Every day I send out a #certifiedstocks #report to my free and premium subscribers because it is one of the most relevant and useful...

Exactly one year ago the Vietnamese differentials peaked at unbelievable high levels, a new high far higher than any historical numbers:...

(Read Part 1 here) Introduction   Brazil holds a special place in the history of cocoa production and trade. From a global powerhouse to...

Brazil Cocoa Sector – At A Glance   • Avg. Annual Production: 250 MMT (10-year average).  • Key Regions: Bahia and Pará (over 95% of...

In this exclusive report, we analyze the findings of our latest Brazil sugarcane farmer survey, which featured the views of associations...

Coffee and the USD are both selling off this morning in the wake of the US tariff announcement yesterday. This is an unusual combination...

The old joke goes: if you want to get a million dollars trading coffee, start with two million. (In other words, the only thing...

Introduction    This season, the arrivals in Ivory Coast (the world’s largest cocoa producer) have told a surprising and evolving story...

For over a year now, the chocolate industry has been facing an unprecedented increase in costs on cocoa beans. Prices have skyrocketed...

In this exclusive report, we analyze the findings of our latest Brazil coffee farmer survey, which featured 815 coffee farmers. This...

Brazil is the dominant force in the global coffee market, it’s responsible for nearly 40% of the world's annual coffee production. The...

Read Part 1 here . In just seven months, the Ivory Coast, the undisputed juggernaut of cocoa production, will host elections featuring...

(Continued from Part 1) The New Paradigm   An old mentor of mine once said to me, “when someone tells you that its a new paradigm, run...

One widely held assumption I have heard for years is that global coffee demand is fairly stable.   There is a reason that it is generally...

The coffee market has skyrocketed to an unprecedented 400c, following years of prolonged inversion and a historic price surge, reaching...

Date: Jan 21-23rd Visited: Varginha, Três Pontas, Guaxupé, Areado – farms and cooperatives   Takeaways ·        There has been a visual...

2024 was a historic year for coffee where prices rallied above $3 to an all-time high for the market.  While this price was not as crazy...

The #sugar market experienced a sharp -0.9c selloff today, breaking below the lower boundary of the well-established 3-month...

The #Arabica #coffeemarket has rallied to unprecedent highs this morning, surpassing all-time highs of 330c by hefty 16c while breaking...

Disclaimer: This was a two-day field research trip, which included a series of discussions with a broad range of stakeholders. We...