Coffee prices: Short term and long term diverge
About this episode
Carlos Mera and Oran van Dort discuss the factors affecting coffee prices and market stability.
Carlos Mera and Oran van Dort discuss the spike in coffee prices. Despite so many factors affecting the coffee market in the last couple of years, global exports in the 12 months to August remained remarkably stable. A significant drop in Brazilian exports is being offset by increases in a number of countries, from large producers like Vietnam and Colombia to tiny Madagascar. Looking at the 2026/27 crop year, we expect a large global surplus, assuming more or less normal weather ahead, but in the short term, we expect high volatility. Brazil's arabica areas need more rainfall in the second half of October to secure a good production recovery next season, but also, certified stocks are declining, partially as an unintended consequence of US tariffs. Disclaimer: Please refer to our global RaboResearch disclaimer at https://www.rabobank.com/knowledge/disclaimer/011417272/disclaimer for information about the scope and limitations of the material published on the podcast.
People in this episode
Guests: Carlos Mera, Oran van Dort
Topics covered
- coffee prices
- global exports
- market volatility
- Brazilian exports
- agricultural commodities
Keywords
- coffee prices
- Brazil
- global surplus
- exports
- market volatility
- agricultural commodities
Mentioned in this episode
Organizations: Rabobank RaboResearch Food & Agribusiness
Places: Brazil, Vietnam, Colombia, Madagascar
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