Coffee Trading Academy

Hosted by Ryan Delany

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Mar 2026

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Podcast by Ryan Delany

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March 10, 202614 min

Ep 23- What the Heck is Going on in Coffee?

In this episode of the Coffee Trading Academy Podcast, Chief Analyst Ryan Delany and Coffee Analyst Igor Bragato discuss the outlook for the coffee market as Brazil approaches what could be a record crop of around 73 million bags. They examine how rising supply could rebuild global stocks, impact certified inventory, and potentially shift the market from backwardation back to contango after several years of tight supply. The discussion also covers the relationship between the US dollar and coffee prices and the current macro backdrop affecting commodities. Interested in learning more about trading the coffee market? Join our upcoming Coffee Traders Course (March 23–27). https://www.coffeetradingacademy.com/online-classes Want to be in the know in Coffee? Subscribe to a free trial of our premium coffee market research at the link below. Research: https://www.coffeetradingacademy.com/plans-pricing

June 4, 20251 hr 6 min

Ep 22 - Master Coffee Trader - Dave Behrends

Hey and Welcome back to "The Coffee Trading Academy" podcast, where we discuss the global coffee market with some of the greatest commodity trading minds of the industry. Today, we have the privilege of hosting Dave Behrends, the head of trading at Sucafina. Dave's reputation as a trader started gaining worldwide attention at the famous commodity tradehouse, Noble, where he worked for more than a decade. He was the Global Head of the Coffee Division there for several years where he gained a reputation for being a confident fundamental trader who made strong profits. Since 2015, he has been the Head of Trading at Sucafina, one of the top coffee tradehouses in the world and is widely regarded in the industry as one of the top global experts in physical coffee trading, prop trading and coffee price prediction. In this episode we discuss the hot topics in coffee fundamentals right now including calendar spreads, stock levels and global demand. We also tap into his mentoring experience and talk about the mid-career coffee trader and how to elevate yourself into the top echelons. Finally, we end with our famous Coffee Crystal Ball where Dave gives his insight into where the volatile coffee prices are headed next. Ladies and gentlemen, without further adieu, the one and only, Dave Behrends.

February 25, 202554 min

Ep 21 - From Floor Trader to Recruiter - Andrew Kerr

Hey and Welcome back to "The Coffee Trading Academy" podcast, where we discuss the global coffee market with some of the greatest commodity trading minds of the industry. Today, we have a chat with one of the great connectors of the coffee trading world, Mr. Andrew Kerr. Andrew is the founder of the renowned recruiting group OCR Commodities. I was keen to do this interview because Andrew has a very unique perspective on what it takes to succeed as a commodity trader. Not only has Andrew worked as a trusted advisor to some of the best commodity trading firms in the world, placing traders in key roles at all levels of the industry; he also worked for nearly 20 years as a floor trader. The trading pits have a certain mystique for those of us who started after the conversion to electronic trading. Mr Kerr spent many years on the floor of those legendary trading pits beginning in 1992, both trading his own book, and brokering trades for others. nearly two decades later Andrew pivoted to the recruitment space when he launched OCR Commodities that has grown to be a leader in the field. The combination of Andrew's experience in trading, consulting and recruiting gives him a unique perspective on what makes a successful trader. He was not only mentored by great traders in the trading pits, but he has also placed traders of all levels in positions at top companies. Over the last 15 years, he has made it his business to observe what traits are essential to rise to the top. So whether you are looking for tips to break into the industry or you are a seasoned veteran looking for war stories and insights, pull up a chair and listen in as we discuss the market, the trade and lessons learned. Ladies and gentlemen, without further adieu, Andrew Kerr.

January 21, 202530 min

Ep 20 - What the Heck is Going on in Coffee - 6?

We are going to kick off our January 2025 by analyzing the historic year of 2024 when coffee rallied to record highs. We will dissect the 3 rallies we witnessed last year, as well as the all important context that led up to the record-breaking prices. Finally, we will share with you our lessons learned from 2024 and what signals we need to watch out for in 2025.

June 21, 202430 min

Ep 19 - What the Heck is Going on in Coffee - 5?

We have had a dramatic first half of the year with prices dipping below 180c, rallying up above 250c, back below 200 and now rallying again. In this episode, we break down the recent price fluctuations, the significant role of certified inventories in the inversion and calendar spread crisis, the weather problems in Vietnam and now bean size issues in Brazil. We’ll also touch on some of the latest crop reports for these two origins and what these developments mean for coffee prices.

April 11, 20241 hr 12 min

Ep 18 - Vietnam Coffee with Alex Gruber

Hey and welcome back to another episode of "The Coffee Trading Academy" podcast, where we discuss the global coffee market with some of the greatest commodity trading minds of the industry. Today, we are excited to sit down with the esteemed Alex Gruber, a true sage and expert of the Vietnamese coffee industry. With over three decades of coffee experience spanning the globe, Alex's journey in coffee began as a young Swiss trainee back in 1990, taking him on adventures from Sierra Leone to Mexico, and eventually landing him in Vietnam where he has held excutive roles in multiple coffee roasting and trading enterprises for the last 20 years. Currently, as Director of Artis Trading and Chairman of Alambé in Vietnam, Alex is at the forefront of one of the most dynamic green coffee markets in recent history. But that's not all! Alex is also spearheading a groundbreaking joint venture called Elite Insights, in partnership with none other than us here at the Coffee Trading Academy. Elite Insights is revolutionizing the way we understand the Vietnamese coffee market, where Alex and his team provide first hand crop research and insights powered by decades of experience in Vietnamese coffee trading and analysis. Join us as we delve into today's pressing topics, from the dynamics of the robusta market to the unprecedented high differentials in Vietnam, to the game-changing research brought to you by Elite Insights. Get ready for an enlightening conversation that promises to uncover the mysteries of the coffee world.

November 30, 202331 min

Ep 17 - What the Heck is Going on in Coffee - 4?

We are excited to share with you our latest discussion where Igor and I discuss what the heck is going on in coffee? And there is a lot going on right now. Today is a historic day in the coffee market because it is the last day that recertifications are possible and not only that but we are seeing new coffees being submitted for grading. In this episode we discuss the three types of inventory that are relevant for us to understand in the coffee market, what our expectations are for these inventories and what it means for coffee prices.

September 6, 202345 min

Ep 16 - Jim Roemer, Interview - Weather Wealth

In this engaging podcast episode, we speak with Jim Roemer, a seasoned meteorologist and commodity analyst to delve deep into the fascinating intersection of weather forecasting and its profound impact on agricultural commodities. Jim brings his extensive background and innovative weather models to the forefront in this conversation. He shares insights into how various climate phenomena, including El Niño and La Niña, teleconnections, and weather patterns, can significantly influence commodity markets such as coffee, grains, and natural gas. We discuss various climate phenomena, including El Niño and La Niña, teleconnections, and weather patterns, and how they wield substantial influence over commodity markets such as coffee, grains, and natural gas. We also cover essential current event topics such as early flowering in Brazil and the possibility that a strong El Niño event could create drought in Asia, Africa and the Americas as well as other far-reaching impacts in coffee origins across the globe. We will also get a peek inside Jim's methodology and the thought process behind his proprietary software and exclusive "Weather Wealth" newsletter, a treasure trove of weather forecasts, trading strategies, and market analysis. Whether you're a trader looking for insights into weather shocks, a producer worried about the possibility of drought or a roaster trying to secure your coffee supply chain, this podcast will hit you like a hurricane of commodity weather expertise.

August 24, 202329 min

Ep 15 - What the Heck is Going on in Coffee - 3?

In the third What the Heck episode, Igor and I discuss the concepts of tenderable parity and #ElNino, exploring their historical significance. We cover everything from, the global impacts of #ElNino on various coffee origins and reveal the core idea behind tenderable parity. Check out the podcast to find out: what the heck is going on in coffee?

June 14, 202359 min

Ep 14 - Ana Wilks, Interview - Neumann Kaffee Gruppe, NKG

Hey and welcome back to "The Coffee Trading Academy" podcast, where we delve into the fascinating world of coffee with some of the greatest minds in the industry. Today we are extremely fortunate to have the renowned Ana Wilks of NKG, the Neuman Kaffee Gruppe. Ana has over two decades of experience as a coffee market researcher, with much of that experience at Neuman, one of the top coffee trading firms in the world. She is currently the Head of Research at the NKG Statistical Unit but she also has the unique experience of having worked as a coffee trader for nearly a decade. With the these two experiences of trading and research combined, Ana possesses a deep understanding of the industry's intricacies, unparalleled insight into the market and most importantly the rare ability to be able to communicate these complex concepts effectively. Join us as we explore today's essential topics, from the issue of coffee farmer poverty to the Robusta markets rally to historical highs. We discuss the pervasive inversion and certified stocks crisis in Arabica, her expectations for the future in that market, and we conclude with the human qualities of what it takes to succeed in the world of coffee trading and research.