Posts in The Daily Coffee Pro
EP 1539 – Part 4 of 5: Smallholder Coffee Farmers and Volatility — Redistributing Risk | Ana Donneys

This is Part 4 of a five-part series examining the lived experience of volatility for smallholder coffee farmers. In this episode, Ana Donneys discusses risk redistribution, generational change, innovation at origin, and the responsibility of the entire value chain to work together long term.

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EP 1537 – Part 2 of 5: Smallholder Coffee Farmers and Direct Trade — The Real Cost of “Direct” | Ana Donneys

This is Part 2 of a five-part series examining the reality of being a smallholder coffee farmer in volatile markets. In this episode, Ana Donneys explains the lived experience of direct trade — including capital requirements, delayed payments, and risk distribution at origin.

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EP 1536 – Part 1 of 5: Smallholder Coffee Farmers and Volatility - What “High Prices” Really Mean | Ana Donneys

This is Part 1 of a five-part series examining the reality of being a smallholder coffee farmer operating within volatile markets. In this episode, Ana Donneys from Cafe Primitivo in Colombia explains what volatility actually looks like at farm level, beyond the headlines about high prices.

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EP 1535 – Part 5 of 5: Ethiopia’s 2026 Harvest — Buying Strategy & Dollar Risk - Matthew Thornton

This is Part 5 of a five-part series, The 2026 Ethiopian Coffee Harvest, with Matthew Thornton, founder of Arkena Coffee Market.

After examining harvest outlook, pricing structures, stakeholder dynamics, and exporter fragility, this final episode turns to strategy. If you are sourcing Ethiopian coffee in 2026, preparation matters more than optimism.

Matthew explains why specialty prices may feel uncomfortable this year and why buyers should be prepared for sticker shock. We discuss how regional shifts in production affect purchasing decisions, how western volumes may offset eastern tightness, and how quality management risk changes in a bumper crop year.

The conversation also widens to currency exposure. A weakening US dollar, foreign exchange controls, and Ethiopia’s pricing architecture create structural complexity for international buyers. We explore how macroeconomic forces, including speculation in commodity markets, could add volatility to coffee pricing this year.

This episode closes the series by connecting origin realities to global financial dynamics. If you buy, trade, import, or roast Ethiopian coffee, this discussion is about positioning yourself intelligently for 2026.

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EP 1534 – Part 4 of 5: Ethiopia’s 2026 Harvest — Trade, Currency & Survival Risk - Matthew Thornton

This is Part 4 of a five-part series, The 2026 Ethiopian Coffee Harvest, with Matthew Thornton, founder of Arkena Coffee Market.

In this episode, we examine the downside scenario: what happens if the harvest does not perform as expected, or if exporters miscalculate demand and pricing.

Matthew explains that while many farmers have already benefited from high cherry prices this season, exporters, especially specialty-focused unions and cooperatives, are operating in what he calls a survival year

Those who purchased aggressively without secured markets may be forced into secondary mills, accepting thinner margins or losses. Meanwhile, larger exporters with import businesses can absorb coffee losses because Ethiopia’s export system allows them to retain foreign currency, which can be leveraged in other import-based ventures

The conversation also turns to a deeper structural issue: the specialty industry often views itself through a quality lens, while much of origin trade operates through commodity and currency logic. When prices surge, farmers may deprioritize specialty differentiation. When prices fall, liquidity becomes the dominant concern.

This episode is about trade mechanics, currency incentives, and what truly determines survival in Ethiopia’s 2026 harvest.

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EP 1533 – Part 3 of 5: Ethiopia’s 2026 Harvest - Who Wins If It Goes Well? - Matthew Thornton

This is Part 3 of a five-part series, The 2026 Ethiopian Coffee Harvest, with Matthew Thornton, founder of Arkena Coffee Market.

In this episode, we examine what happens across the supply chain if the 2026 harvest performs well.

Farmers supplying cherry in the east have already benefited from record prices. Those drying cherry and holding inventory may need to move quickly if demand slows. Exporters are operating in what Matthew describes as a survival season, where quality management and disciplined purchasing matter more than aggressive buying.

In western Ethiopia, bumper production could help offset eastern shortages, particularly in commercial grades. Buyers may shift volume westward to balance books, while specialty lots from the southeast may remain tight.

We also explore a deeper question: are farmers truly gaining market power, or are they simply benefiting from competitive exporter behavior this season? And what happens if expectations rise for 2027 pricing?

This episode maps the winners, the survivors, and the risks beneath a “good” harvest.

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EP 1532 – Part 2 of 5: Ethiopia’s 2026 Harvest — The New Pricing System - Matthew Thornton

This is Part 2 of a five-part series, The 2026 Ethiopian Coffee Harvest, with Matthew Thornton, founder of Arkena Coffee Market.

In this episode, we explore what makes Ethiopia unique as a coffee trading origin. Unlike most producing countries, Ethiopia operates under a government-mandated export pricing system. Each week, the Coffee and Tea Authority publishes a minimum export price list by grade, region, and processing method. Exporters are not permitted to sign contracts below those thresholds.

The system was introduced to prevent underpricing, protect foreign currency inflows, and reduce capital leakage through sister companies abroad. The result is a market where pricing trends upward until it temporarily moves out of alignment with buyers, followed by periodic corrections.

We discuss how this structure changes power dynamics, why it reduces dependence on pure C-market pricing, and what buyers should expect from Ethiopia’s 2026 harvest.

If you source Ethiopian coffee, this episode provides critical context.

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EP 1531 - Part 1 of 5: Ethiopia’s 2026 Coffee Harvest - Matthew Thornton

This is Part 1 of a five-part series, The 2026 Ethiopian Coffee Harvest, with Matthew Thornton, founder of Arkena Coffee Market.

In this episode, the conversation focuses on the structural overview of the 2026 harvest. Eastern regions are experiencing reduced volumes, western regions are seeing stronger yields, quality is generally positive, and pricing has surged due to currency shifts, liquidity constraints, and increased competition in the cherry market.

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