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Vietnamese Coffee Exporter
TariffTrading

Impacts of New U.S. Tariff Policies for Vietnam’s Coffee Industry (P1)
The new U.S. tariff policy announced in July 2025 is sending shockwaves through Vietnam’s coffee industry. With a 20% tariff now imposed on most Vietnamese exports — including coffee — and a 40% anti-transshipment tariff looming over goods with unclear origin, the business landscape has shifted dramatically. These tariff measures are more than just trade adjustments; they mark a pivotal restructuring of global coffee supply chains and force Vietnamese producers, exporters, and policymakers to rethink their long-term strategies. Executive Summary This report …
Coffee PricesArabica

Coffee Prices: How Big Roasters Influence Market Trends
Coffee prices have always been sensitive to shifts in supply, demand, and speculative sentiment. However, in today’s increasingly volatile commodity markets, another powerful force is emerging: the influence of major coffee roasters. When leading brands like illycaffè publicly project future coffee price ranges, it can sway industry sentiment, influence buyer behavior, and subtly shift the market narrative. Coffee Prices Hit Multi-Month Lows In early July 2025, Arabica coffee futures fell to 305.65 US cents per pound—the lowest level since January. Robusta futures …
Retail Coffee PricesTrading

Retail Coffee Prices Are Surging — But At What Cost?
The global coffee industry is undergoing a significant transformation as retail coffee prices continue to rise. With green coffee prices reaching historic highs and additional cost pressures from tariffs, logistics, and climate-related disruptions, companies like The J.M. Smucker Company are now enacting their fourth price hike in a year. These changes raise a critical question: how far can retail coffee prices climb before consumer resistance kicks in and long-term brand equity begins to erode? What’s Driving the Rise in Retail Coffee …
High Coffee PricesCoffee Shop

High Coffee Prices: Why Producers Still Struggle to Profit
Over the past two years, the global coffee market has experienced an unprecedented surge in green coffee prices. Arabica futures hit a record high of US $4.41/lb in February 2025, marking one of the sharpest increases in decades. For many, this price hike signals long-awaited progress in valuing coffee correctly. But behind the numbers, the question remains: Who truly benefits from high coffee prices? A Welcome Change—With Hidden Costs The coffee industry has long been plagued by historically low prices. Smallholder farmers, …
Coffee PriceTrading

Coffee Price Forecast 2026: Strategic (the end)
Based on the forecasts and analysis of the 2026 coffee price market, there are several key strategic implications and recommendations for stakeholders in the Vietnamese coffee industry. The year 2026 can be seen as a "pivotal" year, where pressure from international regulations like EUDR and the volatility of the commodity market will force the industry to accelerate its transition towards more sustainable, higher-quality production and increased deep processing if it wants to maintain long-term competitiveness and profitability. For Producers (farmers, farms) …
Coffee PriceTrading

Coffee Price Forecast For 2026 (P4)
Based on the analysis of supply and demand, macroeconomics, climate, production costs, and other factors, providing an exact coffee price forecast for 2026 is challenging. However, potential price scenarios can be outlined. Global Market Price Forecast (Robusta and Arabica) The year 2026 is likely to see an adjustment in the global coffee market after the high-price period of previous years, especially if production from key countries like Brazil and Vietnam recovers as expected. Robusta Coffee (London Exchange): Base Scenario: With the recovery …
Coffee PriceTrading

Coffee Price Forecast 2026: Key Factors Influencing (P3)
As the third article in our Coffee Price Forecast 2026 series, this report dives into the broader forces shaping global coffee prices in the upcoming year. From slowing global growth and persistent inflation to volatile weather patterns and rising geopolitical tensions, coffee producers and buyers alike are navigating an increasingly complex landscape. We explore how macroeconomic forecasts, climate disruptions like El Niño/La Niña, supply chain risks, and rising input costs—especially in key markets like Vietnam and Brazil—will impact the balance …
Coffee PriceCoffee Shop

Coffee Price Forecast 2026: Vietnam’s Coffee Market (P2)
As the second installment in our Coffee Price Forecast 2026 series, this article takes a deep dive into Vietnam’s coffee market—both its recent highs and the hurdles ahead. While 2024–2025 saw record prices and strong export growth, the road to 2026 is paved with uncertainties. From shifting weather patterns to increasing input costs, regulatory pressure from the EU’s EUDR, and the urgent call for value-added processing, Vietnam’s coffee industry stands at a critical turning point. In this report, we analyze …
TariffsCoffee Shop

How U.S. Tariffs Are Brewing Trouble for the Global Coffee Industry
In April 2025, a sweeping announcement by the U.S. government sent shockwaves through the global coffee industry: a 10% universal tariff was imposed on all imported goods, including coffee. For an industry already grappling with high prices, inflation, and supply chain disruptions, this move added a layer of complexity that could deeply affect everyone from farmers in Vietnam to baristas in Brooklyn. Why Tariffs Matter to the Coffee Industry Unlike other commodities, coffee is deeply global. The United States is one of …
Coffee Price TodayTrading

Coffee Price Today: Rebound and Optimistic Outlook
Coffee price today on June 7, 2025, has seen a robust recovery, bringing hope to farmers and coffee exporters in Vietnam. Amid forecasts of improved production thanks to favorable weather conditions, the global coffee market remains volatile, driven by the interplay of supply, demand, and currency fluctuations. A Positive Outlook for Vietnam’s 2025–2026 Coffee Season Vietnam’s 2025–2026 coffee season is looking promising, thanks to abundant rainfall that has helped coffee trees recover well and boosted expectations for higher yields. Laleska Moda, a market …
Private Equity in the Coffee SectorTrading

Private Equity in the Coffee Sector: A Global Shift
The global coffee industry is in the midst of a dramatic transformation, driven by a powerful new force: Private Equity in the Coffee Sector. From London to Seoul, Bogotá to New York, coffee shops, roasteries, and trading companies are increasingly targets for leveraged buyouts (LBOs) and strategic acquisitions. While this trend promises growth and modernization, it also raises questions about the soul of coffee: authenticity, transparency, and sustainability. The Rise of Private Equity in the Coffee Sector In 2025, Private Equity in …
Coffee TradeTrading

Brazil–China Coffee Trade: A New Global Era
Brazil and China Strengthen Coffee Trade Ties: As global trade tensions between the United States and China continue to escalate, Brazil is taking strategic steps to fortify its relationship with China — the world’s second-largest economy and now the top buyer of Brazilian exports. This quiet yet powerful pivot is poised to reshape the global coffee trade in profound ways. In early May 2025, Brazilian President Luiz Inácio Lula da Silva visited Beijing to sign a series of bilateral agreements, reinforcing …