EPISODE · Jun 13, 2026 · 9 MIN
Coffee Prices Surge as Robusta Supply Squeeze Hits Global Roasters
from The Commodities Economy with Fexingo: Oil, Gold, Wheat, and Raw Material Markets · host Fexingo
Coffee futures have jumped over twenty-five percent in the past month, with arabica and robusta both climbing. Lucas and Luna dig into the specific driver: a severe drought in Vietnam, the world's largest robusta producer, that has slashed output and forced roasters like Nestlé and JDE Peet's to scramble for supply. The hosts explain why robusta's role as the cheap, high-caffeine base for instant coffee and espresso blends means this isn't just a niche problem — it's hitting supermarket shelves and café menus globally. They also connect it to the broader commodity context, contrasting coffee's rally with collapsing crude oil and precious metals. Along the way, they touch on how hedge funds have piled into coffee futures, the threat of El Niño to next year's Brazilian arabica crop, and why your morning latte might cost another fifty cents by fall. #CoffeeFutures #Robusta #Arabica #VietnamDrought #Commodities #SupplyChain #Inflation #Nestlé #JDEPeets #HedgeFunds #ElNiño #BrazilCoffee #CrudeOil #Gold #CommodityMarkets #FexingoBusiness #BusinessPodcast #Economics Keep every episode free: buymeacoffee.com/fexingo
What this episode covers
Coffee futures have jumped over twenty-five percent in the past month, with arabica and robusta both climbing. Lucas and Luna dig into the specific driver: a severe drought in Vietnam, the world's largest robusta producer, that has slashed output and forced roasters like Nestlé and JDE Peet's to scramble for supply. The hosts explain why robusta's role as the cheap, high-caffeine base for instant coffee and espresso blends means this isn't just a niche problem — it's hitting supermarket shelves and café menus globally. They also connect it to the broader commodity context, contrasting coffee's rally with collapsing crude oil and precious metals. Along the way, they touch on how hedge funds have piled into coffee futures, the threat of El Niño to next year's Brazilian arabica crop, and why your morning latte might cost another fifty cents by fall. #CoffeeFutures #Robusta #Arabica #VietnamDrought #Commodities #SupplyChain #Inflation #Nestlé #JDEPeets #HedgeFunds #ElNiño #BrazilCoffee #CrudeOil #Gold #CommodityMarkets #FexingoBusiness #BusinessPodcast #Economics Keep every episode free: buymeacoffee.com/fexingo
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Coffee Prices Surge as Robusta Supply Squeeze Hits Global Roasters
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