Conversation between Trump and Lula expected to impact coffee sector, expert assesses

The announcement of a meeting between United States President Donald Trump and Brazil's Luiz Inácio Lula da Silva has reignited expectations of negotiations that could directly impact the coffee sector. This is the assessment of Guilherme Mória, a coffee sector analyst from Rabobank consultancy. The market is going through a period of strong volatility, marked by the recent recovery in prices after months of decline, an effect of the tariffs imposed by the U.S. and the climatic uncertainties over the Brazilian crop. Despite Brazil continuing as the largest global supplier, producers and exporters face logistical, commercial, and climatic challenges. According to Mória, the instability is the result of various factors, among them the low global inventories since the 2021 frost. "The coffee supply was no longer the same and little by little we have been consuming the inventories until we reached the current moment, on the verge of safety levels. This has been predominant for the ...