Coffee Market Intelligence
RC Robusta — Weekly Report
ICE EU Commitments of Traders · Agro-Climatic Conditions · Vietnam · Brazil Robusta · Indonesia
Week of May 08, 2026 COT data through 05/05/2026 · RC 3689 $/t (2026-05-14)
Weather through May Dkd 1, 2026
Also from SoftSignal: KC Arabica — Weekly Report → Coffee Supply & CONAB Estimates →
Coffee Market Intelligence — RC Robusta — May 08, 2026 Data through: COT: 05/05/2026 · Weather: May Dkd 1 Source: SoftSignal Research | https://reports.getsoftsignal.com/2026/robusta_coffee_report_550d621e.html COT POSITIONING — RC ROBUSTA (ICE EU): Managed Money +8,922 lots 46th pct neutral Open Interest 103,577 lots 11th pct CROP WATER STRESS — CWSI DEVIATION: Vietnam -1.00 Below Normal — Good Conditions Brazil Robusta -0.80 Below Normal — Good Conditions Indonesia Robusta -0.94 Below Normal — Good Conditions
At a Glance
All readings as of most recent available data
MM Net Position
+8,922 lots
Managed money long minus short · 46th pct since 2011
46th pct
Commercial Net
-7,975 lots
Producers & merchants net · 49th pct
49th pct
Open Interest
103,577 lots
Total futures open interest
11th pct
Vietnam
-1.00
CWSI Dev — May Dkd 1
Below Normal — Good Conditions
Brazil Robusta
-0.80
CWSI Dev — May Dkd 1
Below Normal — Good Conditions
Indonesia Robusta
-0.94
CWSI Dev — May Dkd 1
Below Normal — Good Conditions
Market Positioning
ICE EU Disaggregated Commitments of Traders — Robusta Coffee Futures (Liffe)
Managed money is neutral (46th percentile vs. full ICE EU history since 2011), net long 8,922 lots. Note: unlike KC Arabica where commercials reliably run net-short hedges, robusta commercials include active traders who can sit on either side — commercial net position (-7,975 lots, 49th pct) should be read in trend context rather than as a contrarian extreme.

RC Coffee continuous contract ($/t) by week of year. Overlapping years reveal seasonal price trajectory vs prior years.

Managed money net long (long minus short) by week of year — overlapping years since 2011.

Date2026 ('000 lots)2025 ('000 lots)2024 ('000 lots)
Jan3.520.433.3
Jan4.118.134.2
Jan6.919.143.7
Jan14.124.040.7
Feb10.425.844.1
Feb3.626.644.3
Feb2.229.145.9
Feb-0.729.944.0
Mar2.726.938.5
Mar4.425.141.2
Mar-1.924.543.0
Mar3.725.942.1
Mar-0.621.342.7
Apr0.314.543.9
Apr-0.48.939.2
Apr2.510.235.4
Apr12.217.330.1
May8.916.729.5

Commercial net position (producer/merchant long minus short). In the robusta market the commercial category includes active traders who can be net long, so an upward trend here is worth watching rather than mechanically fading.

Date2026 ('000 lots)2025 ('000 lots)2024 ('000 lots)
Jan9.6-17.8-27.2
Jan8.1-12.3-28.6
Jan4.2-15.9-38.0
Jan-6.9-21.4-37.8
Feb-2.6-24.8-42.7
Feb1.5-23.0-43.7
Feb4.3-24.1-46.7
Feb8.9-21.7-43.7
Mar3.4-20.2-37.4
Mar2.8-18.5-41.0
Mar9.2-16.4-44.4
Mar2.2-17.2-43.2
Mar6.4-10.3-44.2
Apr7.0-2.1-46.0
Apr6.12.5-43.0
Apr2.8-0.4-39.6
Apr-8.7-7.5-36.0
May-8.0-5.5-33.3

Total open interest in lots (1 lot = 10 tonnes). Expanding OI on a price move confirms new money entering; declining OI suggests position liquidation.

Date2026 ('000 lots)2025 ('000 lots)2024 ('000 lots)
Jan83.477.7129.4
Jan87.378.8139.6
Jan90.884.1157.4
Jan96.691.2162.1
Feb97.491.4163.4
Feb105.4100.8168.1
Feb109.698.2167.7
Feb96.687.0172.6
Mar101.088.0124.5
Mar101.485.3129.8
Mar109.384.1136.2
Mar106.486.8134.5
Mar111.788.6134.9
Apr112.794.4140.9
Apr115.192.3144.7
Apr104.584.6145.8
Apr104.387.9113.9
May103.690.1111.8
Crop Conditions Overview
CWSI deviation from climatological normal — monthly average, robusta growing regions
Each cell shows the mean crop-water-stress deviation for that month and year. Green = less stress than historical average (favorable) · Red = more stress (drought / heat risk). Vietnam and Brazil robusta have different crop calendars — compare columns within each heatmap rather than across them.

