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Coffee ETFs to Capitalize on the Surge in Coffee Prices

Published 2024-04-12, 08:35 a/m
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It feels like everything we adore and rely on to get through the day is getting pricier. Just a few weeks back, we talked about cocoa prices skyrocketing and driving up the cost of our tasty chocolate bars. Now, it's our go-to morning pick-me-up that's on the rise, with coffee futures spiking as well. So, what's causing this trend, and how can we navigate it in the trading arena?

Coffee Supply and Demand

As with all aspects of economics, pricing ultimately boils down to the dynamics of supply and demand. To understand the current situation on the supply side, it's crucial to trace the origins of our caffeine dose.

Brazil has been a dominant force in the coffee industry since the 1840s when it became the world's largest producer. With a rich history dating back to the early 18th century, coffee production has significantly contributed to Brazil's economy. Over 300,000 coffee farms dot the Brazilian landscape, showcasing the country's vast involvement in coffee cultivation.

Another key producer of coffee is Vietnam, which emerged as a major player in the global coffee trade despite its relatively recent entry into the industry. The Communist Party's strategic focus on coffee in the 1980s propelled Vietnam's production to unprecedented levels, experiencing annual growth rates of 20% to 30% throughout the 1990s. Specializing in the robusta bean, Vietnam found its niche in the international market, distinguishing itself as the world's leading robusta coffee producer.

According to the United States Department of Agriculture (USDA), Brazil and Vietnam collectively account for more than 55% of global coffee production. Other significant coffee-producing countries include Colombia, Indonesia, Ethiopia, Honduras, Peru, India, Guatemala, and Uganda.

On the demand side, about 3 billion cups of coffee are drunk around the world every day, according to the International Coffee Organization (ICO). If current increased consumption trends continue, this number is expected to double by 2050. Another study by the Columbia Center on Sustainable Investment suggests that we will need 25% more coffee by 2030.

According to the ICO, coffee production has failed to match consumption levels in the past two years, primarily attributed to severe cyclical weather patterns and ongoing impacts of climate change. This has led to a reduction in suitable land for coffee cultivation, posing challenges for growers to sustain their livelihoods and resulting in increased prices for consumers.

Why Have Coffee Prices Been Rising Recently?

Coffee prices have surged recently because severe weather conditions have affected crops in major coffee-producing regions. In Vietnam, a heat wave has prompted farmers to switch to alternative crops like durian, avocados, and passion fruit, leading to a projected 20% decline in coffee exports compared to the previous year.  

In Brazil – El Nino phenomenon – a climate pattern that causes global changes in temperature and rainfall – has resulted in substantial rainfall in coffee-growing regions, causing significant damage to the crops.

How to Invest in Coffee

Agricultural commodities are volatile investments due to factors like weather, supply and demand, geopolitics, and government policies. This volatility poses risks for investors but offers short-term trading opportunities.

If you're interested in capitalizing on the recent coffee price boom, there are several options to explore. One option for European investors is the WisdomTree Coffee - USD (COFF), which is a UCITS-eligible Exchange Traded Commodity (ETC) designed to provide exposure to coffee futures contracts. It boasts an expense ratio of 0.49%. Additionally, WisdomTree offers another product, the WisdomTree Coffee - EUR Daily Hedged (ECOF), which provides exposure to coffee futures contracts while hedging against currency fluctuations in EUR.

For investors willing to take on more risk in pursuit of potentially higher returns, there's the WisdomTree Coffee 2x Daily Leveraged ETC (LCFE). This product offers leveraged exposure to coffee futures, aiming to deliver returns equivalent to 2 times the daily performance of the Bloomberg Coffee Sub Excess Return Index. For instance, if the index rises by 1% in a day, the ETC would rise by 2%, excluding fees. Conversely, if the index falls by 1%, the ETC would fall by 2%, excluding fees.

However, it comes with a higher expense ratio of 0.98%, double its non-leveraged counterpart. For those with even stronger convictions and a higher risk appetite, WisdomTree also offers the WisdomTree Coffee 3x Daily Leveraged (3CFL). This product aims to provide returns that are 3 times the daily performance of the index, excluding fees. Like the 2x leveraged option, it also carries an expense ratio of 0.98%.

These aforementioned products trade on multiple European stock exchanges, with different tickers and currency denominations.

Investors interested in these products should bear in mind that investing in leveraged products entails high risk and is suitable only for experienced investors who understand leverage and are prepared for potential amplified losses.

Is there a Coffee ETF in the United States?

In our article titled "Cocoa ETFs to Navigate the Chocolate Crisis", we emphasized the limited access U.S. investors have to cocoa futures markets. Fortunately, they can access exposure to coffee futures through the iPath Bloomberg Coffee Subindex Total Return ETN (JJOFF).

JJOFF is designed to provide exposure to the Bloomberg Coffee Subindex Total Return. The Index reflects the potential returns from investing in coffee futures contracts without using leverage. It currently includes one futures contract on coffee, which is part of the Bloomberg Commodity Index Total Return.

Investors should note that an Exchange-Traded Note (ETN) is a debt security issued by a financial institution, tracking the performance of an underlying index or asset. Buyers of this ETN do not directly own the underlying asset but hold a note issued by the issuer, subject to credit risk.

JJOFF trades on the OTC markets and has an expense ratio of 0.75%.

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