Soft Commodities Outlook
Coffee, cocoa & sugar market insights
Our dedicated research team compile and produce a complimentary long-term Coffee Market Outlook published three times a year. In addition, our soft commodities technical analysis charts are produced three times a week, analysing the key New York and London coffee, cocoa and sugar markets.
Coffee Market Outlook
This detailed coffee report is produced three times a year and supplemented with more concise coffee crop updates.
Our analysts undertake a macroeconomic assessment of major consuming and producing regions before analysing the recent earnings reports from significant participants. These can help highlight new sales and marketing techniques and coffee consumption changes.
The most extensive section is where we assess the supply and demand outlook using primary data coffee industry data and apply our fundamental models. Finally, we showcase our crop forecasts and highlight any changes before providing price forecasts and possible future and options trading strategies.
Read our short coffee crop update, with commentary on recent price activity, and coffee market forecasts to take advantage of market movements. The coffee industry witnessed turbulent prices last year, affecting both Arabica and Robusta contracts. The industry remains reliant on Brazil and Vietnam, accounting for 58% of the total blend. Although the weather is still a concern, we believe that most of the damage has been done, and the expectations of a super crop are likely to fade. In our view, there is no shortage of coffee overall, but there are gaps in certain regions creating uncertainty regarding coffee accessibility.
Read our short coffee crop update, with commentary on recent price activity, and coffee market forecasts to take advantage of market movements. Since our last report in March 2023, coffee prices have remained broadly unchanged, above 170cts/lb, but the story remains centred around Brazil. Certified stocks have seen a considerable decline, further drawing down on available inventory from the region. While this should have been supportive of higher prices, futures have remained broadly unchanged. As we head into the harvesting period for Arabica, we begin to assess the outlook for the 23/24 crop in this report.
Soft Commodity Technical Charts
Our dedicated research team publish soft commodity technical charts analysis three times a week, covering the New York and London coffee, cocoa and sugar futures markets. The team identifies key support and resistance levels and provides their views on future potential price moves.
We will email you each time a new report has been published.