美国关税冲击下巴西咖啡产业寻新机

Core Insights - Brazil is the world's largest coffee producer and exporter, with the southeastern state of Minas Gerais accounting for over half of the country's total coffee production [1][2] - The U.S. has imposed a 40% tariff on Brazilian coffee imports since August, leading many Brazilian exporters to halt U.S. orders and seek new markets [1][2] - The impact of U.S. tariffs may be more detrimental to American roasters and brands that rely on Brazilian coffee, as Brazil can explore other markets like China [2] Group 1: Market Impact - The coffee-producing region of Serra do Mineiro in Minas Gerais is the first in Brazil to receive "origin designation" certification, with 70% of its coffee exported globally [1] - Approximately one-third of unroasted coffee in the U.S. comes from Brazil, with imports expected to reach 8.14 million bags in 2024, representing 33% of total U.S. coffee consumption [1] - Many coffee cooperatives in Brazil have ceased U.S. orders, with most shipments made before the tariff implementation, and strong demand remains from Europe and Australia [2] Group 2: Price and Market Strategy - The primary effect of the tariffs has been an increase in coffee prices, prompting Brazilian producers to seek new markets while hoping for a resolution through dialogue [2] - Brazilian coffee producers emphasize the quality of their products, which aligns with the preferences of consumers in potential new markets like China [2] - Coffee beans can be stored for up to three years, allowing exporters to wait for more favorable market conditions before selling their stock [2]