Coffee market remains volatile after U.S. tariff

According to sector data, in Vietnam, shipments have remained above 2024 levels since February, when the 2024/25 crop began to be marketed. From January to July, exports grew by 6.9%. Despite the recent performance, the total volume of the 2024/25 crop is still lower than that recorded in 2023/24, due to a slower start and the record shipments in the early months of the previous season. In Indonesia, the recovery had already been occurring in 2024, driven by the higher production of the 2024/25 crop. According to market intelligence analyst at Hedgepoint Global Markets, Laleska Moda, the absence of Brazilian sellers since January was another determining factor. "The absence of Brazilian sellers in the market since January also boosted shipments, with an increase of 76% in the first half of the year," she stated. With the good 2025/26 crop, the country has accumulated a 58.1% increase in exports compared to the same period of the previous cycle. The greater availability of coffee ...