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MILAN – Coffee futures markets recovered for the second straight day yesterday, this time mainly on the Arabica side. On Tuesday 18 November 2025, the most traded contract for March delivery in New York gained 2.9%, closing at 387.70 cents. The front month (December) increased by as much as 3.2%, to settle at 415.35 cents.
Following Monday’s significant gains, the contract for January delivery in London saw a further 2% increase, ending the day at $4,573.
According to the latest Commitment of Traders report from the Ice Robusta, the Speculative Managed Money Sector decreased their net long position by 9.42% over the week of trade leading up to Tuesday 11th November 2025 to register a new net long position of 15,071 lots, or 2,511,833 bags.
Data of the ICE Arabica COT continues to be unavailable, as its publication was suspended during the shutdown.
The Commodity Futures Trading Commission will shortly resume publication of the backlogged reports in chronological order.
Meanwhile, Safras & Mercado released its first estimate for next year’s (2026/27) Brazilian harvest.
Production is estimated at 71 million bags, up 10.5% compared to 2025/26. The Arabica crop is expected to grow by 21.8% to 46.7 million bags, while the Robusta crop is seen 6% down to 24.30 million bags.
Ruiz Coffee, one of Brazil’s leading coffee producers, and Santos & Dias, the largest eucalyptus producer in Minas Gerais, have announced a R$1 billion $187.6 million) joint venture to create the world’s largest Arabica coffee farm on continuous land.
The mega plantation, which will be called Jacurutu Coffee, will be located in north-western Minas Gerais and cover over 5,500 hectares of irrigated land.
Planting operations will begin in 2026 at a rate of 100 hectares per month. The first harvest is expected in 2028. Once fully operational, the farm is expected to produce 260,000 bags of coffee per year.
