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Tenderable Parity Analysis: Exploring Economic Viability of Semi-Washed Brazilian Coffee Blends
By Ryan Delany, Chief Analyst at Coffee Trading Academy 8/25/2023 I. Introduction Coffee futures market is inexorably linked to the...

Ryan Delany
Aug 29, 20236 min read


El Niño Guide for the Coffee Market – Part 2
Part 2 - El Niño Impact on Coffee Production The influence of El Niño on coffee production has a range of effects, spanning from minor...

Igor Bragato
Aug 23, 20236 min read


Tenderable Parity and its Importance to the Coffee Market
After the Brazil frost of 2021, prices skyrocketed and certified inventory dropped from well over 2 million bags to less than 500,000...

Ryan Delany
Aug 17, 20234 min read


El Niño Guide for the Coffee Market - Part 1
The period spanning 1997 to 1998 marked one of the most potent #ElNiño occurrences on record, exerting a substantial influence across the...

Ryan Delany
Aug 15, 20234 min read


Groking the Coffee Market
When I was a very green commodity analyst, my boss said something to me that I will never forget. I was being trained up on the job at...

Ryan Delany
Aug 10, 20235 min read


Origin Focus – Vietnam – Part 1
Vietnam At-A-Glance Production: Avg ~29m bags, last 10 years Coffee Types: Robusta (96%), Arabica (4%) Coffee Harvest: Oct-Jan Key...

Igor Bragato
Aug 3, 20236 min read


How the Brazil Macro Should Affect the Coffee Market
Brazil is in an inflection point, as its Central Bank (BCB) is expected to reduce interest rates for the 1st time after 2 years of hikes,...

Igor Bragato
Jul 19, 20235 min read


Origin Focus – Ethiopia – Part 2
Ethiopia holds a significant position as the third largest #Arabica #coffee producer, considerably impacting the physical pricing of dry...

Ryan Delany
Jul 6, 20235 min read


Will the Coffee Market Continue Benefiting from Currency Support?
Recently, the Federal Reserve president Jeromy Powell doubled down on the hawkish view, resulting in a dollar rally that contributed to...

Igor Bragato
Jun 27, 20235 min read


Origin Focus – Ethiopia - Part 1
Ethiopia At-A-Glance: Production: Avg ~7.5m bags of coffee per year, last 10 years Coffee Types: Arabica (Natural & Washed) Coffee...

Ryan Delany
Jun 8, 20234 min read


Coffee Destination Stocks Update: 5/31/2023
"When the best is gone, the best remains." With the gaping hole left by the discontinuation of the GCA stock report, the ECF stock report...

Ryan Delany
May 31, 20234 min read


How to Read our Free Technical Analysis Reports for Soft Commodities Markets
Intro As fundamental analysts, we believe prices are primarily driven by #supply and #demand. However, we also recognize the significant...

Ryan Delany
May 18, 20239 min read


Coffee Origin Focus: Indonesia – Part 2
Indonesia's status as the world's fourth-largest coffee origin makes it a critical factor in global coffee balance sheets, particularly...

Igor Bragato
May 11, 20236 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...

Ryan Delany
May 9, 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%...

Igor Bragato
May 4, 20235 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...

Ryan Delany
May 2, 20236 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,...

Ryan Delany
Apr 25, 20238 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...

Ryan Delany
Apr 20, 20233 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...

Igor Bragato
Apr 14, 20235 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...

Ryan Delany
Mar 28, 20237 min read
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