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MILAN – Robusta prices continued to recover yesterday, Tuesday 23 December. In London, the most traded contract for March delivery gained a further 1.5%, rising to $3,824, while March Arabica coffee in New York closed slightly down at 346.95 cents. Robusta futures were supported by news from Indonesia, where widespread flooding occurred in recent weeks are threatening coffee exports.
The severe weather events that have hit the Archipelago have caused over a thousand deaths and extensive damage, flooding over a third of Arabica plantations in northern Sumatra, while Robusta crops seem less affected.
In Brazil, rainfall patterns continue to be irregular in the coffee belt. Last week, rainfall in Minas Gerais was 76% of the historical average, according to Climatempo data. Meanwhile, a report from Itaú BBA points out that the flowering of the new crop has been good despite inconsistent weather.
“If the forecasts of adequate rainfall for the first quarter of 2026 are confirmed and ensure good bean filling, we should see a potential improvement in Brazilian Arabica production and an increase in the surplus between production and global consumption. Before that, the trend is for limited Brazilian supply and exports,” reads the report.
According to the latest Commitment of Traders report, the New York Arabica market has seen the Non-Commercial Speculative sector decrease their net long position by 17.24% over the week of trade leading up to Tuesday 16th December 2025 to register a new long position of 18,870 lots, which is the equivalent of 5,349,561 bags. The Commercial sector held 55,060 lots or the equivalent of 15,609,266 bags net short position on the day.
In the same report, the shorter term in Nature Managed Money Fund decreased their net long position by 9.70% to register a new long position at 34,020 lots. The longer term in nature, Index Fund sector increased their net long position by 0.04%, to register a new net-long position of 35,619 Lots on the day.
The London market trades for a shortened day today. The New York and London markets are closed tomorrow, 25th December. The ICE Arabica shall be trading solo for a shortened day on Friday 26th December. Both markets will be open for trade again on Monday 29th December.
The EU Regulation 2025/2650 was published yesterday in the EU Official Journal, aimed at simplifying its implementation and ensuring that operators, traders and authorities are adequately prepared for its application.
The revision streamlines the due diligence requirements and postpones the application of the regulation for all operators until 30 December 2026, with an extra six-month cushion for micro and small operators.
The revision introduces the obligation for the European Commission to conduct a simplification review of the regulation and present a report by 30 April 2026.
The report should evaluate the impact and administrative burden of the EUDR, particularly for smaller operators, and should, where appropriate, be accompanied by a legislative proposal.
