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...

Intro The Arabica coffee market has experienced a major rally of ~22c in just 2 short weeks. The sudden and substantial increase has come...

One of the reports that serious Cocoa traders look at on a daily is the Open Interest reports. This report gives rapid insight into...

A few weeks ago, the ICE announced a new rule for the coffee market that made it explicitly forbidden to "recertify" coffee. There are...

Brazil experienced a relatively early #coffee flowering this year, with some reports saying that up to 50% (50!?! Really? 🤨) of the crop...

Vietnam holds a pivotal position on the global coffee stage as the world's largest producer of Robusta coffee beans. This significant...

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...

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

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

The period spanning 1997 to 1998 marked one of the most potent #ElNiño occurrences on record, exerting a substantial influence across the...

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...

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

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,...

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

Recently, the Federal Reserve president Jeromy Powell doubled down on the hawkish view, resulting in a dollar rally that contributed to...

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

"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...

Intro As fundamental analysts, we believe prices are primarily driven by #supply and #demand. However, we also recognize the significant...