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目前显示的是标签为“coffee market 2025”的博文

China’s Coffee Supply Chain Revolution: How High Raw Material Costs Are Driving a New Industrial Era

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 Since 2025, the international coffee market has continued to operate at historically high levels. In 2024, Arabica coffee futures repeatedly broke record highs, and the resulting price volatility rippled through the entire supply chain. Domestic small and medium-sized roasters faced increasing cost pressure, while several retail brands began adjusting prices in the end market. Against this backdrop, the light-asset model that relies solely on external procurement has become increasingly unsustainable. For leading Chinese coffee brands, early investments in vertically integrated supply chains have proven essential—“building factories and securing the source” has become the core defense against market fluctuations. 01. Leading Brands Double Down on Deep Supply Chain Integration Luckin Coffee began its “new coffee infrastructure” initiative in 2021 and has since completed a comprehensive network: a coffee cherry processing plant in Baoshan, Yunnan, and two major roasting bases in ...

☕ Coffee & Cocoa Weekly Update | October 20

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  Coffee News ICO September Report: Coffee Prices Rise, Then Fall — Volatility Persists According to the International Coffee Organization (ICO), the average composite indicator price for September 2025 was 324.62 cents per pound , up 9.3% from August. Throughout the month, prices fluctuated sharply between 298.14 and 360.74 cents per pound. Compared to September last year, prices are still up by 25.4% , and the average for the past 12 months stands at 306.62 cents per pound. StoneX Predicts a Balanced Global Coffee Market for 2025/26 The investment firm StoneX says current coffee prices are being shaped by a wide mix of market factors. First, global coffee inventories have dropped by 22 million 60-kg bags over the past four years. Low stock levels typically support prices since they reduce the buffer available during supply shocks or disruptions. On the other hand, persistent price inflation is beginning to weigh on demand. For instance, the Brazilian Coffee Industry A...