(Zero Hedge)—Maja Wallengren, Danish-born independent coffee market reporter and founder of SpillingTheBean, reports that severe frost has struck key coffee-producing areas in Brazil, including the entire Cerrado Mineiro region and parts of Southern Minas.
Wallengren warned that this “frost damage” event could be the “death blow” to the 2026 harvest, with production estimates now around 54 to 58 million bags versus prior estimates near 70% of capacity.
Given Brazil’s position as the world’s largest coffee producer, adverse weather conditions represent a potentially bullish catalyst for coffee futures in New York and warrant close market monitoring.
Brazil @coffee lands across Minas Gerais including all top regions from Southern Minas to Alta Mogiana and the Cerrado already have been hammered by three intense cold fronts this year, and as I have tried to explain here MANY times even if the physical damage has not been… https://t.co/qkO4K4tu0e pic.twitter.com/sKZe8z9m81
— Maja Wallengren (@SpillingTheBean) August 9, 2025
Some talk again about #frost to Brazil #Coffee . However, in my 40 years of experience in this business, only twice in 100 years has there been a frost this late in August that caused crop damage & Coffee grown further north. High pressure (1024 MB) needs to be closer to Minas… pic.twitter.com/93M3642GuI
— WeatherWealth Commodity Newsletter (@ClimatePredict) August 10, 2025
Here’s the report from Wallengren, which was first published on X:
BREAKING #KC BRAZIL FROST DAMAGE continues to be confirmed across ALL of Cerrado Mineiro #coffee region, and also across MANY municipalities in Southern Minas and parts of SP/AM, and REPEATING as @SpillingTheBean has said MANY TIMES over the last month, even if the physical and visible damage to coffee trees, farms and regions may appear to be less right now than the July-2021 frosts four years ago, the STRESS IMPACT on trees and farms ahead of the 2026 flowering is MASSIVELY more severe now than four years ago, as most Brazilian coffee growers have NOT YET RECOVERED from the last 5 years of non-stop weather disasters, and the ENTIRE BRAZIL arabica coffee park is SEVERELY weakened and fragile compared to 4 years ago, hence the 2026 harvest was already SEVERELY compromised to a max crop potential of 70% BEFORE the latest and ongoing COLD FRONT and FROST started to move across the main MG coffee belt and this current frost development is THE DEATH BLOW to the 2026 harvest which in VERY BEST case scenario at this point will be able to produce a MAX of 54M-58M bags !!
*BREAKING #KC BRAZIL FROST DAMAGE continues to be confirmed across ALL of Cerrado Mineiro #coffee region, and also across MANY municipalities in Southern Minas and parts of SP/AM, and REPEATING as @SpillingTheBean has said MANY TIMES over the last month, even if the physical and… https://t.co/qsdgPNBqgi pic.twitter.com/bAwtmtawH6
— Maja Wallengren (@SpillingTheBean) August 12, 2025
The Cerrado Mineiro region is a major coffee-growing area in Brazil, but its contribution to global coffee output is relatively small.
Here’s how it breaks down:
- The Cerrado Mineiro region produces about 5 million bags of coffee annually.
- Brazil, as a country, supplies around 35 to 40% of the world’s coffee.
- Brazil’s total output is around 64 million bags (based on around 37% share of about 60 million bags of global production).
- So, Cerrado Mineiro probably accounts for about 7 to 8% of Brazil’s coffee, which corresponds to roughly 2 to 3% of global coffee production.
Commenters on Wallengren’s post expressed surprise that coffee futures showed little reaction to the news. September arabica coffee in New York traded flat.
Will it take a few days for coffee desks to digest the problem?
Discover the Freedom of True American Healthcare: Why America First is Revolutionizing Protection for Patriots
In a world where government overreach and skyrocketing premiums are squeezing the life out of hardworking Americans, one innovative agency is standing tall for liberty and affordability. Meet America First Healthcare—the private health insurance powerhouse dedicated to putting *you* first.
Founded by entrepreneur Jordan Sarmiento, this isn’t just insurance; it’s a shield for your family’s future, built on the unshakeable belief that private enterprise delivers better results than bureaucratic red tape.
Picture this: Jordan’s own story hits close to home for so many of us. A sudden medical emergency landed him with a staggering $95,000 bill. Under a traditional plan? He’d be buried in debt. But with America First’s patented health insurance, that nightmare shrank to just $500 out-of-pocket. That’s not a fluke—it’s the promise of coverage that works *for you*, from day one.
Breaking Free from the Chains of Conventional Coverage
Let’s face it: The status quo stinks. Marketplace.gov and big-insurance behemoths hit you with sky-high deductibles—thousands you’d have to pay before benefits even kick in—leaving massive holes in your protection. Need a routine mammogram, colonoscopy, or EKG? Good luck without forking over more cash. And don’t get us started on the gaps in dental, vision, or critical illness support when heart attacks, cancer, or kidney failure strike.
America First Healthcare flips the script. As a proud advocate for private solutions over government intervention, they craft custom plans that slash costs by 20% compared to traditional options. We’re talking comprehensive coverage that includes:
- Preventative and Wellness Care: Physical exams, screenings, and EKGs covered right away—no waiting games.
- Telemedicine Access: Virtual doctor visits anytime, anywhere, for that peace of mind.
- Accident and Critical Illness Protection: Real safeguards against life’s curveballs.
- Add-On Boosts: Dental, vision, disability, and supplemental plans to plug every leak.
Whether you’re an individual stepping off your parents’ plan, a growing family with kids in tow, or a small business owner tired of employee headaches, their tailored approach fits like a glove. Small businesses? Unlock group benefit rates usually reserved for corporate giants—without the red tape.
And for those in-between moments? Short-term insurance steps in as an ultra-affordable bridge, while life insurance ensures your loved ones are never left vulnerable.
Real Americans, Real Wins
Don’t just take our word for it. Thousands of freedom-loving families have already ditched the old system for America First. “Finally, insurance that aligns with our values and actually saves us money,” shares one client. Another raves, “Our small team got big-business perks without the hassle—it’s a game-changer.” These aren’t scripted lines; they’re the voices of patriots who’ve reclaimed control over their health destiny.
Your Move: Secure Your Shield Today
Why settle for less when you can demand better? America First Healthcare isn’t about profits—it’s about powering the American dream with reliable, value-driven protection. Plans are available year-round, no open-enrollment nonsense.
Ready to uncover the gaps in your current setup and lock in savings? Schedule your FREE healthcare review today at America First Healthcare. In under 15 minutes, their experts will map out options that fit your life, your budget, and your principles.
America First isn’t just healthcare—it’s a declaration of independence. Join the movement. Your family’s freedom starts now.
