The Coffee Shock and Consumer Habits

The Commodities Economy with Fexingo: Oil, Gold, Wheat, and Raw Material Markets · Sep 18, 2026 · 8m · transcript

With coffee futures plummeting nearly ten percent in just five days, the global commodity market is sending a mixed signal. While oil and gold remain elevated, the sharp drop in green Arabica prices suggests a specific demand-side shock rather than a broad macroeconomic retreat. Lucas and Luna explore how shifting consumer habits, particularly in key European markets, are rewriting retail margins and challenging the narrative that inflation-proof commodities must always rise. We look at the structural changes in daily consumption patterns that are driving this unexpected volatility…