Softs News

Oct 31 - Asia coffee: Subdued business activity in Vietnam 

HANOI: Trading activity in Vietnam remained subdued as traders awaited the bulk arrival of new beans from the ongoing harvest, expected from mid-November, while concerns persisted over rainfall potentially disrupting the peak harvest, traders said on Thursday.

In the Central Highlands, Vietnam’s largest coffee-growing region, farmers sold beans at 115,500 dong to 116,500 dong (USD4.38 to USD4.42), slightly lower than last week’s 117,000 dong to 118,500 dong. Robusta coffee for January delivery settled up USD145, or 3percent, at USD4,610 a metric ton on Wednesday.

“The higher London price was due to fresh concerns over rains in Vietnam,” one trader said. “It is currently gloomy in the coffee-growing area due to scattered rains, which may slow the cherry-picking process and hurt next year’s crop.” Traders offered 5percent black and broken-grade 2 robusta at a discount of USD150 to USD200 per ton to the January LIFFE contract, compared with a USD120-USD150 discount a week earlier. 

Another trader said it was still too early to assess the quality of beans as arrivals are still limited. “If it doesn’t rain, beans should start coming in bulk in two weeks,” the trader said.

In Indonesia, Sumatra robusta coffee beans were offered at an USD80 discount to the November and December contracts, narrowing from the USD120 discount last week due to lower supplies of beans, a trader said. Another trader quoted a USD70 discount to the January contract, compared with the USD100 discount last week.

Oct 31 - US roasters tear through coffee stocks waiting for Brazil trade deal
Coffee roasters in the United States are plowing through their stockpiles as they await the outcome of ongoing U.S.-Brazil trade negotiations, talks that could determine whether they have to pay much higher prices for alternative sources of coffee. Brazilian coffee, which accounts for a third of the beans consumed by the world's largest coffee consumer, has been priced out of the American market since August when the administration of U.S. President Donald Trump imposed a 50% import tariff on Brazil's beans, in a case that mixed trade with politics.

Oct 30 - Uganda September coffee exports surge 59% on bumper crop
Uganda's September coffee exports jumped 59% year-on-year, boosted by a copious crop in parts of the East African nation, the agriculture ministry said on Wednesday. In September, Africa's largest coffee exporter shipped 844,949 60-kg bags of the beans, compared with 532,212 bags exported in the same period last year, the ministry said in a report.

Oct 27 - Trump says coffee tariff will be lifted under Vietnam trade deal

- U.S. President Donald Trump said on Monday that coffee is among the products included in a new trade deal with Vietnam, which would excempt it from a 20% headline tariff.
"We want to get coffee down a little bit," Trump told reporters on board Air Force One en route to Tokyo, adding that he might visit Vietnam, a coffee-producing powerhouse.

- The White House said on Sunday that the United States and Vietnam would finalise a trade agreement in the coming weeks that will maintain 20% tariffs on most Vietnamese goods but lift duties on certain products. The list of such products will be decided at a later stage, the two nations have said in a statement.

Oct 22 - Brazil 2025/26 sugar output expected to rise to 41.42 mln metric tons, Datagro says
Brazil's sugar production in the key center-south region in the 2025/2026 season is expected to rise 3.1% from the previous season to 41.42 million metric tons, Plinio Nastari, president of Agribusiness consultancy Datagro, said on Tuesday. The increase is expected despite a slight drop in sugarcane processing because the percentage of cane being directed to producing sugar over ethanol is expected to hit 52.1%, up from 48.1% in the previous season.

Oct 20 - High prices, bad quality slow down Ivory Coast cocoa purchases, sources say
Cocoa purchases in Ivory Coast have stalled at the start of the 2025/26 season, as a record farmgate price and poor-quality stocks deterred buyers and exporters, industry sources told Reuters. The world’s top cocoa producer raised its state-guaranteed price to 2,800 CFA francs per kilogram on October 1, a level traders described as unusually high.

Oct 15 - France raises sugar beet harvest forecasts
France's farm ministry on Tuesday raised its forecasts for this year's sugar beet and maize crops, for which harvests are ongoing, with sugar beet now expected 10% above the five-year average. In a crop report the ministry forecast France's sugar beet output in 2025 at 34.2 million metric tons, up from 31.8 million expected last month.

Oct 13 - Brazil's orange juice exports drop on sluggish start to 2025/26 harvest
Brazil's orange juice exports fell 4.4% in the first quarter of the 2025/26 season from a year earlier, to about 189,200 metric tons of frozen concentrated orange juice, amid a slower harvest, industry group CitrusBR reported on Friday. Colder weather has delayed fruit maturation and harvest rhythm compared to previous years, it said.

Oct 09 - Weight-loss drugs and MAHA are hammering US sugar beet farmers
For years, sugar beets were a lifeline for American farmers. More than half of domestically produced sugar comes from the white-fleshed root crops, and robust demand from the world’s top sugar-consuming nation has shielded growers from more volatile crops like corn, soybeans and wheat. But not this year. A dramatic drop in U.S. consumption and excess imports have ballooned stockpiles.

Oct 08 - Colombia coffee crop up 17% in 2024/25, exports rose 12%, says federation
Coffee production in Colombia, the world's third largest coffee grower, rose 17% in the 2024/25 season that ended in September to 14.87 million 60-kg bags, the local coffee federation FNC said in a statement on Tuesday. It was the best crop in 33 years, the FNC said, adding that Colombian coffee exports rose 12% to 13.3 million bags in the period.

Oct 02 - Coffee plants in Vietnam unharmed from Typhoon Bualoi, premiums fall in Indonesia

Coffee prices in Vietnam rose this week on concerns over heavy rain from storms ahead of the harvest, traders said on Thursday, although coffee plants suffered no harm from Typhoon Bualoi that swept through the country's northern region.

In the Central Highlands, Vietnam's largest coffee-growing region, farmers sold beans (COFVN-DAK) at 116,000 dong to 117,000 dong ($4.40-$4.43) per kg, compared with last week's range of 114,000 dong to 114,500 dong.

Robusta coffee for January delivery settled up $202, or 5%, at $4,388 a metric ton on Wednesday.
"Concern about weather conditions in the coffee growing area is one of the reasons driving London prices," said a trader based in the coffee belt.
"A storm has formed in the South China Sea and is approaching Vietnam. Although it is forecasted to not directly hit Central Highlands, we still need to keep an eye on it as it may trigger heavy rains."

Another trader said activities remained tepid with some farmers releasing beans from their current crop to make space for the upcoming one.
One trader offered 5% black and broken-grade 2 robusta at a premium range of $50 per ton to $100 per ton to the January LIFFE contract. Another said there was no differential for deliveries in December.

In Indonesia, Sumatra robusta coffee beans were offered at a $60 premium to the November and December contracts, up from a $50 premium last week for the same period "due to low coffee stock", a trader said. Another trader said there was no premium for the November contract, compared to a $10 premium last week.
A coffee farmer in West Lampung said the current rainy weather in the area was unfavourable for coffee plants' growth.
"Many coffee cherries have fallen off due to continuous rainfall, which may affect next year's output," said a coffee farmer based in the region

Sep 30 - Ivory Coast to raise farmgate cocoa price by 39% to record high
Ivory Coast plans to increase its farmgate cocoa price for farmers by 39% to a record 2,500 CFA francs per kg for the main 2025/26 crop harvest, two sources at the cocoa sector regulator told Reuters on Monday. The world's largest cocoa producer will begin its main crop season on October 1, with harvests expected to run until March 2026.

Sep 30 - More people cutting coffee consumption in 2nd-largest market Brazil, study shows
More Brazilians have reduced their coffee consumption, according to a bi-annual study carried out with over 4,000 people in Latin America's largest economy reported on Monday. Brazil, the world's largest coffee producer, is also the second largest coffee consumer, behind the U.S.

Sep 30 - Pakistan buys 80,000 tons sugar, seeks 100,000 tons more
Pakistan's state agency the Trading Corporation of Pakistan issued a tender to purchase 100,000 metric tons of white refined sugar and is believed to have bought 80,000 tons in a tender that closed last week, European traders said on Monday. The deadline for price offers in the new international tender is October 6, with sugar arrival in Pakistan sought around November 15.

Sep 29 - Brazil coffee exports to US to fall further if tariffs stay, Cecafe president says
Brazil coffee exports to the United States will decline further if U.S. tariffs remain in place, Marcio Ferreira, the head of exporter group Cecafe said, adding the industry was pleased by warming relations between the leaders of the two countries. U.S. President Donald Trump imposed a 50% tariff on Brazilian coffee and other goods, which came into effect in early August, amid tensions between his administration and the government of Brazilian President Luiz Inacio Lula da Silva.

Sep 24 - Global sugar market to have a surplus of 2.77 million tons in 2025/26, broker says
The global sugar market is projected to have a surplus of 2.77 million metric tons for the 2025/26 season that starts in October, broker and analyst StoneX said in a report on Tuesday. Global sugar production was estimated at 197.5 million tons, while consumption was projected at 194.7 million tons.

Sep 19 - US lawmakers to introduce bipartisan bill to axe tariffs on coffee (Reuters)

- U.S. Representatives Don Bacon and Ro Khanna will introduce bipartisan legislation that would exempt coffee products from any tariffs, spokespeople for the lawmakers told Reuters on Friday. Brazil used to supply a third of all the coffee used in the U.S., but shipments dried up since a 50% tariff was imposed on Brazilian imports at the end of July.
"Families across America are feeling the cost of higher coffee prices, which are already up 21 percent, and tariffing a product we can't grow at a large, commercial scale, only makes it worse," Republican lawmaker Bacon said.

- Roasted coffee prices at grocery stores in the U.S. rose 20.9% in August from a year ago, according to Bureau of Labor Statistics data.
"I look forward to working with Rep. Khanna to introduce this bipartisan bill and believe it can help spark the broader debate about Congress reclaiming its constitutional role in tariff policy," Bacon, one of the few Republican voices in Congress who has taken positions independent of President Donald Trump, added.
Prices for arabica coffee, the mild variety mostly used by coffee chains such as Starbucks and Dunkin Donuts, have jumped around 50% at the Intercontinental Exchange in New York since the Trump administration imposed its tariff on Brazilian imports, including green coffee.

"If you drink coffee every morning, how can you not be mad about that?” Khanna, who is a Democrat, told Reuters, referring to the price rise.
The bill seeks to exempt coffee from any tariffs imposed after Jan. 19, 2025, including roasted and decaffeinated coffee, as well as coffee husks, skins, and coffee substitutes containing coffee in any proportion.
A spokesperson for Khanna told Reuters the legislation would be introduced Friday.
The Washington Post first reported the introduction of the bill.

Sep 19 - Bumper Vietnam Coffee Crop May Help Ease Global Supply Squeeze (Bloomberg)

- Vietnam is expected to harvest its biggest coffee crop in four years following good rainfall, which may help to alleviate tight supply and put downward pressure on global prices. 
- Output is set to increase to 1.76 million tons for the 2025-26 season, according to the median estimate of seven traders, producers, exporters and analysts surveyed by Bloomberg News.
- A bigger flow of beans into the market could help plug global shortages and help to soften prices that skyrocketed 42% last month.

Vietnam is expected to harvest its biggest coffee crop in four years following good rainfall, which may help to alleviate tight supply and put downward pressure on global prices.
Output is set to increase to 1.76 million tons for the 2025-26 season, according to the median estimate of seven traders, producers, exporters and analysts surveyed by Bloomberg News. That would be 6% higher than last year, and equivalent to about 29.4 million 60-kilogram bags.
“The coffee trees are currently in good condition, with the harvest set to begin next month,” said Trinh Duc Minh, the chairman of the Buon Ma Thuot Coffee Association in Dak Lak province, Vietnam’s biggest growing region. “The weather has been favorable for the crop, with abundant rainfall.”

Vietnam is the world’s largest producer of robusta, the variety often used in instant coffee and espressos. A bigger flow of beans into the market could help plug global shortages following poorer-than-expected crops the previous two seasons, and help to soften prices that skyrocketed 42% last month. Robusta Jumped Last Month on Supply Concerns ...

Futures in London surged around 42% in August (ICE)

Coffee prices have seen further swings this week. Concerns over tight Brazilian supplies, US tariffs and profit-taking sent futures for the arabica variety in New York near a record, before whipping back, driving volatility to a four-year high. Robusta also climbed sharply in London at the start of the week before sliding.
“Although market concerns have now shifted toward a potential shortage of arabica, increased robusta availability in Vietnam and Brazil offers roasters a more affordable and accessible alternative,” said Laleska Moda, an analyst at Hedgepoint Global Markets. “We’re also observing a notable shift in demand toward Robusta this year.”

A harvest of 29.4 million 60-kilogram bags this season would make it Vietnam’s biggest since 2021-22, according to the US Department of Agriculture, which forecasts 31 million bags for 2025-26. The survey estimates ranged from 1.62 million tons to 1.9 million tons, or 27 million to 32 million bags.

Domestic Consumption

Vietnamese farmers have invested more in crop management due to higher prices, and are now preparing for the final round of fertilization ahead of the harvest. Some have even expanded their cultivation area, or switched to coffee from durian, according to EaPok Coffee JSC, a small Dak Lak-based producer, which expects its output to climb by 30% from a year ago.

Still, ongoing weather conditions remain crucial to the overall crop. Too much rain during harvesting could disrupt drying, delay shipments and threaten bean quality. And despite the forecast for higher production, rising domestic use could crimp exports, according to Daryl Kryst, Singapore-based vice president of soft and agricultural commodities in Asia for StoneX Group Inc.

Sep 18 - Global cocoa supply could drop by a third due to climate and disease, industry executive says
The world could lose a third of its cocoa supply, or 1.5 million tons over the next 15 years if no action is taken to tackle climate change and disease, an industry executive who buys a substantial amount of the world's chocolate-making ingredient said on Wednesday. "I think the house is on fire," the executive, whose firm has researched the matter extensively, said at the European Cocoa Association conference, explaining that West Africa could lose 500,000 tons to disease alone. 

Sep 15 - Vietnam on the Brink of a Thriving Coffee Season: Higher Yields and Greener Practices (Qahwa World)
– Vietnam is preparing for the 2025/26 coffee harvest season with a sense of optimism, as early forecasts point to higher yields, improved quality, and significant progress on sustainability initiatives. Industry experts confirm that weather conditions, farming practices, and regulatory readiness are aligning to strengthen the country’s position as one of the world’s most important coffee producers. Production expectations for the new crop are estimated at 29.65 million bags, an 8.3% increase compared with last year. Robusta, the dominant variety in Vietnam, is projected at 28.34 million bags (+7.4% year-on-year), while Arabica is forecast to reach 1.31 million bags, marking an impressive 31.3% rise. These estimates are based on crop surveys and current field observations. Farmers report that the cherries are developing steadily, with many Robusta plants entering maturation and Arabica already approaching harvest.

- Weather conditions have remained favorable so far, with rainfall close to historical averages. This suggests that harvest timing will mirror last year: Arabica is expected to begin in mid-September, Robusta in mid-October, with both peaking in early December and concluding by late January. If favorable conditions continue, quality is expected to improve, supported by the growing adoption of Good Agricultural Practices (GAPs) such as pruning, weeding, and shade management. Many farmers are also converting from chemical fertilizers to organic compost, which is expected to further enhance cup quality and reduce input costs.

- At this stage, no major challenges have been reported. Producers and processors are optimistic, and high prices across agricultural commodities are providing farmers with strong returns for the second consecutive year. This economic stability is enabling many to invest in better inputs and more sustainable practices, creating a positive outlook for both production and livelihoods.

- Vietnam’s coffee industry is also navigating an evolving regulatory environment. Domestically, the government has introduced a 5% Value Added Tax (VAT) on coffee trading, with exporters and buyers required to comply through verified suppliers. On the international stage, the European Union Deforestation Regulation (EUDR) will come into force on January 1, 2026. Although not yet active, Vietnamese supply chains are already preparing by strengthening traceability systems and collecting farm-level data to ensure compliance when the regulation takes effect.

- Sustainability remains a central focus this year, with multiple initiatives underway to boost farm productivity, resilience, and environmental responsibility. The IMPACT responsible sourcing program continues to expand, with a 4,000-metric-ton supply chain in Gia Lai now in its second verification cycle and a 3,500-metric-ton chain in Lâm Đồng advancing into its third year. According to Senior Sustainability Coordinator Nhu Le, more than 80% of the supply chain has now been mapped using polygon farm plots, a sharp increase from 30% earlier this year, both to prepare for EUDR and to support broader forest conservation efforts.

- Expansion is also taking place in Arabica-growing regions. In Son La and Lâm Đồng, more than 1,500 farmers across five wet mills have joined programs certified under RA, 4C, and the Global Coffee Platform (GCP). These farmers are receiving training on sustainable agricultural practices aligned with international standards, further strengthening Vietnam’s network of responsible suppliers. Farmer training remains a cornerstone of the country’s sustainability agenda. Over the past season, more than 1,500 farmers have participated in interactive workshops covering composting, fertilizer management, water and weed control, Integrated Pest Management (IPM), and shade tree cultivation. These sessions not only transfer technical knowledge but also create opportunities for farmers to share experiences and apply practices directly in their fields, enhancing resilience at both farm and community level.

- One of the most promising developments has been the shift from chemical fertilizers to organic composts. Farmers are increasingly learning to produce compost from coffee husk waste generated during Robusta natural processing. So far, nearly 500 farmers have been trained in composting techniques, collectively producing more than 3,000 metric tons of organic fertilizer. This practice reduces chemical inputs, improves soil health, cuts costs, and contributes to lower carbon emissions.

- Tree planting projects are also taking root. Over the past year, farmers have received 47,000 forest and fruit tree seedlings, which will help diversify local ecosystems, improve environmental resilience, and provide additional sources of income through fruit and timber.

- Soil and carbon initiatives are another priority. The Vietnam team has collected 475 soil samples to provide tailored fertilizer guidance, helping farmers cut input costs while maintaining yields and lowering emissions. At the same time, carbon footprint mapping is underway across partner projects, with the results expected to shape long-term reduction strategies and support compliance with new global standards.

- The combination of favorable weather, improved agricultural practices, and strong sustainability investments has positioned Vietnam’s coffee industry for a productive 2025/26 season. With production projected to rise and sustainability outcomes deepening, the outlook for both farmers and buyers is positive. The sector’s early adaptation to regulatory changes and its ongoing commitment to responsible sourcing reinforce Vietnam’s role as a global leader in coffee supply.

- As the harvest begins in the coming weeks, industry stakeholders are closely watching how these combined efforts will translate into both higher yields and better quality in the cup. For now, Vietnam’s coffee story in 2025/26 is one of growth, resilience, and readiness for the challenges and opportunities that lie ahead.

Sep 15 - India poised to export sugar in new season due to ample stocks
India, the world's second biggest sugar producer, will have sufficient surplus stocks of the commodity to allow exports in the season beginning October 1, a senior government official said on Friday. Exports by India could weigh on global prices, but would help the Indian government support local sugar prices and ensure farmers receive the guaranteed minimum price for their cane from sugar mills.

Sep 11 - Vietnam market subdued as traders await new coffee beans (Reuters)
- Trading activity stayed lacklustre in Vietnam this week due to coffee bean shortages ahead of the upcoming season, while rains continued to hamper harvesting in Indonesia, traders said on Thursday. In the Central Highlands, Vietnam's largest coffee-growing region, farmers sold beans at 114,500-116,800 dong ($4.34-$4.42) per kg, compared with last week's 114,600-115,300 dong.
"As we approach the upcoming crop season, traders tend to wait for new beans while keeping a close eye on the weather," a trader based in the coffee belt said.

Traders also noted that it was too soon to have proper estimates about the output of the crop. However, given current weather conditions, "it is very likely a good one," according to one trader.

Robusta coffee LRCc2 settled $106, or 1%, higher, at $4,477 a metric ton on Wednesday.

Vietnam exported 1.1 million metric tons of coffee in the August-January period, up 7.8% from a year earlier, government data showed. The country exported 85,000 metric tons of coffee last month, an annual increase of 12.9%.

In Indonesia, Sumatra robusta coffee bean premiums to the November contract fell to $0 from $50 last week to the October contract, one trader said.
Another quoted a $100 discount to the November contract, compared with the $50 premium last week.
A farmer in Indonesia's West Lampung said heavy rains continued to batter the region, which is "bad for coffee development in the coming years".

Sep 10 - Brazil coffee exports to US fall in August but surge elsewhere, industry says
Brazilian coffee exports to the United States fell 46% in August while sales to Latin American neighbors surged, coffee exporters group Cecafe reported on Tuesday, even as industry leaders said re-exporting Brazilian beans via third countries was not an alternative for getting past U.S. import tariffs. Despite a drop in total exports to Germany, the European country took the top spot as the biggest importer of Brazilian coffee - accounting for 414,109 60-kilogram bags - in August, while to Mexico and Colombia rose by 90% and 578% respectively to 251,166 and 112,948 bags, Cecafe said.

Sep 09 - Pakistan gets offers in 100,000 tons white sugar tender, traders say
The lowest price offered in the international tender from Pakistan to buy 100,000 metric tons of sugar on Monday was believed to be $545 a metric ton cost and freight included, European traders said in initial assessments. Offers in the tender from the state trading agency Trading Corporation of Pakistan are still being considered and no purchase has yet been reported, they said. 

Sep 06 - Vietnam Aug exports keep strong, PM warns of mounting inflation pressure (Reuters)

- Vietnam's exports in August rose 14.5% from a year earlier to $43.39 billion, government data showed on Saturday, the first trade figures since a tariff of 20% on shipments to the United States took effect during the month. Imports in the month rose 17.7% from a year earlier to $39.67 billion, for a trade surplus of $3.72 billion for the month, the National Statistics Office (NSO) said in a report.

- Vietnam's biggest market, the United States imposed the 20% tariff from August 7, while transshipments from third countries through Vietnam face a levy of 40%.
The Southeast Asian manufacturing hub reported total trade of $99.1 billion with the United States for the period from January to August, the statistics office said.
Vietnam's trade with China stood at $117.9 billion during the same period, it added. Vietnam relies heavily on China for materials and equipment for its industrial production.
Global trade tension, along with geopolitical and military conflicts, is affecting production and supply chains, said Prime Minister Pham Minh Chinh.

Sep 05 - Brazilian agency warns of US tariff impact on coffee market, trims crop forecast
Brazil's national food supply agency Conab on Thursday warned U.S. tariffs could drive further price gains in a global coffee market already buoyed by tight stocks, as it cut its forecast for the South American country's 2025 crop. The 50% duty imposed by U.S. President Donald Trump on imports of several Brazilian goods, including coffee, has sparked concern over supplies to the U.S. market, driving a recent surge in coffee futures in New York. 

Sep 05 - Drier weather threatens India's tea exports, global supply
As the changing patterns scythe down yields and stall output, rising Indian domestic consumption is expected to shrink exports from the world's second largest tea producer. While output stagnates in other key producers such as Kenya and Sri Lanka, shrinking Indian exports, which made up 12% of global trade last year, could boost prices. Tea prices at Indian auctions have grown just 4.8% a year for three decades, far behind the 10% achieved by staples wheat and rice.

Sep 04 - ASIA COFFEE-Trade remains quiet in Vietnam, premiums rise in Indonesia (Reuters)

- Coffee trading in Vietnam remained tepid, with sales slowing as stocks dwindled at the end of the crop year, while premiums in Indonesia rose this week with rains still recorded in the coffee growing areas, traders said on Thursday. In the Central Highlands, Vietnam's largest coffee-growing region, farmers sold beans at 114,600-115,300 dong ($4.36-$4.38) per kg, down from last week's 122,000-123,700 dong.
"Trade tends to be sluggish around this time each year, as everyone awaits the arrival of fresh beans from the new harvest," said a trader based in the coffee belt.
"Light rainfall has been recorded in the Central Highlands, but it has not negatively affected the trees. The cherries continue to grow healthily."

- Another trader said the weather had been favourable for the crop so far, as farmers were expecting decent yields this upcoming crop season.
Robusta coffee LRCc2 settled $55 higher, or 1%, at $4,454 a metric ton on Wednesday.

- Indonesia's Sumatra robusta coffee beans were offered at $50 premium to the October contract, up from the $30 premium last week, one trader said.
Another trader quoted a $50 premium to the November contract, unchanged from a week ago.
A coffee farmer in West Lampung said coffee trees in his area were starting to flower while the weather was still rainy.

- Indonesia's robusta bean exports came to 31,974.6 metric tons in July, up 70% compared to the same month last year, data from the local trade office showed.

Sep 04 - Colombia coffee output up 19% in August on delayed harvest
Colombia's output of washed arabica coffee grew 19% year-on-year in August to 1.24 million 60-kg (132-pound) bags, the National Coffee Federation said on Thursday. The high production is due to Colombia's harvest being delayed from the first half of the year to the second because of persistent rains, federation head German Bahamon said on X.

Sep 02 - Ivory Coast farmers say mixed weather helps main cocoa crop
Light rains mixed with variable sunshine across most of Ivory Coast's cocoa-growing regions augur well for the development of the next October-to-March main crop, which is expected to be healthy, farmers said on Monday. The world's largest cocoa producer is in the middle of the rainy season, which runs from April to mid-November. However, data showed rains were well below average last week.

Aug 29 - Brazil's main sugar state to face intense heat that could cut cane yields, says report
Brazil's Sao Paulo state, which produces about half of the country's sugarcane, is expected to face intense heat and dry weather next week in key growing regions, potentially further reducing yields of the crop, EarthDaily said on Thursday. In a report shared in advance with Reuters, the satellite-based agricultural monitoring firm also warned of increased fire risks in cane fields due to the dry weather.

Aug 26 - Brazil retail coffee prices could surge amid US tariffs, industry group says
Retail prices for roasted and ground coffee in Brazil, which have fallen an average of 12% so far in August, could reverse course as costs of raw beans surge for Brazilian roasters, the country's coffee industry association said on Monday. Raw coffee prices have rebounded over the past three weeks, recovering from July lows amid gains on the ICE exchange in New York, driven by factors including U.S. tariffs and frost in Brazil, Celirio Inacio, executive director of the Brazilian Coffee Industry Association, said in an interview. 

Aug 22 - High-value coffee drives Vietnam nation’s export momentum (VietStock)
The surge in export value of coffee, driven by higher-value processed and speciality products, marks a shift in strategy and signals untapped potential in the premium segment.

Coffee exports reached a new milestone in the first seven months of 2025, generating $6 billion in export revenue from 1.1 million tonnes, according to data released by the Ministry of Agriculture and Environment (MoAE) last week July. This figure surpasses the country’s full-year coffee export turnover in 2024, which stood at $5.48 billion.

According to MoAE forecasts, Vietnam’s coffee export turnover could surpass the $7.5 billion target set for 2025, representing a 36.9 per cent increase on-year. The government also aims to raise the proportion of processed coffee to 30-40 per cent by 2030.

Processed coffee, including instant products, accounted for 11 per cent of total export volume and 13.1 per cent of total value, bringing in approximately $600 million. Germany, Italy, and Spain were Vietnam’s top three coffee importers during the six months, representing 16.3, 7.9, and 7.4 per cent of total export value, respectively.

Alongside high export volumes, Vietnam also reported robust growth in speciality coffee exports, with prices reaching 1.5 to two times the global average, according to the MoAE.

Nguyen Nam Hai, chairman of the Vietnam Coffee-Cocoa Association, attributed the surge in export value to a significant increase in average export prices, which rose over 59 per cent on-year to more than $5,700 per tonne. He also cited strong demand from key markets such as the United States, EU, Japan, South Korea, and China.

In the US market alone, Vietnam exported nearly 60,600 tonnes of coffee in the first half of 2025, earning $333 million in revenue.

Aug 18 - Vietnam Coffee Prices Hit Historic High at 117,500 VND/kg (Qahwa World)
Coffee prices in Vietnam continued their sharp upward trend on August 17, climbing by 2,500–2,800 VND per kilogram across major producing regions. Average domestic purchase prices now range between 116,800 and 117,500 VND/kg, marking one of the highest levels recorded this season, according to Báo Gia Lai.

Regional Price Updates

    Gia Lai Province: Prices rose by 2,600 VND/kg to reach 117,200 VND/kg.

    Lam Dong Province: Prices increased by 2,800 VND/kg, bringing the average to 116,800 VND/kg.

    Dak Nong Province: Prices advanced by 2,500 VND/kg to 117,500 VND/kg, the highest among major regions.

    Dak Lak Province: Coffee traded at 117,300 VND/kg, up 2,500 VND/kg from the previous day.

Drivers Behind the Price Rally

Economic experts attribute the surge primarily to dwindling domestic supplies. After months of intensive harvesting, coffee stocks held by farming households have fallen to low levels. Meanwhile, exporters are aggressively buying to fulfill international contracts, intensifying pressure on local prices.
Global Coffee Market Trends

Vietnam’s domestic rally comes against the backdrop of strong movements in global futures markets:

    Robusta futures (November 2025 delivery) rose by USD 506 per tonne, equivalent to a 14.2% weekly gain.

    Arabica futures (December 2025 delivery) surged by USD 340 per tonne to USD 7,370 per tonne (about 192,100 VND/kg), a 10.5% rise compared with the previous week.

This follows four consecutive sessions of triple-digit increases in Robusta futures, underscoring heightened volatility driven by tight supply concerns worldwide.
Context and Outlook

The latest jump builds on an already rapid price escalation earlier this month, when domestic coffee crossed the 107,000 VND/kg threshold for the first time. Analysts warn that continued low inventories combined with strong export demand could sustain upward pressure in the coming weeks.

Vietnam, the world’s largest Robusta producer, plays a critical role in global supply. Any prolonged imbalance in its domestic market may have ripple effects internationally, particularly in Europe and Asia where Robusta beans are heavily used in instant coffee and espresso blends.

Aug 14 - Ivory Coast cuts cocoa export contracts to 1.2 million tons over poor weather
Ivory Coast's Coffee and Cocoa Council has cut to 1.2 million tons its export contract sales of the main crop from October to March, down from 1.3 million, two council sources told Reuters on Wednesday. The cocoa sector regulator in the world's top producer of cocoa beans said the downward revision followed poor weather conditions ahead of the 2025/26 season, set to begin on October 1. 

Aug 14 - Prices rise in Vietnam on global cues, high demand for Indonesian beans

- Coffee prices in Vietnam rose from a week ago on Thursday following a global price recovery, while demand was strong in Indonesia amid depleting stockpiles, traders said.
Farmers in the Central Highlands, Vietnam's largest coffee-growing region, sold beans (COFVN-DAK) at 107,000-110,000 dong ($4.07-$4.19) per kg, up from 100,000-100,700 dong a week earlier.

Robusta coffee last settled up $171 at $3,799 a metric ton as of Wednesday's close, its highest level since late June.
"Amid global gains, the domestic market situation remained the same as the past few weeks," a trader based in the coffee belt said.
"Foreign demand is thin due to high prices and global uncertainties. At the same time, many warehouses are not currently buying as they're waiting for more supply in October-November and clearer market signals."

- Traders offered 5% black and broken-grade 2 robusta at a premium of $400-$500 per ton to the November LIFFE contract.

- In Indonesia, Sumatra robusta coffee beans were offered at a $180 premium to the September contract, up from a $150 premium to the September/October contract last week, a trader said.
"We are scrambling to buy beans because the harvest is almost over. Supply is depleted, while demand remains high," the trader said.

- Another trader quoted a $150 premium to the November contract, up from the $100 premium last week.
A coffee farmer in Lampung expects the harvest to end in late August or early September, adding that about 80% of the harvest has been gathered.

Aug 12 - Hartree in talks to buy major cocoa trader Touton, sources say
Global energy and commodities trader Hartree Partners is in talks to acquire French agro-industrial firm Touton, which trades nearly 10% of the world's cocoa, two sources with direct knowledge of the matter told Reuters. An acquisition of Touton, which trades in coffee in addition to cocoa, would cement Hartree's expansion into soft commodities.

Aug 09 - Coffee prices : Domestic and world coffee prices both increased sharply due to tariffs

Domestic coffee prices today, in the Central Highlands region continued to increase sharply, fluctuating between 101,000 - 101,900 VND/kg.

Accordingly, traders in the old Dak Nong region are purchasing coffee at the highest price of 101,900 VND/kg. A sharp increase of 1,200 VND/kg compared to yesterday.

Similarly, coffee price in Dak Lak province is 101,500 VND/kg, an increase of 1,000 VND/kg compared to yesterday.

Coffee prices in Gia Lai province increased by VND1,000/kg compared to yesterday and were traded at VND101,300/kg.

In Lam Dong province, coffee prices increased by VND1,000/kg compared to yesterday and are at VND101,000/kg.

Coffee price on August 9, 2025: Continue to increase sharply due to tariffs

Coffee prices surged on the day the US officially imposed reciprocal tariffs on the commodity, with tariffs of 50% on Brazil, 20% on Vietnam and 19% on Indonesia. Although it will take more time to assess the specific impact, this move has caused notable fluctuations in the international coffee market.

Although Vietnam does not export a large amount of coffee directly to the US (market share is less than 6%), the high tariffs imposed on Brazil may force US importers to look for other sources of supply, with Vietnam being a prominent choice thanks to its more competitive prices.

However, in July, many domestic enterprises lost market share to foreign-invested companies, including in the green coffee segment. FDI enterprises now account for 42.7% of total volume and 46.4% of total export turnover of green coffee, far exceeding the previous average market share of about 30%.

Louis Dreyfus Company Vietnam (LDC), a global corporation originating from Europe, has risen to the top with an export volume of over 12,000 tons of green coffee. Meanwhile, the names that once held the top positions such as Intimex, Vinh Hiep or Simexco Dak Lak only achieved an export volume of 5,400 to 9,400 tons.

Aug 08 - Cameroon cocoa output surpasses 300,000 metric ton target for first time
Cameroon surpassed its annual target of 300,000 metric tons of cocoa for the first time in the 2024/2025 season, marking a significant milestone for the world's fifth-largest producer, the Central African country's trade minister said on Thursday. Speaking at the launch of the 2025/2026 cocoa season in Mbankomo, near the capital Yaounde, Trade Minister Luc Magloire Mbarga Atangana said domestic traded volume for the season from August 1 2024 to July 15 2025 rose by 16% to 309,518 tons from 266,710 tons in the previous one. 

Aug 7 - Vietnam will continue talks with the United States to finalise a trade agreement between the two countries, the Southeast Asian country's government said on Thursday, as U.S. President Donald Trump's new tariffs took effect (Reuters).
The agreement reached last month reduces U.S. tariffs on imports from Vietnam to 20%, down from the 46% rate proposed in April. However, goods deemed by Washington to be illegally transshipped via Vietnam will face a higher levy of 40%.

- Specific details regarding the agreement and transshipment issues have yet to be disclosed.
"In the coming time, the two sides will continue to discuss and implement tasks towards finalising the trade agreement," the Vietnamese government said in a statement.
Minister of Industry and Trade Nguyen Hong Dien said his ministry had submitted a proposal to the prime minister on adaptation to the new tariff policy.
He added that the ministry is developing a comprehensive plan to implement the trade agreement, which is expected to be submitted to the government and related agencies by Friday.
Vietnam's exports rose 16% in July from a year earlier to $42.3 billion, official data showed, with imports also rising 17.8% in the period to $40 billion.
- Exports to the U.S. recorded an annual increase of 26% in July to $14.2 billion, customs data showed. Imports from China increased 30.5% to about $16.7 billion in July.

