Fall in external demand pressures orange juice prices

The orange juice market started the 2025/26 crop year under pressure, with falling prices on the New York Stock Exchange due to weakening international demand and slower export pace. According to an analysis by Itaú BBA, the contraction in shipments to the United States and the European Union reduced the industry's need to buy oranges, reflecting a more cautious scenario in the short term. On the New York Stock Exchange, concentrated frozen orange juice accumulated a 12% drop in the last 30 days, closing on December 10 at USD 2,127.1 per ton. In the same period, the price of a box of oranges intended for the industry fell by 18%, to R$ 37.35, signaling lower appetite from processors amid weaker demand. In the physical market, exports totaled 62 thousand tons in FCOJ equivalent, a 20% drop compared to the previous year and a 25% drop compared to the previous month. The United States, which had been buying volumes higher than 2024 since July, reduced shipments by 15% on an annual ...