Evidence before opinion. Signal before noise.
We produce independent, fundamentally-grounded intelligence on the global coffee complex — the forecasts, research and decision support that organizations rely on when the stakes are real.
Price & Balance Forecasting
Fundamentally-anchored forecasts across Arabica and Robusta, integrating supply, demand, stocks and flow.
Positioning & Flow Analysis
Interpretation of managed money, commercial hedging and physical basis as leading indicators.
Structural Research
Deep-dive studies on origin economics, differentials, certification and the shifting demand landscape.
Structured Reports
Weekly, monthly and quarterly briefings written for decision makers, not spectators.
Risk Dashboards
Bespoke exposure and scenario dashboards that quantify where the real risk sits.
Bespoke Research
Commissioned research on the questions specific to your book, geography or mandate.
A transparent path from data to decision.
Data & Fundamentals
We assemble a proprietary balance from origin production, exports, stocks, weather and demand signals.
Signal Extraction
We isolate the drivers that matter this cycle and discard the noise that distracts most participants.
Scenario Construction
We build probability-weighted scenarios rather than single-point predictions, sizing conviction honestly.
Decision Support
We translate the view into implications your desk or board can act upon with clear risk parameters.
Origins modelled in the balance
Data series monitored weekly
Turnaround on urgent briefings
See the market the way we do.
Request a sample briefing and a conversation about the questions specific to your organization.