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Espresso economics: The coffee rally explained
Manage episode 454656503 series 3558065
Innehåll tillhandahållet av RaboResearch Agri Commodities and Rabobank RaboResearch Food. Allt poddinnehåll inklusive avsnitt, grafik och podcastbeskrivningar laddas upp och tillhandahålls direkt av RaboResearch Agri Commodities and Rabobank RaboResearch Food eller deras podcastplattformspartner. Om du tror att någon använder ditt upphovsrättsskyddade verk utan din tillåtelse kan du följa processen som beskrivs här https://sv.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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