커피 음료 인사이트

Core Insight: According to a report by "Market Information" on July 22, statistics from the Vietnam Customs General Department show that in June 2025, Vietnam's coffee export volume was 118,000 tons, with an export value of $678 million, a decrease of 20.7% and 21.2% respectively compared to the previous month, and an increase of 52.1% and 92.1% respectively compared to the same period last year, with an average export price of $5,746 per ton, a decrease of 0.6% compared to the previous month, and an increase of 26.4% compared to the same period last year; in the first half of the year, the export volume was 947,100 tons, with an export value of $5.4 billion, an increase of 4.5% and 66.2% respectively compared to the same period last year; the average monthly export price was $5,705 per ton, an increase of 59% compared to the same period last year.

Core Insight: Over 90% of Vietnam's coffee production is for export, and the industry has been deeply integrated into the international market, with the European Union (EU) being the largest consumer market, accounting for approximately 40% of Vietnam's total coffee exports. However, opportunities come with challenges, as import market requirements are becoming increasingly stringent, particularly in terms of environmental protection and sustainable development. The European Union Deforestation Regulation (EUDR) is expected to officially come into effect by the end of 2025, posing a significant challenge to Vietnam's coffee industry, especially for the more than 600,000 coffee farming households that account for 95% of the total production.

Reuters reported that the imposition of high tariffs on Brazilian coffee and other products by the U.S. government is a boon for local exporters. The U.S. will impose a 50% tariff on certain Brazilian products starting August 6. This poses a challenge for bulk commodity traders and Brazilian coffee exporters, who need to find alternatives for the approximately 8 million bags of coffee sold annually to U.S. coffee processors. China is Brazil's largest trading partner, while the U.S. is the main buyer of Brazilian beef and orange juice, among other products. According to trade data compiled by industry lobbying group Cecafe, in June, Brazil exported 440,034 bags (each 60 kg) of coffee to the U.S., which is 7.87 times the amount exported to China that month (approximately 56,000 bags). Brazil's annual supply can meet about one-third of U.S. coffee demand. The trade value for the 12 months up to June was $4.4 billion.