Brazilian coffee exports fall 22% at start of 2025/26 harvest

Brazilian coffee exports started the 2025/26 season at a slower pace. Data from Cecafé (Brazilian Coffee Exporters Council), analyzed by Cepea, indicate shipments of 5.89 million bags between July and August, a volume 22.3% lower than in the same period of the previous harvest. This is the lowest level since the 2022/23 cycle.

The drop of 1.695 million bags compared to last year reflects, according to Cepea researchers, the lower availability of the bean in the domestic market due to a reduced harvest. Although logistical and exchange rate factors also influence foreign sales, the impact of lower domestic supply is identified as the main reason for the decline.

Another factor that contributed to the limited performance was the decline in the competitiveness of Brazilian coffee in the U.S. market. In August, the United States ceased to be the main destination for the product, overtaken by Germany. This shift occurs in the context of U.S. surcharges, which make it more expensive for Brazilian coffee to enter the U.S. market.

Check out below a history of green coffee exports to the United States from January 2022. The chart was prepared with DataLiner data:

Brazilian Green Coffee Exports to the United States | Jan 2022 to July 2025 | TEU

Source: DataLiner (Click here to request a demo)

Despite the drop in volume, export revenues hit a record for the period. In the first two months of the 2025/26 harvest, Brazil earned US$2.14 billion from foreign coffee sales. The result is attributed to higher average dollar prices, which have partially offset the physical decline in exports.

According to Cepea, the performance of the current harvest reinforces the trend of greater selectivity among international buyers and a reconfiguration of trade flows. Moreover, the global scenario of tight supply and sustained prices may continue to support foreign interest in Brazilian coffee, even if at a lower intensity in traditional key markets.

Depending on weather conditions and market strategies in the coming months, the country may regain part of its competitiveness and recover volumes over the course of the season.

Source: Agrolink

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