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彭博社

加纳提高收购价,可可市场供应中断将持续Cocoa Market Supply Disruptions to Linger as Ghana Raises Price

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据Ekow Dontoh报道,随着期货价格反弹,加纳提高了2026-27年度支付给可可农民的收购价,这与本月早些时候维持产地收购价不变的邻国科特迪瓦形成对比。

By Ekow Dontoh Ghana has raised the price paid to cocoa farmers for the 2026-27 season as futures rebounded, diverging from neighboring Ivory Coast, which left its farmgate price unchanged earlier this month.

这种日益扩大的价差可能会促使全球最大生产国科特迪瓦的农民将可可豆走私到邻近国家以寻求更高收入,这可能会扰乱可可进入国际市场的流通,并推动价格持续上涨。

The widening price gap may encourage farmers in Ivory Coast, the world’s top producer, to smuggle beans into nearby countries in search of higher income, potentially disrupting the flow of cocoa into the international market and sustaining prices on an upward trend.

加纳可可局首席执行官兰迪·阿比(Randy Abbey)在首都阿克拉告诉记者,全球第二大生产国的可可种植者将在周五开始的新收获季中,每吨获得42,400塞地(3,647美元),较自2月以来支付的41,392塞地增加了2.4%。相比之下,科特迪瓦目前每吨支付的金额为2,084美元。

Cocoa growers in the world’s second-biggest producer will receive 42,400 cedis ($3,647) a ton for the new harvest that starts on Friday, an increase of 2.4% from the 41,392 cedis paid since February, Randy Abbey, chief executive officer of Ghana Cocoa Board told reporters in the capital, Accra. That compares with $2,084 a ton currently paid by Ivory Coast.

此次调整符合加纳确保农民获得至少70%离岸出口成本的目标,实际上为生产者价格设定了底线。阿比表示,新费率占离岸价值的71.8%。

The revision aligns with Ghana’s goal of ensuring farmers receive at least 70% of the free-on-board export cost, effectively setting a floor for producer prices. The new rate represents 71.8% of the free-on-board value, Abbey said.

加纳最初为2025-26年度设定了65万吨的产量目标,但交付量超过了75万吨,部分原因是从邻国走私进来的可可豆。科特迪瓦和加纳占全球可可供应量的一半以上。

Ghana initially set a 650,000-ton production target for the 2025-26 season, but deliveries surpassed 750,000 tons, partly due to beans smuggled in from neighboring countries. Ivory Coast and Ghana account for more than half of global cocoa supply.

由于预计西非2026-27年度作物将因作物疾病和恶劣天气而减产,国际可可价格自2月以来一直上涨。该地区还可能受到强厄尔尼诺现象的影响,这可能带来严重的洪水或干旱期。

International cocoa prices have risen since February on expectations that West Africa’s 2026-27 crop will be smaller because of crop disease and adverse weather. The region could also be affected by a strong El Niño, which can bring periods of severe flooding or drought.

2月,由于全球需求疲软,纽约可可期货跌至今年最低水平,促使加纳将产地收购价削减约三分之一至每吨41,392塞地。此后,期货价格几乎翻倍,交易价格约为每吨5,600美元。

New York cocoa futures fell to their lowest level this year in February amid weakening global demand, prompting Ghana to cut its farmgate price by about a third to 41,392 cedis a ton. Futures have since almost doubled, trading at around $5,600 per ton.