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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...

Ryan Delany
Sep 15, 20214 min read


La Niña 2021 and the Coffee Market
#NOAA recently updated the forecast for #LaNiña to 70-80% chance for this season, depending on how this unfolds will determine the extent...

Ryan Delany
Sep 13, 20213 min read


The Trade is Bullish (the Roaster is Not)
Like yin and yang, the Law of #Supply and the of Law of #Demand are complementary economic truths: When prices are high, supply...

Ryan Delany
Sep 7, 20214 min read


The Struggle for $2 Coffee, Comparison with 2014
4 days in a row now #CoffeeMarket has tried and failed to break the psychologically significant 200 level. Back in 2014 #coffeefutures...

Ryan Delany
Sep 2, 20213 min read


Coffee Report Focus 3: Open Interest
One of the reports that serious traders look at on a daily is the Open Interest reports. This report gives rapid insight into whether...

Ryan Delany
Aug 31, 20214 min read


Podcast Launched
Ladies and gentlemen, the Coffee Trading Academy Podcast podcast is launched! Today we have a particularly timely episode with a focus...

Ryan Delany
Aug 24, 20211 min read


Coffee Report Focus #2b: Everything You Ever Wanted to Know about the COT *but were afraid to ask
In part B of my #CoffeeMarket Report Focus on the #COT we will look at the #Disaggregated COT, how to read the COT, and my "Secret"...

Ryan Delany
Aug 23, 20214 min read


Coffee Report Focus #2a: Everything You Ever Wanted to Know about the COT *but were afraid to ask
In this second part of my series on essential reports for traders following the coffee market, we will look at the #COT. This report is...

Ryan Delany
Aug 20, 20213 min read


Why Coffee Certs are Different Now, and NOT Bearish
One of the most important data points to follow in the #coffeemarket is the certified stocks. Every day, I send out my #Coffee...

Ryan Delany
Aug 19, 20213 min read


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...

Ryan Delany
Aug 16, 20213 min read


CTA Merchandise Comes to Animal Crossing
My daughter surprised me by making my merch in her #AnimalCrossing game. Got me right in the feels! Important to have the support of your...

Ryan Delany
Aug 13, 20211 min read


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...

Ryan Delany
Aug 12, 20213 min read


Coffee Report Focus #1: Seasonals
In my quest to offer you the best information and resources available on the coffee market, I will be doing doing a series of posts about...

Ryan Delany
Aug 9, 20214 min read


A Macro Boon for Coffee
Yesterday the #BrazilianCentral Bank announced a rate increase of 1% to combat the rising #inflation. This is the largest increase since...

Ryan Delany
Aug 5, 20215 min read


A Curious Coffee COT Report
Last week's #COT contained a curious fact: during the rally up above 200 cents the #specs actually sold rather than bought. This is...

Ryan Delany
Aug 4, 20213 min read


Coffee Is Unimpressed
The risk of great expectations is great disappointments. Initial assessments are that the much ballyhooed 2nd (technically 3rd) frost of...

Ryan Delany
Jul 30, 20212 min read


1994 Frost Risk
When the market rallied 26c in a day following the 7/20 Frost I casually remarked that I would have to look at the pre-2000s data to find...

Ryan Delany
Jul 29, 20212 min read


Staying Ahead of the Market
It is a terrible feeling to wake up one morning and see that your position has gone against you. Many #exporters and #tradehouses have...

Ryan Delany
Jul 28, 20212 min read


Volatility and Inversion in the Calendar Spreads
The #Arabica #coffeemarket was inverted by 5 bps in N22/U22 as of 7:18am. This is VERY unusual. I'm not trying to be alarmist here, I...

Ryan Delany
Jul 27, 20213 min read


Margin Requirements and Frost #3: What to Expect
Today, the #coffeemarket (#Arabica) rallied +26c at the highs today to 215.20 in September based on #margin increases and renewed #Frost...

Ryan Delany
Jul 26, 20214 min read
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