
Daily Coffee Report 6/23/26
Daily coffee report

- Coffee
By: Alexis Rubinstein, Managing Editor - Coffee Network

CoffeeNetwork (New York) – The latest government data from Vietnam showed that the country exported 1.58 million tons of coffee in 2025, an increase of 17.5% from the previous year.
Coffee export revenues from top robusta bean exporter rose 59% to $8.9 billion, the statistics office said in a report.
In December, coffee shipments rose 40.8% from a year earlier to 180,000 tonnes.
Vietnam has officially closed out 2025 as the most successful year in its coffee export history, setting multiple records in both volume and value and confirming the country’s increasingly dominant role in the world coffee market. New data shows that the pace of shipments accelerated sharply through the final months of the year, buoyed by historically high prices, strong European demand, and exceptional performance from a series of emerging import markets.
The full 2024–2025 crop year, running from October 2024 through September 2025, further solidified Vietnam’s position at the top of global robusta supply. Export earnings reached $8.4 billion, marking the highest total in the country’s history. Vietnam shipped 1.5 million tonnes, with export values soaring 55.5%, driven by a surge in global prices tied to climate‑related supply constraints in Brazil and Indonesia.
Vietnam saw high domestic prices, supported by global disruptions—including drought in Brazil, flooding in Indonesia, and tightening ICE‑certified stocks—that pushed buyers toward Vietnam’s comparatively stable supply.
Europe remains the center of gravity for Vietnamese coffee exports: EU share: 41.4% of volume and 40.4% of value (Jan–Nov 2025)
Top destinations: Germany, Italy, Spain, Japan, and the United States collectively absorbed more than 1 million tonnes in the 2024–25 crop year. Germany alone imported over $1 billion worth of Vietnamese coffee in 2025.
But the standout figures came from fast‑growing frontier markets:
Several of these markets are responding to Vietnam’s expanding range of soluble, roasted, and specialty offerings—products that historically lacked scale but are now central to the country’s export diversification push.
According to the USDA, Vietnam’s coffee production is projected to rise again in 2025/26. Production was pegged at 31 million bags, comprised of 30 million bags of Robusta and 1 million bag of Arabica.
This growth is attributed to high global prices, increased farm investment, and favorable weather conditions across the Central Highlands—home to more than 90% of Vietnam’s coffee output.
Farmers have intensified cultivation, expanded plantation areas, and embraced more systematic replanting and traceability programs. The government confirmed that 731,900 hectares were under cultivation in 2025, with new traceability infrastructure covering 137,000 hectares and expanding toward 462,000 hectares—which helped the EU classify Vietnam as a “low‑risk” EUDR country, a major advantage going into 2026.
While demand is strong and production is set to increase, analysts caution that the coming year will test exporters’ ability to navigate volatility. Hoarding behavior by farmers, speculative trading, and climate‑driven supply uncertainty may amplify price swings—especially if Brazil's 2026 harvest rebounds sharply.
However, Vietnam's deep‑processing capabilities, strengthening trade agreements, and its critical role as the anchor of the global robusta market leave the country exceptionally well positioned to maintain momentum.
Alexis Rubinstein
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Daily coffee report


June 23 – The tech sector came under heavy pressure again overnight, as investors worry about AI once again in the ebb and flow of market sentiment on the topic. The selloff was strong enough to push the VIX back above 20 this morning, while the dollar index trades near 101.3 – a new 13-month high. Yields on 10-year Treasuries are trading near 4.49%, while yields on 2-year Treasuries are trading near 4.19%. WTI crude oil prices put in a new low for the move overnight, trading as low as $72.48 per barrel, although they’ve recovered roughly a dollar since, while Brent trades near $77 per barrel as oil flow through the Strait of Hormuz increases. Wheat prices were again under pressure overnight, while corn and soybean prices posted modest gains.


Daily coffee report

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