top of page
COFFEE/CEPEA: Rains hinder Arabica harvest
Cepea, July 1, 2026 – The coffee market was strongly influenced by the atypical volume of rainfall recorded in Brazil's main Arabica-producing regions in June, according to Cepea researchers. Historically, this month is characterized by very limited precipitation; however, in 2026, volumes were significant in key producing areas, hindering the progress of the 2026/27 harvest. According to Cepea researchers, in addition to knocking beans off the trees, the rains make drying on

Oriwaldo Rocha (Dr. Rocha)
Jul 21 min read
SUGAR/CEPEA: High supply keeps prices down
Cepea, 06/23/2026 – White crystal sugar quotations continue to fall in the São Paulo market, amid low liquidity. According to Cepea researchers, the recent rains have reduced the pace of sugarcane harvesting, but the volume of sugar available has been sufficient to maintain the downward movement, as buyers remain withdrawn. On the supply side, data from Mapa indicated a significant decrease of 25% in sugar production in the Center-South in the second half of May compared to

Oriwaldo Rocha (Dr. Rocha)
Jun 241 min read
PERSPEC 2026-CAFÉ/CEPEA: Positive expectation for the 26/27 Brazilian harvest should keep prices fluctuating in 2026
Cepea, 12/30/2025 – The year 2026 should once again be marked by high volatility in coffee prices. Cepea researchers indicate that, with the beginning of the year still characterized by tight stocks, even with the Vietnam harvest in progress, the lower global availability of coffee tends to keep prices at higher levels, a scenario similar to that observed in much of the second half of 2025. Although there are signs of a slowdown in domestic and international demand, the suppl

Oriwaldo Rocha (Dr. Rocha)
Jun 172 min read
PERSPEC 2026-FRANGO/CEPEA: Sector projects new progress in 2026; Health risk remains on the radar
Cepea, 01/02/2026 – Cepea researchers point out that the Brazilian poultry industry should maintain a growth trajectory in 2026, supported by the advance of exports, the supply adjusted to domestic and foreign demands, and favorable margins for producers. This scenario, however, depends on the absence of new outbreaks of Avian Influenza, especially during the critical period of the migratory flow of birds. ABPA estimates the per capita consumption of chicken meat at 47.3 kg i

Oriwaldo Rocha (Dr. Rocha)
Jun 171 min read
PERSPEC 2026-SUGAR/CEPEA: Higher supply and more moderate prices should mark the 26/27 harvest
Cepea, 12/30/2025 – The global sugar market is moving towards a scenario of looser supply throughout the 2026/27 harvest. In Brazil, the world's largest producer and exporter, the expectation is for an advance in sugarcane crushing in the Center-South region, supported by the recovery of rainfall at the end of 2025, moderate expansion of the area and weather conditions closer to the historical average. Production may exceed 620 million tons of sugarcane, which expands the pot

Oriwaldo Rocha (Dr. Rocha)
Jun 172 min read
Index remains down; El Niño may limit further declines
Cepea, June 16, 2026 – White crystal sugar prices continue to decline in São Paulo amid low market liquidity, as buyers remain reluctant to close deals, expecting further price decreases due to the ample supply available at the beginning of the 2026/27 season. The National Oceanic and Atmospheric Administration (NOAA) has confirmed the occurrence of El Niño, which tends to increase risks to sugar production in key producing regions, such as India, Thailand and parts of Braz

Oriwaldo Rocha (Dr. Rocha)
Jun 171 min read
PERSPEC 2025-COFFEE/CEPEA: With tight stocks, 2025 should be another profitable year for coffee farming
Cepea, 01/03/2025 – The year 2025 promises to be challenging again for national and global coffee production, especially when it comes to meeting global demand. According to Cepea researchers, domestic and international prices, which are already operating at record levels, are expected to remain high, given a short-term projection without major increases in production, tight grain stocks and firm global demand. In Brazil, there have been four harvests in which production has

Oriwaldo Rocha (Dr. Rocha)
Jan 5, 20252 min read
PERSPEC 2025-CHICKEN/CEPEA: Sector may grow in 2025, but must, once again, face challenges
Cepea, 01/03/2025 – The current scenario indicates that the national poultry sector may continue to grow in 2025, but it must – once again – face many challenges, especially those related to animal biosecurity and conflicts in important countries that are destinations for Brazilian meat. Studies conducted by Cepea researchers indicate that chicken meat production should reach 14.2 million tons in 2025, an increase of 2.9% compared to the previous year. On the demand side, ABP

Oriwaldo Rocha (Dr. Rocha)
Jan 5, 20251 min read
PERSPEC 2025-SUGAR/CEPEA: Brazil's leadership in foreign trade should be consolidated in 2025
Cepea, 02/01/2025 – Brazil’s leading position in international sugar trade will be consolidated in 2025, a year in which prices are expected to remain at a good level in both the domestic and foreign markets. In the domestic market, Cepea researchers indicate that prices should remain at favorable levels, particularly due to the possible arbitrage between the domestic and foreign markets. It is estimated that a significant portion of exports has already been fixed at high pri

Oriwaldo Rocha (Dr. Rocha)
Jan 5, 20251 min read
bottom of page
