1. Weekly News

Brazil

Conab's 2025 Grain Harvest Survey Schedule Released

Brazil's National Supply Company (Conab) has published its 2025 survey schedule, which features 12 monthly reports covering key grains, including peanuts. The first report, the 4th Grain Harvest Survey for 2024/25, was released on January 14, 2025. Conab will provide regular updates on peanut harvests as part of its broader monitoring of 16 grains, with the final survey for the 2024/25 crop year scheduled for release on September 11, 2025. These surveys provide critical data on the peanut harvest, production forecasts, and broader agricultural trends in Brazil.

Myanmar

Rising Peanut Prices in Myanmar's Rakhine State Offset by Increased Agricultural Costs

Farmers in Myanmar's Rakhine State have reported a good harvest of cold-season crops, including peanuts, with prices seeing a notable increase. The price of peanuts has risen from USD 8.57 per basket (MMK 18,000/basket) last year to USD 8.57 (MMK 22,000) in 2025. However, despite the higher selling prices, farmers face rising costs for agricultural materials, such as seeds, pesticides, and fertilizers, which have increased by two to five times compared to last year. These higher costs have reduced the overall profitability for farmers, despite the good crop prices.

United States

Georgia Peanut Commission Promotes Peanuts as Poultry Feed Ingredient at IPPE

The Georgia Peanut Commission (GPC) will promote peanuts as a poultry feed ingredient at the International Production and Processing Expo (IPPE) in Atlanta from January 28 to 30, 2025. A leading producer of broilers and peanuts, Georgia has funded research at the United States Department of Agriculture's (USDA) Agricultural Research Service (RAS) on the use of unblanched high-oleic peanuts in poultry diets. These studies have shown positive results in enhancing the nutritional quality of poultry products.

2. Weekly Pricing

Weekly Peanut Pricing Important Exporters (USD/kg)

Yearly Change in Peanut Pricing Important Exporters (W2 2024 to W2 2025)

United States

US peanut prices saw a notable 15.38% increase week-on-week (WoW) to USD 0.60 per kilogram (kg) in W2, while prices dropped slightly by 1.64% year-on-year (YoY), remaining close to the previous year's price of USD 0.61/kg. This price movement comes amid an 11% increase in peanut production, despite the impacts of Hurricane Helene and droughts in key growing regions. The 2024 crop is nearly 75% harvested, with yields slightly lower than 2025 projections. Production challenges, such as hurricane damage, were less severe than anticipated, and US production remains strong. While export markets, particularly to Mexico, Canada, and the European Union (EU), are strong, potential tariffs could hinder competitiveness, especially in Mexico and Canada, which are the largest markets for US peanuts. As a result, while US peanut prices are expected to remain strong into 2025, global competition from countries like Argentina and Brazil, coupled with tariff uncertainties, could influence market dynamics and pricing trends.

Brazil

Brazil’s peanut prices have decreased to USD 2.61/kg, marking a 2.61% WoW drop and a 14.71% YoY decline. This downward price trend is likely influenced by several factors, including a potential policy change in São Paulo, which accounts for 93% of Brazil's peanut production.

The state is considering revocating Article 351-A of the Regulation of the Tax on the Circulation of Goods and Services (RICMS), which currently postpones the Tax on the Circulation of Goods and Services (ICMS) on domestic peanut sales. If the proposed policy change is passed in Feb-25, it could lead to higher production costs by eliminating the tax postponement, reducing the competitiveness of local producers, processors, and cooperatives. This shift may increase immediate costs for peanut businesses, potentially resulting in higher consumer prices and limited export opportunities. Consequently, the industry could face decreased profitability, potentially leading to further declines in both domestic prices and future production levels.

3. Actionable Recommendations

Monitor and Leverage Conab's Regular Reports

Peanut producers, processors, and exporters should closely monitor the monthly reports from Conab to gain early insights into harvest trends, price movements, and potential market shifts. This information can help stakeholders make timely adjustments to pricing strategies, inventory management, and market positioning in response to changing production levels and broader agricultural trends.

Manage Input Cost Pressures

Peanut farmers in Myanmar should explore cost-efficient agricultural practices to counteract the rising prices of seeds, pesticides, and fertilizers. Collaborating with local agricultural extension services or cooperatives to access affordable inputs or innovative farming techniques can help mitigate the impact of higher input costs on overall profitability.

Diversify Peanut Product Applications

GPC's research on high-oleic peanuts in poultry feed presents an opportunity for peanut producers and exporters to explore new peanut applications. Expanding the market for peanuts as a nutritional ingredient in animal feed could open new revenue streams. Industry stakeholders should collaborate with feed manufacturers to promote the nutritional benefits of peanuts, particularly in markets with significant poultry industries.

Sources: Tridge, Canal Rural, Foodmate, Morning AgClips