新华财经阿比让2月24日电 近日，随着科特迪瓦咖啡可可委员会与工会方面达成和解，前期一度紧张的 可可产业局势明显缓和，出口商已陆续恢复在产区采购，产业链运行逐步回归正常轨道。 过去数周，由于可可豆在村庄及收购商仓库大量积压，行业运行受阻，市场情绪趋于紧张。为化解矛 盾，监管机构咖啡可可委员会、行业工会及可可产业跨行业组织密集举行多轮磋商。各方沟通取得实质 性进展，并就可能撤回针对工会的诉讼达成共识，为修复行业互信、恢复市场秩序创造了条件。 业内人士指出，科特迪瓦是全球最大可可生产国，可可是巧克力制造的核心原料，产业链任何波动都可 能对国际市场价格产生影响。因此，此次各方和解不仅有助于稳定国内供应体系，也在一定程度上提振 了国际市场信心。 随着对话机制重启，出口商重新深入产区开展可可采购。此前持观望态度的多家跨国企业也已恢复签订 可可出口合同，市场交易活跃度明显提升。 过去几个月，科特迪瓦在中期收获季（4月至9月）前的可可销售压力较大。近期形势转好，拥有本地加 工厂的跨国企业已开始向监管机构采购可可豆，并就后续出口放行数量进行谈判，预计出口规模将稳步 增加。 相关采购得以推进，得益于咖啡可可委员会与加工企业之间 ...

Core Viewpoint - The cocoa industry in Ghana is facing one of its most challenging periods, prompting the International Finance Corporation (IFC) to intervene with a $300 million investment to address critical financing gaps in the cocoa supply chain [1] Group 1: Industry Challenges - Ghana, as the world's second-largest cocoa producer, relies heavily on a tightly linked financing structure for the transportation of cocoa beans from farms to export markets [1] - Disruptions in financing channels, coupled with production challenges, have intensified liquidity pressures throughout the entire value chain [1] Group 2: IFC's Intervention - The IFC is collaborating closely with local banks, regulatory bodies, the Bank of Ghana, and the Ministry of Finance to provide funding in local currency to sustain operations [1] - The IFC has already disbursed over $100 million, with total support for the year expected to reach $300 million, aimed at ensuring the cocoa supply chain operates normally [1]

Core Viewpoint - Ghana and Japan are taking significant steps to deepen their long-term bilateral relationship, focusing on economic cooperation and strategic partnerships [1] Group 1: Economic Cooperation - A Japanese business delegation consisting of 35 members recently visited Ghana, highlighting Japan's interest in expanding economic cooperation with Ghana [1] - Japan has committed to increasing investments in Ghana and enhancing the channels for Ghanaian products to enter the Japanese market [1] - Japanese automotive manufacturers are set to expand their operations in Ghana, which is expected to boost industrial growth and create jobs [1] Group 2: Technological Collaboration - Ghana and Japan have initiated cooperation in space technology and artificial intelligence (AI), indicating a forward-looking partnership in emerging technology sectors [1] Group 3: Agricultural Development - Discussions also focused on enhancing the value of Ghana's cocoa industry and increasing the influence of Ghanaian chocolate brands in the Japanese market [1] Group 4: Diplomatic Relations - Ghana places high importance on establishing a good and lasting relationship with Japan based on mutual respect, shared development goals, and civil cooperation [1]

Core Insights - The Ghanaian government has officially transferred the regulatory responsibilities of the Cocoa Board from the Ministry of Food and Agriculture to the Ministry of Finance, marking a significant reform in the governance structure of a key economic sector aimed at strengthening financial control and addressing long-standing industry debt risks [1][2] Group 1: Governance and Structural Changes - The Cocoa Board, previously under the Ministry of Food and Agriculture, was responsible for overseeing cocoa production, pricing, export, and industry planning [1] - The transfer of regulatory authority is seen as a shift from a production-centric approach to a finance-oriented governance model [2] Group 2: Financial Challenges and Debt Management - The Cocoa Board has faced severe financial pressures, with total debts reaching 320 billion cedis, of which 67% is attributed to the "Cocoa Road" project [1][2] - The government has implemented measures to reduce total debt from 320 billion cedis to 206 billion cedis between March and September 2025, significantly decreasing "Cocoa Road" related debt from 210 billion cedis to 69 billion cedis [2] Group 3: Production and Economic Impact - Cocoa production is projected to rebound from 530,000 tons in the 2023/2024 season to 604,000 tons in the 2024/2025 season, with expectations to reach 650,000 tons in the upcoming season [2] - The government has allocated over 50 billion cedis for agricultural support initiatives, including pesticide spraying and free fertilizers, and has raised cocoa purchase prices by 17% to combat smuggling and ensure farmer income [2] Group 4: Legislative Changes - To legally complete the transfer of regulatory powers, the government plans to amend the 1984 Ghana Cocoa Board Act, with amendments expected to be submitted to Parliament for review soon [2]

