Core Insights - Vietnam's coffee exports in August 2025 reached approximately 95,000 tons, generating over $429 million in revenue [1] - In the first eight months of 2025, Vietnam exported a total of 1.2 million tons of coffee, amounting to $6.42 billion, with year-on-year increases of 8.7% in volume and 59.1% in value [1] Market Dynamics - The significant increase in Vietnam's coffee export volume and value is primarily attributed to a nearly 46.5% rise in international coffee prices year-on-year [1] - The El Niño phenomenon has led to reduced coffee supply from major producing countries Brazil and Indonesia, while demand remains strong in Europe and North America [1] Key Export Markets - Germany, Italy, and Spain are identified as the top three importers of Vietnamese coffee, collectively accounting for nearly 30% of Vietnam's total coffee export revenue [1]

Core Viewpoint - The Brazilian Coffee Exporters Association reported a significant decrease in coffee exports to the United States due to a 50% tariff imposed by the U.S. government, leading to a 55.24% reduction in August compared to the same period last year [1] Export Data - In July, Brazil exported 450,000 bags of coffee to the U.S. However, following the implementation of the tariff in early August, this figure dropped to approximately 250,000 bags [1] Market Demand - The association noted that the demand for coffee in the U.S. market has not diminished, but the "tariff shock" combined with inflation effects will ultimately harm U.S. consumers [1]

Core Viewpoint - The president of the Brazilian Coffee Exporters Association, Ferreira, criticized the U.S. decision to impose a 50% tariff on all goods imported from Brazil, stating that it is detrimental to both the U.S. and Brazil [1] Group 1: Impact on Trade - The U.S. is the largest consumer of coffee globally, while Brazil is the largest producer, indicating a significant interdependence between the two countries in the coffee market [1] - The 50% tariff on Brazilian products is expected to negatively affect U.S. consumers as well as Brazilian coffee producers [1] Group 2: Response to U.S. Actions - Ferreira labeled the U.S. trade actions as "trade bullying," suggesting that such measures are harmful not only to Brazil but also to the U.S. itself [1]

Core Viewpoint - Ethiopia is considering adjustments to its coffee export strategy in response to the impact of U.S. tariffs, which are expected to significantly affect its coffee export revenue [1] Group 1: Export Strategy Adjustments - The Ethiopian Coffee and Tea Authority plans to strengthen trade relations with existing markets such as China, Japan, Germany, and Italy [1] - The country aims to expand coffee exports to the Middle East and other regions, targeting a total of 20 countries in the new fiscal year [1] Group 2: Impact of U.S. Tariffs - The U.S. government will impose a 10% tariff on coffee imported from Ethiopia, which is projected to reduce the country's coffee export revenue by approximately 35% [1] - The Ethiopian authorities assert that they will not accept any actions that could harm the coffee industry [1] Group 3: Ethiopia's Coffee Production Status - Ethiopia is recognized as the largest coffee producer in Africa and the fifth-largest exporter of Arabica coffee beans globally [1]