The 2024/25 orange crop in Brazil concluded in June 2025, marked by the lowest volume of juice equivalent to concentrate (66ยบ Brix) exported in the Secex series, yet achieving record sales revenue. The decrease in export volume is attributable to limited orange production, particularly high-quality fruit, impacting juice output meeting international standards and driving international market prices upward.
During the 2024/25 season, from July 2024 to June 2025, Brazil exported 776.78 thousand tons of juice, a 22.7% decrease from the previous season, marking a low point since 1997. Despite the sharp reduction in volume, the escalation in prices facilitated a 28.4% income rise compared to the 2023/24 crop, culminating in USD 3.48 billion, a record. "If, on one hand, high values boosted the profitability, on the other, they limited the consumption, especially due to the low quality of the product," industry observations highlighted.
The projection for the 2025/26 season is for a recovery in shipment levels as inventories of high-quality juice increase and international demand stabilizes, contingent on advancements in national production in the latter half of 2025.
The conclusion of the 2024/25 season brought challenges with restricted exports amid ongoing uncertainties regarding international juice consumption recovery. Concerns persist about demand resilience due to consumption stagnation and the potential implications of tariff increases implemented by the Trump administration on Brazilian products.
Source: CEPEA