Market Reports

The latest Commitment of Traders report from the New York arabica market has seen the Non-Commercial Speculative sector switch their net long position within the market over the week of trade leading up to Tuesday 15^th September 2026:  to register a net short position of 1,716 lots, which is the equivalent of 486,478 bags. This net short position has most likely been increased further following the period of softer trade that has since followed. The Commercial sector held 34,762 Lots or the equivalent of 9,854,873 bags net short position on the day, a decrease of 8.41% 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 29.19% over the week of trade leading up to Tuesday 15^th September 2026; to register a new long position at 15,654 Lots. The longer term in nature, the Index Fund sector of this market decreased their net-long position by 1.01% within the market, to register a new net-long position of 35,137 Lots on the day.

The latest Commitment of Traders data indicates a further drawdown in speculative sentiment towards the New York arabica market, with the non-commercial sector moving from a net long position to a net short position of 1,716 lots, equivalent to 486,478 bags. Managed Money also reduced its net long position by 29.19% over the week to 15,654 lots, highlighting a continued reduction in shorter-term speculative exposure amid the recent softer market conditions. In contrast, the longer-term Index Fund sector remained comparatively stable, reducing its net long position by just 1.01% to 35,137 lots. Overall, the Commitment of Traders data has now become distinctly less bullish in the short term, with speculative participants moving into net short territory, although the resilience of longer-term Index Fund positioning suggests that this shift has yet to extend across the broader investment community. The reduction in the Commercial sector’s net short position by 8.41% to 34,762 lots also provides an additional indication of changing market positioning, although commercial positions should be viewed primarily in the context of their underlying physical-market exposure and hedging requirements.

The latest Commitment of Traders report from the London robusta coffee market has seen the Speculative Managed Money Sector decrease their net long position by 27.25% within the market over the week of trade leading up to Tuesday 15^th September 2026: to register a new net long position of 6,917 Lots which is the equivalent of 1,152,833 bags. This net long position has most likely been decreased further, following the period of mixed but overall softer trade that has since followed.

The Certified washed arabica coffee stocks held against the New York arabica market registered an increase of 10,528 bags on Friday, to register these stocks at 258,415 bags, with 77.48% of these certified stocks held in Europe, at a total of 200,219 bags and the remaining 22.52% being held in the USA at a total 58,196 bags. Of this, a total 48,980 or 18.95% of the coffees registered and stored in consumer country certified warehouses of the exchange, are Brazil washed arabica, and a further 21.49% of these certified coffees, from Honduras at 55,534 bags and 18.84% from Peru at a total 48,696 bags. The pending grading decreased by 7,483 bags on the day, registering 23,685 bags pending grading.

The November 2026 to December 2026 contract arbitrage between the London and New York markets widened on Friday, to register this at 126.46 Usc/Lb. This equates to a 45.08% price discount for London robusta coffee.

It was a mixed day on the commodity markets on Friday, following the interest rate hikes announced last week with Oil prices lower on the day, easing concerns surrounding inflation in the short term. The Coffee, Gold, Silver, Palladium and Platinum markets ended the day on a firmer note, while the Cocoa, Corn, Soybean, Sugar and Wheat markets ended the day on a softer note. The day starts with the US Dollar trading at 1.337 Sterling, at 1.147 to the Euro and with the US Dollar buying 5.144 Brazil Real.

The London market started the day on Friday trading on a firmer note, while the New York market started the day trading on a softer note. Both markets remained under pressure throughout the session, with the London market trading lower while the New York market also continued to trend lower. The markets remained subdued through the morning session, with selling pressure continuing to weigh on prices. The New York market found some renewed support during the afternoon session, while the London market continued on a softer path dropping back from the highs of the day. The New York market settled on a firm note near to the highs of the day, while the London market settled on a likewise firm note at the close albeit back from the earlier highs of the day on a modest firmer note.

The London market ended the day on a positive note, with 7.46% of the earlier losses of the day intact, while the New York market ended the day on a likewise positive note with 88.89% of earlier losses of the day intact. This firm close, with the speculative sector, macroeconomics and currency fluctuations continue adding to the volatility within the markets, in a comparatively modest volume day, with the markets possibly due for a follow through steady buoyant start to early trade today, against the prices set on Friday, as follows: