Let’s not forget that Montesano Tavares is talking about the ‘22’23 crop which is an on year for greater production. So, considering that the ‘20’21 crop was around 70m bags, it is plausible that the ‘22’23 crop is 66m bags including carryover stocks. Of course it is vague since we don’t know what the carryover stocks are.
This is the link to their ‘21’22 expectations which is in line with many other projections:
https://www.atlanticacoffee.com/en/weeklyreport-coffeecropresearch-jan2021/
I navigated through their site and it is full of very interesting information.
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