Coffee Supply and Demand Made Easy
Understanding the #SupplyandDemand (S&D) balance sheet is essential for any professional #trader, but can also be extremely daunting. ...
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Ryan Delany
- Oct 20, 2022
- 5 min
What the Heck is going on in Coffee?
Today #coffeefutures traded below 190c for the first time since July 2021. Despite #coffee prices hitting a high in the 260s back in Feb...
948 views0 comments
Ryan Delany
- Aug 9, 2022
- 6 min
Lay of the Land
#Coffee has confounded both bulls and bears with a sideways movement after one of the most dramatic bull markets in a generation. Since...
515 views0 comments
Ryan Delany
- Nov 11, 2021
- 3 min
7 Data Points to Watch in Coffee
#Coffee is a rapidly changing market and while conviction is essential, we need to be prepared to change our view when the facts change....
387 views0 comments
Ryan Delany
- Nov 1, 2021
- 5 min
The Bear Case for Coffee
The #Robusta spec position hit an all time high of 43% of OI and #Brazilian #farmers are reportedly holding back sales, referring to...
541 views0 comments
Ryan Delany
- Oct 18, 2021
- 3 min
Coffee Report Focus #4: GCA Stocks
After last month's surprise GCA stocks report, many of us in the #coffee industry were watching closely this week's report, because the...
629 views0 comments
Ryan Delany
- Oct 6, 2021
- 2 min
Sea Change in the Cert Stocks
Over the last month #certifiedstocks in #Arabica #Coffee dropped 120k bags, 33,000 of which happened on October 5th. This is a bellwether...
229 views0 comments
Ryan Delany
- Sep 15, 2021
- 4 min
Robusta Inversion, Peak or Just Getting Started?
A few months back I wrote about the +22 inversion in #Robusta #coffeemarket and how that market gets "squeezed". Since then, the F/H...
329 views0 comments
Ryan Delany
- Aug 16, 2021
- 3 min
GCA Stocks Return to Seasonal Expectations, Confirms Deficit
Last month the #GCAstocks, shocked to the downside when they came in below expectations at 5.78 mm bags. This month, we have a...
225 views0 comments
Ryan Delany
- Aug 12, 2021
- 3 min
Brazil Coffee: A Little Dry, or Very Dry?
For the past several weeks and months we have been hearing about #drought and #dryness in Brazil (from our friends like analysts Judy...
307 views0 comments
Ryan Delany
- Jul 22, 2021
- 4 min
Bad to Worse: Frost Update 7/22/2021
In my post from a few days ago, I said that the extent of the damage was not yet known. In the two days since then, the situation has...
701 views2 comments
Ryan Delany
- Jul 13, 2021
- 2 min
The Pied Piper of Coffee
Back in October 2020, the Pied Piper of the Brazil drought led away all of the bearish Rats from the #CoffeeMarket, and now he has...
181 views0 comments
Ryan Delany
- Jul 2, 2021
- 2 min
Buy the Rumor, Sell the Fact: Coffee Frost Risk in 2021
"Buy the Rumor, Sell the Fact" is a favorite phrase in the coffee community, and it is one that we hear every year around this time of...
162 views0 comments
Ryan Delany
- Jun 28, 2021
- 2 min
What's in a Frost?
The #weather forecast is showing #frost in one of the largest producing areas in #Brazil by Jul 1st, if this materializes then we could...
200 views1 comment
Ryan Delany
- Jun 20, 2021
- 3 min
The Doomsday and Mini-Doomsday Inflation Scenarios
The #FederalReserve's #FOMC met this past week, and the results are relevant to us in the #coffeemarket, and indeed all of the...
168 views0 comments
Ryan Delany
- Apr 28, 2021
- 1 min
Commodities Take a Break, Coffee Gets Support
We have been talking about the "macro" trade recently with the entire #commoditymarket getting a boost from the weak #USdollar and...
59 views0 comments