California Ag Network

Tag: Almond Exports

  • Almond Market Looks Strong Going Into 2027

    The almond industry is entering the new crop year from a solid position according to a recent market update from Blue Diamond Growers. This is thanks in no small part to exports to India.

    The 470.7-million-pound carry-in (of which only 447.1 million pounds is estimated as edible) is down from prior year and confirms the tightness in supply from one crop to the next. Downward pressure on crop potential and overall supply and demand fundamentals continue to support a stable-to-firm market outlook. Export demand remains healthy with the coming weeks expected to provide clarity on crop size, kernel sizing, and the degree to which rapidly appreciated pricing can be absorbed by end markets.

    The 2026 crop year started on a positive note, meeting strong industry expectations. August shipments totaled 190 million pounds. Exports reached 143.2 million pounds, an increase of 31%, while the domestic market shipped 46.8 million pounds at a modest -3.3% decrease versus last year. With six of the last seven last months’ total shipments outpacing previous year, the industry continues to experience strength in global demand.

    India was the clear standout in August, receiving 44.3 million pounds, up approximately 170% from 16.4 million pounds last year. The increase reflects stronger replenishment ahead of the festival season and a normalization from the unusually low August 2025 shipment level. The magnitude of the increase is notable given elevated pricing and confirms India’s continued importance as the primary outlet for California inshell almonds. Local consumption will become increasingly important ahead of festival season as buyers will begin to replenish stocks that dwindled at the end of the 2025 crop year.

    August domestic shipments totaled 46.8 million pounds, down 3.3% year over year. While this may not have been the start to the year the industry had hoped for, the improvement in shipment performance over the last six months provides optimism that the market has stabilized. As prices rose over the last month, purchasing activity slowed and shifted to closer, strategic locations. This cautious approach is expected to continue. Looking ahead, domestic demand is expected to remain steady, with a pipeline of commitments providing support for shipments in the next few months.

    The 2026 crop is progressing rapidly with current receipts for August coming in at 401.9 million pounds. The pacing of receipts is 55% above August 2025 due to harvest beginning approximately 2 weeks earlier than prior year. The increase in receipts over last year is not a reflection of projected crop receipts for 2026.
    Nonpareil and Independence varieties are largely harvested with pollinizer varieties following closely behind. In some of the most advanced areas, growers have completed orchard harvest activities and are focusing on post-harvest practices and minimizing water stress to support next season’s crop.

    Current Nonpareil reject levels are the lowest in several years, though ticking up slightly, driven by a third flight of navel orangeworm. Independence rejects are trending higher than last year, mainly due to brown spot from leaf-footed plant bugs.

    Yields are variable in Nonpareil and Independence depending on the region. Speculation on smaller kernel sizes coming into harvest are beginning to be realized. Yields in Nonpareil and Independence receipts are signaling a lower 2026 crop than 2025, as forecasted. There is continued downward pressure on crop potential, which will be informed by pollinizer varieties that hullers are beginning to process. Next month’s report may reflect further shifts to the forecast as pollinizer volume comes in and is accounted for.

  • Baking Innovations in Mexico Incentivize Almond Exports

    Mexico has been a market of interest for California almond growers for many years, importing 33.5 million pounds last year — up 8% from the year prior — with California almonds holding a 99% market share. Along the way, the strategy for reaching consumers and food professionals has evolved alongside the market itself.

    Earlier efforts focused on building awareness and familiarity among consumers through the ¡Ponte Almendra! campaign, introducing almonds as a nutritious and versatile food. Those programs helped establish a foundation for the category and positioned almonds as a recognizable ingredient among Mexican consumers.

    Today, the Almond Board of California’s (ABC) efforts in Mexico are centered on a different opportunity: the country’s bakery industry. That shift is grounded in market research and analysis commissioned by ABC, which identified Mexico’s bakery sector as a strong short-term growth opportunity for California almonds.

    The work extends beyond traditional marketing. ABC is also creating opportunities for bakery professionals to connect more closely with California almonds through educational programming, chef engagement and industry events. This includes participation in leading bakery trade shows such as ExpoPan and MexiPan, where bakers can see new applications for almonds and learn how the ingredient can be incorporated into a wide range of products. Planned activities also include bringing influential bakery professionals and industry partners closer to the California almond story through programs that highlight how almonds are grown and produced.

