Ivorian arrivals stayed low, and the price fell anyway.
Ivorian arrivals are 43% behind last year, yet New York stocks have risen by 676,000 bags since July.
Weekly Cocoa & Coffee Report · Edition 17
Fig. — October intraday high and low against the 30 September settlement; the thick mark is the 30 October close. Front-month contracts · Source: Barchart; Lundy Intelligence
Ivory Coast arrivals for 1 to 25 October were 122,453 t, 43 percent behind last year, yet ICE US cocoa stocks have risen by 676,000 bags since July to 3.69 million. In each of the last ten years they fell over the same months. With the warehouses filling, both markets slipped last week, and London closed at GBP 4,143.
October itself was a wide range with little net change: cocoa ended 1.6 percent higher in New York and 3.1 percent higher in London, after a range of up to 18 percent. Coffee lost its supports as Brazil’s real fell about 9 percent on Monday after Lula’s win and Brazilian coffee queued for grading; arabica fell 6.6 percent on the week and robusta reached a two-year low. The full edition covers arrivals, exchange stocks, positioning and the week ahead, including Barry Callebaut’s results on Wednesday.
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Join the distribution list →Practitioner-led market commentary for information only. Not investment advice, issuer-sponsored research or a personal recommendation. Prices are closes on Friday 30 October 2026 from Barchart and the public sources named in the report. Views may change without notice. Lundy may hold interests in subjects covered.