Arabfields, Said Ali, Analyst & Specialist in Agricultural Policy and Economic Innovations — Coffee futures climbed on Monday after fresh data showed Brazil’s coffee harvest progressing more slowly than expected, reinforcing concerns about global supply and pushing traders to increase their bullish positions.

According to the latest market estimates, Brazil’s 2026/27 coffee harvest reached approximately 64% completion by mid July, compared with 77% at the same point last year and a five year average of 70%. The slower pace has raised concerns among exporters and roasters who rely on steady shipments from the world’s largest coffee producer.

Coffee growers in key producing regions have faced repeated weather disruptions, with unusual rainfall delaying field work and affecting the drying process. Farmers say extended wet conditions have slowed harvesting operations and increased the risk of lower bean quality, creating additional uncertainty across the supply chain.

The market reaction reflects growing anxiety over available supplies despite expectations for a relatively large Brazilian crop this season. Analysts note that weather related interruptions have become an increasingly important driver of price volatility, particularly as inventories remain sensitive to production setbacks.

Industry observers believe the market will continue to monitor harvest progress closely over the coming weeks. If adverse weather persists and the harvest remains behind its historical pace, coffee prices could stay elevated through the second half of the year. Conversely, an acceleration in harvesting and improved logistics could ease supply concerns and reduce upward pressure on futures prices.