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Is the coffee price being compressed before the storm?
#fogo $FOGO
Daily Coffee Report on 25/02/2026
1. Market Overview
The recent trading session was quite subdued in both volume on the two exchanges and in price movements specifically for Arabica.
The London exchange (Robusta) increased by 63 USD (+1.73%), closing at 3,703 USD/ton. Meanwhile, the New York exchange (Arabica) slightly decreased by 0.65 cent (-0.23%), closing at 284.95 cent/lb.
The current market is fluctuating around support levels, unable to break above while also not penetrating the lower levels. This reflects a general sense of caution regarding the developments in the cash side market in the coming months.
There are currently sharply contrasting opinions, but generally, traders are very uncertain about pricing the premium for spot deliveries in the context of balancing warehouse costs and pressure from the upcoming harvest. Not only are they uncertain about the premium pricing, but they are also unclear about where this price structure should be reflected (direct transaction prices, price differentials between months, basis levels, or a combination of these factors).
Overall, the market seems to be consolidating and preparing for a strong breakout after a series of waiting days. The next direction will depend on which aspect investors choose to trust in the currently very intertwined and complex market picture.
2. Certified Stocks (Certs) & Waiting Stocks
For Arabica:
Certified stocks increased by a net of 1,808 bags, bringing the total certified stock to 455,420 bags with many fluctuations in and out.
#FOGO
Daily Coffee Report on 25/02/2026
1. Market Overview
The recent trading session was quite subdued in both volume on the two exchanges and in price movements specifically for Arabica.
The London exchange (Robusta) increased by 63 USD (+1.73%), closing at 3,703 USD/ton. Meanwhile, the New York exchange (Arabica) slightly decreased by 0.65 cent (-0.23%), closing at 284.95 cent/lb.
The current market is fluctuating around support levels, unable to break above while also not penetrating the lower levels. This reflects a general sense of caution regarding the developments in the cash side market in the coming months.
There are currently sharply contrasting opinions, but generally, traders are very uncertain about pricing the premium for spot deliveries in the context of balancing warehouse costs and pressure from the upcoming harvest. Not only are they uncertain about the premium pricing, but they are also unclear about where this price structure should be reflected (direct transaction prices, price differentials between months, basis levels, or a combination of these factors).
Overall, the market seems to be consolidating and preparing for a strong breakout after a series of waiting days. The next direction will depend on which aspect investors choose to trust in the currently very intertwined and complex market picture.
2. Certified Stocks (Certs) & Waiting Stocks
For Arabica:
Certified stocks increased by a net of 1,808 bags, bringing the total certified stock to 455,420 bags with many fluctuations in and out.
#FOGO
#creatorpadvn $BNB
Daily Coffee Report on February 25, 2026.
1. General Market Developments
The recent trading session was quite subdued in terms of volume on both exchanges, and in price movements specifically for Arabica.
The London exchange (Robusta) increased by 63 USD (+1.73%), closing at 3,703 USD/ton. Meanwhile, the New York exchange (Arabica) slightly decreased by 0.65 cents (-0.23%), closing at 284.95 cents/lb.
The current market is fluctuating around the support zone, unable to break above while also not penetrating the bottom levels. This reflects a general sense of caution regarding the developments in the cash side of the commodity market in the coming months.
Currently, there are sharply contrasting viewpoints, but generally, traders are very uncertain about pricing the premium for spot goods in the context of balancing storage costs and pressure from the upcoming harvest. Not only is there uncertainty about the additional premium, but they are also unclear where this price structure should be reflected (direct trading price, price differences between months, basis level, or a combination of these factors).
Overall, the market seems to be compressing and preparing for a strong breakout after a series of waiting days. The upcoming direction will depend on which aspects the investors choose to believe in within the currently intertwined and complex market picture.
2. Certified Stock (Certs) & Waiting Goods
For Arabica:
Certified stock increased by a net of 1,808 bags, bringing the total stock level to 455,420 bags with many fluctuations in and out.
The total quantity of stocks mainly consisted of 1,875 bags of Brazilian coffee and 1,651 bags from Honduras at the port of Antwerp.
