Domestic coffee prices
The domestic coffee market this morning, April 2, recorded green color spreading widely. Key coffee growing localities in the Central Highlands simultaneously adjusted to increase purchasing prices, helping the average price level of the whole region reach the threshold of 90. 100 VND/kg. This is a very positive signal as coffee prices have regained important psychological milestones after deep declines at the end of March.
Detailed changes in localities are as follows:
In Dak Nong province (old): increased by 700 VND/kg, currently purchasing at the highest level in the region is 90. 200 VND/kg.
In Dak Lak province: Recorded an increase of 800 VND/kg, currently the transaction price reaches 9,000 VND/kg.
In Gia Lai province: Similarly to Dak Lak, the recorded increase is 800 VND/kg, bringing coffee prices to the 9,000 VND/kg mark.
In Lam Dong province: Recorded the strongest increase with +1. 000 VND/kg, currently listed at 89,700 VND/kg.
World coffee prices
The trading session on Wednesday witnessed a clear differentiation between the London and New York exchanges as fundamentals and currencies intertwined.
London Stock Exchange (Robusta): May 2026 futures continued the recovery momentum, increasing by another 28 USD (+0.80%), closing the session at 3,521 USD/ton. Robusta prices maintained their upward momentum thanks to short-term supply tightening. According to the latest data, Robusta inventories monitored by ICE have fallen to the lowest level in 3.5 months, down to only 4,993 lots as of Wednesday.
New York Stock Exchange (Arabica): May 2026 futures recorded a slight decrease of 0.55 cents (-0.18%), closing at 297.80 cents/lb. Arabica prices fell to a 1.5-week low due to pressure from Brazil's record crop prospects. However, the decline was significantly curbed when the Brazilian Real rose to a 3-week high against the USD, limiting export sales from this country.
Market outlook and analysis
The developments of the coffee market are currently a confrontation between long-term oversupply sentiment and short-term supply bottlenecks:
International organizations continuously raise their forecasts for Brazil's record output for the next crop year. Marex Group Plc estimates output to reach 75.9 million bags (up 15.5% y/y), while Sucafina forecasts 75.4 million bags and StoneX is 75.3 million bags. In addition, Arabica inventories on the ICE exchange are still anchored at the highest level of 6.25 months (585.621 bags).
Rainfall in the Minas Gerais region of Brazil last week only reached 11.7 mm, equivalent to 47% of the historical average, raising concerns about crop quality. At the same time, the fact that the Hormuz Strait continues to be closed due to war in Iran is disrupting sea transport, directly pushing up ship, insurance and fuel costs.
With Robusta receiving strong support from low inventory, domestic coffee prices in the short term are likely to continue to accumulate and fluctuate around the 89,500 - 91,000 VND/kg range.
The actual price at the purchasing yards may change depending on the quality of the seeds and the transaction agreement.
