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Why Coffee Prices Are Spiking Despite a Broad Commodity Sell-Off
Episode 76 of The Commodities Economy breaks down the coffee market's stunning rally in late June 2026, when coffee futures surged 3.5% in a single week even as crude oil, copper, silver, and cotton all tumbled. Lucas and Luna examine the weather-driven supply shock from Brazil's frost threat, the role of arabica inventory data from the ICE exchange, and why this coffee spike looks different from the 2021 rally. They also discuss what a sustained coffee price increase means for inflation expectations, consumer behavior, and the broader commodity landscape. Hosts explain the…
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