Coffee lovers, perk up! The past five business days have been a whirlwind in the coffee world, with record exports, weather woes, regulatory shifts, and market fluctuations making headlines.
1. Ethiopia Reports Record Coffee Export Earnings
Ethiopia shattered records, posting $2.65 billion in coffee export earnings for the 2024/25 harvest, shipping 470,000 tonnes. This surge is attributed to government reforms and initiatives like the Green Legacy program, with ambitions to hit $3 billion soon by boosting volumes to over 600,000 tonnes.
Key Takeaway: Strategic policy changes can supercharge export growth in producing nations, bolstering their global market clout. Read more at Perfect Daily Grind
2. EU Delays Deforestation Regulation by One Year
The European Parliament approved a one-year postponement of the EU Deforestation Regulation (EUDR), potentially delaying implementation for large firms to late 2026. This eases industry concerns over traceability and sustainability requirements amid ongoing pushback.
Key Takeaway: Regulatory flexibility provides breathing room for the supply chain but emphasizes the tension between environmental protection and business practicality. Read more at I. & M. Smith | Bao Nghe An
3. Vietnam’s Coffee Regions Hit Hard by Storms and Flooding
Vietnam faced 13 major storms in 2025, with recent flooding in key areas, such as Dak Lak, submerging farms and disrupting harvests. This follows last year’s drought, exacerbating challenges for robusta production amid power outages and community impacts.
Key Takeaway: Extreme weather patterns are a growing threat to global coffee supplies, underscoring the urgency for climate-resilient agriculture. Read more at Fresh Cup Magazine
4. Coffee Prices Dip on Improved Global Supply Projections
Coffee futures settled lower thanks to optimistic supply outlooks, including Brazil’s 2025 exports rising 13.4% y/y to 1.31 million metric tons and Vietnam’s 2025/26 production climbing 6% y/y to 1.76 million metric tons. This relief comes despite lingering high arabica prices.
Key Takeaway: Positive production forecasts can stabilize volatile markets, potentially easing costs for roasters and consumers. Read more at Nasdaq | CoffeeBI
5. US Updates on Coffee Tariffs Amid Trade Shifts
Recent executive orders have addressed tariffs on coffee imports, though high rates persist for some countries. This follows tensions, with updates aimed at lowering costs for US businesses while navigating global trade dynamics.
Key Takeaway: Trade policy adjustments can swiftly impact import costs, highlighting the interconnectedness of geopolitics and commodity pricing. Read more at Sweet Maria’s
6. J.M. Smucker Lowers Profit Forecast Due to Coffee Inflation
The J.M. Smucker Company, maker of Folgers, projected annual profits below estimates as soaring coffee prices bite into margins. This reflects broader industry pressures from raw material costs amid consumer sensitivity.
Key Takeaway: Inflation in key inputs like coffee beans tests corporate resilience, potentially leading to price hikes or innovations in cost management. Read more at Reuters
That’s your weekly coffee digest—brewed for clarity and engagement. What’s your take on these developments? Drop a comment below. For more buzz, subscribe to our newsletter. ☕
