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Coffee Memo | Rob Talks Coffee Market and Supply Structure Ep. 2

Coffee Memo | Rob Talks Coffee Market and Supply Structure Ep. 2

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Takeaways

  • The coffee market is unpredictable and requires constant scenario planning.
  • Recent cold weather in Brazil had minimal impact on overall crop size.
  • Demand for coffee remains strong despite market fluctuations.
  • Supply and demand dynamics are crucial in determining coffee prices.
  • Tariffs and regulations are reshaping global coffee trade patterns.
  • The EUDR will complicate coffee imports from Africa to Europe.
  • China's increased authorization of Brazilian exporters could shift trade flows.
  • Roasters are currently facing challenges in sourcing coffee.
  • Understanding the global coffee supply chain is essential for businesses.
  • Strategic planning is vital for navigating market uncertainties.

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