    At the heart of the strategy is a simple goal: helping make almonds a more frequent ingredient choice in one of Mexico’s largest food categories. Every time a bakery introduces an almond-filled pastry, a sweet bread topped with sliced almonds or a new premium product featuring almond ingredients, almonds become part of consumers’ everyday purchasing decisions. Those choices create opportunities for repeat use and long-term category growth.

    Across Mexico, bakery professionals are responding to changing consumer preferences, introducing more premium products, experimenting with new flavors and formats, and blending traditional Mexican bakery with influences from Europe and other global baking trends. As bakeries look for ways to elevate their offerings and differentiate themselves in an increasingly competitive marketplace, almonds are well positioned to play a larger role.

    To support that opportunity, ABC has shifted its focus toward engaging directly with bakery professionals through trade marketing, industry partnerships and targeted outreach. Marketing efforts now include bakery-focused advertising, media relations and digital communications. The messaging centers on the role almonds can play in enhancing baked goods through flavor, texture, visual appeal and versatility, whether they are used as toppings, inclusions, fillings or ingredients in specialty formulations.

    Mexico’s bakery sector continues to innovate, and ABC sees an opportunity to ensure California almonds are part of that evolution. By staying engaged with the professionals developing new products, influencing ingredient decisions and shaping consumer trends, ABC is working to position almonds as a valued ingredient in the next generation of Mexican baked goods. The result is a strategy focused not only on increasing awareness, but on creating lasting demand by encouraging greater almond usage throughout the bakery category and strengthening the connection between California almonds and one of Mexico’s most important food industries. — Story contributed by the Almond Board of California

  • EU Opens New 0% Tariff Rate Quota for U.S. Almonds

    California almond exporters have a new opportunity in one of the world’s largest premium food markets following the European Union’s approval of a new duty-free tariff rate quota (TRQ) for U.S. almonds.

    The measure is part of the recently finalized EU-U.S. trade agreement, which expands market access for several U.S. agricultural products through zero-duty tariff rate quotas. For almonds, qualifying shipments can now enter the European Union at a 0% tariff until the quota is filled, providing a more competitive position for U.S. almonds in the marketplace. The new regulations are scheduled to remain in effect through the end of 2029.

    The announcement brings welcome certainty after months of escalating trade tensions. Earlier this year, the European Union had proposed a 25% retaliatory tariff on a range of U.S. products in response to broader U.S. trade actions. While almonds were discussed as part of those potential countermeasures, the tariffs were repeatedly delayed as negotiations continued, creating uncertainty for exporters serving European customers.

    Prior to the new agreement, U.S. almonds generally entered the EU under the bloc’s existing tariff structure, including limited tariff-rate quotas that offered reduced-duty access for specified volumes. The new agreement expands preferential access by establishing a dedicated 0% tariff rate quota for eligible U.S. almond exports, improving market access and helping maintain the competitiveness of California almonds in Europe.

    For California’s almond industry, the development reinforces the value of stable trade relationships. The European Union remains an important destination for California almonds, where demand for nutritious snack foods and food ingredients continues to support long-term consumption. Lower import costs under the new quota can help strengthen the industry’s position with European manufacturers, retailers and consumers while reducing the uncertainty that has surrounded transatlantic trade discussions over the past year. — Story provided by the Almond Board of California

  • Almond Board of California Looks to Improve India Marketing Strategy

    India remains the most important export market for California almonds, making it central to the industry’s long-term outlook. After reviewing how the market is changing, the Almond Board of California (ABC) concluded that past approaches alone will not be enough to fuel future growth. To meet long-term demand goals, the industry must reposition almonds for a new generation of Indian consumers.

    A High-Value Market with More Room to Grow

    India already has a strong almond consumption base. Almonds are widely recognized, associated with nutrition and consumed by more than half of households in some form.

    But that strength does not mean the market is saturated. Consumption varies sharply by region, with lower penetration in parts of the country, especially in the South. That gap points to opportunity. Future growth will come from reaching new consumers, new regions and new occasions.

    For growers, expanding total demand matters because broader consumption helps support long-term market stability and value.

    Identifying the Barriers to Continued Growth

    ABC research shows that almonds still hold a strong position in India, but perception challenges are beginning to limit growth. Among non-users and light users, three barriers stood out: low excitement, weak differentiation and limited understanding of why almonds deserve a place in everyday diets.

    Many consumers see almonds as dependable but somewhat dated. Some view them as interchangeable with other nuts, while others are unclear on how almonds fit into modern daily routines, especially in newer markets.

