HumpDayHoratio
Slightly Aged
- Joined
- Jul 18, 2022
- Posts
- 8,128
*****WARNING*****
Do not read further if you haven’t had your morning cup yet!
WE HAVE A GLOBAL COFFEE SHORTAGE!
Do not read further if you haven’t had your morning cup yet!
WE HAVE A GLOBAL COFFEE SHORTAGE!
- VERY BAD NEWS from Brazil continue to worsen, with ongoing SEVERE drought coupled with EXTREME heat about to wipe out all hopes left for even a REMOTELY medium-good 2nd flowering after the 1st 2026 crop flowering FAILED to generate much fruit. The World IS RUNNING OUT OF COFFEE !
- Arabica coffee continued to RALLY on the fast expanding CROP DISASTER in Brazil and daily growing global SUPPLY DEFICIT,
- You are totally right my dear Ernie, because regardless of where the US Tariff-game ends, and regardless of how much and if and when the EUDR may MAY be implemented, none of this will change the fact that the world of #coffee is facing an UNPRECEDENTED supply deficit with ZERO hope for #KC supply recovery until 2029-2030 earliest !!
- If #KC tariffs are reduced NONE OF THIS will help bring a recovery to the supply that is not there and the #COFFEE IS NOT THERE - and it won't come in from ANY NEW CROPS in time to cover WINTER CONSUMPTION demand !!
- BRAZIL coffee exports are in near FREE-FALL for this entire year, running about 8M-9M bags BELOW year ago level so fa

