📈 Vietnam's Coffee Exports Surge to $3.3 Billion Amid Global Supply Concerns

Vietnam's coffee sector has achieved a remarkable milestone, surpassing seafood to become the country's second-largest agricultural export, reaching a turnover of USD 3.3 billion as of mid-April 2025. This surge is attributed to a combination of strategic stock holdings by Central Highlands farmers and a global decrease in supply, particularly from Brazil, where production is expected to fall by 5-10% due to adverse weather conditions.

Robust export performance surged by 47% compared to the previous year, driven by strong global demand and tightening supplies. As Brazil struggles with production issues and Vietnam maneuvers strategically in the market, the global coffee sector experiences significant price volatility, creating both challenges and opportunities for traders and investors."

📊 Market Overview

📈 Price Trends and Drivers

• Significant stock retention by local farmers anticipating higher prices.
• Projected decline in Brazil's coffee output impacting global supply chains.
• Continued strong global demand for coffee.

🌦️ Weather Outlook - Key Growing Regions

Current forecasts indicate potential further disruptions in Brazil's coffee-growing regions, which might exacerbate the supply shortage. Vietnam's weather remains favorable, supporting ongoing harvesting activities.

🔮 Price Forecast

Given the current market dynamics, prices are expected to remain volatile with an upward bias. Traders should monitor supply updates from Brazil and stock release timings from Vietnamese farmers closely.