可可供应短缺与需求增长

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需求激增,供应短缺!巴西打造全球最大可可农场
Sou Hu Cai Jing· 2025-03-25 10:04
Core Viewpoint - Brazil is seizing the opportunity to create the world's largest cocoa farm in response to a significant increase in demand and a supply shortage caused by adverse weather, aging trees, and crop diseases [3][9]. Group 1: Market Conditions - Global cocoa production has significantly declined due to factors such as climate change, aging trees, and pest issues, particularly in the leading cocoa-producing countries, Côte d'Ivoire and Ghana, which have experienced poor harvests for three consecutive years [9]. - Cocoa futures prices have reached record highs, exceeding $12,000 per ton at one point, and currently hover around $8,000 per ton, indicating strong market demand despite supply constraints [9]. Group 2: Brazil's Cocoa Farming Initiative - The cocoa farm in Bahia, Brazil, has reached an area of 400 hectares, which is substantially larger than most cocoa farms globally, typically only a few dozen hectares [5]. - The farm's yield is approximately 3,000 kilograms per hectare, which is ten times the average yield of traditional cocoa-producing areas in Brazil [5]. - Brazil's government anticipates an increase in cocoa production to 300,000 tons by the end of this year and aims for 400,000 tons by 2030 [9].