Why the coffee supply chain is hitting a climate wall?

New data from RaboResearch reveals a massive shift in arabica suitability. With up to 20% of current areas at risk by 2050, the macro implications for trade flows and origin-based branding are profound.

In my latest deep dive on Substack, we break down:

  • Why Ethiopia’s “high suitability” zones are set to triple.
  • The 41% drop in Honduras’ suitable land.
  • How varietal innovation (Castillo 2.0, F1 Hybrids) is fighting back.

[Read the full analysis on our Substack]