Coffee Memo with Rob Stephen

Coffee Memo with Rob Stephen

By Covoya Specialty CoffeeBusiness
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Coffee Memo with Rob Stephen episodes

  • Coffee Memo | Why Does The Coffee Market Move? Ep 22

    This Episode Touches On:

    • Supply and demand dynamics in coffee
    • Impact of weather on coffee crops
    • Logistics and transportation challenges
    • Currency fluctuations and their effects
    • Human emotions and market sentiment
    • Market prediction and volatility factors

     

     

    THIS EPISODE IS AVAILABLE AS A VIDEO PODCAST ON YOUTUBE!

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    35 min
  • Coffee Memo | Travel, SCA, Decaf, Free Trade, Market Ep 21

     Key  Topics

    • Industry evolution and future outlook
    • Consumer trends in Europe
    • Impact of USMCA on coffee trade
    • Decaffeination methods and regulations
    • Market volatility and supply chain dynamics
    • European coffee culture and consumer behavior
    • Innovation and adaptation in the coffee industry
    • Role of trade associations

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      24 min
    • Coffee Memo | Rob Talks Moving Market and the T Word Ep. 20

      Takeaways

      • We've had price movement down, which is great for roasters.
      • Caution is warranted in the current market.
      • We have very smart people here at Cavoya.
      • It's very frustrating for everyone involved with tariffs.
      • Coffee will be exempt from new tariffs...for now.
      • Hope is not a strategy for pricing decisions.
      • Look at the market through your operating budget.
      • Start looking at the market through the lens of your business.

        •  

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        16 min
      • Coffee Memo | Rob Talks El Nino Ep. 19

        Takeaways

        • Weather is a powerful and often misunderstood aspect of the coffee industry.
        • El Niño and La Niña significantly influence coffee production and market dynamics.
        • The impact of weather on coffee is not uniform; it varies by region and time.
        • Coffee trees require specific weather conditions at critical growth stages.
        • Understanding weather patterns helps in assessing risks in coffee production.
        • El Niño can create both risks and opportunities for coffee growers.
        • Regional data is crucial for understanding the specific impacts of weather on coffee.
        • Having a contingency plan is essential in coffee.
        • The conversation emphasizes the importance of separating signal from noise in weather-related news.

          •  

           

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          19 min
        • Coffee Memo | Rob Talks Pipeline, Producers, Prices Ep. 18

          Takeaways

          • The coffee market is currently experiencing a sideways trading pattern.
          • Producers are holding onto coffee due to strong financial positions.
          • There is a large crop expected from Brazil, which may affect prices.
          • Physical storage issues may compel producers to sell coffee.
          • Market sentiment suggests prices may drop as supply increases.
          • Producers are psychologically positioned to wait for better prices.
          • The coffee supply chain is facing historic lows in inventory.
          • Market movements can happen slowly and then all at once.
          • Producers are gambling with their coffee supply until the market changes.

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            15 min
          • Coffee Memo | Rob and Mark Talk the Future of Coffee

             Takeaways

            • The future of coffee is a current affair.
            • Market trends are influenced by geopolitical events and supply chain issues.
            • Specialty coffee producers face significant challenges, including labor costs and climate change.
            • Mechanization is becoming essential for coffee farming to remain viable.
            • Quality coffee should be priced appropriately to support farmers.
            • Building long-term relationships with producers is crucial for quality assurance.
            • Resilience and adaptability are key to surviving in the coffee industry.
            • Understanding market dynamics is essential for making informed decisions.
            • Quick decision-making can lead to seizing fleeting opportunities.
            • The coffee industry is always facing new challenges, requiring constant vigilance.

              •  

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              28 min
            • Coffee Memo | Rob Talks Fertilizer Shortage Ep. 16

              Takeaways

              • Coffee is a heavily fertilized product.
              • Fertilizer is essential for coffee quality and yield.
              • Global supply chain issues are impacting fertilizer availability.
              • Brazil relies on imports for 85% of its fertilizer needs.
              • Fertilizer prices have significantly increased recently.
              • The war in Ukraine affects global fertilizer supply.
              • Long-term impacts on coffee production could be severe.
              • Market trends may not yet reflect these supply chain issues.
              • Farmers face tough choices regarding fertilizer use.
              • The coffee industry must consider agricultural dependencies.

                •  

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                15 min
              • Coffee Memo | Rob Talks War, Brazilian Real, Tariffs Ep. 15

                Topics Include

                • Suez Canal
                • Currency fluctuations, especially the Brazilian real and US dollar
                • Brazilian domestic policy and its effect on coffee exports
                • Market volatility driven by geopolitical and logistical factors
                • Tariff refunds

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                  15 min
                • Coffee Memo | Rob's Daily Dashboard Ep. 14

                  Chapters

                  01:22 Rob's Morning Coffee and Brain Activation Routine

                  02:11 First Data Source: Market Screen and Live Feed

                  03:16 Using Charts for Market Sentiment and Direction

                  04:45 Monitoring Overnight Market Changes and Pending Grading

                  05:50 Reading the Crop Report and COT Data for Market Sentiment

                  06:06 Email and News Digest as Market Indicators

                  07:06 Skimming Reports and Managing Information Overload

                  08:21 Using Alerts and External News for Market Fundamentals

                  09:15 The Value of Bloomberg and Objective Reporting

                  10:20 Talking to Peers for Perspective and Avoiding Echo Chambers

                  11:23 Current Events: Tariffs and Legal Decisions Impacting Trade

                  12:46 Market Outlook: Supply, Demand, and Price Trends

                  14:25 Brazil Crop Outlook and Producer Strategies

                  15:08 Market Volatility and Future Contract Expectations

                  16:11 Upcoming Live Podcast Event in San Diego

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                  18 min
                • Coffee Memo | Rob Talks About the Market Moving Ep. 13

                  Takeaways

                  • February is the busiest month for coffee buyers.
                  • Current market prices are experiencing a steep decline.
                  • The gap between current and future coffee prices is narrowing.
                  • Brazil's coffee crop forecast looks promising this year.
                  • Coffee stocks are slowly increasing, but still below optimal levels.
                  • Brazil's coffee consumption fell by 2.5% last year.
                  • No significant news from the White House meeting is a positive sign.
                  • Market dynamics can change rapidly, impacting prices.

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                  14 min

                About Coffee Memo with Rob Stephen

                From the publisher's feed

                Managing Director for Covoya Specialty Coffee, Rob Stephen, talks about coffee industry news and current affairs.