# Coffee bean short investors may benefit from currency depreciation in emerging market countries Nov/02 Update World Gafei

> Analysts say short coffee investors may benefit as emerging-market currencies weaken, with the Brazilian real down about 25% this year. Brazil and Colombia, the largest Arabica suppliers, have seen their currencies lose value against the dollar, which can encourage exports. Brazil's coffee exports rose in August from a year earlier, and Arabica futures hit a 1.5-year low.

- Date: 2026-11-02 · published 2026-11-02T09:11:18.013Z
- Category: macro · region Brazil · magnitude low
- Page: https://feedsoft.ai/events/75276-coffee-bean-short-investors-may-benefit-from-currency-depreciation-in-emerging
- Commodities: [Brazilian Real (BRL per USD)](https://feedsoft.ai/c/USDBRL.md), [Colombian Peso (COP per USD)](https://feedsoft.ai/c/USDCOP.md)

## Why it matters

A weaker real lowers Brazilian farmer costs in dollar terms, encouraging larger exports and adding to global supply, which pressures coffee prices. For feed buyers, the currency move is the main signal, since it also affects the cost of Brazilian soy and corn exports.

## Read by commodity

- USDBRL: bullish ▲
- USDCOP: bullish ▲

## Similar past events

| Commodity | Date | Event | 5-day % | 20-day % |
| --- | --- | --- | --- | --- |
| USDBRL | 2018-02-02 | [Signs of Firming U.S. Inflation Put Emerging Market Currencies Under Pressure](https://feedsoft.ai/events/66723-signs-of-firming-u-s-inflation-put-emerging-market-currencies-under-pressure.md) | +3.7% | +2.5% |
| USDBRL | 2018-08-15 | [Dollar Rises Against Emerging-Market Currencies  - WSJ](https://feedsoft.ai/events/12515-dollar-rises-against-emerging-market-currencies-wsj.md) | +2.8% | +6.5% |
| USDBRL | 2018-10-04 | [Soaring US dollar threatens trouble for emerging markets \| Currencies \| The Guardian](https://feedsoft.ai/events/62719-soaring-us-dollar-threatens-trouble-for-emerging-markets-currencies-the-guardian.md) | -3.1% | -4.7% |
| USDBRL | 2020-03-19 | [Emerging Markets Are in the Fastest Collapse in a Generation - Bloomberg](https://feedsoft.ai/events/11018-emerging-markets-are-in-the-fastest-collapse-in-a-generation-bloomberg.md) | -1.1% | +2.8% |
| USDBRL | 2022-03-10 | [EMERGING MARKETS-Latam FX falls as dollar gains on inflation data; rouble steadies - Supply Chain Council of European Union \| Scceu.org](https://feedsoft.ai/events/42559-emerging-markets-latam-fx-falls-as-dollar-gains-on-inflation-data-rouble.md) | +2.3% | -6.1% |

## Sources

- world.gafei.com: https://world.gafei.com/coffee90897.html

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Data from Feedsoft AI (https://feedsoft.ai/). For information only; not investment advice.