Aug 05 - Ivory Coast vows to find new cocoa buyers if Trump imposes tariffs
Ivory Coast will look for new markets for its cocoa, away from the United States, if the administration of President Donald Trump goes through with its threat to impose 15% tariffs from Thursday, two officials said. The West African nation would have alternatives to consider in a fiercely competitive sector, one of the officials, from the agriculture ministry, added. "The United States is doing the opposite of what it should be doing," the official said.

Aug 04 - Trump's 50% Brazil coffee tariff expected to rejig trade, send more beans to China
The Trump administration's steep import tariff on Brazilian coffee looks set to reshuffle trade routes for beans from the world's top grower and exporter, benefiting China and incentivizing traders to look for indirect routes into the U.S. The possible rerouting of the massive volume Brazil usually sends to the U.S., similar to the entire production of high-quality coffee grower Ethiopia, could benefit a major Trump rival: China.

Aug 01 - Vietnam domestic prices edge higher on supply concerns; Indonesian premium narrows
Domestic coffee prices in Vietnam rose slightly on Friday on supply concerns, as global prices recovered from last week's 16-month low.
Farmers in the Central Highlands, Vietnam's largest coffee-growing region, sold beans at 99,500-99,700 dong ($3.80-$3.81) per kg, up from last week's 95,700-96,200 dong.

Traders say concerns about a possible dry weather spell in the region could have given domestic prices a boost.
"Farmers had refrained from selling their beans, waiting for more gains in price, which, if it surpasses 100,000 dong per kg, could trigger an increase in supplies," a trader based in Dak Lak province said.

- Robusta coffee last traded at $3,331 a metric ton, up from a 16-month low of $3,166 last week. Traders said they are cautious as they wait for the Trump administration's final decision on the U.S.'s tariff on coffee from top producer Brazil.

- In Indonesia, Sumatra Robusta coffee beans for September/October contract were offered at $140-150 premium, a decline from $160 premium last week.
Another trader said the beans were offered at $100 premium for November contract, compared with a $150 premium last week.

A coffee farmer there said harvest is ongoing, while some plantations are currently in the first fruiting stage.

Aug 01 - Brazil sees 35.9% of exports to US facing steeper tariff, pushes reversal for coffee
Brazil estimates that 35.9% of its exports to the U.S. by value will be hit by a steep 50% tariff under a new executive order by Donald Trump's administration, Vice President Geraldo Alckmin said on Thursday, emphasizing efforts to reverse the levies on key goods such as coffee. The estimate confirms earlier reporting by Reuters, with sources saying 44.6% of local products will be subject to the preexisting 10% tariff, while the remaining 19.5% will fall under tariffs the U.S. applies globally, ranging from 25% to 50%.

Jul 31 - Brazil center-south 2025/26 sugar production forecast at 40.16 mln metric tons, StoneX says
Sugar production in Brazil's key center-south region during the 2025/26 season is now expected at 40.16 million metric tons, consultancy StoneX said on Wednesday, citing heavy rains in June, which hurt both cane crushing volumes and crop quality. In May, StoneX forecast that sugar production during the season would hit 41.8 million tons in the region.

Jul 30 - Coffee and cocoa could be exempt from tariffs in trade deals, commerce secretary says
Natural resources that are not grown in the United States, including coffee and cocoa, could be exempt from import tariffs when trade deals with producing countries are reached, U.S. Commerce Secretary Howard Lutnick said on Tuesday. Lutnick said in an interview for CNBC's talk program 'Squawk Box' that President Donald Trump has agreed to set zero tariffs for those natural resources that are not grown in the U.S. in the trade deals he has closed, including the ones with Indonesia and the European Union.

Jul 29 - Ivory Coast cocoa farmers warn of crop risks as rains fall short, cold spell hits
Rainfall was well below average last week across most of Ivory Coast's main cocoa-growing regions, while a cold spell has raised concerns among farmers about potential crop damage that could reduce expectations for the October-to-March main crop, farmers said on Monday. Ivory Coast, the world's top cocoa producer, is in its rainy season which runs officially from April to mid-November, when rains are abundant and often heavy.

Jul 29 - Uganda's June coffee export volumes and earnings surge
Uganda's coffee export volumes and earnings leapt in June, boosted by a plentiful harvest in most of the growing regions, the Agriculture Ministry said in a report on Monday. Earnings from coffee were up 78% year on year in June at $290 million while export volumes jumped 52% to 1.01 million 60 kg bags, the ministry's report said.

Jul 25 - Vietnam domestic prices edge up, Indonesian supplies tight (Reuters)
- Domestic coffee prices in Vietnam on Thursday rose slightly from a week ago, with farmers there and in Indonesia hesitant to sell their beans as they wait for prices to rise further.
Farmers in the Central Highlands, Vietnam's largest coffee-growing region, sold beans (COFVN-DAK) at 95,700-96,200 dong ($3.66-$3.68) per kilogram, up from last week's 91,600-92,500 dong. "Farmers refrain from selling as they want to hold their beans until prices are at least above 10,000 dong per kg," a trader based in Dak Lak province said.

- Traders noted slow sales as many buyers bought beans from Indonesia and Brazil at more competitive prices.
"The harvest in Vietnam will begin from October so I don't think farmers can hold for much longer," the trader said.

- The ongoing floods triggered by tropical storm Wipha are not affecting coffee farms, they added.
"No coffee farms are affected by floods and the rain is actually good for the farms as the coffee beans are in the growing stage," another trader based in Dak Lak said.

- Robusta coffee  last traded at $3,300 a metric ton.

- Traders offered 5% black and broken-grade 2 robusta with a $200-$400 premium to the September LIFFE contract, widening from $130-$160 last week.

- In Indonesia, where a harvest is underway, Sumatra robusta coffee beans for September/October contract were offered at a $160 premium, compared with last week's $150 premium for August-September contract. Another trader said the beans were offered at $150 premium for November contract. A coffee exporter said that Indonesian supplies have been throttled due to the recent fall in prices, though a harvest there is ongoing and expected to continue until next month. 

Jul 25 - Small Ivory Coast cocoa firms say EU deforestation rules might bankrupt them
Small players in Ivory Coast's cocoa industry say they fear they will go out of business due to the cost of complying with new European Union regulations on the import of commodities linked to deforestation. The proposed law, which aims to end the estimated 10% of global deforestation fuelled by EU consumption, requires companies importing goods such as cocoa, soy, beef and coffee to prove their supply chains do not contribute to the destruction of the world's forests, or face hefty fines.

Jul 24 - Ivory Coast 2024/25 cocoa beans and products exports up 1.3% as of June 30
Exports of cocoa beans and semi-finished products at ports in top grower Ivory Coast had reached 1.508 million metric tons by June 30 since the start of the season on Oct. 1, up 1.3% from 1.489 million tons in the same period last season, data from the Coffee and Cocoa Council (CCC) showed on Wednesday. Data from the regulator also showed that 808,954 tons of cocoa beans and semi-finished products were exported from Abidjan and San Pedro ports between January 1 and June 30, down 10% from 899,585 tons in the same period of the previous season.

Jul 18 - Coke's shift to cane sugar would be expensive, hurt US farmers
A possible move by Coca-Cola, and other beverage and food industries, to use cane sugar instead of corn syrup as a sweetener would be difficult and expensive to implement, while mostly negative for farmers in the United States. Industry analysts said changes in the formulation of the rest of the Coke sold in the U.S., and other beverages and candies, would involve significant adjustments to companies' supply chains, since corn syrup and sugar come from different producers.

Jul 16 - Traders rush to land Brazilian coffee in the US before Trump's 50% tariff
Commodities traders are racing against time to unload as much Brazilian coffee as possible in the United States before Trump's new 50% tariff on Brazilian products is implemented on August 1, they said on Tuesday. Newly released data showed U.S. consumer prices rose in June as the cost of the Trump administration's tariffs began to be passed on, including to cups of coffee.

July 15 - More sun needed to boost Ivory Coast cocoa main crop, farmers say
Rainfall was below average last week in most of Ivory Coast's main cocoa-growing regions, but adequate soil moisture continued to support strong flowering on plantations, farmers said on Monday. Ivory Coast, the world's top cocoa producer, is in its rainy season which runs officially from April to mid-November, when rains are abundant and often heavy.

July 15 - Brazil's sugar production falls more than expected in late June
Sugar production in Brazil's key center-south region fell more than expected in the second half of June, data from industry group UNICA showed on Monday, as sugarcane crushing also landed below market estimates. Sugar output in the period totaled 2.845 million metric tons, UNICA said, a 12.98% drop when compared to a year earlier, while cane crushing slipped 12.86% to 42.706 million tons. 

Jul 14 - US sugar production estimate cut, demand also seen smaller, says USDA
U.S. sugar production in the 2025/26 season that starts in October was estimated at 9.19 million short tons on Friday by the U.S. Department of Agriculture, 59,000 ST less than projected last month due to smaller beet sugar output. The USDA also cut its estimate for the country's sugar consumption by 165,000 ST to 12.16 million ST in 2025/26. It reduced its sugar use projection for the current season (2024/25), as well by 165,000 ST, saying industry demand for sugar has faltered.

Jul 11 - Vietnam prices edge down further on thin trade, premiums flat in Indonesia
Coffee prices in Vietnam edged down further this week on thin trading activity as the crop season comes to an end and the global beans stockpile recovers on the back of supply from Indonesia and Brazil, traders said on Thursday.

Farmers in the Central Highlands, Vietnam's largest coffee-growing region, sold beans at 92,300-92,600 dong ($3.54-$3.55) per kg, down from last week's 94,700-95,200 dong.
"Big roasters are buying cautiously amid tariff risks (from the U.S.), while exporters from Vietnam started to take profits and release more inventories," said a trader based in the coffee belt.
"The fact that Indonesian and Brazilian beans are hitting the markets is another reason for decreasing prices."
Another trader based in the region said it received sufficient rain recently and is likely to improve supply.

Robusta coffee settled down $98, or 2.7%, at $3,470 a metric ton on Wednesday.

- Traders offered 5% black and broken-grade 2 robusta in the range of $120-$130 per ton premium to the September LIFFE contract.
Vietnam exported 943,000 tons of coffee in the first half of this year, up 4.1% from the same period last year, government data showed. June exports stood at 119,000 tons, an annual increase of 53%.

- In Indonesia, Sumatra robusta coffee beans were offered at $240-$250 premium range to the August-September contract, unchanged from last week, one trader said.
Another trader quoted beans at $200 premium to the September contract, also the same as last week.

Jul 11 - Ivory Coast has sold 850,000 tons of 2025/26 cocoa export contracts, sources say
Ivory Coast's Coffee and Cocoa Council regulator has sold 850,000 metric tons of cocoa export contracts for the coming 2025/26 season, one month ahead of its target, two sources at the CCC told Reuters on Thursday. The sales, which cover export contracts for the October-to-March main harvest in the world's leading producer, put the CCC well on track to reach its eventual target of 1.3 million tons, the sources said, despite concerns about crop development. 

Jul 11 - Trump's Brazil tariff rattles coffee market, could raise prices in US
The 50% tariff that the Trump administration has slapped on Brazilian imports has rattled the global coffee market and could make the price of a cup of coffee in the U.S. jump beyond recent highs. Coffee trade sources said the new duty announced on Wednesday, if confirmed on August 1, could halt new shipments of Brazilian coffee to the U.S., which imported 8.14 million 60-kg bags of the product from the South American country in 2024, or 33% of its total consumption.  

Jul 10 - Trump sets 50% US tariffs on Brazilian imports starting in August
- U.S. President Donald Trump launched his global tariff assault into overdrive on Wednesday, announcing a 50% duty on goods from Brazil, to start on August 1.
- The announcement came hours after he also informed Brazil that its "reciprocal" tariff on August 1 would rise to 50% from 10%, a shockingly high level for a country with a balanced U.S. trade relationship.
- Trump's Brazil tariff order came in a letter to Brazilian President Luiz Inacio Lula da Silva that vented anger over what he called the "Witch Hunt" trial of Lula's right-wing predecessor, Jair Bolsonaro, and adding to an increasingly bitter public feud with Lula. Trump also criticized what he said were Brazil's attacks on free elections, Americans' free speech and "SECRET and UNLAWFUL Censorship Orders to U.S. Social Media platforms." 

