Category: Market Insights

Trade Is Dominating the Conversation, But for Nuts & Dried Fruit, Complexity Is the Real Constraint

Trade has returned to the center of global commodity discussions.Tariffs, geopolitical tensions, and technical barriers are increasingly shaping how agricultural products move across borders, and the nut and dried fruit sector is no exception. In a recent article by the International Nut and Dried Fruit Council, trade is described as dominating the conversation. The sector […]

Spain’s Nut Sector Targets Growth in Europe, But the Data Shows Where the Ceiling Is

Spain’s nut sector has spent the last decade repositioning itself: not only as a producer of Mediterranean almonds, but increasingly as a European hub for processing, distribution, and value-added nut ingredients. The political backdrop matters too. Trade frictions, shifting tariffs, and new export ambitions are now part of the sector’s growth narrative, including Mercosur opportunities […]

Vietnam’s Cashew Market at Year-End: High Throughput, High Costs, and Little Margin for Error

Vietnam closes 2025 with headline numbers that appear reassuring: export volumes remain strong, raw nut inflows are high, and processing capacity continues to operate at scale.Yet the latest VINACAS December 2025 trade statistics show a market that is running hot, not comfortable. Beneath the volumes lies a system facing structurally higher costs, deeper import dependence, […]

Mercosur and the EU Nut Trade: Where the Real Impact Is and Where It Isn’t

With EU member states reportedly moving closer to ratifying the EU–Mercosur trade agreement (NOS), attention is shifting from political feasibility to concrete market impact. The role of Mercosur in global agricultural trade is often discussed in broad macro terms. In the European nut market, however, its impact is highly uneven. While Mercosur is a marginal […]

Vietnam’s Cashew Market Enters a New Phase: Rising Imports, Firm Prices, and a Tighter Margin Equation

Vietnam’s cashew sector is closing 2025 with volumes that look strong on paper, but the latest VINACAS figures reveal a market that is becoming more expensive, more selective, and structurally tighter beneath the surface. November data confirms three parallel trends shaping the end of the year:raw nut imports are rising sharply, average import prices remain […]

The Cashew Market Is Expanding on Two Fronts: Higher Global Output Meets Structural Demand Growth

The global cashew market is entering 2026 with a rare and strategically important combination: rising production volumes alongside structurally strong demand growth. Rather than being driven by short-term price cycles, the current expansion reflects deeper shifts across global production, processing capacity, and end-market consumption, shaping trade flows heading into 2026. Recent data from the International […]

Tanzania’s Cashew Season Accelerates: Fast-Rising Volumes, Uneven Quality, and a Market Adapting to a Record Crop

Tanzania’s 2025/26 cashew season is advancing at a pace that underscores the country’s growing weight in the global RCN landscape. Early auctions have moved substantial volumes in a short period, official projections point toward one of the largest harvests ever recorded, and buyers are navigating the season with unusual caution as both supply and quality […]

West Africa, Vietnam and Cambodia Are Rewriting the Cashew Map

For years, the global cashew trade ran on a simple script. West Africa supplied the bulk of the raw cashew nuts. Vietnam and India imported those nuts, processed them at scale, and set kernel prices for the rest of the world. The money and the margins sat firmly in the midstream. Between 2020 and 2025, […]

Vietnam’s Cashew Trade Rebounds in October — Strong Exports, Surprising Shifts in Raw Nut Supply

Vietnam’s cashew industry entered the final quarter of 2025 with renewed momentum, as October data reveals a powerful rebound in both kernel exports and raw cashew nut (RCN) imports. After a year marked by volatile trade flows, shifting demand patterns, and supply shocks across West Africa, the latest VINACAS figures suggest that Vietnam is stabilizing […]

U.S. Removes Reciprocal Tariffs on Cashews and Other Imported Nuts: What You Need to Know

On November 13, 2025, the United States implemented one of the most significant shifts in agricultural trade policy seen this year. Through an executive action modifying Executive Order 14257, the White House removed the “reciprocal tariff” from a wide range of imported agricultural goods, including cashew nuts, Brazil nuts, macadamias, pine nuts, chestnuts, coconuts, kola […]