Market Reports

The latest Commitment of Traders report from the London robusta coffee market has seen the Speculative Managed Money Sector increase their net long position by 11.6% within the market over the week of trade leading up to Tuesday 30^th June 2026: to register a new net long position of 38,588 Lots which is the equivalent of 6,431,333 bags. This net long position has most likely been increased further, following the period of mixed but overall firmer trade that has since followed.

The latest Commitment of Traders report from the New York Arabica Coffee market will be released later today, due to the Independence Day Holiday observed last week.

The Brazil government have reported preliminary data to illustrate that the country’s green coffee exports for the month of June were 25.41% higher than the same month last year, at a total of 2,798,033 bags.  The official breakdown of coffee exports by description for June will be released in the coming days and can be anticipated to detail the export data to arabica, robusta and soluble green coffee equivalent.

The Ugandan Coffee Development Authority, UCDA, have reported that their country’s coffee exports for the month of May were 170,624 bags, or 21.65% lower than the same month last year, at a total of 617,491 bags.  Uganda robusta exports registered an 24.54% decrease when compared to the same month last year, to total 517,825 bags while arabica exports registered a comparative 2.24% decrease when compared to the same month last year to total 99,666 bags exported in May 2026.

The UCDA also reports that the cumulative exports for the first eight months of the current October 2025 to September 2026 coffee year to be 369,656 bags or 8.10% higher than the same period in the previous year, at a total of 4,930,347 bags. The UCDA have reported that during the month of May 2026, the value of exports has been seen to have decreased by 37.40% when compared to the same month in the previous year, to total 151.70 million US Dollars.

The Certified washed Arabica coffee stocks held against the New York arabica market with the exchange closed for the Independence Day holiday remained unchanged on Friday, to register these stocks at 373,018 bags, with 72.91% of these certified stocks held in Europe, at a total of 271,961 and the remaining 27.09% being held in the USA at a total 101,057 bags. Of this, a total 10,288 or 2.76% of the coffees registered and stored in consumer country certified warehouses of the exchange, are Brazil washed arabica, and a further 29.70% of these certified coffees, from Honduras at 110,771 bags and 15.93% from Peru at a total 59,407 bags. The pending grading remained unchanged on the day, registering 275 bags pending grading, with 100% from Honduras.

The September 2026 to September 2026 contract arbitrage between the London and New York markets widened on Friday, to register this at 132.64 Usc/Lb. This equates to 44.04% price discount for London robusta coffee.

The commodity markets lacked the participation of many of the US based markets on Friday, which were closed due to the Independence Day holiday. The Cocoa, Sugar and Gold markets ended the day on a firmer note, while the London Robusta Coffee, Silver, Palladium and Platinum markets ended the day on a softer note. The day starts with the US Dollar trading at 1.334 Sterling, at 1.143 to the Euro and with the US Dollar buying 5.168 Brazil Real.

The London market trading solo for the day on Friday, started the day trading to the south of par on a modest softer note, the market was quickly seen to trend lower as early selling pressure came to the fore. As the morning progressed, in limited volume the market continued to trade to the south of par settling into a range for the remainder of the day.  As the afternoon progressed, the London market briefly found some degree of support to recover from the earlier lows and trend in a firmer direction, this support was short lived and the market found resistance to drop back during the late afternoon session. The London market settled on a softer note at the close with more than half of the earlier losses of the day intact.

The London market ended the day on Friday on negative note, with 62.03% of the earlier losses of the day intact, while the New York market ended the day on Thursday on a negative note with 91.10% of the earlier losses of the day intact. This softer close for the London market trading solo on the day, does little to inspire confidence with the market trading in limited volume, to possibly see the markets set for a follow through hesitant steady start to early trade today, against the prices set on Thursday in New York and Friday in London, as follows: