Demilson Batista Jr

@BolsonaroSP Por favor, não atrapalha!!

A Magnitsky pode voltar? Assista tudo em: youtu.be/EFSm0sA6iSM?si…

Looks like panic is over. Market ready to re-test previous low. #coffee #kc

KC and it´s zonesh IMHO. #coffee #arabica #cafe #kc

“Market seems to be working its way back to the tariff-announcement zone. Don’t expect a straight drop — this looks like a bumpy, two-steps-down one-step-up process.” #kc #coffee

Wow...what a fight... Put sellers on fire to save their pockets. So grate so see algos working hard!! #kc #coffeefutures

Re-testing the Dealer Hedging Zone (Gamma Flip) March coffee just broke below the rising support and slipped back into the zone where put hedging kicks in and dealers flip from long gamma to short gamma. Below this level, liquidity thins out, deltas accelerate, and every downtick forces more hedge selling. (I am not saying I am bearish please, please, please!!) It’s not about call sellers, this is pure put-side risk management. If this zone fails again with volume, the next leg lower comes fast. #kc #coffee

@AcbAvr you can try Barchart.com

@DemilsonJr2 ¿Dónde puedo ver la gamma en el café?

@MarvinR39550814 Funny how some get mad at roasters… But without them buying, roasting, promoting, educating consumers, would producers even plant this much coffee?

@DemilsonJr2 So everything is gung-ho ! Wow fantastic for the roasters

Coffee rallied almost $1.2/lb since Aug 6 — the exact date US tariffs on Brazil jumped to 50%. That entire move is a tariff premium. When/if tariffs ease back to 10% or 0%, the market will simply unwind the shock that started in August. Not a crop problem. Not a demand boom. Not a “structural shortage”. Just politics. #kc #coffee #tariffs #brazilcoffee

I get the bullish setup. no doubt this cycle has strong legs. But ATH calls in a market pumped by tariffs, thin liquidity and forced hedging? That’s not “perfect”, that’s distortion. Brazil moving fewer bags doesn’t mean structural shortage; it means producers are capitalized and patient. Bullish cycle? Sure. Straight line to ATH? That’s not how real markets work.

@DemilsonJr2 La verdad no entiendo ese sentimiento que tienes de no querer verlo en dirección a un posible ATH cuando estamos ante la situación casi perfecta. Y es que es eso, tu país por ejemplo no mueve ni la mitad de sacos de hace 3 años por ejemplo… son ciclos y este viene alcista.

@saopaulo24747 Well, If tariffs on Brazil drop, certified stocks against the H contract finally get oxygen. More flow into the U.S., basis normalizes, and some Brazilian lots become economical to certify. Don’t expect a flood, but it would definitely ease the tightness we’ve seen this year.

@factpostnews Why are the US even putting tariffs on coffee? This isn’t just about price, but job losses too. Protecting Americans with tariffs on something you don’t even grow?

Trump: We are doing phenomenally well. This is the greatest economy we've ever had. Their talking points, 'all costs are high, costs are high.' By the way, the only thing is beef. Fox host: Coffee— Trump: Beef is a little high because the ranchers are doing great. Coffee, we're gonna have some coffee come in. We're gonna take care of all this stuff very quickly, very easily.

@Judy_Ganes As I keep saying...restores the flow, hedge, the normal trade.

Coffee prices unravel on Tariff relief hopes. Why? It reduces urgency for roasters to source alternative origins as a Brazilian replacement and that in turn weakens differentials, which then reduces the pull from certified stocks.

@Treg2LS same in Brazil - prices not following futures contracts. Just to show how disconnected this market is to physical trade. With possible tariffs reduction, mkt could collapse until we see all tariffs noise fade

@DemilsonJr2 Farmer price is below F contract in VNM

Everyone’s posting videos of flooded coffee farms in Vietnam,but the Robusta market didn’t seem to get the memo. (solid line less noise) Prices just broke down from a triangle, momentum fading fast. Maybe the floods weren’t as catastrophic as the photos, or maybe the market already knows a big crop is coming...or Trump´s tariffs cut...or #kc #robusta #coffee

@ReallyAmerican1 Why tariffs on coffee? US starting a new project to produce the beans?

Fox Trumps Trump: Just as Trump was stubbornly insisting prices were "down significantly," Fox News popped his reality bubble showing coffee, utilities, electricity, and repairs all up significantly. Make sure everyone sees this.

@Moises1045135 Let’s keep an eye on the 380 zone. Wild move can vanish some put sellers protection buying hedge. Hilarious to see this happening near expiration date. Let’s see

“This isn’t your average pullback — this is where the options book fights back. Big sharks hedging. Call sellers above 420, put sellers below 380. Welcome to the premium jungle 🦈☕️” #KC #COFFEE

@SpillingTheBean Hey Maja, your work is amazing. Weather was the spark, flames are high, but dealers + roasters in love with options are the ones adding gas regardless if wet or dry!

*BREAKING #KC: Arabica #coffee continues to RALLY with active Dec up 6.35 centa at $4.1160/Lb and mear intraday high of $4.1285 as trade and commercials increasingly near full-on panic mode as Brazil’s 2026 croo flowering in final stretch and most farms have only had 1 single mediocre flowering, while Vietnam #cafe lands in TOP GROWING provinces of Dak Lak and Gia Lai remain FLOODED after more than one week of HISTORIC HIGH RAINS which WILL CONTINUE at least for 1-2 week more with the terrifying powerful TYPHOON #Kalmaegi set for landfall on Thursday HEAD-ON for the Central Highlands coffee regions !!

@Moises1045135 High volatility and players protecting their game. regardless Certs. We’ve noticed a massive daily drop of 30c weeks ago despite lower inventory.

Some producers blame “the funds”… the monster mkt But take a closer look — the funds might be the ones keeping prices UP. Not weather nor Lower certs. Huge put OI buildup between 345¢–385¢ means someone’s defending gamma — not attacking. They need prices to stay high enough for those options to expire worthless. So maybe the “enemy” is actually the floor. ☕️ #Coffee #KC #Futures