    That makes this a critical moment. A product that is widely known can still lose relevance with younger consumers if the industry does not actively refresh how it is positioned.

    A Rapidly Changing Consumer Landscape

    India’s consumer landscape is evolving. It is home to a young population, rising digital engagement and increasingly urban lifestyles that are reshaping how people discover and buy food.

    Younger consumers are influenced by health goals, personal ambition and digital culture. They are less responsive to traditional messages and more drawn to brands that feel modern, useful and relevant to everyday life.

    For almonds, that creates both risk and opportunity. Legacy messaging is losing strength, but a large, increasingly affluent population still offers major growth potential if almonds are positioned in a way that resonates now. — Story contributed by the Almond Board of California

  • Blue Diamond Releases May Market Update

    April shipments from Blue Diamond Growers totaled 219.8 million pounds, within industry expectations at an 8.8% decline year over year on the heels of the last two strong shipment reports. April exports reached 167.3 million pounds, down 10.9% from prior year but continue to surpass last year’s pace by 1.3% at 1.55 billion pounds. Domestic shipments for April were mostly flat at 1.3% behind prior year. Domestic year-to-date shipments remain behind at 444 million pounds, down 14.4%. Total industry shipments through April stand at 1.99 billion pounds, down 2.7% versus last year.

    Shipments

    India: For the month of April, India imported 31.6 million pounds, a reduction from last year’s 45.9 million pounds. Compared to last year, the gap has widened to 8%. The market has taken a step back as warmer temperatures have reduced local consumption. India remains a strong player for global inshell consumption and will need to re-engage to secure inventories ahead of new crop supply.

    China/Hong Kong/Vietnam: April 2026 shipments to China/Hong Kong totaled 3.7 million pounds, marking a 110% increase compared to prior year. Shipments to Vietnam reached 4.8 million pounds, down 34% for the month and up 46% year to date. Combined shipments to these regions increased 2.65% year to date.

    Europe: Europe took a slight step back this month, with its growth rate declining year over year from 7% to 4%. The market continues to be a solid performer and reliable outlet for California almonds. Buyer mentality has not changed all year. Calculated and cautious buying activity should be expected to continue through the end of the crop year, with many beginning to shop for new crop coverage. Spain (+17%), Italy (+9%) and Germany (+4%) continue to lead the region’s growth.

    Middle East: The region continues to be hampered by the conflict with Iran. Buyers in the Persian Gulf region continue to take a wait-and-see approach with little appetite for risk. Demand is still present across the region, but logistical challenges and increased transportation costs make it difficult to take positions. Trade flows continue to evolve with new destinations now serving as trade hubs with Dubai unable to participate. Turkey continues to show strength, up 35%, while Pakistan, now up 202%, has emerged as a new throughput option to service the region’s demand. Trade will always find a way if buyers want to engage, but until a resolution is reached, the industry will continue to define a new normal over the coming weeks and months.

    Domestic: The domestic market shipped 52.6 million pounds, resulting in a decrease of 1.3%. April was the second largest shipment month of this crop year, bringing the market year-over-year decrease to 14.4%. Softer monthly sales have led to forward commitments declining by 5.2%. After a long period of steep declines, it appears the domestic market is maintaining its new monthly shipping average just shy of 50 million pounds. With forward commitments of 199 million pounds, this market is well positioned to match prior year’s final quarter shipments of approximately 152 million pounds.

    Commitments

    Total commitments currently stand at 517 million pounds, trailing last year by 1.6%. New sales for the month were subdued in anticipation of the Subjective Estimate and totaled 160.7 million pounds, down from 192.5 million last year. The domestic market secured 39.9 million pounds, while exports added 120.8 million pounds of new coverage. Total commitments for the domestic market are now at 199.6 million pounds while exports have reached 317 million pounds. With softer sales for the month, uncommitted inventory is currently up 4.2% at 605.8 million pounds versus 581.5 million pounds prior year.

    Crop

    The 2025 crop receipts are trickling in with just 4 million pounds added in April, bringing the receipts to approximately 2.69 billion pounds.