Daily Coffee Report on February 25, 2026.
1. General Market Developments
The recent trading session was quite subdued in terms of volume on both exchanges, and in price movements specifically for Arabica.
The London exchange (Robusta) increased by 63 USD (+1.73%), closing at 3,703 USD/ton. Meanwhile, the New York exchange (Arabica) slightly decreased by 0.65 cents (-0.23%), closing at 284.95 cents/lb.
The current market is fluctuating around the support zone, unable to break above while also not penetrating the bottom levels. This reflects a general sense of caution regarding the developments in the cash side of the commodity market in the coming months.
Currently, there are sharply contrasting viewpoints, but generally, traders are very uncertain about pricing the premium for spot goods in the context of balancing storage costs and pressure from the upcoming harvest. Not only is there uncertainty about the additional premium, but they are also unclear where this price structure should be reflected (direct trading price, price differences between months, basis level, or a combination of these factors).
Overall, the market seems to be compressing and preparing for a strong breakout after a series of waiting days. The upcoming direction will depend on which aspects the investors choose to believe in within the currently intertwined and complex market picture.
2. Certified Stock (Certs) & Waiting Goods
For Arabica:
Certified stock increased by a net of 1,808 bags, bringing the total stock level to 455,420 bags with many fluctuations in and out.
The total quantity of stocks mainly consisted of 1,875 bags of Brazilian coffee and 1,651 bags from Honduras at the port of Antwerp.
Roasting Houses Are Bottoming Out, Could This Be A Sign of Reversing Coffee Prices?
#creatorpadvn $BNB
Daily Coffee Report - Date 24/02/2026
Market Comments
The selling pressure at the start of the session was mitigated before most of the U.S. market awoke, as coffee prices rose across the board. Specifically, the KCK6 (Arabica May) contract rose by 7.45 cents/lb (2.68%) to 285.50, and the DFK6 (Robusta May) contract increased by 80 USD/ton (2.25%) to 3,640.
If there's anything to glean from the price chart, it is clear that this is not a movement in line with the general trend of the commodity group (commodity beta move).
An "outside day" reversal has appeared for Arabica (KC) prices on the chart after maintaining recent support levels in both markets. Thus, there is a basis to suggest that short-term shorts from yesterday may have executed covering purchases, but most transactions on the Marex system seem to focus more on buying pressure from roasters.
It seems a bit strange for the industry to actively push prices higher when the trend is favorable to them. However, futures prices are at their lowest level since July, so there may be a "value hunting" factor occurring, especially as the price basis in exporting countries is strengthening along with this sell-off.
It appears that for every bullish price factor, there is a corresponding bearish argument. But perhaps that is exactly what the chart is trying to convey: there are too many contradictory points and uncertainties to support any immediate unwinding of positions.
How long will this situation last?
#Coffee
Daily Coffee Report - Date 24/02/2026
Market Comments
The selling pressure at the start of the session was mitigated before most of the U.S. market awoke, as coffee prices rose across the board. Specifically, the KCK6 (Arabica May) contract rose by 7.45 cents/lb (2.68%) to 285.50, and the DFK6 (Robusta May) contract increased by 80 USD/ton (2.25%) to 3,640.
If there's anything to glean from the price chart, it is clear that this is not a movement in line with the general trend of the commodity group (commodity beta move).
An "outside day" reversal has appeared for Arabica (KC) prices on the chart after maintaining recent support levels in both markets. Thus, there is a basis to suggest that short-term shorts from yesterday may have executed covering purchases, but most transactions on the Marex system seem to focus more on buying pressure from roasters.
It seems a bit strange for the industry to actively push prices higher when the trend is favorable to them. However, futures prices are at their lowest level since July, so there may be a "value hunting" factor occurring, especially as the price basis in exporting countries is strengthening along with this sell-off.
It appears that for every bullish price factor, there is a corresponding bearish argument. But perhaps that is exactly what the chart is trying to convey: there are too many contradictory points and uncertainties to support any immediate unwinding of positions.
How long will this situation last?
#Coffee
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