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 11.93% within the market over the week of trade leading  up to Tuesday 11^th August 2026:  to register a net long position of 11,643 lots, which is the equivalent of 3,300,739 bags. This net long position has most likely been decreased following the period of mixed but overall softer trade that has since followed. The Commercial sector held 47,557 Lots or the equivalent of 13,061,775 bags net short position on the day, an increase of 3.21% 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 2.63% over the week of trade leading up to Tuesday 11^th August 2026; to register a new long position at 24,170 Lots. The longer term in nature, the Index Fund sector of this market increased their net-long position by 0.26% within the market, to register a new net-long position of 33,836 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 3.29% within the market over the week of trade leading up to Tuesday 11^th August 2026: to register a new net long position of 36,717 Lots which is the equivalent of 6,119,500 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 were seen to decrease by 4,985 bags on Friday, to register these stocks at 231,445 bags, with 72.65% of these certified stocks held in Europe, at a total of 168,151 and the remaining 27.35% being held in the USA at a total 63,294 bags. Of this, a total 6,428 or 2.78% of the coffees registered and stored in consumer country certified warehouses of the exchange, are Brazil washed arabica, and a further 27.13% of these certified coffees, from Honduras at 62,798 bags and 22.35% from Peru at a total 51,721 bags. The pending grading remained unchanged on the day, registering 4,530 bags pending grading with 85% from Brazil.

The November 2026 to December 2026 contract arbitrage between the London and New York markets narrowed on Friday, to register this at 151.28 Usc/Lb. This equates to 48.13% price discount for London robusta coffee.

It was an overall firmer day on the commodity markets on Friday, influenced by a weaker US Dollar against a basket of other currencies, traditionally a bullish factor for commodities traded in other currencies, while inflation readings this week in the US tipped the scales in favor of an interest rate hold by the Federal Reserve next month. The New York Arabica Coffee, Cocoa, Corn, Soybean, Wheat, Gold, Silver, Platinum and Palladium markets ended the day on a firmer note, while the London Robusta Coffee and Sugar markets ended the day on a softer note. The day starts with the US Dollar trading at 1.355 Sterling, at 1.159 to the Euro and with the US Dollar buying 5.214 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 52.32% of the earlier losses of the day intact, while the New York market ended the day on a positive note with 65.78% 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, and with first notice day against the September position in New York due on the 21^st August and with 27,009 lots open interest, one might see the markets set for a follow through hesitant start to early trade today, against the prices set on Friday, as follows: