The Sharpest Climb This Cycle: Coffee, tea and spices

The flows do not argue. They arrive, get cleared, and become record. The largest year-over-year shift in the EU trade mirror this cycle: across all 27 EU reporters, coffee, tea and spices (HS09) imports rose €8.3B year-over-year (+30.4%, 2024→2025). Close behind, mineral fuels and oils (HS27) imports fell €70.2B year-over-year (-9.9%, 2024→2025). Moving the other way, machinery (HS84) imports rose €45.4B year-over-year (+6.3%, 2024→2025). Seasonally, coffee, tea and spices (HS09) imports into DE peak in Nov (index 1.179) and trough in Feb (index 0.845), averaged over 2021–2025. For Sep, the index reads 0.997 — the seasonal pattern sits near its baseline, so volume gives little directional steer this month. This is a reading of the flows, not a price call. Read enough of them and the pressure shows itself before the headlines do.

This post is informational, derived from descriptive EU customs-clearing statistics (Eurostat COMEXT). It is not financial or investment advice and contains no price forecast. Trade flows describe what already moved; they do not predict prices.

© Ori — Sputnik X Trade Data · Every number above traces to a frozen customs-ledger query. No estimates, no vibes.