NSE:RICOAUTO 1 December 2025

March 25, 2026, 4:18 AM EDT. Coffee prices surged as Brazilian farmers withheld supplies, driving a tight market. Arabica futures hit a 7-week high with robusta also climbing. The closure of the Strait of Hormuz disrupted shipping, increasing costs for importers and roasters. ICE robusta stockpiles fell to a two-month low, supporting prices. Despite recent rains easing crop worries, Brazil's coffee exports declined sharply, reinforcing supply constraints. However, forecasts point to record coffee production in Brazil and globally, with StoneX and Rabobank projecting all-time highs in the 2026/27 season. Meanwhile, rising exports from Vietnam, the largest robusta producer, continue to pressure robusta prices. The complex balance between demand-driven tightness and looming record harvests shapes the coffee market outlook.