Market Reports

The certified washed arabica coffee stocks held against the New York Exchange continue to register gradual drawdowns over the last number of months. The certified stocks were registered at 380,534 bags yesterday; this marks a decrease of 460,639 bags or 54.76% from the same time last year when the certified washed arabica coffee stocks registered 841,173 bags on 30^th June 2025. In comparison, these certified washed arabica stocks have decreased by 72,621 bags or 16.03% since the beginning of 2026.

The washed arabica coffee origins that can deliver to the certified warehouse exchange stocks are Brazil, Burundi, Colombia, Costa Rica, El Salvador, Guatemala, Honduras, Kenya, Mexico, Nicaragua, Papua New Guinea, Panama, Peru, Rwanda, Tanzania and Uganda. These origins are deliverable to the exchange at varying price premiums or discounts and in view of the prevailing price structure in New York. Brazil semi-washed arabica coffee contributing 2.74%, along with shipments from Honduras contributing 29.23% and Peru contributing 15.87%. This as the Brazil 2026/27 crop gradually begins to flow to the markets, leading one to believe there may be some replenishment to the stock levels in the weeks and months ahead. These daily released figures are received by the speculative sector of the markets, as an indication of arabica coffee availability, in the consumer markets where these exchange certified coffee stocks are held.

The Certified robusta coffee stocks held against the London Exchange reported at 675,500 bags as of the 29^th June 2026, this figure 182,167 bags or 21.24% lower than the same time last year.

The Certified washed arabica coffee stocks held against the New York exchange were seen to decrease by 1,550 bags yesterday, to register these stocks at 380,534 bags, with 72.68% of these certified stocks held in Europe, at a total of 276,574 and the remaining 27.32% being held in the USA at a total 103,987 bags. Of this, a total 10,455 or 2.74% of the coffees registered and stored in consumer country certified warehouses of the exchange, are Brazil washed arabica, and a further 29.23% of these certified coffees, from Honduras at 111,239 bags and 15.87% from Peru at a total 60,407 bags. The pending grading remained unchanged on the day, registering 275 bags pending grading, with 100% from Honduras.

The active and influential USA based markets will be closed for the day on Friday this week, in observation of the country’s Independence Day holiday observed on Saturday 4^th July.   One might anticipate that with the USA markets not trading, that it could bring with it a relatively subdued day of trade for the London coffee market that is due to trade solo on the day.

The September 2026 to September 2026 contract arbitrage between the London and New York markets widened yesterday, to register this at 116.14 Usc/Lb. This equates to 41.81% price discount for London robusta coffee.

It was a mixed day on the commodity markets yesterday, with the leading in influence Oil markets firmer on the day, triggering inflation concerns and increasing the chance of potential interest rate hikes to come. The New York Arabica Coffee, Sugar and Palladium markets ended the day on a firmer note, while the London Robusta Coffee, Cocoa, Corn, Soybean, Wheat, Gold, Silver and Platinum markets ended the day on a softer note. The day starts with the US Dollar trading at 1.323 Sterling, at 1.140 to the Euro and with the US Dollar buying 5.173 Brazil Real.

The London market started the day trading to the south of par on a modest softer note yesterday, while the New York market followed also opening the day trading to the south of par on a softer note. After a softer open, the markets staged further losses during the early session, with underlying selling pressure. During the mid-morning session, a degree of buying support to the fore and the markets pulled back from the earlier lows. As the afternoon progressed, the London market continued to trade in softer territory, while the New York market continued to trend firmer, buoyed by support in the market. The London market found support near to the lows of the day to recover most of the earlier losses and end the day on a softer note at the close. The New York market held firm for the remainder of the session, finding renewed support towards the close. The market hit a ceiling late in the day to limit the gains to see the New York market settle on a firmer note at the close.

The London market ended the day on a negative note, with 56.25% of the earlier losses of the day intact, while the New York market ended the day on a positive note with 72.44% of the earlier gains of the day intact.  This mixed close for the markets, with the London market settling on a softer note albeit back from the day’s lows and the New York market settling on a firmer note, with most of the earlier gains intact, might see the markets set for a follow through hesitant start to early trade today, against the prices set yesterday, as follows: