Coffee
'Scary' deficit in coffee output to spur price gains, says Marex
Marex says it is "bullish" on prices of both arabica and robusta beans, flagging the potential for an "enormous" production shortfall
Coffee markets 'face volatility', as 'monstrous' Brazil crop looms
... says Rabobank, flagging the prospect of tight coffee stocks meeting strong output. Weather should prove particularly key in pricing
Hedge funds turn net bearish on ags - spurring hopes for price spikes
Hedge funds open up a net short in ags for the first time in a year. But with weather a perennial threat to sowings, could they be wrong-footed?
Strauss bets on coffee after hummus recall
The Israeli food company takes back full ownership of of its coffee business, after reporting rising sales in the segment
Hedge funds cut bullish ag bets, as 'Trumpflation trade' reverses
Hedge funds cut their net long in ags to the lowest in nearly a year. But heavy selling in grains could make for big price swings later this week
Cocoa better bet than coffee, sugar, says Commerzbank
The bank says the cocoa price recovery has further to go yet. But it is more cautious on coffee, and slashes its sugar price forecasts
Hedge funds' 'massive' ag selldown spurs hopes of buying to come
Hedge funds turned bearish on ags at a record pace, data reveal, selling corn "in droves". But has this created room for fresh purchases?
SocGen sees scope for robusta, soy price gains - but cotton a 'sell'
The bank lifts soy price hopes above the futures curve, and foresees another robusta output deficit. But arabica may be a sell - cotton is one
Tight Brazilian supplies will support arabica prices, Rabobank says
Brazilian arabica coffee production will suffer a cyclical decline next season, Rabobank says, but good conditions will limit the drop
Ample water supplies raise hopes for Vietnamese coffee crop
...but the threat of widespread plantation replanting next season raise concerns for a sharply lower planted area
Hedge funds extend ag selling - and 'scope for more sales' in grains
Sugar bears the brunt of a turn by hedge funds more bearish on agricultural commodities. Cotton bucks the trend. Does this herald a price tumble?
Brazil comes near to losing to Vietnam top rank in coffee exports
... at least for February, when Vietnam's exports topped forecasts, while weak robusta trade sapped Brazil's volumes. What of prospects?
Colombian coffee output hits multi-decade high
A long term replanting programme is bearing fruit, with production and exports much higher year-on-year