Arabica Coffee 4/5 Jul '25 (XFN25)
Arabica Coffee 4/5 Futures Market News and Commentary
July arabica coffee (KCN26) on Monday closed down -0.60 (-0.24%), and July ICE robusta coffee (RMN26) closed up +17 (+0.51%).Â
Coffee prices settled mixed on Monday. The ongoing harvest in Brazil is weighing on coffee prices. Weakness in the Brazilian real (^USDBRL) is also negative for coffee prices as the real fell to a 2-month low against the dollar on Monday, encouraging export sales by Brazil’s coffee producers.Â
Last Friday, arabica coffee fell to a 19-month nearest-futures low, and robusta slid to a 7-week low, as the outlook for a record Brazil coffee crop weighed on prices. Last Wednesday, the USDA’s Foreign Agricultural Service (FAS) forecast a record 2026/27 Brazil coffee crop of 71.9 million bags, up +14% y/y.  Also, Rabobank raised its 2026/27 global arabica coffee surplus estimate to 9.5 million bags from 7.0 million bags previously.
Coffee prices have ratcheted lower over the past six weeks amid an improved global supply outlook. On May 7, the Cof... Read more
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