Analysis Report

The global coffee market witnessed significant developments between November 13 and 15, 2024, driven by evolving production forecasts, regulatory adjustments, and macroeconomic influences. Brazil’s crop projections for the 2025/26 coffee year, along with robusta market dynamics and the European Union’s … Xem thêm

Global Supply and Demand Overview   The International Coffee Organization (ICO) has maintained its projection for global coffee supply for the October 2023 to September 2024 coffee year, forecasting a 5.83% decrease from the previous year, bringing total supply to … Xem thêm

Market Activity and Investor Positions   – New York Arabica Market: The latest Commitment of Traders report shows that the short-term Managed Money fund slightly reduced its net long position by 2.74% in the week ending October 29, 2024, down … Xem thêm

Over the final days of October, both the New York Arabica and London Robusta coffee markets reflected significant movements influenced by speculative trading activity, certified stock adjustments, and global commodity trends. The report below provides a detailed account of the … Xem thêm

Vietnam’s Export Dynamics – Export Volume: Vietnam’s cumulative coffee exports for the coffee year October 2023 to September 2024 totaled 3,397,533 bags, reflecting a 12.26% decline from the previous year, amounting to an annual total of 24,307,866 bags. – Export … Xem thêm

Commitment of Traders Report Analysis – New York Arabica Market: The Non-Commercial Speculative sector has decreased its net long position by 11.54%, reducing it to 36,024 lots (equivalent to 10,212,644 bags) as of October 8, 2024. This decline is likely … Xem thêm

This report provides a comprehensive overview of recent developments in the global coffee market, with a specific focus on the period from October 8 to October 10, 2024. The data highlights market dynamics, weather conditions, and coffee trade statistics from … Xem thêm

KEY DEVELOPMENTS AND TRENDS   1. European Union Deforestation Regulation (EUDR) Impact: The impending enforcement of the EUDR, scheduled for 30th December 2024, has caused significant uncertainty across global coffee supply chains. Due to extended ocean shipment times, especially amidst … Xem thêm

1. COMMITMENT OF TRADERS (COT) REPORTS   New York Arabica Market:   The latest COT report for the New York Arabica coffee market shows a 4.54% decrease in the Non-Commercial Speculative sector’s net long position, bringing it to 41,649 lots … Xem thêm

Colombian Coffee Production and Exports Surge   The National Coffee Growers Federation in Colombia has reported a projected 15.04% increase in the country’s coffee production for the 2024/2025 coffee year, with an expected output of around 13 million bags. This … Xem thêm