Vietnam Cashew Market Intelligence | June 29, 2026
The most valuable advantage in commodity markets is rarely information.
Most people see the same prices.
Read the same reports.
Hear the same market rumors.
Yet they make very different decisions.
The difference is not information.
It is interpretation.
Today, I pay more attention to behavior than to price.
Are buyers asking more questions?
Are sellers holding back cargo?
Are brokers becoming more active?
Are factories talking about cash flow instead of price?
These are often the first signs that the market is changing.
Right now, bonded RCN crop 2025 is becoming less available, while crop 2026 is gradually entering bonded warehouses.
The market is not bullish.
But it no longer feels frozen.
In commodity trading, liquidity usually returns before prices move.
That is why I spend more time listening to people than watching price screens.
I continue sharing these market observations at:
👉 https://codebanthe.com
Current availability:
• NW ex Ghana – 4 containers in stock
• Bonded RCN – Crop 2025 & Crop 2026
• RCN sourcing, kernel trade & Middle East market access
Disclaimer: This post reflects personal market observations and practical industry experience. It is intended for discussion purposes only and should not be considered commercial or investment advice.
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