- He ordered the U.S. Trade Representative's office to launch a new "Section 301" unfair trade practices investigation that could add even more tariffs, citing "Brazil's continued attacks on the Digital Trade Activities of American companies." Lula responded to Trump's letter by issuing a statement saying that any unilateral measure to increase tariffs would be met with a response in accordance with Brazilian law.

- Brad Setser, a former U.S. trade official now with the Council on Foreign Relations, said Trump's action could easily spiral into a damaging trade war between the two democracies.
"This shows the danger of having tariffs that are under the unilateral control of one man," Setser said. "It's tied to the fact that Lula beat Trump's friend Bolsonaro in the election." Brazil is the 15th largest U.S. trading partner, with total two-way trade of $92 billion in 2024, and a rare $7.4 billion U.S. trade surplus, according to U.S. Census Bureau data.
- Top U.S. exports to Brazil are commercial aircraft, petroleum products and crude oil, coal and semiconductors while Brazil's top exports to the U.S. are crude oil, coffee, semi-finished steel and pig iron. The South American country has held off on implementing a digital services tax but has sought to advance legislation with stronger competition regulations on digital platforms.

- Trump earlier on his Truth Social media platform issued August 1 tariff notices to seven minor trading partners that exported only $15 billion in goods to the U.S. last year: a 20% tariff on goods from the Philippines, 30% on goods from Sri Lanka, Algeria, Iraq, and Libya, and 25% on Brunei and Moldova.

Jul 07 - EU to cut Ukrainian sugar imports by 70-80% under new quotas
European Union will cut imports of Ukrainian sugar by up to 80% to address the concerns of its farmers, according to quotas announced on Friday, that are likely to drive Ukraine growers to sell more to markets in Asia and Africa. In a show of solidarity following the start of the Ukraine war in 2022, the EU opened up its food markets and temporarily waived duties and quotas.

Jul 07 - Dreyfus sees Brazil adding 23 million bags of coffee to the market in 10 years
Louis Dreyfus Company, one of the world's three largest coffee merchants, estimates that Brazil could add 23 million 60-kg bags to the market over the next 10 years, the firm's head of coffee research, Charles Chiapolino, said on Friday. That would come after the South American country, the world's No.1 producer and exporter, increased output by 9 million bags in the last decade, he added during a presentation at the Coffee Dinner & Summit event. 

Jul 04 - REUTERS TECHNICAL ANALYSIS Q3 OUTLOOK 2025 - WANG TAO

In the third quarter,  Brent and U.S. crude may fall to $71.33 and $55.30 respectively. Palm oil, corn, soybeans, wheat and coffee are set to test key supports, while gold may revisit $3,120. Aluminium and cocoa may face resistance, with copper targeting $10,219. The dollar index could drop to 95. To read the full report, click here

Jul 04 - Global coffee supply relief possible in three years, ICO head says
Global coffee supply could improve in three years as new plantations spurred by record high prices start producing, International Coffee Organization Executive Director Vanusia Nogueira said on Thursday at an event in Brazil. The outlook, however, depends on market conditions remaining favorable enough for farmers to maintain their crops, Nogueira told journalists at an event organized by the Brazilian coffee exporters group Cecafe.

Jun 30 - Cashew Imports From Vietnam Into the US Fall for the Third Consecutive Month

Cashew imports from Vietnam into the US continue to trail last year, falling year-on-year (y-o-y) for the third consecutive month in April to 6,914 tonnes  (-24% y-o-y). The year-to-date (YTD) imports amounted to 32,455 tonnes (Jan-Apr), according to the USDA FAS data. This is 16% below the five-year average.

However, with the US-bound cashew exports from Vietnam accelerating in April and May, due to the increased urgency to ship material within the 90-day pause in the US import levies, US cashew imports are anticipated to show a growth during May and mainly June.

In the EU, imports from Vietnam run ahead of the last year, unlike in the US. The EU imported 8,700 tonnes of Vietnam-processed cashew kernels in April 2025, an increase of 9% y-o-y, up 10% on the five-year average, but down 1,550 tonnes from the March volume, according to the Eurostat. The YTD imports reached 40,690 tonnes (Jan-Apr), up 15% y-o-y and an increase of 13% on the five-year average.

Imports of Ivorian processed cashews continue to accelerate into the US and the EU as the world’s largest cashew producer steadily grows its domestic processing capacity, taking market share away from Vietnam.

The US imported almost 700 tonnes of cashew kernels from Cote d’Ivoire in April, up 52% y-o-y. The YTD shipments from Cote d’Ivoire into the US amounted to 2,735 tonnes between January and April, up 27% y-o-y and 30% above the five-year average.    

In the EU, imports from Cote d’Ivoire continue to grow at a rapid rate. The European trading bloc imported 1,865 tonnes of cashew kernels from Cote d’Ivoire in April 2025, up 45% y-o-y.

Since the start of the year, cashew imports from Cote d’Ivoire into the EU reached 9,445 tonnes, up 45% y-o-y and an increase of 69% on the five-year average. For comparison, five  years ago, imports during the first four months of 2020 totalled slightly below 900 tonnes.

Jun 27 - Asia coffee: Prices fall further in Vietnam, premiums rise in Indonesia

Domestic coffee prices in Vietnam dropped below the VND100,000 per kg milestone this week, pressured by a sharp decline in global prices and sluggish trading activity due to limited supplies, traders said on Thursday.

Farmers in the Central Highlands, Vietnam's largest coffee-growing region, sold beans at VND94,500-95,000 ($3.62-$3.64) per kg, down from last week's VND103,000-103,500 range.

LIFFE robusta coffee hit a fresh one-year low of $3,524 a metric ton as of Wednesday's close, down by 4%, according to data compiled by LSEG.
"There is no factor that can support the price at the moment," said a trader based in the coffee belt.
"Some farmers haven't sold all of their stocks yet. Given the current prices, it is very unlikely that they will release the remaining beans."

The United States Department of Agriculture, in a report this week, projected that global production will grow by 4.3 million 60-kg bags from the previous season to a record 178.7 million bags, while consumption is estimated at a new peak of 169.4 million bags.

Traders offered 5% black and broken-grade 2 robusta in the range of $140-$165 per-ton premium to the September LIFFE contract, compared with last week's $109-$129 premium range.

In Indonesia, Sumatra Robusta coffee beans were offered at $330 premium this week to the September contract, compared with $235 premium last week as "an adjustment to the sharp fall on London terminal," one trader said.

Jun 26 - Raw World Sugar Futures Decline as India Projects Surplus Supply

As the 2024/25 Indian sugar crop season has ended, market participants have shifted focus to assess the upcoming season. Amid the forecast of positive weather, the predominant view is one of a bumper crop in the 2025/26 marketing year. On average, estimates of gross sugar production are expected to reach around 35 million metric tons, according to the last month’s data from the Tropical Research Services (TRS) team at Expana.

According to the National Federation of Sugar Cooperative Factories, India is set to produce surplus sugar for at least two consecutive years. Farmers are expanding cultivated area because of excess rainfall, boosting crop yields. The rebound in production would allow the world’s second-largest sugar producer to increase exports following restrictions set in 2023.

The favorable weather conditions will benefit the crop to be harvested during 2025/26 season, which begins in October. The rain will also support planting for harvest during the following year. The timeline for sugar cane from planting to harvest typically lasts 10 to 18 months. Therefore, growers planting this month will likely harvest their crop during the 2026/27 season.

For the 2024/25 marketing year to September, India’s net sugar production is anticipated to fall below consumption for the first time in eight years. The decrease is attributed to drought in 2023 that caused India’s government to limit sugar exports last year to maintain sufficient domestic supply. India’s exports averaged 6.8 million tons annually for the five years leading up to 2022/23.

Meanwhile, world sugar prices continued to be driven by the macroeconomic backdrop, with industry players citing fears of a global economic recession and weakening demand. As a result, July 2025 ICE NY #11 raw sugar futures traded for most of the month at or below the $0.18/lb threshold crossed on May 2, according to Expana.

Jun 20 - Asia coffee: Domestic prices hit 1-year low in Vietnam on tepid trade, global cues 

Vietnam’s domestic coffee prices fell to their lowest since May 2023 on Thursday, pressured by a drop in global prices, rising robusta supplies from other producers, and a complicated global outlook, traders said.

Farmers in the Central Highlands, Vietnam’s largest coffee-growing region, sold beans at 103,000-103,500 dong ($3.94-$3.96) per kg, falling sharply from last week’s 111,500-112,000 dong range and hitting the lowest level since May last year.

LIFFE robusta coffee lost $264, or 6%, to $3,891 a ton on Wednesday, also a one-year low level, according to data compiled by LSEG.

“Trade is very lacklustre now as many are anticipating prices would fall further,” a trader based in the coffee belt said.

“Given the rising global tension, everyone is trading with cautious manner.”

Another trader based in the same region said the weather was favourable for the trees at the moment with sufficient rain.
“Upcoming crop will very likely be a good one,” the second trader said. 

- Traders offered 5% black and broken-grade 2 robusta in the range of $109-$129 per ton premium to the September LIFFE contract.

- In Indonesia, Sumatra coffee beans were offered at $235 premium this week to the September contract, compared with $145 premium a week ago to the July-August contract, “as an adjustment to the London terminal”, a trader said.

Another trader quoted $150 premium to the September contract, up from $100 premium a week ago.

Jun 18 - Brazil's Copersucar forecasts 2025/26 sugarcane harvest to meet or exceed previous year
Sugarcane harvested in the 2025/26 crop by partners of Brazil's Copersucar, the world's largest sugar trader, is expected to meet or exceed levels seen in 2024/25, the company's president, Tomas Manzano, said on Tuesday. Copersucar's partners crushed 107 million metric tons of sugarcane in 2024/25, Manzano said. 

Jun 18 - Ivory Coast cocoa arrivals miss exporter estimates, regulator says
Cocoa arrivals at ports in top grower Ivory Coast have reached 1.540 million metric tons at the end of May, compared with exporters' estimates of 1.624 million tons for the same period, Yves Brahima Kone, managing director of the national regulator, said on Tuesday. Last month, cocoa quality was poor and buyers rejected more beans from farmers, which resulted in low volumes, exporters told Reuters.

Jun 17 - Brazil's sugar production beats expectations in late May
Sugar production in Brazil's key center-south region rose 8.9% in the second half of May when compared to a year earlier, industry group UNICA said on Monday, topping market expectations as sugarcane crushing also increased in the period. Sugar output hit 2.95 million metric tons in late May, UNICA said in a report, with cane processing rising 5.5% to 47.84 million tons.

Jun 16 - Brazil's coffee harvest lags last year's pace while sales keep up
Brazil's 2025/26 coffee harvest accelerated to 35% in the past week but remained below the level at the same time in 2024, while sales of the expected output were in line with last year, at 22%, consultancy firm Safras & Mercado said on Friday. The harvest in the world's largest coffee grower rose seven percentage points during the week through June 11, with dry weather favoring robusta beans, Safras & Mercado said in a report. 

Jun 13 - Robusta coffee hits 10-month low, sugar at lowest in more than 4 years (Reuters)

- Robusta coffee futures on ICE hit a 10-month low on Friday amid good harvest progress in Indonesia and Brazil and improved prospects in top grower Vietnam, while sugar hit a fresh four-year low despite Israel's attack on Iran.
- The attack sent oil prices surging, raising energy prices more broadly and increasing the incentive for cane mills in top grower Brazil to produce less sugar and more ethanol, a cane-based biofuel.

COFFEE

* Robusta coffee RC2! settled down $27, or 0.6%, at $4,287 a metric ton, having hit a 10-month low of $4,133. Robusta posted losses for the last seven weeks.
* Dealers said the weather in No. 2 robusta exporter Brazil remains benign and that with ICE stocks rising again, the market does not have many reasons to stay elevated.
* In top robusta producer and exporter Vietnam, the weather remains favourable, dealers said, with rains coming at the right time, cutting down irrigation costs and allowing farmers to spend more on fertilizers.
* The U.S. Department of Agriculture expects Vietnam's robusta output to rise around 7% from a year earlier to a four-year high of 30 million bags in 2025/26.
* Arabica coffee rose 0.2% to $3.46 per lb.

