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Coffee & Cocoa Weekly Market Update | October 26, 2025

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  Coffee News Global Coffee Supply Expected to Slightly Exceed Demand; Watch U.S. Tariffs and EU EUDR Policy Developments Although coffee harvesting has been completed or is nearing completion in Brazil, Colombia, Peru, Indonesia, Uganda, and parts of East and Central Africa, major harvests in Central America, China, Colombia, Ethiopia, India, Mexico, Uganda, and Vietnam are expected to accelerate seasonally toward the end of the year. The market generally expects global coffee production in the 2025/26 season to reach 174 million bags , while global consumption is also expected to rise to approximately 171 million bags . Therefore, following a 2 million bag supply deficit in 2024/25, the market anticipates a 3 million bag surplus this year. Despite the potential slight oversupply, market participants remain focused on U.S. tariffs and EU EUDR policies , which could impact coffee trade and consumer markets. Arabica Coffee Futures Continue to Rise as U.S. Considers Tariffs o...

Arabica Coffee Prices Surge as U.S. Weighs Tariffs on Colombian Beans

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 The possibility of the U.S. imposing punitive tariffs on Colombian coffee has once again driven Arabica coffee futures higher. Colombia is the world’s second-largest exporter of Arabica coffee and the largest exporter of washed Arabica beans. In 2024, Colombian coffee accounted for 19% of U.S. coffee imports, just behind Brazil’s 32% share. However, in the first eight months of this year, exports from both countries have shifted significantly. U.S. imports from Colombia rose 14.7% year-over-year to 3.3 million bags, mainly due to increased production in Colombia, while imports from Brazil fell 20.7% to 3.3 million bags. Currently, the U.S. imposes a 10% import tariff on Colombian coffee. Yet, statements from former President Trump suggest tariffs could be increased in the near term—he publicly mentioned on social media that “significant tariffs” on Colombian coffee will be announced soon. For the U.S. roasting industry, which had hoped to offset reduced Brazilian coffee imports...