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Vietnam Cashew Q1 2026: Strong Start, A Lowered Year-End Target, And Three Structural Pressures

Vietnam's cashew kernel export volume rose 11.8% year-on-year in Q1 2026, with export value up 10.9%. The first-quarter numbers, published by the Vietnam Cashew Association (VINACAS) in May, looked un

Posted by: Tung Tran 25 May 2026 1 views

Vietnam Cashew Q1 2026: Strong Start, A Lowered Year-End Target, And Three Structural Pressures

1. Demand mix is rotating faster than headline volume suggests

2. Raw material supply pressure is intensifying

3. Logistics and credit conditions are not normalising

What this means for buyers in Q3 and Q4

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