Market Reports

In news that has mostly already been absorbed by the market, the Coffee Exporters Association in Brazil, Cecafé, have reported that the country’s green coffee exports for the month of August are 31.67% higher than the same month last year, to total 3.82 million bags, this number made up of 2.87 million bags of arabica coffee up 25.71% from the same month last year and 953,592 bags of Conilon robusta coffee up 53.55% from the same month last year.

The Coffee Exporters Association in Brazil, Cecafé have also reported the cumulative exports of green coffee for the first two months of the new 2026/27 coffee year, to be 21.20% higher, overall, when compared to the same time in the previous year, at a total of 6.50 million bags. This number is made up of 4.69 million bags of arabica coffee up 9.79% from the previous coffee year and 1.80 million bags of Conilon robusta coffee, an increase year on year of 66.46% versus the previous year. The value added and soluble sector reported over the same two months to be 708,459 bags, a 24.06% increase when compared the previous coffee year.

The International Coffee Organisation, ICO, have come forth with their August 2026 monthly report to indicate that the global coffee exports for the month of July 2026 were 3.30% higher than the same month in the previous year, at a total of 12.24 million bags. This has contributed to the cumulative global coffee exports for the first ten months of the current October 2025 to September 2026 coffee year to be 0.04% lower than the same period in the previous year, at a reported total 118.39 million bags.

The report reflects a larger export performance from South America during July, which registered a 3.10% increase in exports to consumer markets, when compared to the same month in the previous year, to register 4.57 million bags through to the end of July.  This is the third consecutive monthly increase in 18 months, driven predominantly by Brazil whose exports registered 3.06 million bags or 10.90% higher during July 2026.

The report confirms a comparative increase in exports from Asia, as Vietnam, India and Indonesia cumulatively registered 17.60% higher in exports, when compared to the same month in the previous year to total 4.38 million bags, largely led by an increase in exports of 43.70% from Vietnam during July 2026, at 2.83 million bags.

The ICO report similarly includes within the total global exports, the export figures from Mexico and the traditional washed arabica Central American bloc; Costa Rica, Guatemala, Honduras, Nicaragua, and El Salvador, to report for July that exports were 15.90% lower than the same period in the previous year to total 1.39 million bags.

Within the ICO report, exports posted a decrease by 6.70% year on year from Africa to a total 1.90 million bags during the month of July.  The decrease in export performance contributed in large part by Ethiopia and Uganda whose exports were down by a combined 15.90% year on year at a total of 1.52 million bags.

The Certified washed arabica coffee stocks held against the New York exchange decreased by 1,995 bags yesterday, to register these stocks at 218,457 bags, with 73.18% of these certified stocks held in Europe, at a total of 159,839 and the remaining 26.82% being held in the USA at a total 58,618 bags. Of this, a total 8,670 or 3.96% of the coffees registered and stored in consumer country certified warehouses of the exchange, are Brazil washed arabica, and a further 25.46% of these certified coffees, from Honduras at 55,634 bags and 22.29% from Peru at a total 48,696 bags. The pending grading increased by 7,120 on the day, registering 62,390 bags pending grading.

The November 2026 to December 2026 contract arbitrage between the London and New York markets narrowed yesterday, to register this at 128.94 Usc/Lb. This equates to a 44.43% price discount for London robusta coffee.

It was a mixed day on the commodity markets yesterday, while the US Dollar was firmer on the da following robust inflation data which reinforced bets of interest rate cuts to come.  The London Robusta Coffee, Cocoa,  Corn, Soybean, Sugar and Wheat markets ended the day on a firmer note, while the New York Arabica Coffee, Gold, Silver, Palladium and Platinum markets ended the day on a softer note. The day starts with the US Dollar trading at 1.350 Sterling, at 1.161 to the Euro and with the US Dollar buying 5.102 Brazil Real.

The London market started the day yesterday trading to the north of par on a firmer note, while the New York market started the day yesterday trading on a modest near to unchanged softer note. The London market continued to trade on a firmer note, while the New York market was pressured lower throughout the remainder of the early morning session. The London market hit a ceiling for the early morning session early in the day, to introduce sellers at the highs, the softer trend in New York continued with the market dropping to set a new los for the day during the late morning session. As the afternoon progressed, the London market continued a firmer path, gaining support to trend firmer for the remainder of the day’s session.  The New York market found support near to the days lows to recover and trend back towards par. The support subsided late in the day with the market encountering a degree of selling pressure to settle on a softer note albeit up from the day’s lows. The London market settled on a firmer note, with most of the earlier gains of the day intact.The London market ended the day on a positive note, with 78.10% of the earlier gains of the day intact, while the New York market ended the day on a negative note with 39.20% of earlier losses of the day intact. This follow through mixed close for the markets, with the London market settling on a firmer note with most of the earlier gains of the day intact, and the New York market settling on a softer note at the close albeit back from the day’s lows, might see the markets set for a follow through steady open today, against the prices set yesterday, as follows: