Coffee Prices Today, September 25: Prices Rebound Sharply as Inventories Hit Multi-Month Lows

Coffee prices rose strongly again on international exchanges, with robusta up by 101 USD/ton and arabica gaining 18.6 US cents/pound. The main driver was the sharp decline in ICE-certified arabica inventories, which fell to their lowest level in 17.5 months, while robusta stocks also slipped to their lowest in nearly two months.

Global Coffee Price Update

At the close of trading on September 24:

• On the London exchange, November 2025 robusta futures increased 2.45% (up 101 USD/ton) to 4,219 USD/ton.
• The January 2026 contract added 2.6% (up 106 USD/ton) to 4,185 USD/ton.

On the New York exchange:

• December 2025 arabica futures surged 5.31% (up 18.6 US cents/pound) to 368.75 US cents/pound.
• March 2026 contracts climbed 4.18% (up 14 US cents/pound) to 349.05 US cents/pound.

According to Reuters, next week’s meeting between U.S. President Donald Trump and Brazilian President Luiz Inácio Lula da Silva will be closely monitored, as the U.S. 50% tariff on Brazilian coffee could be reconsidered. This signals a potential improvement in relations between the two leaders, though it remains uncertain whether a coffee-related trade agreement can be reached.

Inventory Decline Boosts Market

Traders reported a sharp drawdown in ICE-certified arabica stocks, which provided strong market support. More than 40,000 bags were withdrawn from exchange warehouses over the past two days.

• ICE arabica inventories fell to 601,717 bags as of September 24, the lowest in 17.5 months.
• ICE robusta stocks dropped to 6,464 lots at the end of last week, the lowest in nearly two months.

Brazilian Coffee Consumption Weakens

The Brazilian Coffee Industry Association (ABIC) announced that domestic retail coffee sales in the first eight months of 2025 fell 5.41% compared to the same period last year, as high prices weighed on consumption.

According to ABIC data, total sales volume during this period reached 9.56 million 60-kg bags.

EU Considers Delaying Anti-Deforestation Law

European Union Environment Commissioner Jessika Roswall told Bloomberg that the European Commission, the bloc’s executive body, will seek to postpone once again the implementation of its landmark anti-deforestation regulation (EUDR).

Roswall explained that the Commission will propose a one-year delay due to technical concerns. Once proposed, EU member states and the European Parliament will negotiate the final framework, potentially opening the door for further revisions.

She stressed that compliance requires advanced monitoring systems, strict enforcement with penalties, and accurate data collection to trace agricultural goods back to their plots of origin.

“Although we have tried to simplify, it cannot be implemented without disruptions for businesses and supply chains. We are concerned about IT systems, as the volume of data being fed into them is enormous. That is why we will propose another one-year delay,” Roswall said.

The regulation seeks to prevent deforestation linked to key imports such as rubber, coffee, soybeans, and beef. However, it has faced heavy criticism both within and outside the EU for being overly bureaucratic and burdensome for smallholder farmers.

Originally slated to take effect at the end of 2024, the law was postponed by 12 months to ease concerns. Another delay would push implementation to late 2026.

EU-Indonesia Trade Deal Completed

Meanwhile, the EU and Indonesia have officially concluded negotiations for the EU-Indonesia Comprehensive Economic Partnership Agreement (CEPA). This is the EU’s third trade pact with Southeast Asia, following agreements with Singapore and Vietnam.

The agreement is expected to mitigate risks from global trade disputes. Around 80% of Indonesian exports to the EU will become tariff-free once the deal takes effect.