Market Reports

The latest Commitment of Traders report from the New York arabica market has seen the Non-Commercial Speculative sector decrease their net long position by 22.08% within the market over the week of trade leading up to Tuesday 21^st April 2026:  to register a new long position of 14,024 lots, which is the equivalent of 3,975,742 bags. This net long position has most likely been increased following the period of mixed but overall firmer trade that has since followed. The Commercial sector held 39,297 Lots or the equivalent of 11,140,525 bags net short position on the day, an increase of 9.87% over the same week of trade.

In the same report from the New York arabica coffee market, the shorter term in Nature Managed Money Fund decreased their net-long position by 9.55% over the week of trade leading up to Tuesday 21^st April 2026; to register a new long position at 23,833 Lots. The longer term in nature, the Index Fund sector of this market increased their net-long position by 1.91% within the market, to register a new net-long position of 26,152 Lots on the day.

The latest Commitment of Traders report from the London robusta coffee market has seen the Speculative Managed Money Sector switch their net short position to a new net long position within the market over the week of trade leading up to Tuesday 21^st April 2026: to register a new net long position of 5,032 Lots which is the equivalent of 838,667 bags. This net long position has most likely been increased, following the period of mixed but overall firmer trade that has since followed.

Friday is the Labour Day public holiday in more than 160 countries and including most of the major European consumer countries and along with, most of the main of the coffee producer countries.   This, to include Brazil, Vietnam, Colombia, the Central American countries, Indonesia, India, the African coffee producers. One might note that the Early May Bank Holiday will be observed in the United Kingdom on Monday 4^th May 2026 which will see the London Robusta coffee market closed on the day, while this does not inClude the USA, the New York Arabica coffee terminal market will remain active.

The Certified washed Arabica coffee stocks held against the New York exchange decreased by 5,207 bags on Friday, to register these stocks at 512,836 bags, with 74.26% of these certified stocks held in Europe, at a total of 380,825 and the remaining 25.74% being held in the USA at a total 132,011 bags. Of this, a total 20,883 or 4.06% of the coffees registered and stored in consumer country certified warehouses of the exchange, are Brazil washed arabica, and a further 26.42% of these certified coffees, from Honduras at 135,498 bags and 13.65% from Peru at a total 70,004 bags. The pending grading stocks increased by 2,257 bags on the day, registering 22,978 bags pending grading, the majority origins pending grading Honduras and with washed Uganda a tenderable quality, this adds up to 68.62% of the total.

The July 2026 to July 2026 contract arbitrage between the London and New York markets narrowed on Friday, to register this at 136.92 Usc/Lb. This equates to 46.43% price discount for London robusta coffee.

It was a mixed day the commodity markets on Friday, while macroeconomic sentiment remained cautious, with markets balancing resilient US economic data against persistent concerns around sticky inflation and the timing of interest rate cuts. The Soybean, Sugar, Gold, Silver, Palladium and Platinum markets ended the day on a firmer note, while the Coffee, Cocoa, Corn and Wheat markets ended the day on a softer note. The day starts with the U.S. Dollar trading at 1.354 Sterling, at 1.173 to the Euro and with the US Dollar buying 4.980 Brazil Real.

The London and New York markets opened trading to the north of par in modest firmer territory on Friday, the markets set a high for the morning before dropping back towards par in modest volume. The New York market found renewed support during the early afternoon session to continued to trade firmer to set a new high for the day, while the London market continued on a firmer path to likewise set a new high for the day. The markets encountered an increased degree of selling pressure during the early afternoon session, with the arrival of the America’s reflecting increased volume and a continuation of speculative selling on the New York floor triggered stops along the way. The London market dropped lower following the moves in New York and speculative long liquidation accentuated the negative moves in both markets. The selling activity started to wane toward the end of the days’ trade; the New York market recovered marginally off of the lows of the day, while the London market recovered from the days lows late in the day to settle on a softer note, albeit back from the days lows.

The London market ended the day on a negative note, with 64.86% of the earlier losses of the day intact, while the New York market ended the day on a likewise negative note, with 87.20% of earlier losses of the day intact.  This soft close for the markets and with both the New York and the London markets retaining most of the earlier losses to settle near to the lows of the day, to set the tone for a follow through hesitant start to early trade today, against the prices set on Friday, as follows: