Domestic coffee prices
Opening the trading session on Monday morning (January 26), the Central Highlands coffee market continued to maintain positive green color. The average buying price of the whole region increased by another 100 VND/kg, raising the average price to 101,000 VND/kg. This is a signal that the 100,000 VND mark has become a solid support threshold, creating a solid sentiment for farmers in the days leading up to Tet.
In Gia Lai province, coffee prices recorded an increase of 200 VND/kg, reaching the mark of 101,000 VND/kg.
Other "capitals" such as Dak Lak and Dak Nong (old) also maintained stability at a very high price of 101,000 VND/kg.
Lam Dong province is currently trading at 100,700 VND/kg, significantly narrowing the gap with leading provinces.
World coffee prices
The international market just closed the past trading week with an impressive gaining session (last weekend session). On the London exchange, Robusta coffee futures for March 2026 had a spectacular breakthrough when it increased by 116 USD (equivalent to 2.88%), closing the session at 4,142 USD/ton. This is the highest price in 1.5 months. The New York exchange also responded to the upward momentum when Arabica futures for March 2026 added 3.20 cents (0.92%), closing at 350.90 cents/lb.
The main reason triggering this strong increase is the weakening of the USD. The DXY index has fallen to a 3.5-month low, promoting widespread short-covering for agricultural products. In addition, negative export data from Brazil continues to be a support for prices. Cecafe Association reported that Brazil's Robusta coffee exports in December decreased by 61% compared to the same period, reaching just over 222,000 bags. In addition, the Minas Gerais region only received rainfall equal to 53% of the historical average in the past week, raising concerns about the yield of the upcoming Arabica crop.
Coffee price assessment and forecast
A new trading week is opening with many optimistic signals. The fact that Robusta London convincingly broke the 4,100 USD/ton mark has confirmed the short-term upward trend returning. The scarcity factor of Robusta supply from Brazil is forcing roasters to rely more on goods from Vietnam, despite the fact that our country's exports are growing well (up 17.5%).
However, the upward momentum also faces certain resistance as inventories on the ICE exchange are showing signs of recovery. Robusta inventories rose to a 1.75-month high (4,609 lots) last Friday.
