In this episode of Coffee Memo, Rob discusses the current challenges facing the coffee industry, particularly focusing on working capital, market dynamics, and the impact of tariffs and hedging costs. The conversation highlights the tight supply and credit situation, the rising prices of coffee, and the various factors contributing to the crisis in the coffee market. Rob emphasizes the importance of communication and strategic planning for roasters to navigate these turbulent times and offers insights into the future outlook for the industry.

Episode Notes

• Tight supply and credit are major issues in the coffee industry.
• Working capital is crucial for navigating market fluctuations.
• Coffee prices have significantly increased over the past few years.
• Tariffs and hedging costs are adding financial pressure on importers.
• Supply chain issues are exacerbating the crisis in the coffee market.
• Roasters need to protect their credit lines during tough times.
• Communication with suppliers and banks is essential for maintaining credit.
• The market's uncertainty is likely to persist in the near future.
• Strategic planning is necessary for roasters to adapt to changing conditions.
• Understanding the macroeconomic factors affecting coffee prices is vital.

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