Indonesia Robusta (Lampung / South Sumatra) — harvest May–Sep. Dry season stress Jun–Sep is the key production risk. Most recent dekads are preliminary ERA5/GFS data — subject to revision.

Brazil Robusta (Espírito Santo) — harvest Apr–Aug. Flowering Sept–Oct means stress here impacts next year. Most recent dekads are preliminary ERA5/GFS data — subject to revision.

Vietnam — main crop harvested Oct–Feb. Key stress window: Jul–Sep dry season before flowering. Most recent dekads are preliminary ERA5/GFS data — subject to revision.

Vietnam — Seasonal Detail

CWSI deviation from climatological normal. Vietnam's main robusta crop is harvested October–February (off-season Jul–Sep). The Central Highlands (Dak Lak, Lam Dong) receive most rainfall Apr–Oct. Drought stress in the July–September dry season is the key production risk. Most recent dekads are preliminary ERA5/GFS data — subject to revision.

Dekad2026 (dev)2025 (dev)2024 (dev)
Jan-1-1.000-0.240-1.000
Jan-2-1.000-0.230-1.000
Jan-3-1.000-1.000-1.000
Feb-1-1.000-1.000-1.000
Feb-2-0.690-1.000-1.000
Feb-3-1.300-1.300-1.000
Mar-1-1.000-1.000-1.000
Mar-2-1.000-1.000-1.000
Mar-3-1.000-1.000-2.000
Apr-1-1.0003.000-1.000
Apr-2-1.510-1.380-1.000
Apr-3-5.000-5.000-1.000
May-1-1.000-5.000-5.000
Dekad2026 (fraction)2025 (fraction)2024 (fraction)
Jan-10.3900.4200.370
Jan-20.3700.4100.350
Jan-30.3600.3900.350
Feb-10.3500.3700.340
Feb-20.3400.3600.330
Feb-30.3300.3600.320
Mar-10.3300.3500.320
Mar-20.3300.3400.310
Mar-30.3200.3300.310
Apr-10.3100.3300.300
Apr-20.3100.3200.300
Apr-30.3000.3200.300
May-10.3000.3100.290
Dekad2026 (mm)2025 (mm)2024 (mm)
Jan-10.0000.0000.000
Jan-20.0000.0000.000
Jan-30.0000.0000.000
Feb-10.0000.0000.000
Feb-20.0000.0000.000
Feb-320.00013.7000.000
Mar-10.0000.0000.000
Mar-20.0000.0000.000
Mar-30.0000.0006.300
Apr-10.0005.3000.000
Apr-26.1004.9000.000
Apr-318.00018.4000.000
May-10.00048.90035.300
Dekad2026 (°C)2025 (°C)2024 (°C)
Jan-119.00019.90022.600
Jan-220.90019.40022.300
Jan-320.50020.40022.100
Feb-122.10021.10024.400
Feb-223.00023.10023.900
Feb-324.00022.50024.800
Mar-122.60024.50025.600
Mar-222.80024.00025.500
Mar-325.40024.60026.300
Apr-127.40024.80027.300
Apr-226.30025.90027.900
Apr-325.90026.20029.000
May-125.90025.60026.900

Running count of dekads year-to-date where temperature exceeded the climatological normal. Robusta optimal mean maximum is ~24°C — accumulation above normal is a direct yield drag.

Dekad2026 (dkd)2025 (dkd)2024 (dkd)
Jan-10.0000.0001.000
Jan-20.0000.0002.000
Jan-30.0000.0003.000
Feb-11.0000.0004.000
Feb-21.0000.0005.000
Feb-32.0000.0006.000
Mar-12.0001.0007.000
Mar-22.0001.0008.000
Mar-33.0001.0009.000
Apr-14.0001.00010.000
Apr-25.0002.00011.000
Apr-36.0003.00012.000
May-17.0004.00013.000

Cumulative positive temperature anomaly year-to-date (°C × dekad). Integrates both frequency and magnitude of above-normal heat — robusta yield is ~14% lower per 1°C mean maximum above threshold.

