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MILAN — Coffee futures markets began September on a downward trend, after reaching multi-month highs in the last week of August. On Monday 1 September, while New York was closed for the Labour Day holiday, London settled sharply lower to finish the day at $4,628, down 3.9% from the previous Friday.
Yesterday, Tuesday 2 September, the ICE Arabica also experienced significant losses at the reopening, with the contract for December delivery closing down more than 4% at 370.35 cents.
The decline was even more pronounced in London, where the contract for November delivery lost almost 5% to settle at $4,399.
Improved weather conditions in Brazil, with above-average rainfall in Minas Gerais just weeks before the flowering of the new Arabica crop, have accelerated the sell-off.
The downward trend in prices was also driven by a weaker Brazilian real, at a 1.5-week low against the dollar.
The latest Commitment of Traders report from the Ice Arabica has seen the Non-Commercial Speculative sector increase their net long position by 5.23% over the week of trade to Tuesday 26th August 2025, to register a new long position of 17,050 lots.
The Commercial sector held 58,700 lots, an increase of 5.62%. The Managed Money Fund increased their net long position by 17.02% to a new long position at 28,306 lots. The Index Fund sector increased their net long position by 4.55% to a net-long position of 39,654 Lots on the day.
The latest Commitment of Traders report from the London Robusta coffee market has seen the Speculative Managed Money Sector switch their net short position to a net long position over the week of trade to Tuesday 26th August 2025, to register a new net long position of 5,545 lots.
Meanwhile, the Brazilian harvest is coming to an end. In its latest bulletin, Cooxupé, Brazil’s largest coffee cooperative and exporter, estimates that the harvest among its members was 94.9% complete as of August 29.
In other news, infrastructure problems in Brazilian ports were responsible for the failure to ship 508,732 bags of coffee in all forms, equivalent to 1,542 containers, in July alone, according to an estimate by Cecafé.
This resulted in lost earnings of R$1.084 billion or US$196.05 million, considering an average FOB export price of 385.36 dollars per bag.
