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Global Coffee Deficit Expected

Published 04/12/2016, 09:39 AM
Updated 12/18/2019, 06:45 AM
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Brazilian Cecafe association of coffee exporters reports higher demand. The green coffee shippings rose in March to 2.69mln 60kg bags from 2.61mln bags in February while coffee crops suffered in Brazil in 2014 and early 2015 due to droughts. Cecafe stated that in the recent 12 months exports totaled 33mln bags. To meet the domestic and global coffee demand Brazil needs to collect 58mln bags. Will coffee prices continue advancing?

Total coffee exports of all varieties from Brazil amounted to 2.99mln bags this March which is 4.5% below the level of March 2015. The agricultural Marex Spectron forecasts coffee crops in Brazil to be 57.5-58mln bags in 2016/17 and 49.5mln bags in 2015/16. Due to such a difference the global coffee deficit may total 3.4mln bags. According to Marex Spectron, the coffee deficit will aggravate because of the fall of Brazilian coffee exports to 2.5mln bags. As we may see, no such evidence is seen in March so far. Nevertheless, in recent two days coffee prices have been on the rise. The Brazilian real strengthened 12% against the US dollar since early March. We believe this may support coffee prices.

Coffee Daily Chart

On the daily chart Coffee: D1 is in the middle of the descending channel and is struggling for growth towards its upper boundary. The MACD and Parabolic indicators still give bearish signals. RSI is rising yet but has not reached the level of 50 so far. No divergence. The Bollinger bands® have contracted which means lower volatility. The bullish momentum may develop in case the coffee prices surpass the last fractal high, the Parabolic and 200-day moving average at 131. This level may serve the point of entry. The initial risk-limit may be placed below the last fractal low at 120.5. Having opened the pending order we shall move the stop to the next fractal low following the Parabolic and Bollinger signals. Thus, we are changing the probable profit/loss ratio to the breakeven point. The most risk-averse traders may switch to the 4-hour chart after the trade and place there a stop-loss moving it in the direction of the trade. If the price meets the stop-loss level at 120.5 without reaching the order at 131 we recommend cancelling the position: the market sustains internal changes which were not taken into account.

Position Buy Buy stop above 131 Stop loss below 120.5

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