In brief
15 million bags and a 31% rise, driven by the late arrival of new arabica and by conilon.
6%.
What we know
04Verified fact · material
Brazilian coffee exports totalled 4.15 million 60-kg bags in August, up 31% from August 2025 and the best August on record, per CecaféCoffeeAssetAgricultural commodity of which Brazil is the largest producer and exporter, traded on ICE (arabica in New York, robusta in London).Open in the Market Map ↗ on September 10, according to CNN Brasil and InfoMoney; InfoMoney rounds to 4.16 million, same cut.
Volume that defines the event.
Verified fact
Arabica grew 25.7% (2.87 million bags) and canephora 53.6% (954,000 bags) in August, per InfoMoney; year to date shipments total 25.07 million bags (-1.2%) and US$ 8.79 billion (-9.3%), with the United States at 3.16 million bags (-21.6%), per CNN Brasil.
Mix and year-to-date.
Verified fact
CecaféCoffeeAssetAgricultural commodity of which Brazil is the largest producer and exporter, traded on ICE (arabica in New York, robusta in London).Open in the Market Map ↗ president Márcio Ferreira attributed the result to rains during harvest, especially in July, which delayed new-season arabica into August, and pointed to port-infrastructure problems costing the sector, per InfoMoney and CNN Brasil.
Exporter's explanation.
Transmission to assets
Market read-through
6% in a year; for exporters and the trade balance, volume offsets part of the US loss.
Double-digit conilon growth adds to global robusta supply.
Portfolio impact
01Café arábica (ICE) e exportadorasmixed
Accelerated Brazilian supply pressures price but lifts traders' volume.
Bearish for price, positive for export volume.
What would change the view: Depends on September shipments and flowering weather.
Direction is an explanatory hypothesis, not a forecast or recommendation.
Next signals
What to watch
- September shipments and the pace of the 2026 crop.
- ICE arabica price and the conilon differential.
- Exports to the US under the tariff.
Limits of the reporting
What remains uncertain
- Volume appears as 4.15 million at CNN and 4.16 million at InfoMoney: rounding of the same CecaféCoffeeAssetAgricultural commodity of which Brazil is the largest producer and exporter, traded on ICE (arabica in New York, robusta in London).Open in the Market Map ↗ figure.
- The year-to-date total appears only at CNN Brasil.