov 17, 20214 min read
653 views
1 comment


The 3 Weather Stories Developing in Coffee
#Weather is one of the inherent drivers in coffee market volatility and right now there are 3 developing stories that all #coffeetraders...

Ryan Delany
Nov 9, 20214 min read
428 views
0 comments


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...

Ryan Delany
Nov 1, 20215 min read
549 views
0 comments


Raining on the Bullish Parade
The #Brazil 22/23 #coffee crop has been through a lot this year already, but over the weekend we finally had some good news for the...

Ryan Delany
Oct 4, 20213 min read
350 views
0 comments


La Niña 2021 and the Coffee Market
#NOAA recently updated the forecast for #LaNiña to 70-80% chance for this season, depending on how this unfolds will determine the extent...

Ryan Delany
Sep 13, 20213 min read
364 views
0 comments


The Trade is Bullish (the Roaster is Not)
Like yin and yang, the Law of #Supply and the of Law of #Demand are complementary economic truths: When prices are high, supply...

Ryan Delany
Sep 7, 20214 min read
371 views
0 comments


The Struggle for $2 Coffee, Comparison with 2014
4 days in a row now #CoffeeMarket has tried and failed to break the psychologically significant 200 level. Back in 2014 #coffeefutures...

Ryan Delany
Sep 2, 20213 min read
373 views
0 comments


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...

Ryan Delany
Aug 12, 20213 min read
313 views
0 comments


Margin Requirements and Frost #3: What to Expect
Today, the #coffeemarket (#Arabica) rallied +26c at the highs today to 215.20 in September based on #margin increases and renewed #Frost...

Ryan Delany
Jul 26, 20214 min read
661 views
0 comments


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...

Ryan Delany
Jul 22, 20214 min read
711 views
2 comments


*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...

Ryan Delany
May 11, 20212 min read
50 views
0 comments
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