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Coffee prices surge amid Middle East war, extreme weather, and rising costs

Created at 13 Jul · 9:11 AM1 source↑ Market-relevant
IN SHORT

The price of coffee is facing significant inflationary pressures due to the war in the Middle East, volatile weather patterns including a predicted 'super El Niño', and increased domestic costs like energy and wages. Experts warn of continued volatility and potential consumer pushback as prices rise.

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Key Numbers

£10highest price for a pint in London
£6.50highest price for a flat white in London
230%increase in arabica bean prices since 2021
325%increase in robusta bean prices since 2021
£4previous takeaway flat white price at Lavazza London
£4.40current takeaway flat white price at Lavazza London
£5.50previous sit-in flat white price at Lavazza London
£6.50current sit-in flat white price at Lavazza London
£5.20takeaway flat white price at central London Starbucks
£4.70takeaway flat white price at central London Costa
£4.10Grind's flat white price
18pGrind's profit per flat white
30%year-on-year jump in fertiliser and fuel prices in Vietnam
33%year-on-year jump in labour costs in Vietnam
2,000%higher than historical norm rainfall in Brazil in the week ending June 28
52%delay in Brazilian harvests due to rain

Who's Involved

Lavazza
Italian coffee company warning of market volatility
Giuseppe Lavazza
Chair of Lavazza, commenting on market changes
Susannah Streeter
Chief Investment Strategist at Wealth Club, commenting on price trends
David Abrahamovitch
Founder of artisan coffee chain Grind, discussing profit margins
Paul Rooke
Executive Director of the British Coffee Association, on market volatility

↳ Why This Matters

The rising cost of coffee, a daily staple for many, reflects broader inflationary pressures driven by geopolitical events, climate change, and increased operational expenses, potentially impacting consumer spending habits and business profitability.

Key facts

  • Coffee prices are rising significantly due to factors including the war in the Middle East, extreme weather, and increased operational costs.
  • A flat white in some London cafes now costs £6.50, with takeaway prices also increasing.
  • Arabica bean prices have risen 230% and robusta bean prices 325% since 2021.
  • Volatile weather, including a predicted 'super El Niño', is disrupting harvests in key growing regions like Brazil and Vietnam.
  • Increased energy, labor, and tax costs are contributing to higher prices for consumers.
  • Despite price hikes, demand for coffee remains strong, though consumers may eventually resist further increases.

Coffee prices are experiencing significant inflationary pressures, with some flat whites in London now costing £6.50, mirroring the shock of £10 pints. Experts attribute the surge to a confluence of factors including higher energy bills, exacerbated by the war in the Middle East, and government policies that have increased taxes and wages.

Volatile weather conditions are also playing a critical role. A 'super El Niño' phenomenon, which brings extreme rainfall and drought, is forecast, while Brazil has already experienced unprecedented rainfall in June, damaging bean quality and delaying harvests. In Vietnam, a major producer of robusta beans, farmers are battling early drought, compounded by a 30% year-on-year increase in fertilizer and fuel costs, and a 33% rise in labor expenses.

Lavazza, an Italian coffee company, has warned of 'exceptional volatility' in the sector, noting that arabica bean prices have climbed 230% and robusta prices 325% since 2021. The company has passed these costs onto consumers, with a takeaway flat white at its London cafe rising from £4 to £4.40, and a sit-in version increasing from £5.50 to £6.50. Other chains like Starbucks and Costa also show elevated prices.

Susannah Streeter, Chief Investment Strategist at Wealth Club, indicated that this trend is likely to persist due to volatile arabica prices and elevated operating costs, forcing companies to build price buffers. Despite these increases, Lavazza reported strong sales, suggesting consumers are currently willing to absorb higher costs. However, Streeter cautioned that there are limits to consumer tolerance, potentially impacting casual trade.

David Abrahamovitch, founder of the artisan chain Grind, highlighted the tight margins by keeping his flat white at £4.10, yielding only an 18p profit after accounting for staff, operating costs, and VAT. He noted that the price of green coffee beans has more than doubled since 2024. Paul Rooke of the British Coffee Association confirmed significant and ongoing volatility in global coffee markets, further impacted by domestic factors like rising energy and labor costs. Despite these challenges, demand for coffee remains robust, bolstered by sector innovation.

Frequently asked questions

Coffee prices are rising due to a combination of factors including higher energy bills, increased taxes and wages, volatile weather affecting harvests in key growing regions like Brazil and Vietnam, and supply chain disruptions.

A 'super El Niño' is a weather phenomenon expected to cause extreme rainfall and drought. This can damage coffee crops, reduce yields, and worsen bean quality, leading to higher prices.

Since 2021, arabica bean prices have increased by 230%, and robusta bean prices have risen by 325%.

For now, many consumers appear willing to absorb higher prices, but there are limits, and continued price increases could impact casual walk-in trade.

What Happens Next

01At least two years of good harvests from Brazil and Vietnam are needed to stabilize the coffee market.
02Companies may continue to build price buffers to protect margins.
03Consumer willingness to absorb higher prices will be tested as costs continue to climb.

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Cadence
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How It Developed

A pint in some London bars reached £10, signaling inflationary pressures.
Some baristas are now charging £6.50 for a flat white.
Higher energy bills, influenced by the Middle East war, are contributing to rising coffee prices.
Government policies increasing taxes and wages are also filtering through to coffee costs.
Volatile weather in coffee-growing regions, including a forecast 'super El Niño', is impacting supply.
Heavy rainfall in Brazil in June worsened bean quality and delayed harvests.
Vietnamese farmers are facing early drought, with fertilizer, fuel, and labor costs increasing.
Lavazza warned of 'exceptional volatility' in the coffee market.

Sources

T1
First the £10 pint, now the £6.50 flat white: coffee industry faces inflationary pressuresThe Guardian

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