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智通财经APP获悉,根据国际咖啡组织(International Coffee Organization,ICO)的数据显示,由于用于浓缩咖啡和速溶饮料的咖啡豆品种供应紧张加剧,罗布斯塔咖啡豆的价格已攀升至45年来的最高水平。
ICO在上周五发布的月度报告中表示,4月份ICO的批发价格指数(ICO指标是基于主要市场现货价格的总和)上涨了17%,达到1979年以来的最高水平。报告称,世界上最大的罗布斯塔咖啡豆生产国越南在上一季和本季收成不佳后,“继续面临供应困难”。
随着干旱和高温炙烤越南的种植区,灌溉用水枯竭,2024年即将到来的作物前景受到抑制,这些问题有恶化的风险。伦敦期货在过去六个月中有五个月上涨,这最终可能会影响消费者成本。
不过股票配资跑路,越南的咖啡种植区有可能在本月开始从干旱中恢复,对冲基金正在减少对价格进一步上涨的押注。更充足的阿拉比卡咖啡豆供应也有助于缓和涨势。
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