【环球财经】科特迪瓦咖啡可可委员会与工会达成和解 出口商重启采购推动市场回稳

Core Viewpoint - The cocoa industry in Côte d'Ivoire is stabilizing following a resolution between the Cocoa and Coffee Council and labor unions, allowing exporters to resume procurement in cocoa-producing regions, thus normalizing the supply chain [1][2]. Group 1: Industry Situation - Tensions in the cocoa industry had escalated due to significant stockpiling of cocoa beans in villages and warehouses, which hindered operations and affected market sentiment [1]. - The Cocoa and Coffee Council, industry unions, and cross-industry organizations engaged in multiple rounds of negotiations, leading to a consensus on potentially withdrawing lawsuits against unions, which is expected to restore trust and market order [1][2]. - Côte d'Ivoire, being the world's largest cocoa producer, plays a crucial role in the global chocolate supply chain, and any fluctuations in its industry can impact international market prices [1]. Group 2: Market Dynamics - With the resumption of dialogue, exporters have begun to actively procure cocoa beans from producing areas, and multinational companies that were previously hesitant have started signing cocoa export contracts, resulting in increased market activity [1]. - The cocoa sales pressure in Côte d'Ivoire has eased recently, with multinational companies that own local processing plants beginning to negotiate with regulatory bodies for cocoa bean procurement and subsequent export quantities [2]. - The upcoming mid-harvest season (April to September) is expected to be smoother due to coordinated efforts to manage remaining stock and accelerate inventory turnover, despite the backdrop of significantly lower global cocoa prices, which have dropped by approximately 40% since January 2026 [2]. Group 3: Government Support - The Ivorian government remains committed to protecting the interests of cocoa producers, with President Ouattara emphasizing the importance of agriculture and farmers in national development strategies, particularly in challenging economic conditions [2]. - The restoration of dialogue mechanisms, gradual inventory digestion, and the resumption of export procurement are anticipated to lead to a gradual stabilization and recovery of the cocoa industry in Côte d'Ivoire during the new production season [2].