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Re: Reuters: Tweeter Post, Coffee Frost Damage
Thanks Tango. It's unclear whether that 6.3 MM loss is included in his 68 MM bag pre frost estimate or not, but now we have a year to debate whether it's 2 or 10 MM bags. When price is high, the loudest voices will be saying 10 MM bags, when price is low the loudest voices will be saying 2 MM bags. In the meantime, I think the most important variable is factoring in just how bad 21/22 was, and exports will be the most transparent gauge.