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Hosted by Covoya Specialty Coffee · 🇺🇸 US · EN · 22 episodes
Established thought leaders with verified media credentials.
Managing Director for Covoya Specialty Coffee, Rob Stephen, talks about coffee industry news and current affairs.
Covoya Specialty Coffee hosts Coffee Memo with Rob Stephen, a business show with 22 episodes published.
Key Topics Industry evolution and future outlook Consumer trends in Europe Impact of USMCA on coffee trade Decaffeination methods and regulations Market volatility and supply chain dynamics European coffee culture and co
Takeaways We've had price movement down, which is great for roasters. Caution is warranted in the current market. We have very smart people here at Cavoya. It's very frustrating for everyone involved with tariffs. Coffee
Takeaways Weather is a powerful and often misunderstood aspect of the coffee industry. El Niño and La Niña significantly influence coffee production and market dynamics. The impact of weather on coffee is not uniform; it
Takeaways The coffee market is currently experiencing a sideways trading pattern. Producers are holding onto coffee due to strong financial positions. There is a large crop expected from Brazil, which may affect prices.
Takeaways The future of coffee is a current affair. Market trends are influenced by geopolitical events and supply chain issues. Specialty coffee producers face significant challenges, including labor costs and climate c
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
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 Tari
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 Pe
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
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.Financ
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
"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 dow
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 fo
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,
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 gu
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 fluctua
Takeaways EUDR stands for European Union Deforestation Regulation.Coffee is a significant contributor to deforestation in the EU.Compliance with EUDR requires extensive documentation and traceability.Larger companies are
00:00 Introduction to Coffee Memo and Current Industry Landscape 02:42 Understanding the Unprecedented Volatility in Coffee Prices 05:16 The Importance of Engagement and Peer Support 08:07 Navigating Burnout and Overwhel
Takeaways Tight supply and credit are major issues in the coffee industry.Working capital is crucial for navigating market fluctuations.Coffee prices have significantly increased over the past few years.Tariffs and hedgi
Chapters 00:00 Introduction to the Inverted Market 02:49 Understanding Backwardation and Contango 05:24 Implications of the Inverted Market for Roasters 08:20 Navigating Challenges in Coffee Sourcing 10:46 Strategic Plan
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Coffee Memo with Rob Stephen is hosted by Covoya Specialty Coffee. The show is categorised under business and has published 22 episodes.
Coffee Memo with Rob Stephen has published 22 episodes.
Coffee Memo with Rob Stephen regularly covers business. It sits in the business category.
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