Coffee Memo with Rob Stephen

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

Episode Summary

Rob talks about the current state of the coffee market, focusing on recent weather events in Brazil, supply and demand dynamics, and the potential shifts in global trade due to tariffs and regulations. He emphasizes the importance of strategic planning and scenario analysis for coffee businesses in light of these uncertainties.

Episode Notes

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.