The podcast investigates the current coffee price spike, driven by crop failures in Vietnam and Brazil due to adverse weather conditions. It highlights how global coffee demand has been exceeding production, depleting stockpiles. Bloomberg's Javier Blas explains that coffee is traded as a commodity, with Arabica and Robusta being the two main types. The rise in coffee consumption in China and Trump's tariffs on coffee-producing nations further contribute to market volatility. The podcast also explores alternative coffee species like Excelsa, which is more resilient to climate change, and details projects in South Sudan and India focused on growing Excelsa.
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