In the overnight trading session ending early morning on November 26th (Vietnam time), coffee prices surged significantly. Robusta coffee futures on the London exchange rose by 2.34% to 2.39%, while Arabica coffee futures on the New York exchange climbed by 1.66% to 2.07%.
For the benchmark contracts, January 2026 Robusta futures increased by $106 per ton, reaching $4,559 per ton. December 2025 Arabica futures rose by $150 per ton, hitting $9,130 per ton.
Domestic coffee prices in Vietnam are expected to rebound today, following the international market’s upward trend, after averaging 110,800 VND/kg before the London session.
Yesterday, coffee prices in Lam Dong dipped below 110,000 VND/kg, settling at 109,500 VND/kg. This decline was attributed to the region’s harvest challenges, including 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 in Vietnam and Brazil, the world’s top coffee producers, have tightened supply. Investors anticipate sustained price volatility due to these challenges.
From an investor’s perspective, Doan Nguyen Duc (known as “Bầu Đức”), Chairman of Hoang Anh Gia Lai Group, attributes the coffee price surge over the past 2-3 years to China’s growing demand. With plans to expand coffee cultivation to 10,000 hectares by 2027, Duc highlights China’s shift from tea to coffee culture as a key driver of this boom.
Coffee prices have tripled, benefiting farmers significantly as the world’s most populous market embraces coffee, creating substantial demand.