SUGAR

* Raw sugar SB1! ​​settled down 0.14 cents, or 0.9%, at 16.13 cents per lb, the lowest since April 2021. The contract lost 2.2% in the week, the fifth consecutive week of losses.
* Sugar rose earlier in the session amid Israel's strike on Iran, which raised worries over a disruption to oil supplies, sending energy prices higher.
* Sugar's fundamentals, however, remain bearish given ample rains in key producers India, Thailand and China.
* Thailand's sugarcane planting area for the 2025/26 season was up just over 8% from the previous season, boosting crop prospects, a senior sugar official told Reuters.
* In the EU, however, early hopes for strong sugar beet yields were dampened by a dry spring, while reduced plantings are set to result in a smaller overall harvest.
* White sugar was little changed at $465.30 a ton.

COCOA

* London cocoa C2! ​settled down 139 pounds, or 2.2%, to 6,228 pounds per ton, ​having ​settled 0.3% higher on Thursday.
* New York cocoa CC2! fell 3.1% to $8,952 a ton.
* "There are still reports of increased flows of cocoa from Nigeria and reports of increased production potential in other countries outside of West Africa, including Asia and Central America," said Jack Scoville, an analyst with Chicago-based The Price Futures Group, in a note.

Jun 12 - ASIA COFFEE-Domestic prices fall in Vietnam, premiums rise in Indonesia
- Vietnam's domestic coffee prices fell further from a week earlier on Thursday amid sluggish trading, while rising beans stockpiles in Indonesia pushed premiums higher against last week, traders said. 
Farmers in the Central Highlands, Vietnam's largest coffee-growing region, sold beans at 111,500-112,000 dong ($4.29-$4.30) per kg, down from last week's 113,500-114,000 dong range. 
Vietnam is bracing for a tropical storm that may cause heavy rains in the coffee-growing area from Thursday.
"Rain at this point is not so worrisome, but we still have to keep an eye out," said a trader based in the coffee-growing area, adding activities were tepid.

- Some farmers still held beans, but with the current prices, "it is very unlikely that they would release beans at the moment", another trader said.
Vietnam exported 813,000 metric tons of coffee in the January-May period, down 1.8% year-on-year, government data showed. Export revenues for the same period rose 62.3% to $4.7 billion, with May exports at 148,000 tons, a 59% annual rise.

- Meanwhile, Indonesia's Sumatra robusta coffee bean exports were at 14,384.3 tons in April, significantly larger than a year ago, but down 37% month-on-month, data from the local trade office showed.

LIFFE robusta coffee lost $26, or 1%, to $4,291 a ton on Wednesday, LSEG-compiled data showed.
"Supportive trade data from both Vietnam and Indonesia is also a factor to drag price," the second trader said.

Sumatra coffee beans were offered at a $145 premium this week to the July-August contract, up from a $80 premium a week ago, one trader said.
"Beans volume is better, although not yet in full swing."
Beans were offered at a $100 premium to the September contract versus the $80 premium last week, another trader said.

Jun 06 - Ivory Coast has sold half of 2025/26 cocoa export contracts, sources say
Ivory Coast's cocoa regulator has already sold around half of its export permits for next season, as trading houses seek to protect their businesses in the event of another poor harvest from the world's biggest producer. The Coffee and Cocoa Council (CCC), which regulates the cocoa sector in Ivory Coast, the world's leading producer, has already sold between 650,000 and 700,000 metric tons of cocoa export contracts for next season, sources told Reuters.

Jun 05 - Coffee Trade slows in Vietnam, supplies build up in Indonesia

- Coffee trading was sluggish in Vietnam this week, with domestic prices falling further following global cues and rising supplies from other robusta producers, while prices flipped to premium in Indonesia amid ongoing harvest. Farmers in the Central Highlands, Vietnam's largest coffee-growing region, sold beans at 113,500-114,000 dong ($4.35-$4.37) per kg, lower than the 121,700-122,300 dong range a week ago.
"Activities are not very upbeat," said a trader based in the coffee belt.
"New supplies from Indonesia, Brazil and now Uganda are coming. Beans shortage is not really an issue at the moment."

- Traders expect the prices to fall further in the coming weeks. The conilon (robusta) harvest in Brazil is progressing well, with the weather generally favourable and a large crop widely anticipated.

- LIFFE robusta coffee settled up $8, or 0.2% at $4,345 a ton on Wednesday after hitting the lowest level in 9-1/2 months the day before, LSEG data showed.

- Traders offered 5% black and broken-grade 2 robusta in the range of $40-$80 per ton premium to the September LIFFE contract.

- Indonesian Sumatra robusta coffee beans were offered at an $80 premium this week to the July-August contract, one trader said, adding that "beans have been harvested in several areas".
Another trader quoted a $80 premium to the September contract, compared with a $30 discount two weeks ago to the July contract.

May 30 - Coffee's record highs continue as it approaches $4 per lb

- The relentless coffee price rally continued on Thursday as arabica futures on the ICE exchange hit a new record approaching $4 per lb on extremely tight supplies and fears over the outlook for the coming crop. Arabica coffee futures in New York , used as a benchmark to price deals around the world, hit an all-time high of $3.7685 per lb earlier in the day, up more than 15% already this year. They closed up 1.9% at $3.734 per lb.
Dealers said exchange data shows that top roasters such as Nestle are under-bought and still have much buying to do while speculators remain bullish on coffee.

- Supplies remain extremely tight in Brazil after severe drought last year dented forecasts for the coming crop. Brazil produces nearly half the world's arabica.
"The real story is that supply has fallen much faster than demand. It really is that simple," said Trishul Mandana, managing director for Volcafe, one of the world's largest coffee traders.
"The tightness in Brazil and the current differentials are telling us the real story of the 24/25 crop - and which will no doubt quickly lead to the disappearance of certs (arabica-certified stocks at ICE). And things could get messy rather quickly," Mandana added.

- Certified arabica stocks started to diminish quickly in recent days, falling nearly 100,000 bags to around 900,000 bags.
There has been some hope that the situation in Brazil for the new crop might not be as bad as previously feared, thanks to rains over the past few months, but dealers said the latest weather forecasts have made people nervous again.
"Below-average rainfall in some (Brazilian) regions has once again fuelled fears," trader Icona Cafe said in a report, citing forecasts for longer periods of dry weather and rising temperatures in key coffee regions over the next few weeks.

- Supplies are also tight in robusta coffee, which is to some extent fungible with arabica even though it is used generally to make instant coffee rather than roast and ground blends.
Robusta coffee rose 2.2% at $5,734 a ton a metric ton, just shy of an all-time high for the contract.
Farmers in Vietnam, the world's top robusta producer, are holding back sales in anticipation of further price gains while a sharp slowdown in trade and shipping is expected at the end of January because of Lunar New Year celebrations.

May 29 - US ruling that Trump tariffs are unlawful stirs relief and uncertainty

•     Trump administration has said it will appeal the court ruling
•     US dollar, banks, luxury, chipmakers lead gains
•     Analysts say even a pause provides valuable time

- A U.S. trade court ruling that blocked most of President Donald Trump's tariffs and found he had overstepped his authority triggered some relief on financial markets on Thursday, while adding to the uncertainties weighing on the global economy. Among the United States' big trading partners, in the throes of negotiation with the Trump administration, Germany said it could not comment, as did the European Commission.

The Reuters Tariff Watch newsletter is your daily guide to the latest global trade and tariff news.
"We ask for your understanding that we cannot comment on the legal proceedings in the U.S., as they are still ongoing," a spokesperson for Germany's economy ministry said.
"We continue to hope that a mutually beneficial solution can be reached in the negotiations between the EU Commission and the U.S. government."
Winners on financial markets included chip makers, banks, luxury stocks and auto industry, all hit hard by tariff-led disruptions.
The U.S. dollar rallied 0.2% against the yen and 0.3% against the Swiss franc as currencies and assets that have benefited from the tariff-induced market turmoil fell.

- Wall Street stock index futures rose by more than 1.5%
The trade court ruling on Wednesday dealt a blow to Trump's central policy of using tariffs to wring concessions from trading partners.
His administration immediately said it will appeal and analysts said investors will remain cautious as the White House explores its legal avenues.
Following a market revolt after Trump's major tariff announcement on April 2, the U.S. president paused most import duties for 90 days and said he would hammer out bilateral deals with trade partners. But apart from a pact with Britain this month, agreements remain elusive and the court's stay on the tariffs may dissuade countries like Japan from rushing into deals, analysts said.

- Another pause in Trump's stop-start trade policy could be helpful to opponents of his tariffs and to traders who relish volatility.
"Assuming that an appeal does not succeed in the next few days, the main win is time to prepare, and also a cap on the breadth of tariffs – which can’t exceed 15% for the time being," George Lagarias, chief economist at Forvis Mazars international advisers, said.

May 29 - Brazil 2025 Arabica coffee harvest showing smaller crop with better beans, experts say
Brazil's 2025 Arabica coffee harvest is starting with mixed sentiment as ground operations confirm forecasts of a smaller crop during a so-called off year, while bean size shows improvement, industry experts told Reuters this week. In the Cerrado Mineiro region, where producers have collected around 4% of the expected crop, an average of 30% to 40% of beans have a screen size of 17-18, said Wellis Caixeta, coffee purchasing manager for cooperative Expocacer.

May 28 - Coffee Prices drop in Vietnam on global cues, higher supplies from rivals

Domestic coffee prices in Vietnam fell further this week following a sharp fall in the London terminal and higher supplies from rival producers that eased supply scarcity, traders said on Thursday. Farmers in the Central Highlands, Vietnam's largest coffee-growing region, sold beans at 121,700-122,300 dong ($4.68-$4.70) per kg, down from last week's 124,500-125,200 dong. Indonesia's market was closed for a holiday.

LIFFE Robusta coffee RC2! fell 3% to $4,566 a ton as of Wednesday's close, the lowest level in six months, LSEG data showed.
"New supplies from other markets are building up. Currently, prices of Vietnamese beans are higher than those of rivals, causing tepid trade activities," said a trader based in Ho Chi Minh City.
"Additionally, freight is higher recently due to higher demands for shipping before the Trump's tariff pause ends."

- Traders offered 5% black and broken-grade 2 robusta at a premium range of $150-$180 per ton to the September LIFFE contract.

Another trader based in the coffee belt said that the weather was still in good condition with sufficient water for the trees.

May 21 - Brazil coffee farmers in no rush to sell amid slow harvest start, says broker
The 2025 Brazilian coffee harvest has had a slow start and well financed farmers are in no rush to sell the beans, broker and analyst Hedgepoint Global Markets said in a report on Tuesday. It estimated that farmers in the world's largest producer and exporter of coffee picked 7% of the crop so far, below the 10% historical average for this time of the year.

May 15 - ASIA Coffee Domestic prices fall in Vietnam, new beans hit Indonesian market

- Coffee prices in Vietnam edged down on Thursday, while discounts narrowed in Indonesia as beans from the new harvest started enter the market, traders said on Thursday.
Farmers in the Central Highlands, Vietnam's largest coffee-growing region, sold beans at 125,700-126,200 dong ($4.85-$4.87) per kg, down from last week's 128,000-129,000 dong.

- LIFFE Robusta coffee fell 2% to $5,010 a ton as of Wednesday's close, the lowest level in a month.
"Robusta stockpile tracked by ICE witnessed a recovery, putting pressure on prices," said a trader based in Ho Chi Minh City.
"The fact that robusta coffee output for the 2024/25 crop year is expected to increase and new supplies are coming in Indonesia helped ease supply concern and contributed to the decrease in prices," the trader said.

- Traders offered 5% black and broken-grade 2 robusta at a discount range of $80-$100 to the July LIFFE contract. Another trader said supplies remained thin at the moment.
"Farmers in Vietnam are hold onto beans considering the current lower price while offers are still limited in Brazil and Indonesia," the second trader said.

