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 15.70% within the market over the week of trade leading  up to Tuesday 4^th August 2026:  to register a net long position of 10,402 lots, which is the equivalent of 2,948,921 bags. This net long position has most likely been decreased marginally following the period of mixed but overall softer trade that has since followed. The Commercial sector held 46,074 Lots or the equivalent of 13,061,775 bags net short position on the day, a decrease of 4.86% 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 6.30% over the week of trade leading up to Tuesday 4^th August 2026; to register a new long position at 23,550 Lots. The longer term in nature, the Index Fund sector of this market decreased their net-long position by 3.21% within the market, to register a new net-long position of 33,748 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 4.02% within the market over the week of trade leading up to Tuesday 4^th August 2026: to register a new net long position of 37,968 Lots which is the equivalent of 6,328,000 bags. This net long position has most likely been little changed, following the period of mixed but overall sideways trade that has since followed.

The Certified washed arabica coffee stocks held against the New York exchange were seen to decrease by 7,245 bags on Friday, to register these stocks at 244,172 bags, with 72.28% of these certified stocks held in Europe, at a total of 176,492 and the remaining 27.72% being held in the USA at a total 67,680 bags. Of this, a total 6,428 or 2.63% of the coffees registered and stored in consumer country certified warehouses of the exchange, are Brazil washed arabica, and a further 26.79% of these certified coffees, from Honduras at 65,423 bags and 21.28% from Peru at a total 51,971 bags. The pending grading remained unchanged on the day, registering 3,250 bags pending grading with 80% from Brazil.

The September 2026 to September 2026 contract arbitrage between the London and New York markets widened on Friday, to register this at 163.78 Usc/Lb. This equates to 48.81% price discount for London robusta coffee.

It was a firmer day on the commodity markets on Friday, following the release of weaker than expected US Jobs data which may be interpreted by the speculative sector to be an indication that interest rate hikes will be held off for longer than initially anticipated. The New York Arabica Coffee, Cocoa, Sugar, Wheat, Gold, Silver Palladium and Platinum markets ended the day on a firmer note, while the London Robusta Coffee, Corn and Soybean markets ended the day on a softer note. The day starts with the US Dollar trading at 1.348 Sterling, at 1.156 to the Euro and with the US Dollar buying 5.083 Brazil Real.

The London market started the day trading to the south of par on a modest softer note on Friday, while the New York market followed also opening the day trading to the south of par on a softer note. After a softer open, the markets staged further losses during the early session, with underlying selling pressure. During the mid-morning session, a degree of buying support to the fore and the markets pulled back from the earlier lows. As the afternoon progressed, the London market continued to trade in softer territory, while the New York market continued to trend firmer, buoyed by support in the market. The London market found support near to the lows of the day to recover most of the earlier losses and end the day on a softer note at the close. The New York market held firm for the remainder of the session, finding renewed support towards the close. The market hit a ceiling late in the day to limit the gains to see the New York market settle on a firmer note at the close.

The London market ended the day on a negative note, with 35.48% of the earlier losses of the day intact, while the New York market ended the day on a positive note with 68.30% of earlier gains of the day intact. This mixed close for the markets, with the London market settling on a softer note albeit back from the day’s lows and the New York market settling on a firmer note, with most of the earlier gains intact, might see the markets set for a follow through hesitant start to early trade today, against the prices set on Friday, as follows: