EP 1057 Part 2 of 5 | Why Coffee Stock Levels Matter More Than You Think (Jonas Leme Ferraresso) Map It Forward
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Episode Description
This is Part 2 of a 5-part series with Brazilian coffee agronomist Jonas Leme Ferraresso and Map It Forward Founder Lee Safar, exploring what every coffee professional should understand about Brazil's 2026 harvest and what it means for the global coffee market.
One of the biggest misunderstandings in today's coffee market isn't how much coffee Brazil is producing, it's how much coffee is actually available.
When people hear that Brazil has coffee stored in warehouses, many assume those inventories provide a comfortable safety buffer. The reality is far more complicated.
In this episode, Jonas explains the difference between coffee that physically exists and coffee that is commercially available. We discuss why warehouse inventories have become so important after the volatility of recent years, what remains from previous harvests, and why declining stock levels can amplify market uncertainty even when a new crop is arriving.
This conversation also explores how producers, exporters, and traders think about inventory management after several years of weather disruptions, supply chain instability, and historically volatile coffee prices. Understanding coffee stocks isn't simply about counting bags—it's about understanding risk, liquidity, logistics, and timing.
If you're trying to understand why the coffee market continues to react so strongly to seemingly small changes in supply, this episode provides critical context that goes well beyond production estimates.
Whether you're a producer, importer, exporter, roaster, trader, café owner, or anyone working across the coffee value chain, this discussion will help you better understand one of the least appreciated drivers of today's coffee market.
Connect with Jonas Leme Ferraresso here: