Market Reports

The latest Commitment of Traders report from the New York arabica market has seen the Non-Commercial Speculative sector increase their net long position by 29.20% within the market over the week of trade leading up to Tuesday 18^th August 2026:  to register a net long position of 15,044 lots, which is the equivalent of 4,264,907 bags. This net long position has most likely been increased marginally following the period of mixed but overall firmer trade that has since followed. The Commercial sector held 51,477 Lots or the equivalent of 14,593,501 bags net short position on the day, an increase of 8.24% 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 increased their net-long position by 10.62% over the week of trade leading up to Tuesday 18^th August 2026; to register a new long position at 26,739 Lots. The longer term in nature, the Index Fund sector of this market increased their net-long position by 0.82% within the market, to register a new net-long position of 34,114 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 20.08% within the market over the week of trade leading up to Tuesday 18^th August 2026: to register a new net long position of 29,346 Lots which is the equivalent of 4,891,000 bags. This net long position has most likely been decreased further, following the period of mixed but overall softer trade that has since followed.

Following the 7.4 magnitude earthquake in Colombia, it has been reported that export operations through Buenaventura have returned to normal following temporary inspections and road closures, limiting the impact on the flow of coffee. Looking ahead, production is expected to remain more exposed to weather conditions, while the stronger Colombian peso continues to weigh on producer sentiment. Overall, the smaller Colombia mitaca crop is expected to keep export flows relatively constrained in the coming weeks.

The Certified washed arabica coffee stocks held against the New York exchange were seen to decrease by 386 bags on Friday, to register these stocks at 227,992 bags, with 73.80% of these certified stocks held in Europe, at a total of 168,263 and the remaining 26.20% being held in the USA at a total 59,729 bags. Of this, a total 7,068 or 3.10% of the coffees registered and stored in consumer country certified warehouses of the exchange, are Brazil washed arabica, and a further 26.00% of these certified coffees, from Honduras at 59,282 bags and 22.69% from Peru at a total 51,721 bags. The pending grading increased by 320 bags on the day, registering 1,920 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 158.55 Usc/Lb. This equates to a 49.13% price discount for London robusta coffee.

It was a mixed but overall firmer day on the commodity markets on Friday, supported by safe-haven demand while a pullback in the US Dollar provided additional support across markets, a weaker US Dollar is traditionally a bullish factor for commodities traded in other currencies. The Corn, Soybean, Sugar, Gold, Silver, Palladium and Platinum markets ended the day on a firmer note, while the Coffee, Cocoa and Wheat markets ended the day on a softer note. The day starts with the US Dollar trading at 1.365 Sterling, at 1.168 to the Euro and with the US Dollar buying 5.137 Brazil Real.

The London and New York markets started the day on Friday trading to the south of par on softer notes respectively. The London market traded largely sideways in the early morning session where after it lost support early to find lower ground heading into the afternoon session. The New York market gained some early ground before hitting a ceiling for the session and experiencing some selling pressure moving into the afternoon session. As the afternoon progressed, the London market continued a modest softer path, dropping back from the earlier highs to trend through par and into negative territory.  The New York market traded slightly firmer into the afternoon session before dropping down to the lows for the day and closing south of par for the day on a softer note with most of the earlier losses of the day intact. The London market settled south of par with most of the earlier losses of the day intact.

The London market ended the day on a modest near to unchanged softer note, with 93.91% of the earlier losses of the day intact, while the New York market likewise ended the day on a negative note with 87.50% of earlier losses of the day intact. This close for the markets, with both the London and New York markets settling on a softer note with most of the earlier losses of the day intact, might see the markets set for a follow through start to early trade today, against the prices set on Friday, as follows: