In the overnight trading session ending early morning on November 26th (Vietnam time), Robusta coffee prices on the London exchange surged by 2.34% – 2.39%, while Arabica prices on the New York exchange rose by 1.66% – 2.07%.
For the benchmark contracts, January 2026 Robusta futures climbed by $106 per ton to $4,559 per ton, and December 2025 Arabica futures increased by $150 per ton to $9,130 per ton.
Domestic coffee prices in Vietnam are expected to rebound today, following the upward trend from the previous average of 110,800 VND/kg before the London session began.
Yesterday, coffee prices in Lam Dong province dipped below the 110,000 VND/kg mark, reaching 109,500 VND/kg. This decline is attributed to the region’s coffee harvest facing challenges due to insufficient sunlight for drying and longer transportation distances compared to other areas.
Despite Vietnam’s diverse coffee varieties, 95% of its production is Robusta.
Coffee prices rallied after the U.S. reduced import tariffs on Brazilian coffee. However, adverse weather conditions affecting coffee supplies in Vietnam and Brazil, the world’s top producers, have led investors to anticipate continued price volatility.
From an investor’s perspective, Doan Nguyen Duc (known as Bầu Đức), Chairman of Hoang Anh Gia Lai Group, believes that China’s growing demand is the primary driver behind the coffee price surge over the past 2-3 years. With plans to expand coffee cultivation to 10,000 hectares by 2027, he highlights that China’s shift from tea to coffee culture has significantly boosted global demand, resulting in substantial profits for growers.
Coffee prices have tripled, benefiting farmers as the world’s most populous market embraces coffee, creating unprecedented demand.
