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The Coffee Futures Surge That Changed the Commodities Game
Episode 55 of The Commodities Economy digs into the recent coffee futures surge—up 7.7% in five days. Lucas and Luna explore how robusta supply constraints and shifting consumer habits are reshaping the market. They discuss the impact of Vietnam's drought, the rise of at-home espresso culture, and what this means for your morning cup. With data from June 16, 2026, they connect the coffee rally to broader commodity trends, including gold's safe-haven appeal and oil's collapse. A grounded, specific conversation for anyone watching raw material markets.
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The skinny
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