Domestic coffee prices break the 101,000 VND mark
After a probing sideways session, the domestic coffee market this morning, January 25 (recording weekend trading results) witnessed a new price increase "seismic". Purchasing agents simultaneously adjusted up sharply, adding an average of up to 1,700 VND/kg to the cost price, bringing the average price of the entire Central Highlands region to a new peak of 100,900 VND/kg.
Two "leaders" Dak Lak and Dak Nong (old) have officially set a new record when both listed purchasing prices of 101,000 VND/kg (increasing by 1,800 VND and 1,700 VND respectively). Gia Lai province is also not inferior when increasing by 1,600 VND, trading at 100,800 VND/kg.
The most notable is Lam Dong province. From the price below 99,000 VND the previous day, this morning coffee prices here have skyrocketed by 1,700 VND, officially exceeding the important psychological milestone to stand at 100,500 VND/kg.
World coffee prices "green floor", Robusta hits 1.5 month high
The "skyrocket" upward momentum of the domestic market was activated by the weekend trading session exploding on the international exchange. Robusta coffee futures for March 2026 on the London exchange increased by 116 USD (equivalent to 2.88%), closing the session at 4,142 USD/ton - the highest level in 1.5 months. The New York Arabica exchange also recovered positively with an increase of 3.20 cents (0.92%), to 350.90 cents/lb.
The core reason for the rise in coffee prices is the serious weakening of the USD. The Dollar Index (DXY) has fallen to a 3.5-month low, triggering a widespread short-covering wave for goods. In addition, gloomy export data from Brazil continues to be a support for prices: Total coffee exports in December of this country decreased by 18.4%, especially Robusta exports decreased by 61% compared to the same period.
Market outlook and forecast
The market is in a period of price extremes. Although inventories on the ICE exchange have recovered to a peak of 1.75 months (4,609 Robusta lots), this factor has been completely overshadowed by concerns about weather and exchange rates. Information that the Minas Gerais region (Brazil) only received 33.9 mm of rain (53% of the historical average) last week is raising new concerns about next crop output.
With the London Robusta price closing the week at a very high level (over 4,100 USD/ton) and the domestic price breaking the mark of 101,000 VND/kg, market sentiment is extremely excited. Next week, the upward momentum may continue due to the shortage of Robusta supply from Brazil, but investors need to be wary of strong fluctuations when prices have entered the overbought zone.
