Articles by Coffee Memo with Rob Stephen

Articles by Coffee Memo with Rob Stephen

Coffee Memo | Rob Talks COT Report for Coffee Ep. 10

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. 

November 25, 2025
47 view(s)

Coffee Memo | Headline Edition: Tariff Updates

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

November 18, 2025
78 view(s)

Coffee Memo | Rob Answers Questions from the Mailbag Ep. 9

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.

November 18, 2025
23 view(s)

Coffee Memo | Rob Talks Certified Coffee Stocks Ep. 8

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.

November 11, 2025
74 view(s)

Coffee Memo | Rob Talks With Michael Nugent Ep. 7

In this interview, commodity trading veteran Mike Nugent of MJ Nugent & Co discusses the current coffee market volatility, emphasizing the importance of understanding historical trends and the impact of weather and politics on supply. 

October 31, 2025
88 view(s)

Coffee Memo | Rob Talks EUDR Ep. 6

Learn how the European Union Deforestation Regulation affects coffee importers and producers in this engaging episode of Coffee Memo with Rob Stephen.

October 17, 2025
129 view(s)

Coffee Memo | Rob Talks Back to Basics in Turbulent Times Ep. 5

In this episode of Coffee Memo, Rob Stephen discusses the current challenges facing the coffee industry, emphasizing the unprecedented volatility in prices and the importance of engagement and peer support.

September 30, 2025
28 view(s)

Coffee Memo | Rob Talks Working Capital Ep. 4

In this episode of Coffee Memo, Rob discusses the current challenges facing the coffee industry, focusing on working capital, market dynamics, and the impact of tariffs and hedging costs. The conversation highlights the tight supply and credit situation, the rising prices of coffee, and the various factors contributing to the crisis in the coffee market.

September 12, 2025
51 view(s)

Coffee Memo | Rob Talks Inverted Market Ep. 3

Rob Stephen talks about the inverted market in the coffee industry, exploring its implications for coffee importers and roasters. The conversation includes the challenges faced in the current trading environment, the significance of backwardation and contango, and the strategies that coffee businesses might adopt to navigate these complexities.

August 31, 2025
35 view(s)

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

In this episode of Coffee Memo, Rob Stephen discusses 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. 

August 13, 2025
43 view(s)