Q3 cashew kernels procurement window — competitor contract activity
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Hi Eric, following up on my note 'New CNSL plant increases shell supply risk' — Vietnam's cashew exports rose 13.3% to 730,000 tonnes in 2024 and shipments to the Netherlands showed about 14% growth Jan–Oct 2024.
That suggests Dutch buyers are already committing volume, so the window to secure Q3 cashew kernel contracts tied to Tanzanian supply may be shorter than you expect.
It might be worth discussing how this timing shift could affect your Q3 cashew kernels procurement planning — happy to explore that together if you'd like to share where things stand.
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Mario Lee
Senior Account Executive, Tridge
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