Coffee Memo with Rob Stephen

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.   Suggest a Topic for Rob [https://www.surveymonkey.com/r/KQHVRMR?utm_campaign=No%20campaign&utm_medium=email&_hsenc=p2ANqtz-9BXupjeDmOFMOArpkHsDM_Y5bGf-HPu_jZmqnbA5zR4RK-QBac0tSPx8mdxAkMShca9C4ayel7AdLUZz43yIvQB4vx2g&_hsmi=385627017&utm_content=385630849&utm_source=hs_email]   Part of The Exchange Coffee Podcasting Network [https://www.covoyacoffee.com/podcast]   Visit and Explore Covoya! [https://www.covoyacoffee.com/]

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.     Suggest a Topic for Rob [https://www.surveymonkey.com/r/KQHVRMR?utm_campaign=No%20campaign&utm_medium=email&_hsenc=p2ANqtz-9BXupjeDmOFMOArpkHsDM_Y5bGf-HPu_jZmqnbA5zR4RK-QBac0tSPx8mdxAkMShca9C4ayel7AdLUZz43yIvQB4vx2g&_hsmi=385627017&utm_content=385630849&utm_source=hs_email]   Part of The Exchange Coffee Podcasting Network [https://www.covoyacoffee.com/podcast]   Visit and Explore Covoya! [https://www.covoyacoffee.com/]

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. Suggest a Topic for Rob [https://www.surveymonkey.com/r/KQHVRMR?utm_campaign=No%20campaign&utm_medium=email&_hsenc=p2ANqtz-9BXupjeDmOFMOArpkHsDM_Y5bGf-HPu_jZmqnbA5zR4RK-QBac0tSPx8mdxAkMShca9C4ayel7AdLUZz43yIvQB4vx2g&_hsmi=385627017&utm_content=385630849&utm_source=hs_email]   Part of The Exchange Coffee Podcasting Network [https://www.covoyacoffee.com/podcast]   Visit and Explore Covoya! [https://www.covoyacoffee.com/]

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.   Suggest a Topic for Rob [https://www.surveymonkey.com/r/KQHVRMR?utm_campaign=No%20campaign&utm_medium=email&_hsenc=p2ANqtz-9BXupjeDmOFMOArpkHsDM_Y5bGf-HPu_jZmqnbA5zR4RK-QBac0tSPx8mdxAkMShca9C4ayel7AdLUZz43yIvQB4vx2g&_hsmi=385627017&utm_content=385630849&utm_source=hs_email]   Part of The Exchange Coffee Podcasting Network [https://www.covoyacoffee.com/podcast]   Visit and Explore Covoya! [https://www.covoyacoffee.com/]

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.   Suggest a Topic for Rob [https://www.surveymonkey.com/r/KQHVRMR?utm_campaign=No%20campaign&utm_medium=email&_hsenc=p2ANqtz-9BXupjeDmOFMOArpkHsDM_Y5bGf-HPu_jZmqnbA5zR4RK-QBac0tSPx8mdxAkMShca9C4ayel7AdLUZz43yIvQB4vx2g&_hsmi=385627017&utm_content=385630849&utm_source=hs_email]   Part of The Exchange Coffee Podcasting Network [https://www.covoyacoffee.com/podcast]   Visit and Explore Covoya! [https://www.covoyacoffee.com/]