Dekad2026 (°C·dkd)2025 (°C·dkd)2024 (°C·dkd)
Jan-10.0000.0001.300
Jan-20.0000.0002.200
Jan-30.0000.0002.800
Feb-10.1000.0005.200
Feb-20.1000.0005.900
Feb-30.5000.0007.100
Mar-10.5000.3008.500
Mar-20.5000.3009.100
Mar-31.1000.30010.600
Apr-13.3000.30012.700
Apr-24.2000.80015.200
Apr-34.6001.50018.700
May-15.1001.70020.200
Brazil Robusta — Seasonal Detail

CWSI deviation from climatological normal. Espírito Santo produces ~80% of Brazil's robusta. Harvest runs April–August. Flowering in September–October means late-season stress has outsized impact on the following year's crop. Most recent dekads are preliminary ERA5/GFS data — subject to revision.

Dekad2026 (dev)2025 (dev)2024 (dev)
Jan-10.010-0.840-1.310
Jan-20.590-1.7901.840
Jan-3-0.0101.160-2.950
Feb-10.2900.600-0.010
Feb-20.3300.290-0.960
Feb-3-2.2600.590-0.810
Mar-1-0.7201.030-0.040
Mar-2-0.0500.2200.490
Mar-3-0.2100.6500.330
Apr-10.0300.870-0.220
Apr-20.080-0.1000.120
Apr-30.0800.0000.060
May-1-0.8000.1300.130
Dekad2026 (fraction)2025 (fraction)2024 (fraction)
Jan-10.2900.3200.260
Jan-20.2900.3500.290
Jan-30.3100.3500.320
Feb-10.3100.3300.360
Feb-20.3100.3200.360
Feb-30.3200.3000.390
Mar-10.3800.2900.380
Mar-20.3700.2700.360
Mar-30.3700.2700.340
Apr-10.3500.2600.330
Apr-20.3400.2600.320
Apr-30.3200.2600.310
May-10.3100.2600.300
Dekad2026 (mm)2025 (mm)2024 (mm)
Jan-155.20077.00087.100
Jan-227.80097.5000.000
Jan-352.3000.000156.800
Feb-135.3004.50032.100
Feb-222.0000.00071.400
Feb-3117.9000.00055.900
Mar-10.0000.00027.500
Mar-222.2000.0000.000
Mar-324.90013.6005.700
Apr-14.6000.00022.300
Apr-20.00024.6000.000
Apr-30.00011.5000.000
May-10.0000.0000.000
Dekad2026 (°C)2025 (°C)2024 (°C)
Jan-125.00024.90024.700
Jan-224.50023.70026.300
Jan-324.00025.40024.500
Feb-125.40025.00024.600
Feb-224.80025.80024.500
Feb-323.50025.60024.400
Mar-124.80025.20025.400
Mar-224.70026.70026.200
Mar-323.60025.40025.500
Apr-124.20025.20024.800
Apr-223.70024.80024.400
Apr-323.80024.60024.400
May-123.70022.70024.100

Running count of dekads year-to-date where temperature exceeded the climatological normal. Robusta optimal mean maximum is ~24°C — accumulation above normal is a direct yield drag.

Dekad2026 (dkd)2025 (dkd)2024 (dkd)
Jan-11.0001.0001.000
Jan-21.0001.0002.000
Jan-31.0002.0002.000
Feb-12.0003.0002.000
Feb-23.0004.0002.000
Feb-33.0005.0002.000
Mar-14.0006.0003.000
Mar-25.0007.0004.000
Mar-35.0008.0005.000
Apr-16.0009.0006.000
Apr-26.00010.0007.000
Apr-37.00011.0008.000
May-18.00011.0009.000

Cumulative positive temperature anomaly year-to-date (°C × dekad). Integrates both frequency and magnitude of above-normal heat — robusta yield is ~14% lower per 1°C mean maximum above threshold.

Dekad2026 (°C·dkd)2025 (°C·dkd)2024 (°C·dkd)
Jan-10.5000.4000.200
Jan-20.5000.4002.000
Jan-30.5001.2002.000
Feb-11.2001.5002.000
Feb-21.3002.6002.000
Feb-31.3003.3002.000
Mar-11.5003.9002.800
Mar-21.7006.1004.500
Mar-31.7007.3005.800
Apr-11.8008.4006.500
Apr-21.8009.5007.200
Apr-32.20010.7008.200
May-13.00010.7009.400
Indonesia Robusta — Seasonal Detail

CWSI deviation from climatological normal. Indonesia is the world's third-largest robusta producer. Lampung (South Sumatra) and Flores are the key growing regions. Main harvest runs May–September. The dry season (June–September) during cherry development is the primary weather risk. Most recent dekads are preliminary ERA5/GFS data — subject to revision.

