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Re: Broca Update
In Response To: Re: Broca Update ()

JK,

I agree with you .

A more Cartesian thought would be the current crop of coffee + coffee stocks - domestic consumption = export availability.

Therefore, my numbers = 43 MM + 4 MM - 21 MM = 26 MM of exports in the period from July 2017 to June 2018.

Adding the exports of the previous year (16/17) were 32.90, then Juy 2016 until June 2018, Brazil should export 59 MM, when it exported between July 2014 until June 2016 close to 72 MM.

Then we will have a supply difference of 13 MM of bags.

That is why the world needs that Brazil does very well in 2018/19.

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