Global Peanut Supply Outlook – Planting, Prices & U.S. Demand Trends (May 2025)
U.S. Peanut Market Report – May 2025
Planting Progress & Soil Conditions
As of May 25, the USDA reports that 69% of the 2025 U.S. peanut crop has been planted.
Soil moisture has improved across all growing regions, and drought impact has dropped significantly — with only 2% of peanut-producing areas still affected, down from 24% in late April.
Peanut acreage is projected to be up 8% year-over-year, adding pressure to already well-supplied markets globally.
Market Sentiment & Price Trends
The kernel market remains quiet, with many buyers staying on the sidelines for both current and new crop contracts.
Price indications for the current crop — including splits, mediums, and jumbos — remain in the mid-$0.50/lb range, while new crop prices have softened to the low-$0.50s.
Given current supply conditions and cautious demand, pricing is expected to remain within a narrow range in the short term.
📆 A more accurate acreage picture will become available in the USDA’s end-of-June report.
U.S. Usage Trends by Segment
According to recent USDA reporting (crop YTD through April):
| Segment | Usage Change vs LY |
|---|---|
| Candy | ↓ 7.8% |
| Snacks | ↑ 3.7% |
| Peanut Butter | ↓ 2.1% |
| Total Usage | ↓ 1.6% |
While snack usage shows modest growth, overall edible peanut demand is trailing last year, which adds to buyer hesitation — especially with the potential for a large harvest this fall.
Market Factors to Monitor
Global supply remains plentiful, and domestic usage continues to lag in key segments like candy and peanut butter. As a result, many buyers are holding off on additional coverage.
Weather remains the key variable as the growing season progresses — any extreme heat or drought events could impact crop quality and yields.
Longer term, U.S. peanut acreage is expected to decline significantly in 2026, which could shift market dynamics and apply upward pressure on kernel prices.
What Buyers Should Consider
📉 Current fundamentals point to soft pricing, with little upward pressure in the short term.
📦 Inventory strategies should take into account steady global supply and mixed demand signals.
📈 Stay alert for June’s acreage report and any major weather developments that could reshape market tone.
📬 For current offers, market timing strategies, or volume-based quotes, feel free to contact us directly.
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