Brewing Uncertainty: The Coffee Supply Chain Shock
Coffee is one of those products people think of as routine, almost automatic. It is part of the morning, part of the commute, part of the office, part of the café economy. So when something changes in the coffee supply chain, people feel it.
In late 2025, coffee prices started rising thanks to a combination of forces: weather shocks in major producing countries, tariff policy changes that altered landed cost, shrinking exchange inventories, currency volatility, and the lag effect that happens when sourcing decisions do not hit the consumer shelf for months.
What makes coffee especially…
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