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David Pohl

David Pohl

Posted: October 5, 2010 01:59 PM

Coffee pundits are fretting about a coffee "shortage", which has led to a 35% price spike over the past four months on the NY ICE Coffee Futures Exchange. We're hearing dire predictions of doom and gloom, an "end to coffee as we know it." Leave it to mainstream media and hedge funds to create a mountain out of a molehill. Yet as a green coffee buyer who scours the world over for the best boutique coffee, works with trusted importers and growers to bring it to my doorstep, roasts it with artisan sensibility and packages it for the retail and wholesale coffee market, I am inundated with high quality coffee -- more than I know what to do with. The truth is that while there are legitimate concerns about supply, from where I sit the future of coffee has never looked so good.

My reason for optimism is simple: we are in a renaissance that is transforming coffee from a cheap commodity to a much more sophisticated beverage. I work for Equator Coffees & Teas in San Rafael CA, and I seek the best, most exotic coffees in the world. I evaluate coffees from Africa, Asia and Latin America every day, and travel to coffee farms several times a year.

What I find absolutely striking is that throughout the industry quality is up, even if supply isn't. So, is the shortage such a bad thing?

Back in 2002 when I started in the industry, green coffee prices were at historic lows. The market price was $.40/pound, while the minimum cost of production was twice that. Farmers were going broke daily, abandoning their farms in search of work in the cities or abroad. It was devastating.

Flash forward to 2010: green coffee prices are up around $1.90 and everyone is alarmed - except for the farmers who understandably love the price. There are a number of reasons for the price spike: smaller than expected harvests in Brazil, Colombia and Vietnam; farms that went broke during the crisis earlier in the century are still not at peak production (it takes 3-5 years for a coffee plant to produce); increases in global demand are outstripping increases in supply; and a weak global economy means that hedge funds are pouring money into commodities like coffee hoping for short-term returns. I don't feel comfortable with the bubble risk posed by institutional investors, but all of the other reasons for the increase are legitimate and stem from the fact that people are drinking more coffee -- arguably a good thing.

What I really find encouraging about the trend that has emerged in the wake of the coffee price meltdown eight years ago, especially as we head into another "crisis", is that consumers are willing to pay more for quality and sustainability. And farmers, keen to avoid another meltdown, have learned that they are better off producing higher quality coffee in a sustainable manner, not just more coffee. 20 years ago practically the only measure of a farm's success was its yield -- now quality is the number one issue. Today coffee growers are approaching their work, and are viewed by consumers, as artisans rather than struggling farmers at the bottom of the food chain. They are taking control of the situation and delivering coffee consumers are willing to pay a premium for. More farmers are focusing on the quality of their harvests, refining their growing techniques, installing hi-tech, efficient processing equipment and doing more to promote themselves by entering their coffees in competitions and reaching out to roasters via social media (most recently, a Salvadoran grower has communicated with us on Facebook). This positive development stands at odds with the "crisis" we are told is destroying the coffee industry.

Consider what has happened to coffee in Panama over the last few years. It has gone from an undervalued origin to one of the most prized. I spend a couple of months each year on Equator's own coffee farm, Finca Sofia. Since starting the farm from scratch three years ago we have planted 25,000 "Geisha" variety coffee trees, which we tend with the attention of a new mother. Geisha, an heirloom variety from Africa, took the world by storm a few years ago, sweeping every tasting competition it entered. Coffee judges could not believe it was grown in Panama - known primarily for clean, mild coffees, not wild, exotic ones. They were convinced it was from the crown-jewel of the coffee world, Ethiopia. Since then, green, unroasted Geisha grown in Panama has been selling at astronomical prices ranging from $25-170/pound. By first shattering taste expectations, this coffee went on to shatter price expectations. This had a trickle-down effect -- the best coffees from many other origins now sell for prices exponentially higher than the commodity price. Rarely do coffees sell for over $100, but it is quite common to see coffees from El Salvador, Guatemala, Ethiopia, Colombia and Peru sell for $10-40. This is the exciting future of the coffee industry as I see it.

So while the coming "shortage" will quite possibly have an impact on the world of coffee, and consumers will have to pay more for their coffee, they will also likely be treated to better quality coffee. Farmers will be rewarded for investments in quality and sustainability. If this is the "end of coffee as we know it", good riddance. The renaissance already underway suggests that the best is yet to come.

In future posts I will reflect upon the changing world of coffee.

 

Follow David Pohl on Twitter: www.twitter.com/equatordavid

Coffee pundits are fretting about a coffee "shortage", which has led to a 35% price spike over the past four months on the NY ICE Coffee Futures Exchange. We're hearing dire predictions of doom and g...
Coffee pundits are fretting about a coffee "shortage", which has led to a 35% price spike over the past four months on the NY ICE Coffee Futures Exchange. We're hearing dire predictions of doom and g...
 
 
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08:30 PM on 10/29/2010
We continue to develop, not only in terms of manufacturing, but also with our demanding taste and other expectations. Yes, there will always be cheap coffee for masses of humans without taste and low demands on quality. But while many coffee shop chains increasingly have troubles growing as they did 15-30 years ago, hundreds of independent cafes and coffee-houses throughtout the USA, Canada, Europe and Oceania are catering to a growing number of gourmets. These are succeeding in treating coffee as wine and not just a commodity.
05:49 PM on 11/15/2010
exactly! thanks!

david
orange county man
guy from the OC
08:04 PM on 10/15/2010
I have noticed that the 'little people' mostly drink Proctor and Gamble tasteless can coffee anyway. So because they obviously don't care about real Joe, they can just drink tea or diet Coke or some such mess, thus driving down demand and leaving the good stuff for us java gourmets.
05:09 PM on 10/13/2010
$100 a pound coffee is an exciting future for the industry?

I'm reminded of what I've seen Indian tea growers say about their teas -- they're fantastic, and would we please, please, just buy more of it?

With rocky economies nearly worldwide, and some of the strongest those with the lowest per capita incomes; and with Starbucks closing left and right while Dunkin Donuts experiences a huge surge in coffee and McDonalds is supposedly trying to get in on the same action, just how many $5.00 to $8.00 cups of coffee can we really expect to be bought?
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12:21 AM on 10/16/2010
That's not what he said. Reread the article.
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Morgantheaxe
Eisenhower Republicans don't drink tea!!
11:35 PM on 10/17/2010
Its the same point. Raise the price point and all the quality development was for nothing. People are looking for what coffee has always been. A cheap beverage. Jack it up and kiss your coffee sales goodbye. Sure fads are always there....look at Starbucks. Horrible coffee at rediculous prices. Sure when it was cool to swill that garbage people did it, but eventually even the dense realized that wow I can brew a better cup of coffee at home with a can of Folgers or Maxwell House than I can buy at Starbucks and it costs me pennys a cup. Jack those prices up and see how fast I switch to tea.
05:32 AM on 10/11/2010
"(F)armers, keen to avoid another meltdown, have learned that they are better off producing higher quality coffee in a sustainable manner, not just more coffee. 20 years ago practically the only measure of a farm's success was its yield -- now quality is the number one issue. Today coffee growers are approaching their work, and are viewed by consumers, as artisans rather than struggling farmers at the bottom of the food chain. ... This positive development stands at odds with the "crisis" we are told is destroying the coffee industry."

And, accept it or not folks, those "evil bastards" at Starbucks really must share in the credit for this development. Absolutely were they preeminently responsible for the early decade drop in prices and destruction of many farmer's old ways of life. That destruction, as is almost always the case in Nature, led to these new developments.

Is that a Conservative way of seeing it? Yeppers. But the Rational thing to do would've been for the Gov'ts of the nations most effected by this evolution to supply medical, educational and infrastructural assistance to prevent peops suffering the change the hardest from Dying from it. That's where the Republicans in the U.S. (and Conservatives around the globe) fail in their unacknowledged Social Darwinist philosophy.

Letting "God" sort 'em out is nature's way. Letting those whom "God" lets fall shatter and break so we benefit from their loss is always ultimately a self-defeating and short-sighted political strategy.
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HUFFPOST COMMUNITY MODERATOR
Mirabai305
Are you Jeff Vader?
11:37 PM on 10/10/2010
Hey David - I don't live too far from you, so if you've got too much coffee sitting around your house, you can always shoot some over my way! I'm happy to help you out, because I'm all friendly like that.
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HUFFPOST SUPER USER
Tulka2
Solidarity. Courage. Humor.
12:31 AM on 10/10/2010
"Go three days without eating, but never omit your daily green tea". -Chinese proverb

People in the tea growing world could really use some help. I only drink coffee when someone hands it to me. Green tea is life.
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HUFFPOST SUPER USER
exxman
Visualize Whirled Peas.
01:36 PM on 10/09/2010
Gosh! This really is exciting news. I can't wait until I am priced right out of being able to enjoy my morning cup of Joe. I wouldn't worry about supply too much. At those prices those of us who are scrambling to make ends meet will not have coffee on our shopping lists. Coffee it seems is on it's way to becoming a beverage enjoyed only by the uber-wealthy.
02:11 PM on 10/11/2010
i don't think cheap coffee will ever go away. just like there is still wine in a box, 5 liters for $10, there will continue to be ultra-low price coffee. what is exciting is that there is more differentiation and people are paying for quality.
02:19 PM on 10/07/2010
Six months ago I wrote a piece that pretty much said the exact same things:
http://theshot.coffeeratings.com/2010/04/the-next-coffee-crisis/

Plagiarism or agreement? ;) I'll go with agreement...
06:53 PM on 10/07/2010
hi! i hadn't seen your piece - i guess this is becoming part of the collective conscience of green coffee buyers and specialty coffee fans? glad to hear i am not alone! thanks for reading! development's in the industry really are exciting if a little "crisis" prone!
12:01 PM on 10/07/2010
For those of us who are coffee-obsessed, we'll pay about anything to get fresh, flavorful coffee. I will never be content drinking a cup of coffee that I don't know when it was roasted and where it comes from around the world. I became very spoiled at an early age when we had a great coffee roaster, Freed, Teller and Freed in our neighborhood. Even with the jump in prices during the 70s due to the coffee embargo, I forged ahead moving from Blue Mountain Jamaica ($1.40 per lb. at the time) to another one that I could afford.
09:45 AM on 10/07/2010
phew....I thought there was no more coffee....
oh well back to work...
HUFFPOST SUPER USER
crom14
09:00 AM on 10/07/2010
Buy Fair Trade Organic......... Higher Ground Coffee, is both and fantastic coffee, fairly priced.
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adamben
yes i said yes i will yes
07:26 PM on 10/06/2010
Good, let the farmers make a living wage. Personally, I grind and brew my own coffee with a french press. Not sure what the averages out per cup but it is pretty cheap and flavorful since it is chock full of coffee oils. It aint hard to do; grind beans, boil water, pour water into french press, wait 3-4mins, plunge, pour, and then drink! it's not brain surgery for christs sake and it don't cost $3/cup!
01:25 AM on 10/07/2010
brewing at home is relatively cheap - you get about 16 -20 cups of 12 oz coffee from a pound (depending on ratios). really depends on the cost of the coffee itself, but it would take a $48/pound coffee to equal $3 cup.
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HUFFPOST SUPER USER
Fight The Right
05:10 PM on 10/06/2010
This won't sit well in our house... :(
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HUFFPOST COMMUNITY MODERATOR
Puffin16
82.7% of all statistics are made up on the spot
05:05 PM on 10/06/2010
Drinking coffee is one of the most pleasurable parts of my morning. I don't go to Starbucks and buy $5 fancy mochiatta-caramel-whatever drinks - I grind my beans at home and brew my own, and I bring it to work with me. The cr@p they call coffee at work is awful - it even smells funny. I wonder if we have one of those guys here who likes to relieve himself in the pot?
05:11 PM on 10/13/2010
Probably just backwash. The executives pour what they don't drink back into the pot to save money.
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02:08 AM on 10/18/2010
A macchiato is an espresso drink, and all the flavors and whipped cream, etc., is just marketing to people who really don't like the taste of coffee, especially espresso.

The coffee you're making at home is undoubtedly drip-brewed coffee, unless you have a really expensive espresso machine. An espresso shot and a cup of drip coffee are two totally different things.

The crap at the office is office coffee-service market coffee. That's a business based upon selling really bad coffee at a really inflated price, because most people are too busy to question the salesman selling the contract and most office managers are too stupid to take the time to understand what they're buying.

It's amazing how people will screw up coffee. Just for example, I live in NOLA, and one of the best restaurants in the city (which will go unnamed) takes the coffee grounds they use for one huge pot and pour water over it again to double the yield of coffee. It is probably the worst cup of coffee I have ever had, and that includes the Army.

Folger's and Maxwell House and others conditioned the consumer not to care about the coffee they were drinking as long as it was cheap, so people's expectations are low. The quality market, about 25% of the total, I think, developed as a result of that.
05:00 PM on 10/06/2010
Each time any segment of industry decides to raise prices it is usually always preceded by, not only a justification for the increase, but "evidence" that good will result from it, as in this contrived offering of poor production of coffee, hence increased pricing, but that coffee quality will be better. This has been going on since I can remember, and I've been around a long time. Youth might be fooled ,since they have no past to reflect on, but this never-ending spiel is tired crap to those "of age" like myself. Inflation is persistent solely because industry insists on remaining on top of the economic ladder. It does not absorb regression as consumers do, but rather files for bankruptcy to keep its financial resources while it looks for more promising investments -- rather than remaining in its present business and settling for less. Meanwhile, when it wants more profits it simply offers less for more money. The promise of better quality is simply tried and true lying.