Vietnam Cashew Nuts HS080132 Export Data 2025 September Overview

Vietnam Cashew Nuts (HS 080132) 2025 September Export: Key Takeaways

Vietnam's cashew nuts (HS Code 080132) export in September 2025 shows strong reliance on China Mainland, which dominates with 21.31% of total value, reflecting a bulk commodity pricing pattern. The market is highly concentrated, with China and the US absorbing over 34% of exports, while regional hubs like Singapore and the UAE serve as redistribution points. This analysis, covering September 2025, is based on cleanly processed Customs data from the yTrade database. Diversifying beyond top markets and improving quality for premium segments like Europe could mitigate risks and align with Vietnam's $4.5 billion export target.

Vietnam Cashew Nuts (HS 080132) 2025 September Export Background

Vietnam's cashew nuts (HS Code 080132: fresh or dried, shelled) are a staple in global food and snack industries, prized for quality and versatility. With stable demand from confectionery and health-food markets, Vietnam remains the world's top exporter, targeting $4.5 billion in 2025 [VietnamPlus]. The country benefits from zero export tax and VAT under current policies, streamlining shipments to key markets like the US and China [HP Toan Cau]. As of September 2025, Vietnam's cashew exports continue to dominate, driven by competitive pricing and processing efficiency.

Vietnam Cashew Nuts (HS 080132) 2025 September Export: Trend Summary

Key Observations

Vietnam Cashew nuts HS Code 080132 Export in 2025 September reached $507.50 million, marking a third consecutive monthly increase and reflecting strong year-end shipment momentum despite earlier seasonal volatility.

Price and Volume Dynamics

Export values climbed 3.3% month-on-month from August, continuing a steady Q3 rebound after the typical post-harvest slowdown in June-July. This aligns with the industry’s processing and export cycle, where raw cashew arrivals peak in Q2 (May’s $564.40M high), followed by processing and renewed shipments ahead of global holiday demand. While full-year YoY comparisons aren’t provided here, the sequential recovery—from a Q2 low of $477.39M in July—signals robust demand for premium shelled kernels, which now dominate Vietnam’s export mix [Vietnam Cashew Exports Data 2024-25].

External Context and Outlook

Vietnam’s policy of 0% export tax and VAT under HS Code 080132 has bolstered competitiveness, supporting the government’s $4.5 billion annual export target [Vietnam targets 4.5 billion USD in cashew exports for 2025]. However, reliance on imported raw nuts and price volatility remain challenges. With major markets like China and the EU maintaining strong demand, and diversification into the Middle East progressing, the outlook for Q4 remains positive barring supply chain disruptions or sharp raw material cost shifts.

Vietnam Cashew Nuts (HS 080132) 2025 September Export: HS Code Breakdown

Product Specialization and Concentration

In September 2025, Vietnam's export of cashew nuts under HS Code 080132 is entirely concentrated in a single product: shelled cashew nuts, fresh or dried. This sub-code, representing 100% of the export value and volume, has an average unit price of approximately 6.61 USD per kilogram, based on a total value of 507.50 million USD and a quantity of 76.82 million kilograms. There are no other sub-codes or price anomalies present in this breakdown.

Value-Chain Structure and Grade Analysis

The export structure consists solely of shelled cashew kernels, which are processed and value-added products compared to raw or unshelled nuts. This indicates a trade in differentiated goods focused on higher-quality, ready-to-eat forms, rather than fungible bulk commodities. Vietnam's dominance in this segment, as the global leader in shelled cashew exports, supports a market where product form and processing stage are key drivers.

Strategic Implication and Pricing Power

Vietnam's exclusive focus on shelled cashew nuts under HS Code 080132 for Export in 2025 September grants it strong pricing power and market leadership. With a target of 4.5 billion USD in cashew exports for 2025 [en.vietnamplus.vn], and its position as the top global exporter (en.vietnamplus.vn), strategic emphasis should remain on maintaining quality standards and expanding value-added processing to sustain competitiveness and premium pricing.

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Vietnam Cashew Nuts (HS 080132) 2025 September Export: Market Concentration

Geographic Concentration and Dominant Role

In September 2025, Vietnam's cashew nuts HS Code 080132 export trade shows strong geographic concentration, with China Mainland as the dominant importer, accounting for 21.31% of the total export value. The close match between China's value ratio (21.31) and quantity ratio (22.38) suggests a consistent, bulk commodity pricing pattern, typical for raw agricultural products like cashew nuts, where volume drives trade rather than high value-added processing at this stage.

Partner Countries Clusters and Underlying Causes

The importers form three clear clusters: first, major consumer markets like China and the United States, which together take over 34% of the value, driven by high demand for snack foods and ingredients. Second, regional trade hubs such as Singapore and the United Arab Emirates, with moderate shares, likely serve as redistribution points for cashews into other Asian and Middle Eastern markets due to their logistics advantages. Third, European nations like the Netherlands and Germany import smaller volumes but at stable rates, reflecting strict quality standards and niche demand for premium grades.

Forward Strategy and Supply Chain Implications

For Vietnam Cashew nuts HS Code 080132 Export 2025 September, the geographic spread implies a need to diversify beyond top markets to reduce reliance on China and the US, while improving quality control to meet European standards. Leveraging Vietnam's zero export tax and VAT policies [hptoancau.com] can keep costs competitive, and focusing on value-added processing could help capture higher margins in developed markets, aligning with the national target of reaching $4.5 billion in exports [vietnamplus.vn].

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Vietnam Cashew Nuts (HS 080132) 2025 September Export: Action Plan for Cashew Nuts Market Expansion

Strategic Supply Chain Overview

The Vietnam Cashew nuts Export 2025 September market for HS Code 080132 is defined by its concentration in value-added shelled kernels. Price is primarily driven by global demand for quality snack ingredients and Vietnam's processing efficiency. The heavy reliance on a small group of high-volume buyers and the dominance of markets like China create significant supply chain risks. Any disruption with these key partners could impact revenue stability. Vietnam's role is that of a critical global processing hub, but this concentration limits flexibility.

Action Plan: Data-Driven Steps for Cashew nuts Market Execution

• Use transaction frequency data to identify the top 20% of buyers by volume and value. Proactively negotiate multi-year contracts with these clients to secure stable order flow and reduce market volatility.
• Analyze import patterns of secondary markets like the UAE and Singapore. Develop targeted trade agreements with distributors in these hubs to diversify export routes and reduce dependency on China and the US.
• Leverage quality and shipment data to create a certified supplier program for European buyers. Meet strict EU standards to command premium prices and access higher-margin segments.
• Monitor global cashew supply and price index data in real-time. Adjust domestic procurement and processing schedules to avoid cost spikes and maintain competitive export pricing under HS Code 080132.

Take Action Now —— Explore Vietnam Cashew nuts Export Data

Frequently Asked Questions

Q1. What is driving the recent changes in Vietnam Cashew nuts Export 2025 September?

Vietnam's cashew exports rose 3.3% month-on-month in September 2025, continuing a Q3 rebound after a mid-year slowdown. This reflects strong demand for shelled kernels, which dominate the export mix, ahead of global holiday demand.

Q2. Who are the main partner countries in this Vietnam Cashew nuts Export 2025 September?

China is the top importer, accounting for 21.31% of export value, followed by the United States (13%+). Regional hubs like Singapore and the UAE also play key redistribution roles.

Q3. Why does the unit price differ across Vietnam Cashew nuts Export 2025 September partner countries?

The uniform unit price (~6.61 USD/kg) stems from Vietnam's exclusive focus on shelled cashew kernels (HS 080132), a value-added product traded as a differentiated good rather than a bulk commodity.

Q4. What should exporters in Vietnam focus on in the current Cashew nuts export market?

Exporters must prioritize high-volume, frequent buyers who drive 75% of revenue, while diversifying beyond China and the US to mitigate geographic concentration risks.

Q5. What does this Vietnam Cashew nuts export pattern mean for buyers in partner countries?

Buyers benefit from Vietnam's dominance in shelled kernels but face reliance on a concentrated supply chain. Major importers like China enjoy stable bulk pricing, while niche markets (e.g., EU) access premium grades.

Q6. How is Cashew nuts typically used in this trade flow?

Shelled cashew kernels (HS 080132) are exported as ready-to-eat snacks or ingredients, reflecting Vietnam's focus on value-added processing rather than raw nut trade.