In W19 in the peanut landscape, some of the most relevant trends included:
Peanut prices in India continued to decline as of W19, with limited market activity over the past two weeks and there is little expectation of a near-term recovery. Despite prospects of reduced sowing in the upcoming season, downward pressure on prices persists. State governments are gradually releasing stocks, yet buyer interest remains low. Some support is emerging from increasing demand for high-quality varieties, particularly from oil producers.
Peanut producers in Oaxaca are among the beneficiaries of Mexico's 2025 Fertilizers for Well-being Program, which began fertilizer deliveries to nearly 200,000 farmers in the state. Approximately 60,000 metric tons (mt) of fertilizer, split between Diammonium Phosphate (DAP), a widely used phosphorus fertilizer that also provides nitrogen, and urea, a nitrogen-rich fertilizer, will be distributed through 89 centers. Each farmer, including peanut growers, will receive up to 300 kilograms (kg) per hectare (ha) for a maximum of two ha. The program supports key crops, including peanuts, and aims to enhance food self-sufficiency and rural livelihoods through free, direct input distribution.
Peanut planting in Arkansas continues at a gradual pace, with 11% of the crop planted as of W19, according to the United States Department of Agriculture (USDA) data. This marks a 6% increase from the previous week. Emergence remains limited, with only 3% of peanuts emerging. While other major crops such as corn, rice, and soybeans are progressing well and ahead of historical averages, peanut development is still in its early stages.
In W19, United States (US) wholesale peanut prices rose to USD 0.59/kg, reflecting a 7.27% week-on-week (WoW) and 1.72% year-on-year (YoY) increase. This price movement occurs alongside a projected 11% expansion in planted acreage for 2025, reaching 1.95 million acres, driven by reduced profitability in competing row crops and sustained returns from peanut cultivation, particularly in irrigated areas. Georgia leads this expansion with a 12% YoY increase, mirrored across much of the Southeastern US. While current price gains suggest stable demand, the acreage surge and potential for favorable yields raise oversupply concerns. If realized, high production levels and existing carryover stocks could place downward pressure on prices in the latter half of 2025.
In W19, Brazil's peanut prices declined slightly to USD 3.11/kg, down by 0.96% WoW, but still reflecting an 18.25% YoY increase from USD 2.63/kg. This modest weekly drop aligns with strong harvest volumes and high-quality output reported in W17, supporting favorable export opportunities in the near term. However, ongoing rainfall remains a key risk factor. If wet conditions persist, harvest delays and potential crop losses could tighten supply, exerting upward pressure on prices. Therefore, while current prices show short-term softness, continued weather disruptions could reverse the trend and push prices higher in the medium term.
Peanut producers, especially in Mexico’s Oaxaca region, benefiting from fertilizer support, should maximize the use of distributed inputs like DAP and UREA to improve yield and quality. This can help meet rising demand for high-quality peanuts, particularly from oil producers, and strengthen competitiveness amid price volatility in markets.
Given slow planting progress in the US (Arkansas) and weather-related risks in Brazil, peanut buyers and processors should diversify sourcing across multiple producing regions to ensure supply stability. Strategic long-term contracts with growers can help balance supply fluctuations caused by climate and planting delays.
Producers and exporters should focus on promoting high-quality peanut varieties to oil processors and international markets. Leveraging Brazil’s strong harvests and favorable export conditions, while monitoring weather risks, can capture growth opportunities in export demand despite short-term price softness. Marketing efforts highlighting quality and reliability will support premium positioning.
Sources: Tridge, Brownfield News, Ciudadanía Express, Mundus Agri