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 89.33% within the market over the week of trade leading up to Tuesday 8^th September 2026:  to register a net long position of 763 lots, which is the equivalent of 216,307 bags. This net long position has most likely been decreased and switched to a net short position following the period of firmer trade that has since followed. The Commercial sector held 37,950 Lots or the equivalent of 10,758,657 bags net short position on the day, a decrease of 15.75% 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 1.07% over the week of trade leading up to Tuesday 8^th September 2026; to register a new long position at 22,109 Lots. The longer term in nature, the Index Fund sector of this market decreased their net-long position by 0.44% within the market, to register a new net-long position of 35,495 Lots on the day.

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 39.01% within the market over the week of trade leading up to Tuesday 8^th September 2026: to register a new net long position of 9,508 Lots which is the equivalent of 1,584,667 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 exchange decreased by 525 bags on Friday, to register these stocks at 217,932 bags, with 73.13% of these certified stocks held in Europe, at a total of 159,364 and the remaining 26.87% being held in the USA at a total 58,568 bags. Of this, a total 8,670 or 3.98% of the coffees registered and stored in consumer country certified warehouses of the exchange, are Brazil washed arabica, and a further 25.51% of these certified coffees, from Honduras at 55,584 bags and 22.34% from Peru at a total 48,696 bags. The pending grading increased by 2,565 on the day, registering 64,955 bags pending grading.

The November 2026 to December 2026 contract arbitrage between the London and New York markets narrowed on Friday, to register this at 125.81 Usc/Lb. This equates to a 44.04% price discount for London robusta coffee.

It was a mixed day on the commodity markets on Friday, following newly released Consumer Price Index Data CPI was higher in August, cementing expectations of an interest rate hike to come.  The Gold, Silver, Palladium, Platinum markets ended the day on a firmer note, while the Coffee, Cocoa, Corn, Soybean, Sugar and Wheat markets ended the day on a softer note. The day starts with the US Dollar trading at 1.351 Sterling, at 1.156 to the Euro and with the US Dollar buying 5.126 Brazil Real.

The London market started the day on Friday trading on a slightly firmer note, while the New York market started the day trading near to unchanged at the start of the day. The London market quickly lost ground trading lower throughout the morning session. The New York market gained some ground at the start of the morning session, before losing momentum to trend in a downward direction heading toward mid-morning session.  The New York market found renewed support during the afternoon session while the London market remained somewhat subdued. The New York market experienced some upward momentum before finding some resistance and trending back towards par in the late afternoon session, the market settled on a softer note with more than half of the earlier losses of the day intact. The London market followed the New York market lower and settled on a softer note at the close with most of the earlier losses of the day intact near to the lows of the day.

The London market ended the day on a negative note, with 50.88% of the earlier losses of the day intact, while the New York market ended the day on a likewise negative note with 56.98% of earlier losses of the day intact. This softer close for the markets, might indicate some degree of selling pressure albeit with comparatively light volumes of trade, with the New York market settling on a modest softer note. One might therefore think that the markets will be set for a hesitant start to early trade today, against the prices set on Friday, as follows: