Overview

• In Oct. 7 talks, President Trump told President Lula the United States is “missing” Brazilian products, specifically coffee, according to Brazilian media.
• The 50% U.S. tariffs that took effect in August coincided with a 17.5% year-over-year drop in Brazil’s coffee export volumes that month, Cecafé reported.
• U.S. coffee prices rose 3.6% in August versus 0.4% overall inflation, with roasted coffee up 4.1% and instant up 4.9%.
• The United States relies on imports for coffee and purchased 16.5% of Brazil’s exported sacks in the 2024 coffee year, Embrapa data show.
• Brazilian shippers have begun redirecting coffee to other markets, including Colombia and Mexico, according to CeCafé.