This week, we analyze the impact of untimely rainfall in coffee and sugar-harvesting origins such as Central America, Colombia, Vietnam, and Thailand. We also assess improving weather forecasts across key cocoa and cotton regions, while highlighting the risks that still warrant close monitoring.

This week, we look at the risk of excessive rain forecast for Vietnam, Central America, Colombia, and Thailand, which could negatively affect key coffee and sugarcane regions during harvest. We also review improving weather outlooks across the major cocoa and cotton origins.  Coffee   Brazil rain forecasts are generally satisfactory going into the 26/27 crop growth phase, while the main risk to coffee crops at this point would be excess rain in Central America, Vietnam and Co

This week, we discuss the flooding in Asia affecting Thailand’s sugarcane crop and Vietnam’s coffee regions, alongside the untimely rains across Europe, the UK, and Central America impacting sugar beet and coffee. We also analyze the risk of unwelcome rain in key cocoa-producing areas of Africa.

Between July 10th and 11th, 2025, we interviewed 622 coffee producers from all coffee regions in Brazil to gather their views on the...

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

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

In this exclusive report, we analyze the findings of our latest Brazil coffee farmer survey, which featured 815 coffee farmers. This report includes total Brazil 25/26 crop forecast, a breakdown of the Arabica and Robusta crops, regional crop conditions and first-hand insights into several Brazilian growing regions.

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

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

The Brazil precipitation outlook has made a dramatic turn around over the last few days, transitioning from dry forecasts igniting fears of a disastrous crop to predicting widespread and abundant rain for October, the main flowering period. Just a week ago, there was little confidence that rain would reach the coffee regions in time for flowering, but now there is nearly a universal agreement that they will arrive on schedule.

Continuation from Part 1

The COT is one of those key reports that everyone in the coffee market can receive for free and it can be used to effectively predict...

Intro

Fundamentals

Exploring Economic Viability of Semi-Washed Brazilian Coffee and Blend Variations In a previous paper (Tenderable Parity Analysis:...

Section 1. Key Findings Over the course of Oct 24th through 31st , 2023 we conducted a survey of Brazilian coffee farmers about their...

In the previous free article, we discussed the dynamics of hedge fund positioning in the coffee market generally. In this premium...

On Aug 25th, we visited a few #coffee producing areas from the Cerrado (MG) region in Brazil and had the opportunity to witness a portion...

By Ryan Delany, Chief Analyst at Coffee Trading Academy 8/25/2023 I. Introduction Coffee futures market is inexorably linked to the...

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,...