Articles by Coffee Memo with Rob Stephen

Rob discusses the critical role of fertilizer in coffee production, the challenges posed by global supply chain issues, and the potential long-term impacts on coffee quality and supply.

Rob talks about some of the complex factors currently influencing the global coffee market, including war, logistical challenges, and the Brazilian Real, providing insights into how these elements create market volatility.

 Rob shares his daily dashboard for market analysis, including data sources, tools, and routines that inform his decision-making in the coffee industry.

Rob talks about the current state of the coffee market, highlighting significant price fluctuations and the impact of supply chain dynamics.

Rob and Mike reflect on the tumultuous year of 2025 in the coffee industry, discussing the challenges posed by tariffs, inverted markets, working capital, and of course prices.

Rob talks about coffee forecasts, discussing how they are formed, the various factors that influence coffee production, and the impact of these forecasts on market sentiment and pricing. 

Rob talks about the Commitment of Traders (COT) report for coffee and it's function and value as a tool for understanding the coffee market. 

Tariffs are in the news so Rob breaks down what's happening and, more importantly, what's not happening.

We opened up the mailbag so Rob could answer questions about The Exchange (not us...the Intercontinental one), the inverted market, certified stocks and more.

Rob Stephen discusses the critical role of certified coffee stocks in the coffee market. He explains how these stocks function, their historical context, and their impact on current market dynamics.