This episode explores recent market shifts in Brazil’s coffee sector and the broader impact of new U.S. trade tariffs, while also providing agronomic insights into improving coffee yields.In August, Brazilian coffee exports reached 3.1 million bags, reflecting a 17.5% year-over-year decline but a 14.3% increase from July. Despite reduced exports, internal conditions improved for producers. A favorable exchange rate lowered fertilizer costs by 29% compared to the previous year, and dry weather accelerated harvesting. However, frost risks in the Cerrado Mineiro region could impact the 2026 crop, with potential losses estimated at 412,000 bags.A new 50% tariff imposed by the United States on Brazilian coffee imports began in August, creating significant disruption. U.S. imports of Brazilian coffee dropped 46% year over year. In response, American importers began using bonded warehouses to delay tariff payments, signaling a strategic adjustment that may reshape long-term trade patterns.Meanwhile, coffee prices surged due to reduced global inventories and lower export volumes. New York certified stockpiles dropped by 157,000 bags, further tightening supply. Despite the tariff, the United States remains the second-largest importer of Brazilian coffee, underlining its continued importance in the global market.The episode also discusses the biological basis of coffee yields, emphasizing the importance of floral differentiation, which is influenced by factors like rainfall, temperature, and plant nutrition. Best practices, such as leaf health preservation through fungicides, composting, and biostimulants, are highlighted as key to supporting flowering and fruit setting stages that determine yield and quality.

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