Peanuts Market Preview: Anticipating Softer Prices Amid Harvest and Weak Demand

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The global peanuts market is entering a period of cautious trading as the harvest season in India and other major producing regions approaches. Despite steady arrivals at key hubs like Keshorai Patan, demand has softened markedly, with buyers and stockists holding back in anticipation of new crop arrivals and possibly lower prices. Over the past sessions, prices fell modestly – for example, from $9.06/kg to $9.00/kg in the local Indian market. Traders report that processors are largely sitting on the sidelines, waiting for clearer signals on both crop size and quality. Favorable weather in India is further bolstering expectations of a smooth harvest, potentially leading to increased supplies and additional price pressure.

Global market sentiment remains muted as exporters also report sluggish trading conditions and tightening margins. Key varieties such as Indian Java and Bold types posted minor declines across multiple grades and delivery terms. Internationally, Brazilian raw peanuts continue to command a premium but are not immune to broader market softness. Buyers are advised to monitor inventories carefully as the harvest unfolds and to be ready to act when short-term oversupply conditions abate. In summary, the peanuts market appears set for a phase of price softness in the immediate term, but much will depend on the final outcomes of the Indian harvest and any late-season weather disruptions.

📈 Prices

Type Origin Location Delivery Term Price (EUR/kg) Prev. Price (EUR/kg) Date WoW Change (%) Market Sentiment
Roasted split 60/70/80 IN New Delhi FOB 1.09 1.11 2025-10-03 -1.8% Bearish
Birdfeed IN New Delhi CFR 0.99 1.01 2025-10-03 -2.0% Bearish
Raw BR Brasília FOB 1.24 1.26 2025-10-03 -1.6% Weak
Java 70-80 IN New Delhi FOB 0.98 1.00 2025-10-03 -2.0% Bearish
Java 60-70 IN New Delhi FOB 0.96 0.98 2025-10-03 -2.0% Bearish
Java 50-60 IN New Delhi FOB 1.04 1.06 2025-10-03 -1.9% Bearish
Bold 60-70 IN New Delhi FOB 0.96 0.98 2025-10-03 -2.0% Bearish
Bold 50-60 IN New Delhi FOB 0.98 1.00 2025-10-03 -2.0% Bearish
Bold 40-50 IN Gujarat – Gondal FOB 1.00 1.02 2025-10-03 -2.0% Bearish

🌍 Supply & Demand

  • Arrivals: Steady with ~10 truckloads daily in Keshorai Patan.
  • Demand: Cautious, with buyers and processors waiting for fresh harvest and price clarity.
  • Exports: Indian offers remain competitive internationally, though Brazilian raw commands premium.
  • Inventories: Reported as sufficient, but pressure expected to rise if arrivals accelerate.
  • Market Mood: Risk-averse, with most traders on hold ahead of harvest outcome.

📊 Fundamentals & Market Drivers

  • Price pressure likely to persist in the near term due to upcoming harvest and low buying interest.
  • Global stocks comfortable, though destination markets in China, the EU, and Southeast Asia are tracking Indian crop prospects closely.
  • No reported major logistical bottlenecks or supply chain issues.
  • Speculative interest remains low, as evidenced by lackluster trading volumes.

🌦️ Weather Outlook & Crop Prospects

  • India: Weather in Gujarat and other major regions remains favorable, supporting expectations of a robust harvest. No reports of adverse weather affecting yields.
  • Brazil, Africa: Off-season in Brazil, but weather conducive for next sowing. African crops progressing as expected.
  • A stable weather pattern is forecast for the next week, reducing yield risk for maturing crops.

🌏 Global Production & Stocks

Country 2024/25 Production (Est. million MT) 2024/25 Exports (million MT) Comments
India 6.8 0.9 Solid harvest expected, exports to China, Vietnam steady
China 16.6 0.6 World’s top producer, largely for domestic use
USA 2.8 0.5 Exports stable, mostly to EU/Canada/Mexico
Brazil 3.1 0.35 Raw peanut exports remain competitive
Nigeria 3.0 0.02 Primarily for domestic/West African market

🔎 Peanuts Market Comparison: Last Report vs. Current

  • Price Trend: Continued softening vs. last report, reflecting similar themes (harvest, weak demand).
  • Market Mood: Traders remain risk-averse, reinforcing a narrative of wait-and-see caution.
  • External Drivers: No significant new disruptions, with weather remaining supportive in most origins.

📆 Trading Outlook & Recommendations

  • Procurement teams should delay major purchases until post-harvest price signals emerge.
  • Stockists may look to reduce inventory ahead of anticipated new crop influx.
  • Exporters might need to offer discounts or incentives to clear stocks pre-harvest.
  • Monitor Indian weather and arrival pace closely for any late surprises that could shift the market.
  • Mid-term outlook: Prices likely to hover at current/lower levels before any stabilization with demand recovery in late October.

⏳ 3-Day Regional Price Forecast

Market Current Price (EUR/kg) 3-Day Forecast (EUR/kg) Direction
IN Delhi (Roasted split) 1.09 1.08 – 1.09 Sideways/soft
IN New Delhi (Java/Bold) 0.96-0.98 0.95 – 0.97 Soft
BR Brasília (Raw) 1.24 1.23 – 1.24 Sideways/weak

For detailed price movements and offers see the chart below: