Coffee Memo with Rob Stephen

Covoya Specialty Coffee
  • 5.0 (2)
  • BUSINESS
  • UPDATED SEMIWEEKLY

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

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

    FEB 6

    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
  2. Coffee Memo | Rob Talks 2025 Ep. 12

    JAN 13

    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
  3. Coffee Memo | Rob Talks Coffee Forecasts Ep. 11

    12/23/2025

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

    11/25/2025

    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
  5. Coffee Memo | Headline Edition: Tariff Updates

    11/18/2025 · 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
  6. Coffee Memo | Rob Answers Questions from the Mailbag Ep. 9

    11/18/2025

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

    Takeaways The Intercontinental Exchange is analogous to a bank, making money from fees, services, and interest.Only certain countries can tender coffee to the exchange, some at the C price ("at par"), some at a premium, and some at a discount.There are Exchange licensed warehouses in several U.S. cities and four cities in Europe. Some of these warehouse also come at a premium or a discount. Buyers do not get to choose what coffee they will receive when they buy coffee from The Exchange. High prices incentivize coffee being tenders to the exchange to become certified stock.       Suggest a Topic for Rob   Part of The Exchange Coffee Podcasting Network   Visit and Explore Covoya!

    22 min
  7. Coffee Memo | Rob Talks Certified Coffee Stocks Ep. 8

    11/11/2025

    Coffee Memo | Rob Talks Certified Coffee Stocks Ep. 8

    Takeaways The lower the exchange certified stocks go, the more dangerous it is for the liquidity of the market.Liquidity is crucial for the stability of financial markets.Futures contracts require underlying assets to guarantee their value.A futures contract is essentially a promise to buy or sell an asset at a predetermined price.Market participants must trust that they can execute futures contracts without issues.The relationship between certified stocks and market liquidity is significant.Understanding futures contracts is essential for navigating financial markets.Market liquidity impacts the overall economy and investor confidence.The dynamics of supply and demand play a critical role in market liquidity.Effective risk management strategies are necessary for dealing with futures contracts.ICE Coffee C Daily Stocks Suggest a Topic for Rob   Part of The Exchange Coffee Podcasting Network   Visit and Explore Covoya!

    28 min
  8. Coffee Memo | Rob Talks with Michael Nugent Ep. 7

    10/31/2025

    Coffee Memo | Rob Talks with Michael Nugent Ep. 7

    Takeaways Volatility is a significant characteristic of the current coffee market.Understanding historical context is crucial for predicting future trends.Weather events have historically influenced coffee market fluctuations.Political factors can also impact coffee supply and pricing.Current challenges include high costs and supply chain issues.Consumer behavior is shifting, especially among lower-income groups.Retail prices are at record highs, affecting demand.Small roasters must focus on quality and customer relationships.Integrity in business practices is essential for long-term success.The coffee market is influenced by both natural and human factors.      Suggest a Topic for Rob   Part of The Exchange Coffee Podcasting Network   Visit and Explore Covoya!

    34 min
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Ratings & Reviews

5
out of 5
2 Ratings

About

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

Information

  • Creator
    Covoya Specialty Coffee
  • Years Active
    2025 - 2026
  • Episodes
    14
  • Rating
    Clean
  • Copyright
    © 2025 Covoya Specialty Coffee
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    Coffee Memo with Rob Stephen