Friday 05 December 2025

Cecafé: Brazil’s coffee exports fall sharply in July (-27.6%) to 2.732 million bags, as industry begins to suffer from Trump’s 50% tariffs

"A reduction in shipments was already expected this year, since we saw record exports in 2024, we have reduced stocks and a harvest with no surplus, with the overall production potential impacted by the weather” stated the President of Cecafé Márcio Ferreira. “As far as foreign exchange earnings are concerned, we are still riding the wave of high prices on the international market, which reflects the tight balance between supply and demand or even a slight deficit in availability," he added

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MILAN – Brazilian coffee exports fell sharply last month: according to data released yesterday by Cecafé, Brazil exported 2,732,983 bags of all forms of coffee during July, the first month of the 2025/26 crop year. This figure represents a 27.6% drop from the record high of 3,776,796 bags recorded in July 2024. Green coffee exports totalled 2,445,245 bags, a decline of 28.1%.

Arabica shipments were 20.6% lower than last year at 1,984,053 bags, while Robusta shipments plummeted to 461,192 bags (a 48.9% decrease).

Cecafé
(source: Cecafé)

The trend in processed coffee sales (mostly soluble) was also negative, with exports falling by 23.6% to 287,738 bags.

“A reduction in shipments was already expected this year, since we saw record exports in 2024, we have reduced stocks and a harvest with no surplus, with the overall production potential impacted by the weather” states in the report the President of Cecafé Márcio Ferreira.

“As far as foreign exchange earnings are concerned, we are still riding the wave of high prices on the international market, which reflects the tight balance between supply and demand or even a slight deficit in availability,” he added.

Coffee buyers in the United States have started requesting to postpone imports of Brazilian coffee following the 50% tariff imposed on Brazilian goods by U.S. President Donald Trump.

“The U.S. coffee industry, a major buyer of Brazilian coffee, is now in a holding pattern as it awaits news on tariff negotiations,” Ferreira also said.

“They have inventory for 30 to 60 days, which gives them some breathing room to wait a little longer for ongoing negotiations.”

Postponements in shipping would also hit exporters using advances on exchange contracts, or ACCs, a type of instrument used for pre-shipment financing, Ferreira pointed out.

“With delays to business, an ACC is not complied with and we start to suffer from more interest, high fees, and additional costs, with overheads, for example.”

Furthermore, given current inverted futures market postponing a shipment planned for September until December would cause an additional loss of $10 per bag. “Postponing shipments … has this cumulative and accentuated negative impact,” Ferreira concluded.

Cecafé
(source: Cecafé)

In the first 7 months of calendar year 2025, Brazil shipped a total of 22,150,084 bags of all forms of coffee, down 21.4% compared to the equivalent period of 20224.

Green coffee exports totalled 19,889,280 bags (down 23.1%), of which 17,940,210 were Arabica (down 13.3%) and 1,949,070 (down 62.4%) were Robusta.

Sales of processed coffee were also down 2.3%, to 2,260,804 bags.

(source: Cecafé)

There was a sharp decline in volumes exported to the main destination countries, starting with the United States (-17.9%), Germany (-34.1%) and Italy (-21.9%).

(source: Cecafé)

The only exception was Japan (11.5%), which overtook Belgium (-49.36%) to become the fourth largest market for Brazilian coffee.

Hamburg remains the main port of destination, followed by Antwerp, New Orleans, Genoa and Bremen.

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