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 50.71% within the market over the week of trade leading up to Tuesday 1^st September 2026:  to register a net long position of 7,145 lots, which is the equivalent of 2,025,576 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 Commercial sector held 45,046 Lots or the equivalent of 12,770,341 bags net short position on the day, a decrease of 14.39% 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 16.27% over the week of trade leading up to Tuesday 1^st September 2026; to register a new long position at 22,350 Lots. The longer term in nature, the Index Fund sector of this market increased their net-long position by 1.86% within the market, to register a new net-long position of 35,654 Lots on the day.

The latest Commitment of Traders data indicates a significant reduction in speculative support for the New York arabica market, with the Non-Commercial sector more than halving its net long position to 7,145 lots, while Managed Money reduced its net long by 16.27% to 22,350 lots. This suggests that speculative participants have continued to reduce exposure amid the recent softer market conditions. However, the longer-term Index Fund sector increased its net long position by 1.86% to 35,654 lots, providing some underlying support. Overall, positioning has become considerably less bullish in the short term, although the continued strength of longer-term investment positions suggests that this shift in sentiment should not yet be viewed as a change in the broader market outlook.

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 40.71% within the market over the week of trade leading up to Tuesday 1^st September 2026: to register a new net long position of 15,588 Lots which is the equivalent of 2,598,000 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 Brazil government have reported preliminary data to illustrate that the country’s green coffee exports for the month of August were 44.60% higher than the same month last year, at a total of 3,443,617 bags.  The official breakdown of coffee exports by description for August will be released in the coming days and can be anticipated to detail the export data to arabica, robusta and soluble green coffee equivalent. This follows an official data correction announced by the Coffee Exporters Association in Brazil, Cecafé on the 24^th August where it was reported that preliminary export data for August at 1.71 million bags, Cecafé confirmed the initial report was incorrect due to a technical error.  Brazil has cumulatively registered exports of green coffee for the first two months of the new July 2026 to June 2027 coffee year, to be 14.63% higher, overall, when compared to the same time in the previous year, at a total of 6.11 million bags.

The National Coffee Growers Federation in Colombia have reported that the country’s coffee production for the month of August, from this largest washed arabica coffee producer and exporter, registered 150,000, bags or 12.10% lower than the same month last year, at a total of 1,090,000 bags.  The National Coffee Growers Federation have reported that the country’s cumulative coffee production for the first eleven months of the current October 2025 to September 2026 coffee year to be 2,485,000 bags or 18.24% lower than the same period in the previous coffee year, at a total of 11,137,000 bags.

In the same report, the National Coffee Growers Federation in Colombia post the country’s coffee exports for the month of August to be 120,000 bags or 10% lower than the same month last year, at a total 1.05 million bags. The country’s cumulative coffee exports for first eleven months of the current October 2025 to September 2026 coffee year, registered at 2,322,000 bags or 18.13% lower over the same period in the previous coffee year, to a total of 10,480,000 bags.

Following the devastating earthquake experienced in this country on 10^th August., the repairs to internal infrastructure continue and port operations in Buenaventura are reported to have returned to normal. In coffee terms, a positive sign ahead of the main crop harvest which will be due to begin towards the end of the year, while internally prices remain high in view of the limited availability and flow from the mid-year mitaca from this leading producer and exporter of quality washed arabica coffee.

The USA will be observing their Labour Day holiday today, which will see the market closed for the day. Thus, leaving the London market to trade solo for the day.

In the meantime, it is Dia da Independência or Independence Day for Brazil today and bringing with it many public celebrations. This one would think shall mute activity within Brazil for the day.

The Certified washed arabica coffee stocks held against the New York exchange remained unchanged on Friday, to register these stocks at 223,712 bags, with 74.08% of these certified stocks held in Europe, at a total of 165,734 and the remaining 25.92% being held in the USA at a total 57,978 bags. Of this, a total 6,748 or 3.02% of the coffees registered and stored in consumer country certified warehouses of the exchange, are Brazil washed arabica, and a further 25.93% of these certified coffees, from Honduras at 58,009 bags and 22.23% from Peru at a total 49,721 bags. The pending grading remained unchanged on the day, registering 3,205 bags pending grading.

The November 2026 to December 2026 contract arbitrage between the London and New York markets narrowed yesterday, to register this at 140.02 Usc/Lb. This equates to a 47.36% price discount for London robusta coffee.

It was an overall softer day on the commodity markets on Friday, market investors seek out economic data in reports coming forth from the USA., in an effort to formulate the foreseeable economic condition in the USA, which remains individually the world’s leading consumer economy.  The Coffee and Cocoa markets ended the day on a firmer note, while the Corn, Soybean, Sugar, Wheat, Gold, Silver, Palladium and Platinum markets ended the day on a softer note. The day starts with the US Dollar trading at 1.351 Sterling, at 1.161 to the Euro and with the US Dollar buying 5.125 Brazil Real.

The London and New York markets started the day on Friday in muted volume, trading on modest firmer notes respectively. The trend was quickly affirmed in London to see the market gain momentum during the early morning session.  The New York market was slower to react and having set a higher level, traded either side of par in a comparatively quiet volume morning.  Both the New York and London markets were seen to build support as the day progressed.  The arrival of the America’s at the start of their business day pushed New York higher, triggering buy stops along the way to accentuate the gains for the day, this assisted to trigger speculative short covering which saw the New York market gain ground quickly throughout the afternoon session, with the London market following suit to make gains throughout the afternoon session. The New York market continued the upward momentum before being capped during the afternoon session to limit the day’s gains. The market dropped back to settle on a modest near to unchanged firmer note. The London market was seen to also settle on a firm note at the close, with half of the earlier gains of the day intact.

The London market ended the day on a positive note, with 62.22% of the earlier gains of the day intact, while the New York market ended the day on a likewise modest positive note with 4.54% of earlier gains of the day intact. The markets dropped back from the highs of the day during the session to settle on firmer notes at the close and one might think that the markets are due for a follow through hesitant steady start to early trade today, against the prices set on Friday, as follows: