KC · CT · SB · CC

Softs

Coffee, cotton, sugar, and cocoa on ICE — the most weather-driven, volatile corner of the market.

2 reports

Coffee Futures (KC): Contrarian Assessment at the Late-Stage Downtrend

Arabica has corrected 38% from its February 2025 ATH while ICE certified stocks sit at six-month lows. This 27-page institutional deep-dive covers the Brazil–Vietnam supply framework, COT positioning washout, backwardation paradox, and the IU activation-trigger framework for converting a monitor posture to accumulate.

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Cocoa (CC): El Niño & the Backwardation Paradox

West African supply framework, El Niño risk to the 2026/27 main crop, and a record-bearish speculative positioning washout. IU's posture has moved from Early Setup to Early Accumulation as of the July follow-up note — full coverage timeline on the hub.

View Hub 2 Reports · Updated Jul 2026

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