The first 90 days of the 2025–26 Brazilian citrus season confirmed adjustments in the export market for orange juice (OJ) and citrus byproducts.
LOWER VOLUME AND REVENUE
In spite of the tariff exemption on Brazilian OJ in the United States, the performance of exports from July to September was below that verified in the same period last season.
According to data from Comex Stat, the total volume of Brazilian juice exported in the 90-day period to all destinations totaled 199,700 tons (volume equivalent to 66º Brix concentrate). That’s a decrease of 4% compared to the same period the year before. The revenue dropped 15%, to $751.3 million U.S. The income decrease is attributed to low international prices because of high global supply.
UNITED STATES VS. EUROPEAN UNION
For the first time in several years, shipments to the United States and to the European Union were equal, with each receiving roughly 48% of total shipments. The 13% increase in sales to the United States highlights the dependence of that country on Brazilian juice.
Exports to the European Union dropped 8%, influenced by the demand decrease after high prices and quality problems. The result was a balance between the United States and the European Union.
In addition to the international scenario, the low volume of domestic inventories in the beginning of the season, along with the small supply of fruit, influenced the decrease of shipments.
Moving forward in the Brazilian citrus season, with the intensification of the harvest and the increase of processing activities, shipments are likely to increase. An increase of shipments is especially likely to the European Union, which may replenish inventories.
Source: Center for Advanced Studies on Applied Economics at the University of São Paulo
Share this Post