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RaboResearch Agri CommoditiesAuthor: Rabobank RaboResearch Food & Agribusiness
Rabobank's RaboResearch Food & Agribusiness team has 85 analysts working in local teams across the worldwide Rabobank network. They generate knowledge, and develop views and insights on businesses, topics and developments in the food & agribusiness sectors across the globe. All analysts have their own sector specialisationsranging from meat and fish to dairy, vegetables, fruit and floriculture, coffee and cocoa. Please read our disclaimer here: https://research.rabobank.com/markets/en/footer/disclaimer.html Language: en Genres: Business, Business News, Investing, News Contact email: Get it Feed URL: Get it iTunes ID: Get it |
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Coffee prices: Short term and long term diverge
Wednesday, 15 October, 2025
Carlos Mera and Oran van Dort discuss the spike in coffee prices. Despite so many factors affecting the coffee market in the last couple of years, global exports in the 12 months to August remained remarkably stable. A significant drop in Brazilian exports is being offset by increases in a number of countries, from large producers like Vietnam and Colombia to tiny Madagascar. Looking at the 2026/27 crop year, we expect a large global surplus, assuming more or less normal weather ahead, but in the short term, we expect high volatility. Brazil's arabica areas need more rainfall in the second half of October to secure a good production recovery next season, but also, certified stocks are declining, partially as an unintended consequence of US tariffs. Disclaimer: Please refer to our global RaboResearch disclaimer at https://www.rabobank.com/knowledge/disclaimer/011417272/disclaimer for information about the scope and limitations of the material published on the podcast.
