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

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.

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...

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

#Robusta experienced a dramatic rally from 1750 in N up to nearly 2500 in April, a rally of 40%. #Arabica experienced a similar though...

The coffee market has experienced an impressive rally recently, with both #Arabica (+34c,+19.8%) and #Robusta (+$27, +1.2%) markets...

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...

Half-Pregnant We are in a particularly awkward moment in #coffee, and the stakes are high for the direction of price. Already faced by...

In #Coffee, and in many #commodities like it, stocks (inventory levels) drive price. This is particularly true in coffee because the...

While Calendar Spreads may seem confusing at first, they are actually easy to understand, and more importantly, very useful for...

Every year around December, those of us in #coffee (and in the commodity industry in general) start talking about “the rebalance.” While...

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...

Halloween is coming this month, and in keeping with the spooky traditions of this month I want to share a number with all of my #coffee...

On Sep 1st, 2022 we spoke with Adilson Machado, the manager of Cocapec, one Brazil’s premier Coffee Coops. Adilson himself is deeply...

On August 17th, we visited the city of Araguari, localized in the Cerrado Mineiro, one of Brazil’s main #coffee producing areas. Our...

The #coffeemarket is in a very different dynamic than it was 3 months ago, and we are getting near to a new paradigm: the bear market. In...

Yesterday, #Arabica #certifiedstocks dropped an impressive 70k and the #calendarspreads are going bananas. Calendar spreads in Arabica...

Our first rule of our coffee trading rules is “Know Brazil, know the BRL”. #Brazil is the powerhouse of the #coffeemarket. Boasting the...

#Coffee is a rapidly changing market and while conviction is essential, we need to be prepared to change our view when the facts change....

Over the last month #certifiedstocks in #Arabica #Coffee dropped 120k bags, 33,000 of which happened on October 5th. This is a bellwether...