咖啡期货六个月低点,暗示咖啡豆在亚马逊上涨后可能迎来缓解。
Six-Month Low In Coffee Futs Signals Potential Relief After Beans On Amazon Surge

原始链接: https://www.zerohedge.com/commodities/six-month-low-coffee-futs-signals-potential-relief-after-bean-amazon-prices-surge

咖啡价格,特别是深烘焙阿拉比卡豆,近期 резко上涨——自8月以来在亚马逊上的价格几乎翻倍。 尽管价格仍然比每天去星巴克便宜,但涨价已经影响到消费者。 然而,潜在的缓解正在出现。 阿拉比卡咖啡期货价格已跌至六个月低点,目前约为每磅3.10美元,原因是交易所库存翻倍,缓解了供应担忧。 此前价格曾达到每磅近4.50美元的峰值。 巴西(全球最大的咖啡出口国)的积极天气预报预示着即将到来的收成将增加。 持续降雨可能会进一步改善供应,并可能随着交易商调整仓位而压低价格。 虽然不能保证,但这些发展为近期稳定甚至降低咖啡成本提供了希望。

相关文章

原文

Tracking a single brand of dark-roast arabica beans on Amazon via the price-tracking website CamelCamelCamel shows that a 2.2-pound bag has nearly doubled in price since August.

For American consumers, paying roughly twice as much for the same bag of coffee beans in just six months is a price shock, even if it is still cheaper than visiting Starbucks daily.

There may finally be some relief in sight. Arabica coffee futures have fallen to a six-month low, raising some hopes that bean prices may have topped out for now.

The most-active New York contract slid to a six-month low on Thursday, falling as much as 2.3% to about $3.10 a pound.

Bloomberg reports this decline was driven by a sharp rebound in exchange inventories, with coffee deliveries doubling over the past two weeks. That restocking has eased fears over near-term supply tightness that previously sent prices surging to nearly $4.5 a pound in 2025.

There is more good news: Favorable weather in Brazil, the world’s top coffee exporter, suggests more supply is near for the next harvest season.

Analysts at investment bank Itaú BBA told clients that traders are closely monitoring weather conditions in Brazil, where forecasts for continued, crop-friendly rains could further improve supply outlooks. If those rains materialize, speculative traders may further unwind bullish positions, adding to the downward pressure on coffee futures.

Loading recommendations...

联系我们 contact @ memedata.com