Brazil: Higher volume of orange juice sent to the US almost compensates decrease to Europe

The first 90 days of the 2025/26 season confirm a scenario of adjustments in the exporting market of orange juice and citrus byproducts in Brazil. In spite of the tax exemption on the Brazilian orange juice in the United States, the performance of exports from July to September 2025 was below that verified in the same period last season.

According to data from Comex Stat, the total volume of juice exported in the partial of the 2025/26 crop to all destinations totaled 199.7 thousand tons (volume equivalent to concentrate juice – 66º Brix), for a decrease of 4 % compared to the same period in the year before, while the revenue dropped 15 %, to USD 751.3 million. The income decrease is attributed to low international prices because of high global supply.

For the first time in several years, shipments to the United States and to the European Union were equal, with roughly 48 % of participation each (in volume). The 13 % increase of sales to the US highlights the dependence of the country on the Brazilian juice. Exports to the European Union, in turn, dropped 8 %, influenced by the demand decrease after high prices and quality problems verified in the crop before. The result was a balance between these two important destinations.

Besides the international scenario, the low volume of domestic inventories in this beginning of the season, along with the small supply of the fruit, also influenced the decrease of shipments.

From this month on, with the intensification of the harvesting in Brazil and the increase of processing activities at the industry, shipments are likely to move up, specially to the European Union, which may replenish inventories.