Igor BragatoNov 10, 20223 min readHailstorm Smacks Brazil CoffeeA massive #hailstorm happened across the #Brazilian #coffee growing regions this Tuesday, and more is possible today. Many cities were...
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 DelanySep 7, 20214 min readThe 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 DelanyJul 27, 20213 min readVolatility and Inversion in the Calendar SpreadsThe #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...
Ryan DelanyJul 22, 20214 min readBad to Worse: Frost Update 7/22/2021In 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...