Part 5 of 5: Weather isn't the only challenge facing coffee. Jonas Leme Ferraresso explains how fertilizer supply, geopolitical instability, global logistics, and changing trade relationships are creating a new era of uncertainty for coffee producers and the businesses that depend on them. It's a powerful conclusion to a series exploring why managing uncertainty may be more important than predicting the future.
Read MorePart 4 of 5: How early is too early to predict a coffee harvest? Jonas Leme Ferraresso explains why El Niño, disease, rainfall, and heat stress all have the potential to reshape Brazil's 2027 coffee crop long after flowering begins. It's a timely reminder that agriculture is driven by biology, not certainty.
Read MorePart 3 of 5: Political decisions can reshape global coffee trade almost overnight. Jonas Leme Ferraresso explains how tariffs disrupted Brazil's coffee exports to the United States, how buyers adapted, and why Brazil has accelerated efforts to diversify its trading relationships in an increasingly uncertain world.
Read MorePart 2 of 5: Coffee inventories influence far more than many people realize. Jonas Leme Ferraresso explains what remains from Brazil's 2025 crop, why warehouse stocks have become increasingly important, and how declining inventories can amplify uncertainty across the global coffee market even while a new harvest is underway.
Read MorePart 1 of 5: Many expected Brazil's 2026 coffee harvest to flood the market and send prices sharply lower. Instead, conditions on the ground are telling a very different story. Brazilian agronomist Jonas Leme Ferraresso explains why expectations have shifted, what producers are actually experiencing, and why understanding field conditions matters far more than following headlines or market speculation.
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