Arabica coffee futures hit six-month high on Brazil harvest delays

Commodity
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Arabica coffee futures surged to their highest level in more than six months on Monday as traders priced in tighter near-term supplies of high-quality beans, especially from Brazil. Heavy rains have slowed Brazil's coffee harvest to a pace well below last year, keeping supplies tight despite expectations for a large overall crop later in the season. The devastating earthquake earlier this month in Colombia also continues to weigh on production, with the coffee-growing provinces of Caldas and Risaralda, which account for about a quarter of Colombia's output, seeing slowdowns. Looking ahead, the Super El Niño forecast is considered a material upside risk for coffee prices, especially robusta in late 2026 and potentially arabica in 2027, as El Niño typically brings hotter, drier conditions to Vietnam and Indonesia during key coffee development periods.

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