Homin Lee
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leveltargetnow.bsky.social
Homin Lee
@leveltargetnow.bsky.social
Senior Macro Strategist @ Lombard Odier
All views are my own
It was a global story. In 1975, Brazil had an unexpected frost in its coffee producing regions that destroyed roughly half of its coffee trees. This led to significant shortages for the following two years that sent coffee bean prices soaring. An old report from NYT (4 Aug 1975).
October 12, 2023 at 6:58 AM
Same data of Vietnam's output as share of Brazil's or the world's. An incredible success story.
October 12, 2023 at 6:56 AM
Coffee production histories of the five largest green coffee producers in 2020 (BR, VN, ID, CO, ET), from Our World in Data.
October 12, 2023 at 6:55 AM
A quiet thinking session alone on a Saturday night.
September 30, 2023 at 12:01 PM