Better scenario for Brazil's coffee crop causes prices to fall on international stock exchanges this morning (15)
Coffee prices were falling on international stock exchanges on Thursday morning (15), with Robusta falling more than 2% in London.
According to a bulletin from the Carvalhaes Office, even with the most optimistic projections for Brazilian coffee production in 2025, we continue to face a scenario as tight as the current one in the new crop year that will begin in July. "Our carryover stocks will be historically low, and the highest production figures released to the market point to a 2025 harvest with a size close to that of the current harvest. The precarious balance between global production and consumption will continue in the 2025/2026 crop year", the document also highlights.
According to Barchart, several global commodity importers, including Starbucks, Hershey and Mondelez International, recently stated that the US's 10% basic tariff on imports would increase prices and put further pressure on sales volumes.
At 9:20 am (Brasília time), Arabica was trading with a drop of 1,090 points at 373.95 cents/lbp for the May/25 maturity, a decline of 85 points traded at 363.95 cents/lbp for the July/25 maturity, a drop of 105 points at 360.75 cents/lbp for the September/25 maturity, and a loss of 80 points quoted at 356.65 cents/lbp for the December/25 maturity.
Robusta recorded a drop of US$ 138 at US$ 4.961/ton in the May/25 contract, a devaluation of US$ 103 at US$ 4.907/ton in the July/25 contract, a drop of US$ 92 quoted at US$ 4.895/ton in the September/25 contract, and a drop of US$ 90 traded at US$ 4.852/ton in the September/25 contract.
Source: Notícias Agrícolas