23/05/2025
🌴 𝐖𝐡𝐲 VIETNAM 𝐂𝐨𝐜𝐨𝐧𝐮𝐭 𝐏𝐫𝐢𝐜𝐞𝐬 𝐀𝐫𝐞 𝐒𝐨𝐚𝐫𝐢𝐧𝐠
🔺 𝑺𝒉𝒂𝒓𝒑 𝑫𝒆𝒄𝒍𝒊𝒏𝒆 𝒊𝒏 𝑺𝒖𝒑𝒑𝒍𝒚 𝑫𝒖𝒆 𝒕𝒐 𝑾𝒆𝒂𝒕𝒉𝒆𝒓 𝒂𝒏𝒅 𝑷𝒆𝒔𝒕𝒔: Climate change, saltwater intrusion, and pests have sharply reduced Vietnam’s coconut output. There's still no specialized fertilizer for coconut trees.
🌍 𝑮𝒍𝒐𝒃𝒂𝒍 𝑫𝒆𝒎𝒂𝒏𝒅 𝑰𝒔 𝑹𝒊𝒔𝒊𝒏𝒈 𝑹𝒂𝒑𝒊𝒅𝒍𝒚: Prices are rising not just in Vietnam but also in the Philippines, Thailand, and Sri Lanka due to low supply and growing demand.
🇨🇳 𝑹𝒊𝒔𝒊𝒏𝒈 𝑬𝒙𝒑𝒐𝒓𝒕𝒔 & 𝑫𝒆𝒆𝒑 𝑷𝒓𝒐𝒄𝒆𝒔𝒔𝒊𝒏𝒈 𝑰𝒏𝒗𝒆𝒔𝒕𝒎𝒆𝒏𝒕: Chinese enterprises are investing heavily in the Mekong Delta, especially in Ben Tre province, building factories for deep processing (e.g., frozen coconut water, frozen coconut cream). They are also buying raw coconuts directly, tightening domestic supply even further.
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