On Monday (26), the New York Stock Exchange will not be trading due to the Memorial Day holiday, and the London Stock Exchange will also remain closed due to the Spring Bank Holiday in the United Kingdom.

Even without trading today, the coffee market remains without new fundamentals, and according to a report released by Itaú BBA's Agro Consulting, the favorable weather and the start of the Brazilian harvest weighed on the prices of Arabica and Robusta in May. In addition, some revisions to estimates for the new harvest improved compared to the beginning of the year, even with the dry spell in February. "Despite the progress of the harvest in Brazil, availability should remain restricted in the next thirty days, although work on Conilon coffee is more advanced and prices are weaker. On the other hand, for Arabica, prices should remain more sustained, both due to the low short-term supply and the tighter outlook for the crop year", the document concludes.

The Carvalhaes Office Bulletin highlights that even the most optimistic projections for Brazilian coffee production in 2025 point to a scenario as tight as the current one in the new crop year that will begin next July. Carryover stocks at the end of June will be historically low, and the highest production figures released to the market point to a 2025/26 harvest with a size close to that of the current harvest.

According to information from Safras & Mercado released last Friday (23), the harvest in Brazil has progressed well, and the weather has favored the progress of the work. As of May 21, the consultancy firm monitored that 13% of the 2025/26 coffee harvest had already been harvested. However, the pace of work is still behind compared to the same period last year and also below the average of the last five harvests.

The NY and London stock exchanges return to normal operations this Tuesday (27).

Source: Notícias Agrícolas