Domestic coffee prices
In Vietnam, domestic coffee prices from 117,100 - 117,800 VND/kg at the beginning of the week have increased continuously and closed the week around 123,500 - 124,000 VND/kg, an increase of about 6,000 VND/kg in just 7 days. Dak Lak and Dak Nong (old) currently recorded the highest level of 124,000 VND/kg; Lam Dong 123,500 VND/kg; Gia Lai 123,800 VND/kg.
World coffee prices
In the world market, Robusta prices in London increased sharply. The September 2025 contract term increased from 4,201 USD/ton (August 18) to 4,866 USD/ton on August 24, an increase of 665 USD. Long terms also increased by 600 - 650 USD/ton, equivalent to more than 15%.
Arabica on the New York exchange also skyrocketed. The September 2025 contract closed the week at 390.65 cents/lb, up nearly 50 cents compared to the beginning of the week. Other terms increased by 45 - 55 cents/lb, equivalent to 14 - 16%.
The price increase is supported by many factors. First of all, supply in the US is strained when importers cancel contracts to buy new Brazilian grain coffee due to the 50% tax applied to exports from Brazil. The US imports about a third of its unroasted coffee from Brazil, so the move further tightens supply.
In addition, Brazil's exports have fallen sharply. The Brazilian Ministry of Commerce said that unroasted coffee exports in July fell 20.4% year-on-year, while data from Cecafe showed green coffee exports fell 28% to 2.7 million bags. Arabica decreased by 21% and robusta by up to 49%. In the first 7 months of the year, Brazil's coffee exports have decreased by 21% compared to the same period last year.
The inventory on the ICE floor also fell. Arabica inventories fell to a 15-month low of more than 726,000 bags, while robusta inventories fell to a four-week low of just 6,642 batches.
However, the harvest schedule in Brazil has caused mixed pressure. Safras & Mercado said that by August 20, Brazil had harvested 99% of the 2025/26 crop, of which Robusta completed 100% and arabica reached 98%. Cooxupe Cooperative - the country's largest single exporter - also reported its harvest progress reaching 86.1% as of mid-August.
In addition to supply-demand factors, the market is also affected by global monetary policy. The minutes of the US Federal Reserve's (Fed) July meeting showed that the US central bank is still cautious in cutting interest rates, making the USD stronger. However, this is not enough to stop the increase in coffee prices, which is being supported by limited supply and reduced inventories.
In addition to price fluctuations, the international coffee industry is also bustling with big deals. Keurig Dr Pepper is said to be getting closer to an $18 billion deal to buy JDE Peets - the company that owns the brands of Peets Coffee, LOr, Douwe Egberts. Meanwhile, Coca-Cola is considering reselling Costa Coffee - a coffee chain that the company bought in 2018 for more than 5 billion USD.