Group 1 - Indonesia is negotiating with the United States for a waiver on a 19% tariff on palm oil, cocoa, and nickel [1]

Group 1 - The 15th Chocolate, Cocoa, and Coffee Exhibition in Ecuador showcased over 60 local brands, highlighting the positive impact of the China-Ecuador Free Trade Agreement on cocoa exports to China [1] - Ecuadorian companies are eager to expand their presence in the Chinese market, which is seen as a significant opportunity for promoting Ecuadorian cocoa products and enhancing brand recognition [1] - The Ecuadorian government is actively promoting industrial upgrades and expanding cocoa cultivation to ensure production quality and sustainability, aiming to position the cocoa industry as a showcase for Ecuador's commitment to sustainable development [1] Group 2 - In the first quarter of this year, Ecuador's cocoa and related products exports totaled $1.333 billion, marking a 161% year-on-year increase, making it the second-largest non-oil export product for the country [2]

Core Viewpoint - The Nigerian government is taking significant steps to revitalize its cocoa industry by establishing a new regulatory body, the National Cocoa Management Board (NCMB), after nearly 40 years of deregulation, aiming to restore cocoa as a vital export commodity [1][2]. Group 1: Regulatory Developments - The Federal Executive Council approved a draft bill to establish the NCMB, which will oversee the entire cocoa industry, marking a crucial step towards revitalization [1]. - The initiative to create a new regulatory body began in August 2022 with the formation of the National Cocoa Management Committee, tasked with developing strategies to restore cocoa's status as a key export [2]. Group 2: Industry Challenges - Key issues hindering the cocoa industry's development include weak pest and disease control systems, aging plantations, an imbalanced age structure among workers, insufficient funding, and a lack of unified industry standards [2]. - The cocoa industry in Nigeria has been marginalized since the 1970s when oil became the economic backbone, leading to a decline in cocoa production [2]. Group 3: Market Dynamics - Cocoa prices have surged approximately 400% over the past three years, with futures contracts reaching historical highs of over $12,000 per ton, driven by strong international demand and the depreciation of the Nigerian naira [2]. - Nigeria's cocoa export value is projected to increase significantly, with estimates of over 7-fold growth to 2.7 trillion naira (approximately $1.7 billion) during the 2023-2024 period [2]. Group 4: Production Outlook - Despite being the fifth-largest cocoa producer globally, Nigeria has historically lagged behind leading producers like Côte d'Ivoire and Ghana, missing market opportunities due to limited industry scale [3]. - The cocoa production for the 2023-2024 season is expected to exceed 300,000 tons, with improved climate conditions anticipated to yield even greater harvests [3]. Group 5: Future Prospects - The establishment of the NCMB is seen as a means to enhance competitiveness with major cocoa-producing countries like Ghana and Côte d'Ivoire [4]. - A new generation of farmers is increasingly investing in modern plantations and adopting early-maturing cocoa varieties, indicating a shift towards industry transformation [4]. Group 6: Government Focus - The Nigerian government is shifting its focus towards cocoa as a potential driver for future export revenues, especially in light of declining oil production and prices [5].

Core Points - The U.S. has announced tariffs on all trade partners, significantly impacting Côte d'Ivoire, the world's largest cocoa exporter, which produces over 2 million tons of cocoa annually, accounting for nearly 45% of global production [1][2] - Côte d'Ivoire exports between 200,000 to 300,000 tons of cocoa to the U.S. each year, and the new tariffs have caused widespread anxiety among various sectors of Ivorian society [1] - The Ivorian government is considering raising cocoa prices for U.S. exports in response to the tariffs, which could ultimately affect U.S. consumers [2] Economic Impact - Côte d'Ivoire's economy has experienced an average growth rate of around 8% from 2012 to 2019, with projected growth rates of 6.5% and 6.1% for 2023 and 2024, respectively, and an expected average growth of 7% from 2025 to 2027 [2] - The country ranks second in intra-African trade and first in the West African region, indicating its significant role in the regional economy [2] Industry Concerns - The high tariffs may eliminate the price advantage of Ivorian cocoa beans in the U.S. market, leading multinational buyers to shift orders to other countries [2] - Economic experts criticize the U.S. tariffs as an abuse of national security claims in the agricultural sector and as exceeding World Trade Organization standards, potentially undermining development opportunities for Southern countries [2]