Geopolitics Alpha

Coffee Prices Fall as Conab Raises its Brazil Coffee Production Estimate

Published . Updated .

December arabica coffee (KCZ26 ) is down -1.00 (-0.36%) today, and November ICE robusta coffee (RMX26 ) is down -38 (-1.15%). Coffee prices are moving lower today but remain above Wednesday’s 3-month lows. Coffee prices are under pressure today after Conab, Brazil’s crop forecasting agency, raised its Brazil 2026 coffee...

Directly affected

  • No company is named in this report.

Indirectly affected

  • BCX BLACKROCK RES & COMMODITIES ST SHS

    GA selected BCX as a RELATED security because its canonical security name directly matches this event's themes: commodities. This is an explainable DERIVED market relationship, not a claim that the security was named in the source article.

  • BIOX BIOCERES CROP SO

    GA selected BIOX as a RELATED security because its canonical security name directly matches this event's themes: crop. This is an explainable DERIVED market relationship, not a claim that the security was named in the source article.

  • OFRM ONCE UPON A FARM PBC

    GA selected OFRM as a RELATED security because its canonical security name directly matches this event's themes: farm. This is an explainable DERIVED market relationship, not a claim that the security was named in the source article.

  • PFAI PINNACLE FOOD GROUP LTD

    GA selected PFAI as a RELATED security because its canonical security name directly matches this event's themes: food. This is an explainable DERIVED market relationship, not a claim that the security was named in the source article.

  • PFGC PERFORMANCE FOOD GROUP CO

    GA selected PFGC as a RELATED security because its canonical security name directly matches this event's themes: food. This is an explainable DERIVED market relationship, not a claim that the security was named in the source article.

  • WFCF WHERE FOOD COMES FROM INC

    GA selected WFCF as a RELATED security because its canonical security name directly matches this event's themes: food. This is an explainable DERIVED market relationship, not a claim that the security was named in the source article.

Price reaction, T-5 to T+3

TickerT-5T-3T-1T0T+1T+2T+3
BCX———————
BIOX———————
OFRM———————
PFAI———————
PFGC———————
WFCF———————

December arabica coffee (KCZ26 ) is down -1.00 (-0.36%) today, and November ICE robusta coffee (RMX26 ) is down -38 (-1.15%). Coffee prices are moving lower today but remain above Wednesday’s 3-month lows. Coffee prices are under pressure…

Source: Nasdaq Markets

BlackRock Resources & Commodities Strategy Trust (BCX) since this story, compared with the market

Since the first closing price after “Coffee Prices Fall as Conab Raises its Brazil Coffee Production Estimate,” BlackRock Resources & Commodities Strategy Trust (BCX) is +0.91%. The S&P 500 fund (SPY) is -0.62% over the same days, a +1.53% difference versus the market.

BCX
SPY

Who gains and who loses around BlackRock Resources & Commodities Strategy Trust (BCX)

Companies tied to this story

  • BCX BlackRock Resources & Commodities Strategy Trust

    BlackRock Resources & Commodities Strategy Trust (BCX) is linked, with no stored direction, medium confidence in the 24 Sep 2026 story “Coffee Prices Fall as Conab Raises its Brazil Coffee Production Estimate.” Reason on file: GA selected BCX as a RELATED security because its canonical security name directly matches this event's themes: commodities. This is an explainable DERIVED market relationship, not a claim that the security was named in the source article

  • BIOX Bioceres Crop Solutions

    For “Coffee Prices Fall as Conab Raises its Brazil Coffee Production Estimate,” Bioceres Crop Solutions (BIOX) is linked, with no stored direction, medium confidence. Reason on file: GA selected BIOX as a RELATED security because its canonical security name directly matches this event's themes: crop. This is an explainable DERIVED market relationship, not a claim that the security was named in the source article

  • OFRM Once Upon a Farm, PBC

    In “Coffee Prices Fall as Conab Raises its Brazil Coffee Production Estimate,” Once Upon a Farm, PBC (OFRM) is linked, with no stored direction, medium confidence. Reason on file: GA selected OFRM as a RELATED security because its canonical security name directly matches this event's themes: farm. This is an explainable DERIVED market relationship, not a claim that the security was named in the source article

  • PFAI Pinnacle Food Group

    Pinnacle Food Group (PFAI) is linked, with no stored direction, medium confidence in the 24 Sep 2026 story “Coffee Prices Fall as Conab Raises its Brazil Coffee Production Estimate.” Reason on file: GA selected PFAI as a RELATED security because its canonical security name directly matches this event's themes: food. This is an explainable DERIVED market relationship, not a claim that the security was named in the source article

  • PFGC Performance Food Group

    Performance Food Group (PFGC) is linked, with no stored direction, medium confidence in the 24 Sep 2026 story “Coffee Prices Fall as Conab Raises its Brazil Coffee Production Estimate.” Reason on file: GA selected PFGC as a RELATED security because its canonical security name directly matches this event's themes: food. This is an explainable DERIVED market relationship, not a claim that the security was named in the source article

  • WFCF Where Food Comes From

    For “Coffee Prices Fall as Conab Raises its Brazil Coffee Production Estimate,” Where Food Comes From (WFCF) is linked, with no stored direction, medium confidence. Reason on file: GA selected WFCF as a RELATED security because its canonical security name directly matches this event's themes: food. This is an explainable DERIVED market relationship, not a claim that the security was named in the source article

BlackRock Resources & Commodities Strategy Trust (BCX)

The 24 Sep 2026 story “Coffee Prices Fall as Conab Raises its Brazil Coffee Production Estimate” names BlackRock Resources & Commodities Strategy Trust (BCX) because of this story.

For BlackRock Resources & Commodities Strategy Trust (BCX), the reason on file says GA selected BCX as a RELATED security because its canonical security name directly matches this event's themes: commodities. This is an explainable DERIVED market relationship, not a claim that the security was named in the source article

A second company, Bioceres Crop Solutions (BIOX), is listed for a different reason: GA selected BIOX as a RELATED security because its canonical security name directly matches this event's themes: crop. This is an explainable DERIVED market relationship, not a claim that the security was named in the source article

The price range for BlackRock Resources & Commodities Strategy Trust (BCX), and the dates in the story

BCX traded between 11.71 and 12.38 across 20 sessions. The latest close on file is 12.19. BIOX traded between 0.25 and 0.39 across 20 sessions. The latest close on file is 0.26. OFRM traded between 15.38 and 17.86 across 20 sessions. The latest close on file is 17.45.

A simple score for BlackRock Resources & Commodities Strategy Trust (BCX)

46 out of 100

“Coffee Prices Fall as Conab Raises its Brazil Coffee Production Estimate” scores 46 out of 100. The score uses 1 sources, and 6 linked companies.