Re: REUTERS: Brazil's 2023 coffee crop seen at 50-56 mln bags, says report
Excellent comment Espresso, I do agree with you on a lot of this, especially that we have to give Maja more credit for actually putting in the work to go there and tour all the coffee regions, I don't know of anyone else who have done that for the 2023 crop at least, not even Rabobank despite their unrealistic high number and expectations for a bumber crop. Also, her reports from Rondonia were interesting, we have never seen reports from any field visits there before and as you say Espresso, her videos really do present valuable information of what the coffee looks like on the ground. Did anyone else note the reports she made on Twitter on the official fiscal numbers from Rondonia being less than 1M below the COnab figure? Also, if we consider that all the exporters and trading houses who throughout the last year said there was a lot of delays to coffee shipments in Brazil because of the container issue, is it not possible that there could have been 12M bags at the start of this cycle?
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