Lecture Description
2026/27 is going to be pure, unadulterated chaos – and your P&L is riding shotgun. Brazil is barreling toward what could be the largest arabica crop on record, while every other major origin that chased the 2023–2025 price spike is now flooding the market with extra volume.
Buckle up for the wildest ride in coffee in a decade. In this fast-paced, zero-sugar-coating session, we’ll rip the lid off everything that’s about to hit:
Brazil’s 2026 mega-crop: the latest verified estimates and why the numbers keep growing
Differentials on a knife-edge: how far premiums can crater (or rocket) when the tsunami arrives
Exchange-certified stocks: the hidden avalanche waiting to bury or rescue the market
The global supply boom: Colombia, Vietnam, Honduras, Ethiopia, Peru and others all ramped up production chasing high prices – now the bills are due
Demand destruction in real time: hard evidence of how skyrocketing retail prices are already killing consumption
C-market volatility forecast: the triggers, the levels to watch, and the La Niña wildcard still lurking?
Bottom-line survival tactics: concrete moves roasters, traders, importers and producers can make right now to protect (or grow) margins in the chaos
This isn’t theory. This is the session that translates the coming storm into dollars and cents for your business.
Date: Friday, June 26, 2026
Time: 10:00 AM - 10:45
Location: Room 1122
Category: Business
Access: This lecture is free to attend with a World of Coffee entry badge. Register to attend World of Coffee here.
Please note that lecture sessions are open on a first-come, first-served basis. Early arrival is highly recommended to secure your seat.
Speaker
Tomas Araujo
Coffee Risk Management Specialist, STONEX
Tomas Araujo is a coffee risk management specialist with StoneX, where he works closely with coffee producers, exporters, importers, roasters, and commercial participants across the supply chain. His focus is helping clients navigate price volatility through tailored hedging strategies, market analysis, and the effective use of futures and options.
Tomas advises clients on risk management programs that align with their commercial objectives, procurement needs, and market outlook. He regularly provides market insights and educational sessions on coffee futures, options, physical settlement, and pricing mechanisms, helping market participants better understand and manage risk in an increasingly volatile environment.