브라질 기타 무알코올 음료 insights

Arabica coffee on the New York exchange jumped to its highest level in two months. Traders fear that cold weather and light frosts may reduce the harvest in Brazil, which is the largest coffee producer. The Bloomberg publication writes that there is growing concern that this year's coffee harvest in Brazil will be lower than expected due to adverse weather conditions. "The concern is not only about the current harvest, but also about the 2026 harvest, which may be limited because periods of cold weather are already leading to early flowering," said Michael McDougall, an analyst at McDougall Global View. The most active futures contract rose on Tuesday, August 19, by 2.6%. Prices are rising for the fifth consecutive session. According to Sucden Financial Ltd broker Harry Howard, the rise in prices in recent days has been caused by slower-than-expected exports from Brazil and reports of frost in the main coffee regions of Sul-de-Minas and Serrado. However, he added that the price ...

Even with a significant drop in the volume exported, Brazilian coffee maintained its prominence in international trade. From January to July 2025, the country shipped 22.15 million 60 kg bags, a number that represents a 21.4% decrease compared to the same period last year. However, the decline did not prevent the sector from registering a significant increase in revenue: US$ 8.55 billion in seven months — a 36% jump in billing.

According to a report by the São Paulo newspaper on August 11, last year Brazil saw the addition of 102 new breweries, representing a growth of only 5.5% compared to the 1847 breweries in the previous year. Furthermore, the national beer production reached 15.3 billion liters last year, with the southeastern region accounting for 55% (8.4 billion liters) of the total, and pure malt beer making up 24.7% (3.8 billion liters). Meanwhile, the production of non-alcoholic beer continued to grow rapidly. Last year, Brazil produced 757 million liters of non-alcoholic beer, accounting for 4.9% of the total production, but this represents a 536.9% increase from the 118.9 million liters produced the previous year. According to Brazilian law, beer with an alcohol content of 0.5% or less is considered non-alcoholic beer. Non-alcoholic beer retains the flavor of beer while avoiding the risk of intoxication. On this, Márcio Maciel, president of the Brazilian National Beer Industry Association (Sindicerv), said, "The development of non-alcoholic beer demonstrates our firm commitment to providing diverse choices and promoting more balanced and rational consumption." However, overall, the growth in the number of breweries in Brazil reached its lowest level since 2016 this year. Even in years when the economy slowed due to the pandemic, the number of new breweries in the country was significant. For example, 174 new breweries were added in 2020; 166 in 2021; and 118 in 2023, with a growth rate of 6.8%, all higher than the performance in 2024. Despite this, the National Beer Industry Association remains optimistic. The association stated on social media, "In 2024, the Brazilian beer industry continued to show strong growth momentum. Despite challenges such as the floods in Rio Grande do Sul and global economic slowdown, Brazil still produced 15.3 billion liters of beer, demonstrating the industry's strong resilience." In addition, data shows that last year, the state of São Paulo remained the most concentrated region for breweries in Brazil, with 427 breweries leading the way. Rio Grande do Sul ranked second with 349 breweries. Santa Catarina rose to third place with 260 breweries. The report also mentioned that part of the reason for the slowdown in the growth of the beer industry last year was the increase in the number of breweries that were deregistered, with a total of 111 breweries deregistered. Rio Grande do Sul had the most with 32, followed by São Paulo (19) and Santa Catarina (11).