Ryan DelanyJan 5, 20234 minThe Unexpected End of the Coffee Market Certs CrisisThis year we saw the #coffeemarket ICE-NY certified inventory reach the lowest level in over 20+ years and with prices well above...
Ryan DelanyDec 8, 20225 minCommodity 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...
Ryan DelanyNov 15, 20227 minEnd of an Era: Coffee Market Back in CarryThe current Z/H #calendarspread has been inverted for an entire year (November 2021) and today, it touched a low of -2.6c and is...
Ryan DelanyNov 8, 20227 minCoffee Supply and Demand Made EasyUnderstanding the #SupplyandDemand (S&D) balance sheet is essential for any professional #trader, but can also be extremely daunting. ...