Market Reports

The Vietnam Customs Authority have reported that Vietnam’s coffee exports for the month of February have registered 5.24% higher than the same month in the previous month, at 2,816,667 bags. The cumulative export performance for the first five months of the current October 2024 to September 2025 coffee year in Vietnam the largest producer and exporter of robusta coffee to consumer markets, is reported to be 3,781,416 bags or 29.62% lower than the same period in the previous year, to cumulative five-month total at 8,983,334 bags.

The General Statistics office of Vietnam have at the same time reported the country’s coffee revenue value for the first two months of 2025, is reported at 37% higher than the same period in the previous year, at a total of approximately 1.70 billion US Dollars.

The Certified washed Arabica coffee stocks held against the New York exchange were seen to decrease by 8,739 bags yesterday, to register these stocks at 782,732 bags, with 96.77% of these certified stocks held in Europe, at a total of 757,460 bags and the remaining 3.23% being held in the USA at a total 25,272 Bags. Of this, a total 504,123 bags or 64.41% of the coffees registered and stored in consumer country certified warehouses of the exchange, are Brazil washed arabica, and a further 9.65% of these certified coffees, from Peru. The pending grading stocks posted a decrease of 6,135 bags on the day, to register 51,314 bags pending grading on the day.

The May 2025 to May 2025 contract arbitrage between the London and New York markets widened yesterday, to register this at 153.95 Usc/Lb. This equates to 37.55% price discount for the London robusta coffee.

It was a mixed day on the commodity markets yesterday, as the markets await key US economic data due to be released later this week to assess the US Federal Reserve’s interest rate trajectory, whilst tensions continue to rise between the US and its trade partners. The New York Arabica Coffee, Corn, Soybean, Sugar, Wheat, Gold and Platinum markets ended the day on a firmer note, while the London Robusta Coffee, Cocoa, Silver and Palladium markets ended the day on a softer note. The day starts with the U.S. Dollar trading at 1.290 Sterling, at 1.080 the Euro and with the US Dollar buying 5.739 Brazil Real.

The New York and London markets started the day yesterday trading to the north of par on very firm notes respectively, carrying through the momentum from the close on Tuesday. The markets continued to trade in positive territory, making significant gains throughout the morning session, buoyed by support and lack of selling pressure. As the afternoon progressed, the markets continued to attract support, with the New York market trending firmer to set a new high and hit a ceiling during the afternoon session, whilst the London market followed suit to likewise set a new high for the day. The New York market dropped back from the day’s highs late in the session to before finding renewed support before the close to settle on a firmer note with some of the earlier gains of the day intact. The London market dropped back from the day’s highs during the late afternoon session to encounter resistance and see the market drop back through par and settle on a modest near to unchanged softer note at the close.

The London market ended the day on a modest near to unchanged softer note with 5% of the earlier losses of the day intact, while the New York market ended the day on a very firm note, with 57.32% of the earlier gains of the day intact. This mixed close for the markets, with the London market recovering all of the earlier losses to settle on a modest near to unchanged note at the close, and the New York market settling on a firmer note at the close albeit back from the day’s highs, might see the markets set for a follow through hesitant steady start to early trade today, against the prices set yesterday, as follows: