Ryan DelanyJul 7, 20228 min readSpreadpocalypse NowRecently a #coffee researcher friend of mine and I were discussing one of the key topics driving the #coffeemarket today: the disastrous...
Ryan DelanyFeb 1, 20227 min readCoffee Calendar Spreads are On FireYesterday, #Arabica #certifiedstocks dropped an impressive 70k and the #calendarspreads are going bananas. Calendar spreads in Arabica...
Ryan DelanyNov 1, 20215 min readThe Bear Case for CoffeeThe #Robusta spec position hit an all time high of 43% of OI and #Brazilian #farmers are reportedly holding back sales, referring to...
Ryan DelanyOct 6, 20212 min readSea Change in the Cert StocksOver the last month #certifiedstocks in #Arabica #Coffee dropped 120k bags, 33,000 of which happened on October 5th. This is a bellwether...