亚洲最大可可加工商警告:厄尔尼诺或导致全球可可市场再现供应缺口

格隆汇
Sep 02
亚洲最大的可可加工商表示,随着厄尔尼诺现象不断增强,威胁主要可可产区的产量,全球可可市场可能在三年来首次出现供应短缺。马来西亚可可加工企业源宗集团首席执行官Tay表示,2026-2027年度全球可可市场预计将出现30万至40万吨的供应缺口,相比之下,上一年可可供应过剩约10万吨,农作物面临的天气风险预计将与需求趋稳同时出现。可可期货价格已连续六个月上涨,本周触及去年10月以来最高水平。预计供应趋紧将进一步推动价格上涨。Tay预计,到12月可可期货价格可能升至每吨约8000美元,目前约为6500美元。

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