The Almond Board of California (ABC) has released its September 2025 position report, showing total U.S. almond shipments of 197 million pounds, 8% lower than the same month last year and the smallest September volume since 2022. The result was broadly in line with market expectations, as surveys conducted by Expana forecasted between 190 million and 215 million pounds shipped.
For the season to date (August–September), total shipments reached 355 million pounds, trailing the 2024/25 pace by 7% and the three-year average by 13%. Of the September total, 49 million pounds were sold in the domestic market, 12% less than the previous year, while 148 million pounds were exported, down 6%.
Export destinations showed mixed performance. Shipments to India totaled 28.1 million pounds for the month, putting year-to-date (YTD) volumes 39% below last year. Europe received 42.3 million pounds, 23% ahead of last year's pace. The Middle East accounted for 31 million pounds, nearly unchanged year on year, while China and Hong Kong were 78% lower, at 1.4 million pounds.
The ABC forecasts that 75% of the 2025/26 crop will be exported, compared with the three-year average of 72%. Current early-season exports remain aligned with that historical proportion.
Total commitments were reported at 549 million pounds, 17.8% lower than last year. New sales in September reached 219.5 million pounds, down 19.7% year on year but up 19.2% from August.
Crop receipts for the season totaled 992 million pounds, with 733 million received in September. A year earlier, crop receipts stood at 1.035 billion pounds, with 744.5 million received during the same month. Expana data show that by the end of September 2024, 38% of the crop had been received, compared with 26% at the same stage in 2023, suggesting that early receipt figures remain an unreliable indicator of final crop size.
The ABC will continue to monitor shipment and commitment trends as the season progresses, with market participants closely watching export performance and demand recovery in key regions.
Source: Mintec/Expana
