
The episode breaks down the recent slide in ICE Coffee C futures, highlighting how a projected record Brazilian harvest of 66.2 million bags is driving bearish sentiment despite near‑term export tightness. Vietnam’s robusta surge and rebuilding inventories in both arabica and robusta further reinforce the surplus narrative, keeping the market defensive rather than opportunistic. While Colombia’s production dip offers some arabica support, it is outweighed by Brazil’s scale and the technical picture, which shows price firmly below key moving averages and support levels around 288.65c/lb.
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