September arabica coffee (KCU25) today is down -6.10 (-1.96%), and September ICE robusta coffee (RMU25) is down -45 (-1.23%).
Coffee prices are sharply lower today, with arabica coffee slumping to a 6-3/4 month low. The outlook for abundant coffee supplies is undercutting prices. On Wednesday, the USDA's Foreign Agricultural Service (FAS) forecast that Brazil's 2025/26 coffee production will increase by 0.5% year-over-year (y/y) to 65 million bags and that Vietnam's 2025/26 coffee output will rise by 6.9% y/y to a 4-year high of 31 million bags. Brazil is the world's largest producer of arabica coffee, and Vietnam is the world's largest producer of robusta coffee.
