NASHVILLE, Tenn. (RFD-TV) — Global coffee supplies are expanding in 2025–26, but tightening stocks and shifting production patterns continue to affect prices and availability for the U.S. market, according to USDA’s latest Coffee: World Markets and Trade report. World coffee production is forecast at a record 178.8 million bags, yet global consumption is rising nearly as fast, keeping ending stocks on a downward trajectory for the fifth consecutive year.
For the United States, the world’s largest coffee importer, supply dynamics remain critical. USDA raised U.S. coffee bean imports to 23.4 million bags for 2024–25, reflecting higher domestic consumption. With global ending stocks projected to fall to 20.1 million bags, coffee prices remain elevated, with the International Coffee Organization’s composite price index nearly tripling over the past several years.
Production gains are concentrated outside the Western Hemisphere. Indonesia’s coffee output is rebounding sharply, led by a 1.7-million-bag increase in Robusta production as weather and labor availability improve. Vietnam continues its recovery, boosting Robusta supplies, while Ethiopia posts record output on higher-yielding varieties. These gains offset declines in Brazil and Colombia, where drought, heat stress, and excessive rainfall reduced Arabica production.
Brazil remains the world’s largest producer, but its 2025–26 crop is forecast down 2.0 million bags, tightening high-quality Arabica supplies favored by U.S. roasters. With consumption still rising globally, USDA expects prices to remain sensitive to weather and production risks heading into 2026.
Farm-Level Takeaway: Strong global demand and falling stocks suggest continued price volatility for U.S. coffee buyers despite record world production.
Tony St. James, RFD-TV Markets Specialist
“It does not extinguish right away here — in any sort of sense — the real profitability concerns and people’s ability to pay bills and get to the other side of this in the very short term. This is where the skepticism builds.”
October 30, 2025 02:20 PM
·
U.S. Senator Roger Marshall (R-KS) shares his perspective on the U.S.-China trade developments and their potential impact on American producers, farmers, and ranchers.
October 30, 2025 12:56 PM
·
Rich Nelson, a commodity broker for Allendale Inc., joins us to break down what the U.S.-China trade agreement means for the ag economy.
October 30, 2025 12:04 PM
·
With core input inflation still hovering high, growers and retailers should plan pricing and promotions with tighter margins in mind — target early sales, leverage bundle deals, and secure logistics ahead of peak Halloween demand.
October 30, 2025 10:54 AM
·
The U.S.-China summit raises hopes for stronger exports and reduced barriers, but U.S. ag players should remain strategically cautious until concrete volumes and certifications materialize.
October 30, 2025 10:37 AM
·
Prepare for softer milk checks into winter, watch cull-cow values and timing, and stress-test cash flow as product prices recalibrate.
October 29, 2025 03:11 PM
·
Expect incremental near-term lift for feed grains, proteins, and ethanol as tariff cuts and smoother approvals translate into real orders.
October 29, 2025 03:04 PM
·
While there has been an increase in outbreaks of Highly Pathogenic Avian Influenza (HPAI) this migration season, the CDC says the public health risk is low.
October 29, 2025 01:21 PM
·
Cattle markets are collapsing this week, and analysts say that several factors are at play. Consumer beef prices also remain near all-time highs, threatening long-term demand.
October 29, 2025 12:58 PM
·