Dekad2026 (dev)2025 (dev)2024 (dev)
Jan-1-0.330-1.6001.500
Jan-2-0.8700.3602.780
Jan-3-2.4200.280-1.200
Feb-10.160-3.7500.790
Feb-20.5001.2901.690
Feb-3-2.0202.680-0.150
Mar-1-0.8401.7101.770
Mar-2-1.3600.290-3.140
Mar-3-2.650-2.040-1.880
Apr-10.5600.0300.690
Apr-2-1.1103.400-0.020
Apr-30.040-3.1503.070
May-1-0.940-5.000-2.880
Dekad2026 (fraction)2025 (fraction)2024 (fraction)
Jan-10.4500.4300.420
Jan-20.4400.4400.460
Jan-30.4300.4600.440
Feb-10.4400.4200.460
Feb-20.4500.4100.450
Feb-30.4400.4600.450
Mar-10.4300.4600.460
Mar-20.4400.4500.430
Mar-30.4300.4200.390
Apr-10.4400.4400.420
Apr-20.4500.4600.450
Apr-30.4500.4400.460
May-10.4400.4000.440
Dekad2026 (mm)2025 (mm)2024 (mm)
Jan-189.40054.900141.400
Jan-275.70094.500139.800
Jan-354.200109.20075.600
Feb-1101.90023.700118.300
Feb-2105.000121.800127.800
Feb-332.200132.20085.000
Mar-120.000153.800152.800
Mar-274.900104.90017.500
Mar-336.80059.40064.300
Apr-1118.000102.100120.800
Apr-272.400147.70087.500
Apr-385.00047.000103.400
May-114.80021.00055.300
Dekad2026 (°C)2025 (°C)2024 (°C)
Jan-124.50025.10025.300
Jan-224.50024.80025.100
Jan-324.70024.60025.800
Feb-124.60025.50025.300
Feb-224.80025.10025.700
Feb-325.40024.60025.800
Mar-125.00025.20025.600
Mar-225.20024.90026.100
Mar-325.50025.70026.200
Apr-125.30025.20026.000
Apr-225.50025.10026.000
Apr-325.80025.40026.000
May-125.90026.10026.100

Running count of dekads year-to-date where temperature exceeded the climatological normal. Robusta optimal mean maximum is ~24°C — accumulation above normal is a direct yield drag.

Dekad2026 (dkd)2025 (dkd)2024 (dkd)
Jan-10.0001.0001.000
Jan-20.0002.0002.000
Jan-31.0002.0003.000
Feb-11.0003.0004.000
Feb-21.0004.0005.000
Feb-32.0004.0006.000
Mar-13.0005.0007.000
Mar-24.0005.0008.000
Mar-35.0006.0009.000
Apr-16.0007.00010.000
Apr-27.0007.00011.000
Apr-38.0008.00012.000
May-19.0009.00013.000

Cumulative positive temperature anomaly year-to-date (°C × dekad). Integrates both frequency and magnitude of above-normal heat — robusta yield is ~14% lower per 1°C mean maximum above threshold.

Dekad2026 (°C·dkd)2025 (°C·dkd)2024 (°C·dkd)
Jan-10.0000.6000.800
Jan-20.0000.8001.300
Jan-30.1000.8002.500
Feb-10.1001.7003.200
Feb-20.1002.0004.100
Feb-30.7002.0005.100
Mar-10.8002.3005.800
Mar-21.1002.3007.000
Mar-31.6003.0008.200
Apr-11.9003.2009.200
Apr-22.3003.20010.100
Apr-32.9003.40010.900
May-13.6004.30011.800
Origin Deforestation Risk
GFW GLAD alerts · Vegetation stress · Supply chain data — Robusta growing regions
Deforestation risk index for each robusta growing region, combining Global Forest Watch GLAD deforestation alert area, CWSI vegetation stress, and Trase supply chain data. This index reflects regional land-use pressure — not your specific supplier's compliance status. Source: Global Forest Watch, Trase.earth, ERA5-Land.
Vietnam
73 / 100
Risk Index · High
GLAD alerts: 350,972 ha
Brazil Robusta
76 / 100
Risk Index · High
GLAD alerts: 4,375,196 ha
Indonesia
88 / 100
Risk Index · Critical
GLAD alerts: 3,468,605 ha

Risk index (0–100) combining GFW GLAD alert area, CWSI vegetation stress, and Trase supply chain data. Red line = High threshold (60). Gold line = Moderate threshold (40). Higher score = greater deforestation pressure in the production region.