Cocoa and Coffee: From Supply Shock to Surplus, Positioning for the Next Market Disruption

 

Cocoa and coffee have rewritten cost structures. The volatility isn’t noise, it’s structural. Supply concentration, weather variability, and shifting trade flows have made both markets harder to read than ever.

The question isn’t whether volatility will continue. It’s whether you’ll see it coming. 

Join Expana’s live session on May 21 (11 AM ET | 4 PM BST) for Cocoa and Coffee: From Supply Shock to Surplus, Positioning for the Next Market Disruption where our cocoa and coffee specialists will give you an unfiltered view of where these markets stand, what’s driving them, and what comes next so you can make sharper decisions before the next move. 

 

What you will learn:

• Where cocoa and coffee prices are heading in 2026 and the key assumptions behind our forecast
• How West Africa supply dynamics and Latin America production growth are reshaping global margins
• What Brazil’s 2026/27 crop outlook means for global coffee supply balances and price expectations going into the next cycle 
• The procurement and trading strategies holding up under sustained volatility
• Three forward-looking scenarios for H2 2026 and where your organisation needs to be positioned