-15 JULY 2025-
NIS activity ticks up as buyers and sellers recalibrate strategies amid possible shifting global trade and persistent US tariff headwinds.
📊 Market Highlights
Kernel prices steady despite tariff tremors:
Modest gains in some kernel styles could reveal quiet confidence among sellers as buyers regroup after the US tariff decision.
NIS trade stirs after long quiet spell:
Fresh in-shell activity might be hinting at early demand signals. Could inventory pressures for year-end retail seasons come into play soon?
Price spreads adjust under pressure:
Kernel and NIS spreads show subtle shifts. Could it be signs of a market recalibrating after months of imbalance?
🌍 Global Market Sentiments
Macadamia supply forecasts shift course:
Revised harvest outlooks across key origins raise new questions about availability heading into Q4.
Dominant suppliers under pricing pressure:
Heavy tariffs clash with dominant supply. Will buyers stay or search for friendlier markets?
💱 Freight and Forex Watch🚢
Currencies shrug, but for how long?
Surprisingly stable exchange rates follow the US tariff shock.
Freight costs fall – except where they rise:
Global container rates dip again, but one lane is heating up, signalling trade shifts.
📰 From the Industry
13 July 2025: Unlocking new EU markets for Zim horticulture
10 July 2025: Ramaphosa seeks continued dialogue in US tariff standoff
9 July 2025: Macadamia exporter calls for calm as US tariffs bite
9 July 2025: US tariffs cast long shadow over small SA farming towns
9 July 2025: Agriculture eyes new global links amid geopolitical flux
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Negotiable Single Style Offers Available
| Style | Quantity (kg) | Containers | Avg Opening Price (USD/kg EXW) |
|---|---|---|---|
| Style 1 | 88 452 | 4 | 15.20 EXW |
| Style 1S | 51 030 | 3 | 14.45 EXW |
| Style 2 | 17 010 | 1 | 13.20 EXW |
| Style 4L | 398 034 | 25 | 11.51 EXW |
| Style 4S | 28 350 | 3 | 11.60 EXW |
| Style 5 | 27 670 | 2 | 9.10 EXW |
| Style 6 | 36 742 | 3 | 7.63 EXW |
| Style 7 | 1 361 | 1 | 7.20 EXW |
| Total | 648 648 | 42 | 11.63 EXW |
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Disclaimer:
While we strive to ensure the accuracy and reliability of the information provided in our market review newsletters, we cannot guarantee its completeness or correctness. The data and insights presented are based on the best available sources and our thorough analysis. However, market conditions can change rapidly, and unforeseen factors may impact the accuracy of this information. Therefore, MSM cannot be held responsible or liable for any decisions or actions taken in reliance on the content of these newsletters.