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Arabica coffee prices rallied 40% in the last two months on the back of a frantic speculative rally. This is in sharp contrast to the low-price trend seen over the last two years, in which coffee prices traded below cost of production. Commodity analysts Carlos Mera and Andrew Rawlings discuss the reasons for the rally and where it may lead.
Marketing communication / Non-Independent Research. This publication is issued by Coöperatieve Rabobank U.A., registered in Amsterdam, and/or any one or more of its affiliates and related bodies corporate (jointly and individually: “Rabobank”). Coöperatieve Rabobank U.A. is authorised and regulated by De Nederlandsche Bank and the Netherlands Authority for the Financial Markets. Read more
