Café arábica: safra promissora e custos em alta exigem cautela | BBcast Agro - 08/04/2026
·3 min
Leonardo Miguel Calderaro da Silva, an Agro Business Advisor at Banco do Brasil in Viçosa, Minas Gerais, hosts this daily agribusiness analysis. The episode focuses specifically on arabica coffee as of April 8, 2026. It opens with Brazil's market entering April with optimism, citing supply projections between R$66.2 million and R$75.3 million. The analysis credits abundant rains and mild temperatures early in the year for favoring grain filling and maturation. However, it immediately highlights a key risk: excess humidity requires double attention from producers to control diseases like rust and smoke, as well as the coffee broca pest. The discussion then shifts to the international scenario, where conflict in the Middle East and closure of the Ormuz Strait are impacting the sector globally by raising coffee prices. This global tension increases freight, insurance, and fuel costs. Specifically, oil prices climbing close to R$115 per barrel pressure fertilizer costs, with urea rising 50% since tensions began. Returning to Brazil, the proximity of the harvest brings additional concerns. The recent high of diesel can increase mechanized operation costs by about 15%. Meanwhile, anticipated commercialization of the new crop remains limited to only 12%, attributed to prices being 20% below the historical average. This behavior, along with high price volatility in recent months, reflects producer caution as they wait for more attractive prices to compensate for rising costs. In March, good coffee drink in the south of Minas closed at around R$1,930 per bag, resulting from a technical correction movement in expectation of higher market supply. The episode concludes by noting that Banco do Brasil offers credit lines for pricing, investment, and commercialization, plus protection mechanisms against intemperies and price volatility. It highlights tools like commodity terms and agro options to help protect margins and plan cash flow, advising listeners to contact their manager for specialized agribusiness advice.
