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Ryan Delany
May 9, 20235 min read
The Next 6 Months in Coffee Market, What to Expect
The time before the Brazil harvest is typically a period of maximum tightness. We are globally drawing down inventories the world over...
913 views0 comments
Igor Bragato
May 4, 20235 min read
Coffee Origin Focus: Indonesia
Indonesia At-A-Glance: Production: ~11m bags of coffee per year, for the last 10 years Coffee Types: Robusta 90% (~10m), Arabica 10%...
582 views0 comments
Ryan Delany
May 2, 20236 min read
The Impressive Rise of Robusta: S&D Considerations
#Robusta experienced a dramatic rally from 1750 in N up to nearly 2500 in April, a rally of 40%. #Arabica experienced a similar though...
420 views0 comments
Ryan Delany
Apr 25, 20238 min read
What AI Will (and Will Not) Mean for Commodity Markets
Someone asked me about what #AI will mean in the #coffeemarket and I gave a bit of a flippant answer about how it wouldn't change much,...
556 views0 comments
Ryan Delany
Apr 20, 20233 min read
Approaching 2 Key Technical Thresholds in the Coffee Market
The coffee market has experienced an impressive rally recently, with both #Arabica (+34c,+19.8%) and #Robusta (+$27, +1.2%) markets...
605 views0 comments
Igor Bragato
Apr 14, 20235 min read
Brief Coffee Crop Tour in Cerrado & Alta Mogiana, Brazil
On Apr 5th to 6th, we did an informal 2-day trip in Cerrado (MG) and Alta Mogiana (SP), which is in the heart the main #coffee producing...
369 views0 comments
Ryan Delany
Mar 28, 20237 min read
State of the Coffee Market
Half-Pregnant We are in a particularly awkward moment in #coffee, and the stakes are high for the direction of price. Already faced by...
855 views0 comments
Igor Bragato
Mar 15, 20235 min read
Coffee Origin Focus Part 2 – Colombia: Weather, Coffee Regions & Production
(Click here for Coffee Origin Focus Part 1 – Colombia) Colombia’s role as the largest producer of washed Arabica coffees in the world...
364 views0 comments
Ryan Delany
Feb 16, 20233 min read
Coffee Origin Focus: – Colombia
Colombia At-A-Glance: Produced 10 - 14 million bags of coffee per year from 2013-2023 Coffee Types: Washed Arabica (Typica, Bourbon,...
475 views0 comments
Ryan Delany
Jan 10, 20235 min read
Coffee Destination Stocks – A Guide
In #Coffee, and in many #commodities like it, stocks (inventory levels) drive price. This is particularly true in coffee because the...
1,061 views0 comments
Ryan Delany
Jan 5, 20234 min read
The Unexpected End of the Coffee Market Certs Crisis
This year we saw the #coffeemarket ICE-NY certified inventory reach the lowest level in over 20+ years and with prices well above...
951 views1 comment
Ryan Delany
Dec 15, 20225 min read
Calendar Spreads and their Insights into Commodities Trading
While Calendar Spreads may seem confusing at first, they are actually easy to understand, and more importantly, very useful for...
1,162 views0 comments
Ryan Delany
Dec 8, 20225 min read
Commodity Index Funds: Beyond the Rebalance
Every year around December, those of us in #coffee (and in the commodity industry in general) start talking about “the rebalance.” While...
545 views0 comments
Ryan Delany
Nov 15, 20227 min read
End of an Era: Coffee Market Back in Carry
The current Z/H #calendarspread has been inverted for an entire year (November 2021) and today, it touched a low of -2.6c and is...
935 views0 comments
Igor Bragato
Nov 10, 20223 min read
Hailstorm Smacks Brazil Coffee
A massive #hailstorm happened across the #Brazilian #coffee growing regions this Tuesday, and more is possible today. Many cities were...
1,053 views1 comment
Ryan Delany
Nov 8, 20227 min read
Coffee Supply and Demand Made Easy
Understanding the #SupplyandDemand (S&D) balance sheet is essential for any professional #trader, but can also be extremely daunting. ...
1,094 views0 comments
Igor Bragato
Oct 27, 20224 min read
Technicals Suggest Coffee Bull Market is Over
Despite low certified inventory levels and a persistent inversion, the #coffeemarket has maintained a bearish trend and now even broken...
542 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
Igor Bragato
Oct 18, 20225 min read
Objective Coffee Weather Analysis on a Global Scale
Since #Coffee is an agricultural product, the weather is an essential component in the #coffeemarket. The fact that we must rely on...
300 views0 comments
Ryan Delany
Oct 11, 20225 min read
How the Coffee Market Inversion can Break Itself
One of the most striking features of the #coffeemarket in recent times is the high inversion of calendar spreads instigated by the record...
1,286 views0 comments
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