- In Indonesia, Sumatra robusta coffee beans were offered at $20 discount to the May contract, compared with a $70 discount last week, one trader said.
"Green beans have started to emerge, although it is not much yet, averaging around 1,500 metric tons per day," the trader said.
Another trader said beans were quoted at $70 discount to the July contract, compared to last week's $150 discount.

A third trader said output in the upcoming harvest was estimated to be 5% higher than the previous one.

May 02 - Colombia's Q1 coffee exports jump 20%, says farming group
Colombian coffee exports increased 20% in the first quarter compared to a year ago to 3.59 million 60-kg bags, the largest volume for the quarter in five years, according to the Federacion Nacional de Cafeteros.  FNC's Chief Executive German Bahamon said in a post on X that the result indicates that Colombian coffee has recovered competitiveness in the global coffee market in a period of challenging logistics and geopolitical turbulence.

Apr 30 - Brazil's sugar production to hit record high in 2025/26, Conab says
Brazil's sugar production is expected to hit a record high in 2025/26 despite a year-on-year drop in the local sugarcane crop, state agricultural agency Conab said on Tuesday, citing favorable market conditions for the sweetener. The agency estimated sugar output at 45.9 million metric tons, up 4% from the previous season, while Brazil's sugarcane crop is seen hitting 663.4 million tons, down 2% due to adverse weather conditions during development stages.

Apr 29 - Abundant Ivory Coast rains signal promising end to cocoa mid-crop, farmers say
Above average rainfall last week across most of Ivory Coast's main cocoa growing regions is expected to boost the development of the April-to-September mid-crop, farmers said on Monday. Ivory Coast, the world's top cocoa producer, has entered its April to mid-November rainy season, a period when showers are abundant and often heavy.

Apr 28 - Vietnam coffee farmers boost irrigation but running low on water, says report
- Coffee farmers in Vietnam, the world's largest producer of robusta coffee, have sharply increased use of irrigation in the main producing regions of the country amid excessive dryness, but they are now running low on water, a report said on Monday. So far this season, many farmers have used irrigation as much as seven times already, compared with five times usually in a normal season, and they are seeing the need to irrigate coffee trees for an eighth time if they have water, said J.Ganes Consulting LLC in notes from a crop tour in Vietnam.
"The severe water deficiency and extreme temperatures have caused nutrient imbalances for the trees," said soft commodities analyst Judith Ganes, president of J.Ganes Consulting, adding that wells used by the farmers to get water for irrigation are running low.

- The report says that the hot and dry environment has favored the spread of pests such as cochinilla in some farms. That insect can hurt flowers and small fruits in the trees, leading to lower agricultural yields.

- An intense heatwave is sweeping through Southeast Asia, and maximum temperatures measured in several parts of northern and central Vietnam ranged from 40.2 to 44.0 degrees Celsius (104-111°F), the country's national weather agency said on Sunday, adding that temperatures will not subside until Wednesday. Vietnam's weather was the latest factor behind record high prices for robusta coffee . The market was already hot due to below-average production for Vietnam and Indonesia in the last crop, and now the climate conditions have not been favorable for the development of the new crop.
"The incidence of cochinilla in Gia Lai is extensive and not yet under control. The speed at which cochinilla can spread is very fast and so this situation is very concerning," said the report regarding one of the main coffee producing regions in Vietnam.
Ganes said there is forecast for rains coming in May, which could relieve the dryness.

Apr 24 - Vietnam domestic prices edge down; Indonesian discount narrows
- Coffee bean prices in Vietnam on Thursday were down slightly from a week earlier, with the Indonesian discount narrowing on London price strength and tight supplies, traders said on Thursday. Farmers in the Central Highlands, Vietnam's largest coffee-growing region, sold beans at 130,000-130,500 dong ($5.00-$5.02) on Thursday, down from 132,700-133,700 dong a week earlier.

"The slight fall in domestic prices doesn't fully reflect the global market situation, but it shows that some farmers are under pressure to sell for cash to take care of their farms," a trader based in the Central Highlands said.

"Farmers are still holding around 40% of their 2024-2025 harvest."

The trader, however, said that prices are unlikely to fall further in the short term because most farmers are holding on to their beans to wait for higher prices.

LIFFE Robusta coffee fell 0.9% to $5,314 a ton by 1010 GMT.

In Indonesia, Sumatra robusta coffee beans were offered at a $120 discount to the May contract, narrowing from a $150-$160 discount last week, one trader said, adding that the change was on the back of London price strength a "scarcity of beans".

Apr 23 - Brazil's 2025/26 coffee output forecast to decline by up to 6.4%
Brazil's 2025/26 coffee crop is forecast to decline by between 3% to 6.4% versus the previous cycle, mostly due to dry weather in 2024, according to two estimates published by different banks on Tuesday.

Following a crop tour, Dutch bank Rabobank forecast Brazil's coffee output in the 2025/26 cycle would drop 6.4% to 62.8 million 60-kilogram bags, below the 67.1 million bags it forecast in the 2024/25 crop.

Brazil's arabica coffee production is expected to decline significantly by 13.6% to around 38 million bags, Rabobank said, while robusta output is expected to offset some arabica underperformance by growing 7.3% to reach a record 24.7 million bags.
"The dry weather in 2024 significantly affected flowering and, consequently, arabica coffee production. However, excellent yields are estimated for robusta coffee, despite a pessimistic outlook for the state of Rondonia," Rabobank said.

Bank Itau BBA held its coffee production forecast at 64.4 million bags.

The estimate is 3% lower than the Brazilian coffee output of 66.4 million bags for the 2024/25 cycle reported by the U.S. Department of Agriculture, which the bank used as its comparative base.
"We continue to expect a 10% reduction in arabica production, to 40.9 million bags, and a 12% increase in robusta, totaling 23.5 million bags," the bank said.

Harvesting of conilon coffee beans - a variety of robusta - for the 2025/26 crop has begun in some areas of Brazil's Espirito Santo and Bahia states, the Cooabriel cooperative said

Apr18 - Easter Holidays

There are lots of holidays this week and next due to Christian Easter holidays.
Some countries like Brazil are closed on both Friday 18 (Good Friday) and Monday 21 (Easter Monday). Here in France things are only closed on Monday.

Apr 17 - Domestic coffee prices edge up in Vietnam, Indonesia flips to discount (Reuters)
Coffee bean prices in Vietnam rose this week as focus shifted to tight supplies after a temporary pause on U.S. tariffs, while beans in Indonesia flipped to a discount, traders said on Thursday.
Farmers in the Central Highlands, Vietnam's largest coffee-growing region, sold beans at 132,700-133,700 dong ($5.13-$5,17) per kg, up from last week's 117,300-119,000 dong.

LIFFE robusta coffee for July RC2! also gained $330 from the beginning of this week, closing at $5,379 per metric ton on Wednesday.
"Now that tariff concern has temporarily eased, people turn their focus back on supply crunch as Vietnam still remains a key source for robusta until harvest peak in Indonesia," said a trader based in the coffee belt.

Over the past week, some U.S.-based importers asked Vietnamese firms to delay shipments and suspend signing new contracts as they were afraid of possible tariffs on the country, the Mercantile Exchange of Vietnam said in a note.
"Other markets have also suspended transactions as they foresee prices will potentially fall due to the tariffs," according to the agency.

- In Indonesia, Sumatra robusta coffee beans were offered at a $150-160 discount to the May contract, down from $160-$180 premium last week "to adjust with the rise in London terminal lately", one trader said. Another trader quoted $140 discount to the July contract, compared to a $180 premium last week as "coffee beans are more available at the market."

Apr 13 - What Trump’s power play really means for the global coffee industry( Reuters )

Resilience and risk – who wins, who loses?
Not all countries – or companies – will feel the pinch equally.

- Brazil, already the world’s largest coffee producer, stands to benefit. With diversified production that includes both arabica and robusta, robust shipping infrastructure, and historically close ties to the U.S., Brazil appears well-positioned to solidify its dominance.

Analyst Alexander Barrett recently noted that “Brazil just won the coffee wars.” Indeed, its capacity to absorb shocks and offer scale gives it a structural advantage. In states like Espírito Santo, investments in robusta production have been ramping up, with exports climbing steadily. Even with moderate tariffs, Brazil remains competitive despite its climate change-related production issues, especially if Vietnam and Indonesia become pricier for American buyers.

Should reciprocal tariffs resume in 3 months, Colombia may also find unexpected upside. Washed arabicas from Colombia, long considered premium, had been undercut by the rise of high-quality robusta. But tariffs on Vietnam may reverse that trend, making Colombian beans more appealing once again to U.S. roasters. Still, with domestic challenges like labour shortages and climate pressures, Colombia’s ability to ramp up production quickly is limited.

Vietnam and Indonesia, by contrast, find themselves in a precarious spot. Unlike Colombia, which has invested heavily in promoting origin-branded, higher-value washed arabicas, Vietnam and Indonesia (with exceptions) are more often part of bulk commodity supply chains. Their economies also have less capacity to absorb shocks compared to Brazil, for example.

Despite the pause, the threat of tariffs has already disrupted contracts and spooked buyers. The irony is sharp: having built reputations for quality and reliability, they now risk being punished for geopolitical alignments they can’t control.

Crucially, the impact is not only national. Vertically integrated, capital-rich traders and multinationals may have the capacity to absorb short-term volatility. Smallholder cooperatives, farmers, and specialty traders will struggle.

Tariffs don’t just tax goods – they tax trust, timing, and scale.
“For the smallholder farmers ITC works with, the proposed tariffs could lead to immediate income losses, as they lack the financial flexibility to store coffee or wait for better prices,” says Sadiq.
“While cooperatives may offer some buffer, they remain vulnerable without access to finance or diversified markets. If U.S. buyers shift toward more stable, large-scale suppliers, there’s a real risk that smallholders and cooperatives could be sidelined, so strengthening market linkages and building resilience is key to ensuring they are not left behind.”

Meanwhile, U.S. consumers were initially expected to shoulder the costs. A Reuters report in March 2025 warned of “double-digit coffee price hikes by year-end,” a prediction that commodity analyst Javier Blas also made a few weeks prior in a popular Bloomberg Opinion video.

But when prices fell in response to tariff panic after Trump’s “Liberation Day,” it seemed roasters might pass the pain down the supply chain instead. For exporters and producers in origin countries, that’s a familiar story: Being at the mercy of markets they don’t control.
“The burden of trade policy tends to be pushed back downstream with roasters concerned that price hikes will hurt demand,” says Judith. “Either way it is producers that get hurt in the end, because it becomes more difficult to sell their coffee or the price declines to counter this.”
“Retail prices have been rising to reflect the price climb and heaping tariffs on top of that probably reaches a breaking point for consumers but also for coffee operators to function if they can’t pass the costs along.”

Apr 11 - Ivory Coast threatens more expensive cocoa in response to US tariffs
Ivory Coast, the world's biggest cocoa producer, could take measures to make the product more expensive if tariffs proposed by U.S. President Donald Trump go into effect, the West African country's agriculture minister said on Thursday. The Trump administration last week announced tariffs of 21%, the highest in West Africa, on Ivory Coast as part of higher targeted duties on dozens of countries.

Apr 10 - Brazil green coffee exports fall around 27% year-on-year in March
Brazilian green coffee exports fell 26.5% in March compared with the same period a year ago to 2.95 million 60-kilogram bags, according to data released on Wednesday by local exporters' group Cecafe, which cited record shipments in 2024 as the cause of the decline. Brazil, the world's top coffee producer and exporter, shipped abroad 2.81 million bags of arabica beans, a nearly 11% decline year-on-year, while exports of the robusta variety tumbled some 84% to about 138,500 bags, the data showed.

Apr 09 - Brazil coffee exporters glimpse opportunity amidst U.S tariffs
Brazilian coffee exporters see U.S. President Donald Trump's global tariffs as an opportunity to send more robusta beans to the United States after international rivals were hit with even heavier charges. Trump's tariffs levy a charge of 10% on imports from Brazil, while Vietnam and Indonesia - the world's first and third-largest robusta producers - got hit by 46% and 32% tariffs respectively.

