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Which Way Now?

Which Way Now? . February 15, 2013. Arabica Down Towards ICA Levels. Cents Per Pound. Source: Futuresource. Robustas Continue to Find Buyers, LIFFE Stocks Still in Decline. Cents Per Pound. Source: Futuresource.

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Which Way Now?

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  1. Which Way Now? February 15, 2013

  2. Arabica Down Towards ICA Levels Cents Per Pound Source: Futuresource

  3. Robustas Continue to Find Buyers, LIFFE Stocks Still in Decline Cents Per Pound Source: Futuresource

  4. Brazil Providing World Output Growth in 12/13, Global Surplus To Shrink in 13/14 Million 60 KG bags Source: USDA, J. Ganes Consulting

  5. Indonesia Seeing Recovery in 12/13 Million 60 KG bags Source: USDA, J. Ganes Consulting

  6. Vietnamese Harvest Delayed But 12/13 Crop Should be Close to a Record Million 60 KG bags Source: USDA, J. Ganes Consulting

  7. Colombian Production Perking Up Million 60 KG bags Source: USDA, J. Ganes Consulting

  8. Colombian Optimism Rising After Strong December / January Million 60 KG bags (Oct – Jan) Source: FNC

  9. Weather Improving in Brazil, Favorable Outlook for 13/14 Off-Year Crop Million 60 KG bags Source: USDA, J. Ganes Consulting

  10. Brazilian Tree Count up Slightly 12/13 Billion Trees Source: USDA, J. Ganes Consulting

  11. Brazilian Tree Density Roughly Level for Five Years Trees per Hectare Source: USDA, J. Ganes Consulting

  12. Record Brazilian Yields in 12/13, Off-Year Yields Rising Faster than On-Year 60 KG Bags and KG Per Hectare Source: USDA, J. Ganes Consulting

  13. Weak Brazilian Exports of Strong Crop Raising Fear of Delayed Sales Million 60 KG bags Source: ICO

  14. Vietnam, Indonesia Picking Up Slack Million 60 KG bags (October - December) Source: ICO

  15. Strong Robusta Volumes Behind Export Growth Million 60 KG bags (October – December) Source: ICO

  16. Brazilian Stocks, Drawn Below 2 Million Bags, To See Reprieve After 12/13 Crop Million 60 KG bags Source: USDA, J. Ganes Consulting

  17. Steady Producer Demand Driving Global Consumption Growth Million 60 KG bags Source: USDA, J. Ganes Consulting

  18. Stockpiling of ICE Certified Arabicas Unabated Into February Million 60 KG bags Source: ICE

  19. LIFFE Robusta Stocks Heading In the Opposite Direction As Roasters Adapt Million 60 KG bags Source: LIFFE

  20. U.S. Stocks Buck Seasonal Trend to Decline in December Million 60 KG bags Source: ECF, GCA

  21. Cash Market Rebounds in January Cents Per Pound Source: ICO

  22. Arbitrage Narrows as Robustas Rise With Arabicas Falling Cents Per Pound Source: ICO

  23. Speculators Shedding Shorts in January Net Thousands of Contracts and Cents Per Pound Source: CFTC, Futuresource

  24. Questions? www.jganesconsulting.com

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