Delays at ports cause millions in losses for the coffee industry.
Logistical bottlenecks prevented the shipment of 2.065 containers of coffee and caused foreign exchange losses exceeding R$ 1,4 billion.
According to the most recent monthly statistical report from the Brazilian Coffee Exporters Council (Cecafé), the country exported 3,582 million 60 kg bags of coffee in November, a volume that represents a 26,7% decrease compared to the 4,889 million bags recorded in the same month of 2024. In terms of foreign exchange revenue, however, there was an increase of 8,9% in the same comparative period, with earnings jumping from US$ 1,409 billion to US$ 1,535 billion.
With this performance, Brazil reached exports of 17,435 million bags in the first five months of the 2025/26 crop year, generating revenues of US$ 6,723 billion. Compared to the period between July and November 2024, there was a 21,7% decline in volume, but an 11,6% increase in revenue.
In the first 11 months of 2025, Brazil exported 36,868 million bags of all types of coffee, a 21% decrease compared to the 46,658 million bags exported in the same period last year. However, foreign exchange revenue grew by 25,3% in the same comparative period, rising from US$11,377 billion to the current US$14,253 billion.
“The higher dollar inflow from Brazilian coffee shipments in November, both for the harvest and the accumulated total for 2025, reflects higher market prices, with average prices approximately 50% higher than in the same periods of the previous year. The decline in volume was expected after record numbers in 2024 and lower product availability this year,” analyzes Márcio Ferreira, president of Cecafé.
He adds that the impact generated by the nearly four months of 50% tariff imposed by the United States on coffee imports from Brazil, and the difficulty in shipping due to the country's outdated port infrastructure, were also factors that affected the sector's performance.
From August to November of this year, the period during which the tariffs imposed by the US were in effect — August 6 to November 21, retroactive to the 13th — Brazilian coffee exports to the United States plummeted 54,9% compared to the same four months of 2024, falling from 2,917 million bags to 1,315 million bags.
“Following the removal of the tariffs on Arabica, Conilon, Robusta, roasted, and roasted and ground coffee, we have observed a resumption of business between Brazil and the US, which implies that we should see improvements in the numbers starting this December. However, it is important to remember that soluble coffee, which represents 10% of our exports to the US, is still subject to a 50% tariff, so we will continue working to ensure that this product is also exempt from taxation,” comments Ferreira.
Meanwhile, the shortcomings in Brazilian port infrastructure and logistical bottlenecks continue to generate losses of millions of reais for coffee exporters. According to the most recent survey conducted by Cecafé, the association's members suffered losses of R$ 8,719 million in October 2025 alone due to additional storage, pre-stacking, and detentions, resulting from the inability to ship 2.065 containers—681.590 bags—of the product.
This occurred because 52% of ships, or 204 out of a total of 393 vessels, experienced delays or changes to their port calls at major Brazilian ports, according to the DTZ Bulletin, prepared by the startup ElloX Digital in partnership with the Council.
In the Port of Santos alone, the main gateway for Brazilian coffee exports, representing 79% of shipments year-to-date, the rate of delays or changes to ship schedules was 73% in the month before last, involving 148 out of a total of 203 container ships, with waiting times of up to 61 days.
Despite the decline caused by the taxation, the United States remains the main importer of Brazilian coffee from January to the end of November 2025, importing 5,042 million bags, representing a 32,2% decrease compared to the first 11 months of 2024. This volume corresponds to 13,7% of total shipments this year.
Rounding out the list of the top five destinations for Brazilian coffee up to November are Germany, with imports of 5,003 million bags and a 31% decrease compared to the same period last year; Italy, with 2,912 million bags (-21,7%); Japan, with 2,413 million bags (+17,5%); and Belgium, with 2,146 million bags (-47,5%).
In the first 11 months of 2025, Arabica coffee remains the most exported species from Brazil, with 29,630 million bags shipped abroad. This volume is equivalent to 80,4% of the total, although it represents a 13,1% decrease compared to the same period of the previous year.
The canephora species (conilon + robusta) comes next, with shipments of 3,773 million bags (10,2% of the total), followed by the soluble coffee segment, with 3,411 million bags (9,3%), and the industrial sector of roasted and roasted and ground coffee, with 53.832 bags (0,1%).
Coffees with sustainable practices, superior quality, or specialty certifications account for 19,6% of total Brazilian exports between January and November 2025, with 7,221 million bags shipped abroad. This volume is 11% lower than that recorded in the same 11 months of the previous year.
At an average price of US$432,41 per sack, foreign exchange revenue from shipments of the differentiated product was US$3,122 billion, which corresponds to 21,9% of the total obtained from shipments from January to November of this year. Compared to the same period in 2024, the value is 42,9% higher.
The USA leads the ranking of the main destinations for specialty coffees, with the purchase of 1,192 million bags in the accumulated period of 2025, equivalent to 16,5% of the total of this type of product exported. Rounding out the top 5 are Germany, with 1,111 million bags and a share of 15,4%; Belgium, with 729.675 bags (10,1%); the Netherlands, with 691.008 bags (9,6%); and Italy, with 416.948 bags (5,8%).
Despite outdated infrastructure and the resulting losses for exporters due to the non-shipment of stuffed containers in its yards, the Port of Santos remains the main exporter of Brazilian coffee in 2025, with shipments of 29,056 million bags abroad, representing 78,8% in the first 11 months of the year.
Next in line are the port complex of Rio de Janeiro, which accounts for 17,5% by exporting 6,469 million bags, and the Port of Paranaguá (PR), which shipped 343.974 bags and has a share of 0,9%.
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