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The Coffee Nerd
The Coffee Nerd, the Meiero Coffee newsletter: stories from our coffee community in Brazil to the roasters in Europe.


#017 - From Steam to AI: The Technological Evolution of Coffee Processing
Studying the past while looking for the next opportunity.
Renato Stivanin
Mar 304 min read


#016 - Levelling the Field: Shared Infrastructure as a Tool for Quality Equity
We see a huge opportunity related to infrastructure
Renato Stivanin
Mar 234 min read


#015 - Fertilizer Shocks: How the Iran Conflict Threatens Coffee Yields
The war will make coffee prices rise again.
Renato Stivanin
Mar 163 min read


#014 - Beyond Direct Trade: Scaling Sustainability through Shared Infrastructure
Shared infrastructure is the key to create sustainability. That demands focus and patient capital.
Renato Stivanin
Mar 94 min read


#013 - ROIC Over Storytelling: Moving Beyond Performative Trips to Origin
A trip to origin without a commitment has no real value. It is a story without impact.
Renato Stivanin
Mar 23 min read


#012 - Catalytic Capital: Applying the Impact Investing Playbook to Coffee Bottlenecks
The coffee supply chain is broad enough to present many of impact investment opportunities.
Renato Stivanin
Feb 234 min read


#011 - The Certification Paradox: Why Paying Producers Outperforms Paying Consultants
We should import the framework from impact investing - not the framework from auditing companies
Renato Stivanin
Feb 164 min read


#010 - The Umbrella Model: Why Specialty Coffee Needs European Governance Over American Scale
Small is beautiful. The coffee industry should take European cheese and wine as an example. The opportunity is in adding value to a fragmented sector.
Renato Stivanin
Feb 94 min read


#009 - The January Turning Point: How Brazil’s Rain Shifted the 2026 Narrative
The rainfalls of January tend to define the yields and standards for the entire harvest.
Renato Stivanin
Feb 23 min read


#008 - The Backwardation Trap: Why Inverted Markets Are Emptying Europe’s Coffee Warehouses
During these unique moments, information is more valuable than ever.
Renato Stivanin
Jan 262 min read


#007 - Altitude vs. Latitude: The Invisible Hand Mapping Coffee Quality
Nature has influenced flavours, prices and culture. Then technology tries to change it.
Renato Stivanin
Jan 193 min read


#006 - Why Coffee Defies the "Commodity" Label through Terroir and Traceability
What makes coffee so special compared to other agricultural products?
Renato Stivanin
Jan 123 min read


#005 - Climate Sensitivity and the January-February Rainfall Critical Window
January is a key month for coffee prices…
Renato Stivanin
Jan 53 min read


#004 - Water Scarcity and Capital Constraints in Coffee Processing
The availability of water is a good explanation.
Renato Stivanin
Dec 29, 20252 min read


#003 - Commodity Substitution Risks and the "Robusta Parallel"
Consumers can just change from Arabica to Robusta - the same way they changed from cocoa to vegetable fats and oils.
Renato Stivanin
Dec 22, 20252 min read


#002 - David vs Goliath: How the specialty coffee movement is benefiting the entire value chain
Consumers demand more. Local roasters offer much healthier and tastier products than Nescafe.
Renato Stivanin
Dec 15, 20252 min read


#001 - How can a roaster source the best coffee while preserving its clients in the long term?
It is about separating the core and the fun part of your supply. The core needs reliability of prices and quality.
Renato Stivanin
Dec 8, 20252 min read
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