Coffee sentiment over the past month has been shaped almost entirely by Brazil. A cold front moving through Rio Grande do Sul, Santa Catarina, and Parana has raised fresh frost risk concerns just as the 2025/26 harvest winds down, a development that briefly lifted prices toward $2.60 per pound from levels closer to $2.50, which had been the lowest since November 2024. Traders are also watching the developing El Nino pattern, with industry analysis suggesting a stronger event could delay the September to October rains that are critical for the 2026/27 flowering period in Brazil, a risk that extends well beyond the current harvest cycle. At the same time, ICE certified arabica stocks have fallen to 396,171 bags, sharply below the 859,389 bags held a year earlier, reinforcing the view that near term physical supply remains tight even as the broader narrative turns bearish.
Cooxupé, Brazil’s largest coffee cooperative that accounts for approximately 10% of the country’s coffee exports, has suspended five farms for labor-rights violations, including conditions analogous to slavery, according to a recent Repórter Brasil investigation. The report follows Brazilian Ministry of Labor inspections earlier this year. There are approximately 19,000 Cooxupé member farms, with coffee supply reaching buyers throughout North America and Europe. Repórter Brasil includes comments from Cooxupé and Starbucks.
Jim Hanson@JimHansonDC "A dying civilization refuses to defend itself." Quote Visegrád 24 @visegrad24 "The British police have dropped the case against the Palestine Action “activists” who slashed and defaced a 1914 portrait of Lord Balfour at Cambridge's Trinity College last year. No charges. No accountability. A deliberate attack on history met with silence."
Matt Margolis, Biden’s Excessive Vacationing Looks Even Worse When You Put It This Way
"The 81-year-old commander-in-chief has racked up 532 vacation days in less
than four years in office — the rough equivalent to 48 years of vacations,
according to shocking data compiled by the Republican National Committee,"
reports the New York Post. "The total was crunched using Expedia’s Annual
Vacation Deprivation Report, which is based on the average vacation time taken
by Americans — 11 days a year, the Washington Examiner reported." But, then,
he's not really working when he's working, is he? Leslie Eastman at LI,
Biden Ignored Vineyard Wind Blade Failure in Recent Remarks about Green
Schemes. "Meanwhile, Massachusetts and Rhode Island go forward with major offshore
wind projects as one in New Jersey is facing major headwinds."
Owen Gregorian@OwenGregorian "BREAKING: Trump promises free speech executive order, pledges to fire any bureaucrat engaging in censorship under Harris regime "I will sign an executive order banning any federal employee from colluding to limit speech." As debates over free speech heat up in the United States, former president and GOP contender for the White House Donald Trump announced that he would defend the First Amendment from the federal level, should he gain a second term. "I will sign an executive order banning any federal employee from colluding to limit speech, and we will fire every federal bureaucrat who is engaged in domestic censorship under the Harris regime," Donald Trump said at a campaign rally in Wisconsin on Saturday. . ." Professor Ornery Dragon discusses Censorship, Speech, and Calling the Cops "today I want to point out the massive contradictions between the words of those on the left who insist that they are trying to “save democracy” and their actions… their lived experiences if you will. They are willing to kill democracy and individual freedoms in the name of “saving” them and “creating safe spaces.” So off we go!" WSJ astonished that Brazilians Take to Streets to Protest Ban on Elon Musk’s X. "Demonstrations follow a showdown between Brazil’s Supreme Court and the tech mogul over allegations of hate speech on his social-media platform." Charlie Kirk@charliekirk11, "If you’re tempted to lose faith in humanity, watch this: A sea of Brazilians gather in support of free speech after the banning of 𝕏 in that country. The human spirit longs for freedom."