Uploaded August 2026 | Updated September 2026, 2 weeks ago
Brazil's coffee crop is heading for a record arabica harvest, yet unusually wet winter weather has squeezed the supply of higher quality beans.
Leonardo Rossetti, StoneX Brazil Market Intelligence Analyst, explains how the rains hit bean quality and what early flowering and El Niño mean for the next crop.
Rossetti works through why washed and semi washed coffee is getting harder to source as Colombia stays constrained and ICE certified stocks keep falling, and why strong premiums reduce the incentive to certify. He also weighs how firm Brazil's record arabica crop really is, and how El Niño could swing next season either way.
Download the StoneX 2026 Commodities Outlook: stonex.com/en/insights/commodities-outlook/?utm_source=youtube&utm_medium=qr_code&utm_campaign=mi_outlook_q3_26
Discover Actionable Coffee Insights with StoneX Market Intelligence: shop.stonex.com/products/coffee-differential-insight?utm_source=youtube&utm_medium=social&utm_campaign=sxtv_guest_leonardo_rossetti&utm_content=share
El Niño Keeps Brazil's Coffee Growers Watching the Sky for the Rain: stonex.com/en-us/insights/el-nino-keeps-brazil-s-coffee-growers-watching-the-sky-for-the-rain
0:00 Brazil's Winter Turned Wet
1:04 Wet Weather Dents Bean Quality
1:47 Washed Coffee Supply Tightens
3:00 Record Arabica Crop Arrives
4:44 Early Flowering Raises Flags
7:11 El Niño Swings Both Directions
8:51 Rains Will Decide Next Crop
Like and subscribe for more financial market insights.
#Coffee #StoneX #LeonardoRossetti #ElNiño
Brazil's coffee crop is heading for a record arabica harvest, yet unusually wet winter weather has squeezed the supply of higher quality beans.
Leonardo Rossetti, StoneX Brazil Market Intelligence Analyst, explains how the rains hit bean quality and what early flowering and El Niño mean for the next crop.
Rossetti works through why washed and semi washed coffee is getting harder to source as Colombia stays constrained and ICE certified stocks keep falling, and why strong premiums reduce the incentive to certify. He also weighs how firm Brazil's record arabica crop really is, and how El Niño could swing next season either way.
Download the StoneX 2026 Commodities Outlook: stonex.com/en/insights/commodities-outlook/?utm_source=youtube&utm_medium=qr_code&utm_campaign=mi_outlook_q3_26
Discover Actionable Coffee Insights with StoneX Market Intelligence: shop.stonex.com/products/coffee-differential-insight?utm_source=youtube&utm_medium=social&utm_campaign=sxtv_guest_leonardo_rossetti&utm_content=share
El Niño Keeps Brazil's Coffee Growers Watching the Sky for the Rain: stonex.com/en-us/insights/el-nino-keeps-brazil-s-coffee-growers-watching-the-sky-for-the-rain
0:00 Brazil's Winter Turned Wet
1:04 Wet Weather Dents Bean Quality
1:47 Washed Coffee Supply Tightens
3:00 Record Arabica Crop Arrives
4:44 Early Flowering Raises Flags
7:11 El Niño Swings Both Directions
8:51 Rains Will Decide Next Crop
Like and subscribe for more financial market insights.
#Coffee #StoneX #LeonardoRossetti #ElNiño
