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How East African Climate Disruption Is Reshaping Global Coffee Trade
Extreme drought in East Africa's coffee-growing regions has cut arabica production by an estimated 18 percent this harvest, sending benchmark coffee futures to a six-year high and forcing roasters from Italy to Japan to rewrite procurement contracts. Lucas and Luna examine the supply-chain mechanics: why the premium on Kenyan and Ethiopian beans has widened, how Vietnam's robusta stockpiles are being drawn down faster than expected, and what the shift means for the price of your morning cup. They also discuss the ripple effects on forward contracts, warehouse financing in Mombasa…
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