Global market overview: Synchronized gains across exchanges
The global coffee trading market recorded uniform recovery across all major futures exchanges in the most recent session. After consecutive days of decline under pressure from global supply surplus forecasts by the International Coffee Organization (ICO) and Brazil's National Supply Agency (Conab), buying interest has officially returned.
On the London exchange, Robusta futures for November 2026 delivery closed up 2.34% (equivalent to a rise of 77 USD/tonne), reaching 3,367 USD/tonne. The sharp increase in Robusta prices provided significant psychological momentum for the entire global supply chain.
Moving in tandem, the New York exchange saw Arabica futures for December 2026 delivery rise 1.18% (equivalent to an increase of 3.25 US cents/lb), closing at 278.60 US cents/lb. In South America, Brazilian Arabica for December 2026 delivery also grew by 0.84%, reaching 338.60 USD per 60 kg bag, reinforcing the broader upward trend of the market.
Domestic coffee prices: Strong surge in the Central Highlands region
In line with the international market recovery, green bulk coffee prices in the Central Highlands rose sharply by 1,000 to 1,100 VND/kg after previous weak sessions. This recovery helps consolidate a safe price buffer for dealers and farmers as old-crop inventories are nearly depleted.
- Dak Nong: Continues to have the highest purchasing price in the region, reaching 93,800 VND/kg (up 1,100 VND/kg, equivalent to a 1.19% increase).
- Dak Lak: Recorded a purchasing price of 93,600 VND/kg (up 1,100 VND/kg, equivalent to a 1.19% increase).
- Gia Lai: Uniformly increased by 1,100 VND/kg, trading at 93,600 VND/kg.
- Lam Dong: Reached 93,000 VND/kg after rising by 1,000 VND/kg (equivalent to a 1.09% increase).
Market driver analysis: Exchange rates and speculative capital flows
The decisive macroeconomic factor behind this sudden reversal was the weakening of the US Dollar Index ($DXY) in the final session of the week. As the USD cooled, exchange rate pressure on the local currencies of exporting countries was partly alleviated, while making USD-denominated commodity exchanges more attractive.
Technically, global coffee prices hitting three-week/month lows triggered technical buy signals. Major speculative funds in the futures market began closing out previous short positions through short-covering. This large-scale technical buying quickly overwhelmed net selling pressure from long-term supply surplus forecasts, pulling price charts upward rapidly.