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科特迪瓦与加纳收成前景承压 可可价格重拾涨势
智通财经网·2025-09-12 12:51

Group 1 - Cocoa futures prices are experiencing upward momentum due to dry weather threatening the next season's production, exacerbating an already tight global supply chain [1] - The most active cocoa futures contract in London rose by 1.3% to £5,264 per ton, with a weekly increase of approximately 1.7%, marking a strong rebound from a one-month low [1] - Severe drought conditions persist in nearly one-third of Côte d'Ivoire, the world's largest cocoa producer, while over half of Ghana is facing extreme drought [1] Group 2 - Cocoa futures prices reached historical highs in 2024, with London/New York prices surging to approximately $10,000–$13,000 per ton, reflecting a 280% increase by April 2024 compared to the beginning of the year [2] - The cocoa industry is facing supply challenges due to El Niño, ongoing drought, and diseases like CSSVD, with expectations of a 10% decline in West African production for the 2025/26 season [2] - Major chocolate manufacturers like Hershey and Lindt have announced double-digit price increases since 2024, indicating that high cocoa prices will likely persist for some time [2]