Is there one new point to grab? He is always mentioning China growing appetite for Coffee isn't it? For sure it is correct but this is a mid-term impact on the price
From another source I&M
"29 Aug 2019
The General Statistics Office in Vietnam have estimated that the countries coffee exports for the month of August shall be approximately 2.17 million bags which they say shall contribute to the countries cumulative exports for the first eight months of this year to be 10.3% lower than the same period last year, at a total of 19.83 million bags.
It is noted though that with approximately 95% of the last harvest having been made up by robusta coffees and with internal market price resistance having made Vietnam robusta coffees relatively expensive, that many consumer market roasters have been taking advantage of some alternative origin coffees. In this respect and while many north west European roasters are not friendly towards the cup profile of Brazil conilon robusta coffees, there have been many roasters in North America, eastern Europe and some other markets, who have been taking advantage of the alternative of price competitive new crop Brazil conilon coffees."