The Harvest Beat – Q2 2025
- Kenya (Nyeri): Fly crop peaks—Gura AA blazes, bright and wild. Othaya Co-op battles erratic rains, yields sharp lots.
- Colombia (Cauca): Main crop fires—floral, chocolatey greens surge. Finca El Paraiso sees strong yields despite heavy rain.
- Brazil (Minas Gerais): Early 2025/26 harvest kicks—nutty beans rise. Fazenda Sertão rebounds after drought, cautious optimism.
- Ethiopia (Sidamo): Late Q1 harvest flares—berry-citrus lots peak. Guji’s Sidama Co-op navigates climate challenges, vibrant beans shine.
- El Salvador (Santa Ana): Harvest winds down—citrusy lots wrap up. Finca Himalaya’s late beans show clarity despite early drought.
Q3 Preview: Honduras sparks, Vietnam roars.
The Market Beat
Prices spike, markets hum—coffee’s financial pulse.
- Commodity Prices: Arabica: $3.20/lb—tight supply keeps it high. Robusta: $4,200/ton—Vietnam’s crop may ease pressure.
- Futures Outlook: $2.95/lb by end-2025—Brazil’s bumper crop looms.
- Indicators: Deficit: 4th year running—stocks tight. La Niña bites Brazil—Minas Gerais feels the heat. Demand steady at 171M bags.
Pulse Note: Minas Gerais drought drives Arabica up—supply squeezes. Nyeri’s short lots make Gura AA gold.