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Coffee Trading Academy Blog
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
Ryan Delany
Jun 6, 20244 min read
Cotton Report Focus #1: Seasonals
Updated:Â May 22, 2024 In my quest to offer you the best information and resources available on the cotton market, I will be doing doing a...
18 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
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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...
766 views0 comments
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Ryan Delany
Jun 17, 20225 min read
Cert Stocks Below 1 Million, What Next?
One of the key components that I use, when trying to ascertain fair value of #coffeefutures is the #certifiedinventory, and the outlook...
453 views0 comments
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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
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Ryan Delany
Dec 28, 20214 min read
How to Read Coffee Weather
#Weather is one of the key reasons that agricultural #commodities are volatile, and in #coffee this is particularly acute. It is often...
1,025 views0 comments

Ryan Delany
Dec 7, 20213 min read
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...
433 views0 comments
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Ryan Delany
Nov 17, 20214 min read
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...
653 views1 comment

Ryan Delany
Nov 9, 20214 min read
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...
428 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
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Ryan Delany
Oct 4, 20213 min read
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...
350 views0 comments

Ryan Delany
Sep 7, 20214 min read
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...
368 views0 comments
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Ryan Delany
Sep 2, 20213 min read
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...
373 views0 comments

Ryan Delany
Aug 19, 20213 min read
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...
459 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
Aug 9, 20214 min read
Coffee Report Focus #1: Seasonals
In my quest to offer you the best information and resources available on the coffee market, I will be doing doing a series of posts about...
2,283 views0 comments

Ryan Delany
Aug 4, 20213 min read
A Curious Coffee COT Report
Last week's #COT contained a curious fact: during the rally up above 200 cents the #specs actually sold rather than bought. This is...
600 views0 comments
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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...
681 views0 comments
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Ryan Delany
Jul 26, 20214 min read
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...
658 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...
711 views2 comments
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