August 2026 Market Commentary
Monthly Coffee Recap
The coffee market has had an interesting past couple of weeks, with record-breaking spreads, ICE stocks disappearing, and Cecafé delivering an early Christmas present that shocked the market.
It is not an easy market to break down, but in this month’s report we take a deep dive into the underlying factors and market dynamics ultimately driving price.
We look at where the next break could come from, where the real risk is building, and what could trigger the next violent move in both structure and flat price.
Our forecast for Sept CeCafe exports is calculated below, we will keep you updated with our forecast in the weekly as we have more month-to-date data.
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