Coffee Memo with Rob Stephen

Covoya Specialty Coffee
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Managing Director for Covoya Specialty Coffee, Rob Stephen, talks about coffee industry news and current affairs.

  1. Coffee Memo | Rob Talks Fertilizer Shortage Ep. 16

    7 APR

    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   Part of The Exchange Coffee Podcasting Network   Visit and Explore Covoya!

    15 min.
  2. Coffee Memo | Rob Talks War, Brazilian Real, Tariffs Ep. 15

    12 MRT

    Coffee Memo | Rob Talks War, Brazilian Real, Tariffs Ep. 15

    Topics Include Suez Canal Currency fluctuations, especially the Brazilian real and US dollar Brazilian domestic policy and its effect on coffee exports Market volatility driven by geopolitical and logistical factors Tariff refunds Suggest a Topic for Rob   Part of The Exchange Coffee Podcasting Network   Visit and Explore Covoya!

    15 min.
  3. Coffee Memo | Rob's Daily Dashboard Ep. 14

    3 MRT

    Coffee Memo | Rob's Daily Dashboard Ep. 14

    Chapters 01:22 Rob's Morning Coffee and Brain Activation Routine 02:11 First Data Source: Market Screen and Live Feed 03:16 Using Charts for Market Sentiment and Direction 04:45 Monitoring Overnight Market Changes and Pending Grading 05:50 Reading the Crop Report and COT Data for Market Sentiment 06:06 Email and News Digest as Market Indicators 07:06 Skimming Reports and Managing Information Overload 08:21 Using Alerts and External News for Market Fundamentals 09:15 The Value of Bloomberg and Objective Reporting 10:20 Talking to Peers for Perspective and Avoiding Echo Chambers 11:23 Current Events: Tariffs and Legal Decisions Impacting Trade 12:46 Market Outlook: Supply, Demand, and Price Trends 14:25 Brazil Crop Outlook and Producer Strategies 15:08 Market Volatility and Future Contract Expectations 16:11 Upcoming Live Podcast Event in San Diego Suggest a Topic for Rob   Part of The Exchange Coffee Podcasting Network   Visit and Explore Covoya!

    17 min.
  4. Coffee Memo | Rob Talks About the Market Moving Ep. 13

    6 FEB

    Coffee Memo | Rob Talks About the Market Moving Ep. 13

    Takeaways February is the busiest month for coffee buyers.Current market prices are experiencing a steep decline.The gap between current and future coffee prices is narrowing.Brazil's coffee crop forecast looks promising this year.Coffee stocks are slowly increasing, but still below optimal levels.Brazil's coffee consumption fell by 2.5% last year.No significant news from the White House meeting is a positive sign.Market dynamics can change rapidly, impacting prices. Suggest a Topic for Rob   Part of The Exchange Coffee Podcasting Network   Visit and Explore Covoya!

    13 min.
  5. Coffee Memo | Rob Talks 2025 Ep. 12

    13 JAN

    Coffee Memo | Rob Talks 2025 Ep. 12

    Takeaways 2025 was marked by unprecedented challenges in the coffee industry.Tariffs significantly impacted the cost structure for importers and roasters.The inverted market created disincentives to hold inventory.Financial strain affected even the largest players in the coffee sector.Current market trends indicate a potential recovery with more coffee availability.Adaptability and quick reactions are crucial for survival in the coffee business.New Year's resolutions should focus on improving accounts receivable management.Understanding market dynamics is essential for making informed business decisions.The importance of taking breaks and unplugging from the business was highlighted.The conversation emphasized the need for continuous learning and adaptation.  Suggest a Topic for Rob   Part of The Exchange Coffee Podcasting Network   Visit and Explore Covoya!

    28 min.
  6. Coffee Memo | Rob Talks Coffee Forecasts Ep. 11

    23-12-2025

    Coffee Memo | Rob Talks Coffee Forecasts Ep. 11

    Takeaways Coffee forecasts are essentially opinions based on various data points.Mother nature plays a significant role in coffee production outcomes.Forecasts can vary widely and are often influenced by market sentiment.Understanding the factors behind forecasts is crucial for industry stakeholders.The coffee market is sensitive to changes in production estimates.Export trends from major coffee-producing countries impact global supply.Consumption patterns in countries like Brazil are changing significantly.Forecasts are not static and should be revisited regularly.Market prices are influenced by the balance of supply and demand.The coffee industry relies on a mix of scientific data and anecdotal evidence.    Suggest a Topic for Rob   Part of The Exchange Coffee Podcasting Network   Visit and Explore Covoya!

    20 min.
  7. Coffee Memo | Rob Talks COT Report for Coffee Ep. 10

    25-11-2025

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

    "All that this report does is tell them, are they long or are they short? If they're long, they are hoping or betting that the prices will go up. And if they're short, they're hoping or betting that the price will go down. And so what we do then is look at these different types of participants in the market and the report tells us if they are long or if they're short. And it tells us if that position has changed from the prior report. Because if a change, a significant change,  like either less long or less short or going from net long to net short, it would be an indication of a change in sentiment. So this segment of the market now believes that prices will go up or this segment of the market now believes that prices will go down. Does that mean they will go up or down? No. It does not. But it's important for you to know and helpful for you to know if the people who basically make their living  looking at the market and have skin in the game."     Commodity Futures Trading Commission COT Chart for Coffee from Barchart.com Market-Bulls.com Tradingster.com Suggest a Topic for Rob   Part of The Exchange Coffee Podcasting Network   Visit and Explore Covoya!

    25 min.
  8. Coffee Memo | Headline Edition: Tariff Updates

    18-11-2025 ·  BONUS

    Coffee Memo | Headline Edition: Tariff Updates

    Takeaways Although it's been announced that reciprocal tariffs on coffee are no longer in effect as of Friday, November 14th at 12:01 am, punitive tariffs, like those being applied to Brazil and India, remain in place for now.So, tariff on Brazilian coffee has gone from 50% to 40%.Refunds from the government are unlikely.There are some positive signs that the punitive tariffs on Brazil might also end but nobody really knows what will happen.The market did not react bearishly to the rollback on coffee tariffs as some might have expected. Suggest a Topic for Rob   Part of The Exchange Coffee Podcasting Network   Visit and Explore Covoya!

    11 min.
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Managing Director for Covoya Specialty Coffee, Rob Stephen, talks about coffee industry news and current affairs.

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  • Maker
    Covoya Specialty Coffee
  • Jaren actief
    2025 - 2026
  • Afleveringen
    17
  • Beoordeling
    Veilig
  • Copyright
    © 2025 Covoya Specialty Coffee
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    Coffee Memo with Rob Stephen
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