| The cashew prices are slightly firmer than a couple of weeks ago, which is mainly because of RCN prices increasing. Quantity and quality of RCN is a bit disappointing and causing the increased prices. As RCN prices are going up, kernel prices followed and it is not expected that this will change in the short term as also the 2nd crop is having question marks in the various growing regions. |
| Also, shipment issues for shipments from Vietnam might push the spot market up even a bit more than the prices on shipment basis. |
| It is our recommendation to be covered until Q2, 2026 and to make sure that one has safety stocks in hand. |
