智通财经7月10日电，洲际交易所（ICE）罗布斯塔咖啡价格下跌逾3%，至每吨3339美元。 ...

Core Insights - The introduction of the "Liberation Day" tariff by former President Donald Trump on April 2 significantly impacted international coffee prices, causing the ICO composite indicator price (I-CIP) to drop to 308.93 cents per pound, a four-month low, down 32.59 cents from previous levels [1] - Following the suspension of most tariffs on April 9, the I-CIP price rebounded, indicating the volatility of coffee prices in response to tariff changes [1] - The average I-CIP price for April 2025 was 335.76 cents per pound, reflecting a 3.5% month-over-month decline but a 54.8% year-over-year increase compared to April 2024 [1] Supply Dynamics - The adjustment of coffee futures contracts has introduced new changes in the market, with Vietnam added as a deliverable source for coffee "C" futures contracts, alleviating supply concerns by releasing 37,500 pounds of Arabica washed coffee at a price differential of -600 points [3] - Uncertainty surrounds Brazil's coffee production outlook, with conflicting views: Cooxupé, Brazil's largest Arabica coffee cooperative, warns of negative impacts from ongoing high temperatures and low rainfall, while Brazil's national supply company, Conab, has raised its coffee production forecast for 2025 [3] Export Trends - Coffee bean exports for the 2024/25 season are on a downward trend, with total exports declining for three consecutive months; March 2025 exports totaled 11.64 million bags, down 0.9% from 2024 [4] - Colombia's washed coffee exports surged by 25.3% year-over-year in March, maintaining growth for eight consecutive months, while Robusta coffee exports fell by 8.4% [4] - Overall, March 2025 coffee exports reached 13 million bags, a 0.6% year-over-year increase, but regional performance varied significantly, with South America’s export share dropping to 35.7%, the lowest since June 2023, while Africa saw a remarkable 36.3% increase [5][6]

ICE阿拉比卡咖啡期货累跌10.70%，咖啡"C"期货累跌12.24%。罗布斯塔咖啡期货累跌17.82%。 纽约可可期货累跌2.30%，报8977美元/吨。伦敦可可期货累跌5.69%。 ICE棉花期货累涨0.34%。 周一（6月30日）纽约尾盘，彭博谷物分类指数跌0.32%，报30.0214点，6月份累计下跌2.26%，6月20日 美股开盘之前曾达到31.9429点。 CBOT玉米期货跌0.61%，报4.09美元/蒲式耳，6月份累跌3.37%。 CBOT小麦期货跌0.60%，报5.3750美元/蒲式耳，6月份累跌2.31%。 CBOT大豆期货涨0.27%，报10.2750美元/蒲式耳，月份累涨0.15%；豆粕期货涨0.35%、6月份累跌 6.28%，豆油期货涨0.27%、6月份累涨10.40%。 6月份，ICE原糖期货累跌11.99%，ICE白糖期货累跌1.42%。 ...

ICE阿拉比卡咖啡期货累跌5.19%，咖啡"C"期货累跌3.95%。罗布斯塔咖啡期货累跌2.11%。 纽约可可期货累涨9.52%，报8947美元/吨，持续震荡上行。伦敦可可期货累涨6.88%。 ICE棉花期货累涨3.93%。 本周，ICE原糖期货累计下跌1.37%，周五（6月27日）纽约尾盘报15.88美分/磅；ICE白糖期货累涨 1.89%。 ...

受供应宽松消息影响，国际咖啡价格指数（I-CIP）5月回落至四个月新低。据国际咖啡组织（ICO）最新月度报告，5月I-CIP平均价为每磅334.41美分，创 下自2025年1月以来的最低月均水平，2025年1月四个月均价低点为310.12美分。 当月生豆价格 报告显示，5月，全球经认证的咖啡库存环比增加28.1%，当月库存总量达到927万吨。相比2025年4月，该库存水平增长了约9.4%，显示出主产国与贸易 商在高位价格刺激下加快出货与备货节奏，市场流动性明显提升。 同时，咖啡出口环比亦呈积极态势。2025年4月，全球绿色咖啡出口总量达1020万袋，较上月减少6.8%，但品类与区域结构呈现积极调整： 哥伦比亚水洗咖啡出口达896万袋，同比增长1.1%；其他水洗咖啡出口增长1.5%，达216万袋；巴西日晒咖啡出口则同比大增14.4%，达373万袋； 尽管罗布斯塔出口同比下降5.8%，至398万袋，但整体阿拉比卡出口占比显著提升，2024/25咖啡年迄今阿拉比卡在总出口中的占比由去年同期的59.9%升 至63.3%。 从出口地域看，亚洲、非洲与中美洲等主要产区出口均呈分化修复格局：亚洲出口从1209万袋减少至11 ...

周四（6月19日）欧市尾盘，伦敦可可期货跌4.54%，报5739美元/吨，日内大部分时间低位窄幅震荡。 罗布斯塔咖啡期货跌0.51%。 ...

Core Viewpoint - London Robusta coffee futures have dropped by 4%, reaching $3,988 per ton, marking the lowest level since July 2024, due to improved supply prospects from major producers like Brazil and other exporting countries [1] Group 1 - The decline in Robusta coffee futures indicates a significant market shift influenced by supply dynamics [1] - The price drop to $3,988 per ton reflects a notable decrease in market confidence [1] - Improved supply forecasts from Brazil and other key exporting nations are contributing factors to the price decline [1]

周二（6月17日）纽约尾盘，ICE原糖期货跌3.09%、在周一上涨之后回吐涨幅，ICE白糖期货跌3.21%。 ICE阿拉比卡咖啡期货跌2.62%，咖啡"C"期货跌2.60%。罗布斯塔咖啡期货跌1.15%。 纽约可可期货跌1.36%，报9133美元/吨。伦敦可可期货跌1.64%。 ICE棉花期货跌0.56%。 ...

ICE：投机者6月10日当周所持ICE布伦特原油净多头头寸增加29,159手合约 智通财经6月14日电，洲际交易所（ICE）数据显示，投机者6月10日当周所持ICE布伦特原油净多头头 寸增加29,159手合约，至196,922手合约，创最近十周新高。所持罗布斯塔咖啡净多头头寸增至3,506手 合约，其中空头绝对值达到11,474手合约创大约18个月新高。所持白糖净多头头寸降至5,232手合约，创 16周新低，其中空头绝对值创约四个月新高。所持伦敦可可净多头头寸达到10,590手合约。 ...

洲际交易所（ICE）：投机者6月3日当周所持ICE布伦特原油净多头头寸增加8,813手合约，至167,763手 合约，创逾两个月新高；多头绝对值创逾两个月新高，空头绝对值创大约八个月新高。 所持白糖净多头头寸降至15周新低，空头绝对值创15周新低。 所持罗布斯塔咖啡净多头头寸降至2,979手合约，创两年新低；多头绝对值创逾两年新低，空头绝对值 创约18个月新低。 所持伦敦可可净多头头寸创三周新低。 ...