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Re: When becomes Brzl. export figures alarming?

Hi Phil,

temporarily it can play a role, but also it can be sustainable only if world demand is lower or substituted by different origin, IMO.
Have you any data that demand is already met by this low Brazil export due to substitution deliveries from elsewhere?

Telling from the local grocery stores I can see a lot coffee from Columbia, Honduras, Guatemala, but that is Europe.
How about US?
All of a sudden, Brazilian coffee is not needed to satisfy the demand?
Last HY is down 22% comapared to 2015, or 13% yoy.

You honestly think it is fine and no shortage driven rally is possible?

JK

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When becomes Brzl. export figures alarming?
Re: When becomes Brzl. export figures alarming?
Re: When becomes Brzl. export figures alarming?
Re: When becomes Brzl. export figures alarming?
Re: When becomes Brzl. export figures alarming?
Re: When becomes Brzl. export figures alarming?
Re: When becomes Brzl. export figures alarming?