Coffee & Cocoa Weekly Market Update | October 26, 2025
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...