Vietnam coffee prices fall as robusta supply stays tight

Prices in the Central Highlands ranged from 93,200 dong to 94,000 dong a kilogram, with Dak Nong at the top end and Lam Dong at the low end. The decline came a day after prices rose 1,000 dong, underscoring how sensitive the market remains to small changes in availability as farmers hold back beans and wait for better levels.

Internationally, robusta futures were mixed, with the November 2026 London contract edging up 0.09% to $3,448 a ton while January 2027 eased 0.56% to $3,403. Arabica prices in New York fell about 1%, showing that the broader coffee market is still searching for direction after a recent recovery.

The bigger issue for investors is that Vietnam’s softer price does not yet signal a clean shift into surplus. Brazil has been shipping more robusta, including a 66% jump in Conilon exports in the first two months of the new season, which could pressure Vietnamese beans in export markets. At the same time, Indonesia’s exports have slowed, and traders are watching weather closely for any disruption to supply from Southeast Asia to Latin America.

That mix leaves coffee prices caught between competing forces: seasonal supply from Vietnam, aggressive Brazilian exports, steady demand into the colder months in the US, Europe, Canada and Japan, and the risk of weather shocks later in the year. For producers, the key question is how quickly the new crop reaches the market. For roasters and traders, it is whether the current dip is a pause or the start of a deeper correction.