    Blue Diamond’s May 9, 2026 Crop Estimate Report projects a California almond crop ranging between 2.675 and 2.72, with a center point of 2.69 billion pounds. The overall estimate reflects a balanced but cautious outlook acknowledging weather impacts, orchard abandonments and summer conditions which determine whether the crop reaches projected potential. The Blue Diamond crop estimate is closely aligned with similar estimates by the USDA Subjective Estimate (2.7 billion pounds) and others in the industry. We will continue to share crop updates in our June Market Report and our July Crop Forecast Report to provide a more precise forecast as we progress through harvest.

  • Almond Board of California Releases Market Update

    The Almond Board of California released its March position report on April 10, showing that industry shipments totaled 258 million pounds. Blue Diamond Growers notes that this is an increase of 16.5% year over year, surpassing expectations. March exports were up 21% compared to last year at 2025.2 million pounds. Export shipments are surpassing last yers pace, leading by 3% at 1.38 billion pounds and domestic shipments for March came in at 1.9% ahead from last year.

    “While domestic year-to-date shipments remain behind at 391 million pounds, down 15.9%, the increase this month is worth celebrating after months of softer results. Total industry shipments through March stand at 1.78 billion pounds, down 1.9% versus last year,” Blue Diamond Growers wrote in its March Almond Market Update. “The California almond industry has shown resilience and strong performance despite logistical delays associated with the ongoing conflict in the Middle East. With concern around Australian crop quality due to late season rainfall, we may see additional opportunities for California almonds ahead.”

    The March shipment performance confirmed an effectively functioning market, with global demand continuing to absorb supply. Export markets remain the primary driver, supported by consistent movement into Europe, Southeast Asia and the Middle East, despite recent disruptions. This includes 39.2 million pounds shipped to India. China/Hong Kong, also saw a 123% increase to 4.1 million pounds following last year’s tariffs. Shipments to Vietnam were at 5.6 million pounds, an 8.5% increase.

    The Middle East remains difficult, with reduced activity in the United Arab Emirates, but Turkey has seen an increase of 30% and Pakistan has seen an increase of 170%, indicating that demand is being redistributed rather than eroded.

    “The conflict in Iran has been a concerning factor for the industry for over a month. The March report serves as proof that demand across the Middle East remains intact as the region took 21.9 million pounds for the month. The current geopolitical conditions have introduced disruptions and logistical challenges to traditional trade flows in the Persian Gulf,” the Blue Diamond update read. “Saudi Arabia is also expected to act as an alternative routing option to supply regional buyers. The region remains a key demand center with creative execution strategies, and the normalization of logistics is expected to support future activity.”

    The market in Europe remains steady, with year-to-date shipments tracking ahead of 2025 by 7%.

  • Almond Board of California Gets Major Win in Japan Exports

    The Almond Board of California has reached an alignment with the USDA and the Japanese government on a pre-test protocol for aflatoxin in almonds. This will allow for easier shipping of almonds to Japan. Julie Adams from the Almond Board of California speaks about it with Matthew Malcolm on California Ag Network. Watch this quick video and learn more in Pacific Nut Producer Magazine.

  • Almond Board Guides Industry Recovery with 3rd Largest Shipping Year

    The California almond industry experienced its 3rd highest shipping year ever in conjunction with the Almond Board of California’s 75th anniversary as a Federal Marketing Order. At the Almond Conference in Sacramento, President/CEO Clarice Turner spoke with Matthew Malcolm on California Ag Network to discuss current almond supply and demand dynamics and the Board’s role in creating a healthier future in the California almond industry.

  • Almond Market Concerns Loom, and Not Just Retaliatory Tariffs

    Just as the market for California almonds was beginning to look brighter, concerns for the impact of retaliatory tariffs under President Trump 2.0 have brought a lot of uncertainty to growers that rely so heavily on a healthy export market. Roland Fumasi, the North American Head of RaboResearch Food & Agribusiness met with Matthew Malcolm on California Ag Network to share Rabobank’s almond market forecast and an additional concern just as threatening to the near-term success of the industry as the looming retaliatory tariffs. Watch this brief interview and learn more in Pacific Nut Producer Magazine.

  • The California Almond Industry’s #1 Export Market Experiences Exponential Growth

    While China used to be the #1 export destination for California almonds, India has quickly risen to the top with tremendous opportunities for growth. Pacific Nut Producer Editor Matthew Malcolm met with Emily Fleischmann and in-country representative Sudarshan Mazumdar from the Almond Board of California to discuss recent marketing successes and the industry’s continued investment in India. Watch this brief interview and read more about it in Pacific Nut Producer Magazine.