Apr 07 - Coffee, cocoa and sugar plunge as Trump tariff turmoil continues (Reuters)
- World coffee, cocoa and sugar prices plunged on Monday as investors continued to fret about recession risks, with U.S. President Donald Trump showing little sign of backing down from sweeping trade tariffs imposed late last week. Investors fear a global trade war could spur higher prices, weaker demand and potentially a global recession. Trump has imposed baseline levies of 10% on almost all countries' exports to the U.S., and higher tariffs on many. Hardest hit were Asian countries, with China now facing total tariffs of more than 50% and top robusta coffee producer Vietnam hit with a 46% levy.

- Robusta coffee futures traded on the ICE exchange and seen as a global price benchmark were down 6.9% at $4,772 a metric ton at 1627 GMT, having hit their lowest in more than four months at $4,762, while arabica slid 6% to $3.4400 per lb, having earlier hit a two-month low of $3.4300.

- Indonesia, the world's third-largest robusta exporter, faces a 32% tariff on exports to the U.S., while Brazil, the world's top arabica shipper and No. 2 robusta exporter, faces levies of just 10%.

- Dealers said both robusta and arabica were largely under pressure from fears of a global recession. Vietnam and Indonesia do not ship huge volumes of coffee to the United States. Still, the U.S. is the world's largest chocolate and coffee consumer, and one of the world's top sugar users, so any decline in its consumption patterns will affect world prices.

- In other soft commodities, London cocoa fell 6% to 5,997 pounds per ton, having hit a five-month low of 5,971, while New York cocoa was down 5.5% to $8,046 a ton, having closed down 8% on Friday.

- Cocoa traders remain concerned about the upcoming mid-crop in top producer Ivory Coast. Exporters estimated cocoa arrivals at Ivorian ports from the season start to April 6 were up 10.5% from the same period a year ago, but they are expected to fall sharply following adverse weather this year.

- Elsewhere, raw sugar SB1! slipped 0.6% to 18.72 cents per lb​, having earlier hit its lowest in nearly a month at 18.62, while white sugar fell 0.7% to $534.50 a ton.

Apr 05 - Markets on the verge of a nervous breakdown
This week was tough for financial markets. Major indices took a nosedive after Donald Trump unveiled "reciprocal" tariffs that were much higher than anyone anticipated. The baseline is a 10% tariff, but some nations are feeling the heat far more. China is staring down the barrel of a whopping 54% in customs duties, Vietnam isn't far behind at 46%, and the European Union, by comparison, is getting off with a "slap on the wrist" at 20%. Volatility is the name of the game as risk aversion makes a dramatic comeback. Just when you thought it couldn't get any more chaotic, China decided to throw its hat into the tariff ring, announcing a 34% levy on U.S. products this Friday. The trade war isn't just a looming threat; it's here, and it's shaking up the markets with gusto.

Apr 04 - ASIA COFFEE-Supplies remain scarce in Vietnam amid uncertainty around US tariff impact
- Supply of robusta beans remained scarce in Vietnam amid escalating tariff uncertainties globally and tightening supplies from farmers, while activities were muted in Indonesia for Eid al-Fitr, traders said on Thursday. Farmers in the Central Highlands, Vietnam's largest coffee-growing region, sold beans at 132,500-133,600 dong ($5.1-$5.18) per kg.

- With 46%, Vietnam will face among the highest reciprocal rates under U.S. President Donald Trump's sweeping new levies. In comparison, Vietnam's rivals, Brazil and Indonesia, will face lower tariff rates of 10% and 32%, respectively.
"It is still unclear how much would be imposed on Vietnamese beans," said a trader based in the coffee belt. "Domestic prices may still increase in the next trading sessions."
Another trader from the same region said some were still buying to fulfil the May deliveries obligation.
In the first quarter of this year, Vietnam exported $2.8 billion worth of coffee, an increase of 45% against the same period last year, the Mercantile Exchange of Vietnam (MXV) said in a note, citing data from Vietnam Coffee and Cocoa Association. MXV said exporters should be cautious with holding beans for the long term.
"Current prices are still at their peak. The possibility of further increases cannot be ruled out," said Nguyen Ngoc Quynh, deputy head of the agency.

LIFFE robusta coffee for July closed at $5,400 per metric ton on Wednesday.

- Traders also offered 5% black and broken-grade 2 robusta at a discount of $150-$170 to the July LIFFE contract.

Apr 04 - Cocoa, coffee, sugar prices slide as markets remain rattled by tariffs (Reuters)

- World cocoa, coffee and sugar prices slid again on Friday as markets remained rattled by U.S. president Donald Trump's sweeping tariffs, especially after China retaliated with its own levies on U.S. imports.
Trump on Wednesday imposed a 10% tariff on most U.S. imports and much higher levies of more than 50% on some countries, prompting a world-wide sell-off in stock markets as nations from Canada to China ready retaliation.
"Following this 'liberation', many trade flows from the most affected producers will now enter a labyrinth in order to find demand in other countries," said Rabobank in a report that warned the new demand will come 'at an efficiency cost'.
The bank also said that as 'retaliation day' looms, U.S. consumers of coffee and chocolate should expect more expensive products as top cocoa producer Ivory Coast faces a 21% tariff while No. 2 coffee producer Vietnam faces a 'humbling' 46% levy.
London cocoa futures ​ ​settled down 313 pounds, or 4.7%, to 6,370 pounds per metric ton at ICE exchange, seen as a global price benchmark, while New York cocoa plunged 8.4% to $8,512 a ton.

Aside from consuming the most chocolate, the U.S. is also the world's top importer of processed cocoa products like butter from the European Union, Malaysia and Indonesia, which now face tariffs of 20%, 24% and 32%, respectively.

- Arabica coffee futures slid 5.1% to $3.657 per lb, while robusta coffee fell 4.8% at $5,128 a ton. Dealers said worries over demand are growing in coffee and that the Trump tariffs come at a time when roasters are already facing pushback in their bid to pass on near-record prices to retail stores in the world's largest coffee consuming nation.
"If applied, the new (46%) tariffs could spell the end of Vietnam coffee in the U.S. as it would create significant price gaps with competing robusta origins - a massive 36-percentage-point difference (~$1,944/ton) compared with Brazil," said a dealer.
In other soft commodities traded, raw sugar ​settled down 0.27 cent, or 1.4%, at 18.84 cents per lb, having closed down 2.5% on Thursday, while white sugar fell 1% at $538.30 a ton, having lost 1.6% in the prior session.

Apr 03 - Brazil center-south 2025/26 sugarcane crop down from previous year, Orplana says
Brazil's center-south sugarcane crop in 2025-2026 is forecast at 605 million to 618 million metric tons, Jose Nogueira, the chief executive of producers' group Orplana said on Wednesday. The forecast is lower than the standing cane produced in the 2024-2025 season, which was around 630 million to 640 million tons, he said. 

Apr 03 - Ghana's 2024/25 cocoa crop projected to grow 32%, USDA says
Cocoa production in Ghana, the world's second largest grower of the chocolate-making beans, is projected to grow 32% in the 2024/25 season (Oct-Sept) to 700,000 metric tons, according to a report by the United States Department of Agriculture. USDA said in the report released late on Tuesday that better crop care in the African country was the main reason for the production recovery.

Apr 03 - Import tax on coffee pressures US roasters already facing high prices (Reuters)
- The first U.S. tariffs on coffee imports since colonial times will increase costs and complexity to importers and roasters already dealing with near-record prices.
The U.S. announced on Wednesday tariffs of 46% on imports from Vietnam, the world's second largest coffee producer, as well as a 32% duty on imports from Indonesia, the fourth largest grower. Central and South American coffee growers, such as Brazil and Colombia, got a 10% tariff.

- Vietnam is the third largest supplier of coffee to the U.S., the world's largest consumer of the beverage. It mainly exports robusta coffee, a type widely used to make instant coffee as well as ready-to-drink cold beverages.
"Vietnam is the big one that sticks out," said Tomas Araujo, a broker at StoneX. "Going forward, it will be a challenge for the supply chain and to end users, with added costs," he said.
"This is big. The tariff on Vietnam means $2,500 more per ton" for a U.S. buyer, a European trader said. ICE robusta futures , the global price benchmark, were trading at around $5,390 per ton on Thursday.

It is uncertain if beans already en route to the U.S. are subject to the large tariff, he noted.
Countries exporting cocoa, the main chocolate-making ingredient, were also taxed. No. 1 grower Ivory Coast got a 21% tariff.
"Both the coffee industry and candy manufacturers will lobby hard to have the tariffs removed from these products," said soft commodities analyst Judith Ganes, president of J Ganes Consulting. "I personally doubt the tariffs will stick."
U.S. roasters will probably have to shift from Vietnam's robustas to Brazil's, known as conilons, experts said. But Brazil does not have a lot of robustas, as it produces mostly the milder arabica variety.
The U.S. will have to compete for the conilons with the local Brazilian industry, they said, while Europe and China might be better off having a larger supply from Vietnam at lower prices.

Apr 03 - SOFTS Coffee and cocoa fall as Trump tariffs spark demand worries (Reuters)
- World cocoa and coffee prices fell on Thursday as investors fretted that President Donald Trump's move to slap punishing tariffs on U.S. imports would damage chocolate and coffee demand in the world's top consumer of the products.

- Sugar prices also fell, caught in the melee of tariffs as the U.S. is also one of the world's top sugar importers.

- Trump said he would impose a 10% baseline tariff on all U.S. imports, taking the maximum to nearly 50% for some countries and unleashing turbulence across world markets as investors fret about the end of a decades-long era of trade liberalisation.
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- Top robusta growers Vietnam and Indonesia were targeted with 46% and 32% tariffs, respectively, top arabica and sugar grower Brazil was hit with 10% tariffs for its goods, while top cocoa growers Ivory Coast and Ghana face 21% and 10% tariffs.

- The first U.S. tariffs on coffee imports since colonial times will increase costs and complexity to importers and roasters already dealing with near-record prices, experts said on Thursday. The U.S. is also a major importer of processed cocoa products like butter and powder from the EU, Malaysia and Indonesia. Trump slapped 20% tariffs on EU imports and 24% on Malaysian goods, while the 32% tariffs on Indonesia of course apply to both robusta coffee and to cocoa products.
"We don't know the (full) impact right now (but) there are no winners, this is bad for everyone. For the U.S., its inflationary while others lose access to the U.S., a huge market," said a Europe-based coffee trader.
Arabica coffee futures on the ICE exchange, seen as a global price benchmark, settled down 3.6 cents, or 0.9%, at $3.8525 per lb​​, having earlier fallen nearly 3%, while robusta coffee futures slipped 0.2% at $5,388 a ton, having earlier fallen 2.5%.
London cocoa futures fell 1.4% to 6,683 pounds per ton, having earlier fallen nearly 5%, while New York cocoa gained 3.6% to $9,291 a ton, having earlier risen nearly 6%.
Dealers said New York cocoa was being boosted by weakness in the dollar as the harsher-than-expected Trump tariffs sent investors scrambling for bonds and gold.
A weak dollar makes dollar-priced cocoa cheaper for non-U.S. investors. Sterling for example gained versus the dollar, making sterling-priced London cocoa more expensive for investors outside Britain and prompting them to sell.
In other soft commodities traded, raw sugar ​​settled down 0.48 cents, or 2.5%, at 19.11 cents per lb​, while white sugar sank 1.6% at $543.80 a ton.

Apr 1st - Brazil's Eike Batista eyes new $500 million Gulf investment in 'supercane' project
Brazilian businessman Eike Batista, once the country's richest man, said a Gulf investor will soon announce a $500 million investment in his new project using modified sugarcane to ramp up production of sustainable fuels. The project, which had already secured $500 million from Sao Paulo-based private development bank Brazilinvest, aims to close another investment of that size this week from a strategic investor in the United Arab Emirates, Batista told Reuters.