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Espresso economics: The coffee rally explained
Manage episode 454656503 series 3558065
Indhold leveret af RaboResearch Agri Commodities and Rabobank RaboResearch Food. Alt podcastindhold inklusive episoder, grafik og podcastbeskrivelser uploades og leveres direkte af RaboResearch Agri Commodities and Rabobank RaboResearch Food eller deres podcastplatformspartner. Hvis du mener, at nogen bruger dit ophavsretligt beskyttede værk uden din tilladelse, kan du følge processen beskrevet her https://da.player.fm/legal.
The second half of November saw coffee prices igniting, with arabica prices pushing well past USD 3/lb, a level not seen since 1977, and robusta prices breaking all-time records. Arabica prices have increased 109% over the last twelve months. Meanwhile, robusta prices, which have been elevated since the Houthi-induced Red Sea disruptions last December, have risen 92% in the last year and an astronomical 237% over the last five years. Join Carlos Mera and Oran van Dort as they discuss the supply and demand fundamentals behind the recent price surge.
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