Wodagri

SIMPLY GIVEN FROM NATURE

- Nuts
- Dried Fruits
- Rice Items
- Eco-Friendly & Wooden Materials Our organization, Wodagri Co., Ltd.

is engaged in both local and global marketing, sourcing, trading and indenting of Wooden and Agricultural materials, Packaging Paper and eco-friendly products. We are active in setting up a trading desk with a strong presence in Vietnam to cultivate our market oriented development on each project. We also have direct access to a full range of raw materials that have completed our product portfolio, allowing us to sell directly from origination and giving us and our customers firsthand information on market movements and new developments. Thus, we can call ourselves truly a global player, covers markets: Asia-Pacific, Africa, North and South America, Russia and the Middle East. Our strategy is to operate a fully integrated global supply chain managing the flow of commodities that we trade from source to destination with the right product to the right need in the most efficient way. In the trend of globalization together with the growth of international business and e-commerce, all businesses need to adapt to increasingly high and complex requirements from markets. This act of corporate governance requires a lot of skills and experience not only in human resources not only international supply chain and data management systems as well. Therefore, each enterprise must try to understand market’s needs and requirements to equip and invest properly in people and technology sustainably for developing its own brand value and competing with others globally. We are confident and pleased to connect with your organization for global exposure in diverse areas of business operations. Our pre and post sales services, logistics and technical consultancy services, preparing specification analysis is an important feature that distinguishes you from your competitors to become a good partner with your customers. With that acknowledgement, our Wodagri provide essential topics to support your business in developing your own brand and being as a professional global player.

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26/08/2026

🌰 TRADE DESK NOTE — Cashew, Not Durian This Time

Vietnam has held the #1 spot in global cashew processing and export for 19 straight years — ~80% of world processing capacity. 2025 exports hit $5.22B; first 7 months of 2026 already at $2.91B (413,700 tons), average price $7,035/ton, +3.4%.

The catch: Vietnam can't grow enough cashew to feed its own factories. H1 2026 raw cashew imports hit a record $3.02B (1.81M tonnes) — and Cambodia alone now supplies 56.3% of that value (+25.9% YoY), ahead of the traditional African suppliers (Côte d'Ivoire, Tanzania, Nigeria).

On the sell side: China (24.4% of exports, +11.5%) and the US (21.5%, +8.3%) remain the anchors, but Canada is the standout — exports there up 59%.

Read for traders: Vietnam's cashew edge isn't farmland, it's processing capacity + logistics + buyer relationships. Raw-material sourcing (increasingly from Cambodia, not Africa) is now as much a part of the trade as the finished kernel.

24/08/2026

TRADE DESK NOTE — Vietnam Fruit & Veg

Vietnam's fruit & veg exports just did something they've never done before: two straight months above $1 billion. August hit ~$1.1B, following July's $1.07B — first time in history both months cleared the mark back-to-back.

YTD total: $5.9B, +22% YoY. The engine: durian, mid-harvest in the Central Highlands right now. China remains the anchor market (+33% YoY through July, $2.8B), with the Netherlands, Malaysia and Germany picking up share.

VINAFRUIT is now eyeing $10B for the full year — which would mean a 4th straight $1B+ month is very much in play through Q4.

If you're sourcing Vietnamese fruit, this harvest window is the moment — volume and momentum are both peaking together.

19/08/2026

🌶️ VIETNAM PEPPER: CHINA DEMAND JUST TRIPLED

Fresh data out today (Aug 19, 2026): in the first 15 days of August, Vietnam's pepper exports to China hit 1,585 tonnes — up 200.8% vs. the same period. Total pepper exports rose a milder 7.4% to 10,514 tonnes, with Asia now taking ~54% of the total.

Domestic prices held flat (136,000–139,000 VND/kg across Dak Lak, Gia Lai, Lam D**g, HCMC/D**g Nai) — so this is a demand story, not a price spike yet.

18/08/2026

THE SPICE VIETNAM QUIETLY DOMINATES: CINNAMON

Quick fact most people miss: Vietnam isn't even the world's top cinnamon grower — it ranks 3rd, behind Indonesia and China. Yet it's the #1 exporter by value: $279.9M in 2025, 31.2% of global exports, ahead of Sri Lanka (27.5%) and China (13%).

The numbers behind it: → Growing area: from 13,863 ha (2000) to 180,000+ ha today — mostly Yên Bái, Lào Cai and Quảng Nam → Reach: ~95% of India's cinnamon imports, 36.5% of the US, 35% of Europe — sold to ~100 countries → Jan 2026: exports still climbing, +21% YoY → Nothing wasted: bark, oil and even branches all get sold — locals call it "vàng nâu" (brown gold)

Turning modest farmland into #1 in the world — that's the real story.

17/08/2026

🌾 WORLD AGRI-EXPORT WEEKLY UPDATE | Aug 11–17, 2026

Here's your Monday briefing on the key developments shaping global agricultural trade this past week.

𝟭. 𝗨𝗦 𝗳𝗮𝗿𝗺 𝗲𝘅𝗽𝗼𝗿𝘁𝘀 𝗽𝗼𝘀𝘁 𝘀𝘁𝗿𝗼𝗻𝗴𝗲𝘀𝘁 𝗛𝟭 𝘀𝗶𝗻𝗰𝗲 𝟮𝟬𝟮𝟮 U.S. agricultural exports rose 7% to $91.8B in H1 2026, while imports fell 8%, cutting the trade deficit by 54% to $12.8B. Standouts: ethanol (+21%), tree nuts (+28%), dairy (+12%), and corn (+3%). Exports to China rebounded 48% to $8.1B on a 94% jump in soybean sales, while the EU hit a record $7.7B.

𝗨𝗦𝗗𝗔'𝘀 𝗔𝘂𝗴𝘂𝘀𝘁 𝗪𝗔𝗦𝗗𝗘: 𝗿𝗲𝗰𝗼𝗿𝗱 𝘀𝗼𝘆𝗯𝗲𝗮𝗻 𝗰𝗿𝗼𝗽, 𝗯𝗶𝗴𝗴𝗲𝗿 𝗰𝗼𝗿𝗻 𝗲𝘅𝗽𝗼𝗿𝘁𝘀 Soybean production is projected at a record 4.519 billion bushels on higher planted acreage, and corn exports were raised to 3.275 billion bushels. Global wheat trade is pegged at 212.7 MMT, with Russia (46 MMT) and Ukraine (13.5 MMT) still dominating supply.

𝗜𝗻𝗱𝗼𝗻𝗲𝘀𝗶𝗮'𝘀 𝗽𝗮𝗹𝗺 𝗼𝗶𝗹 𝗲𝘅𝗽𝗼𝗿𝘁𝘀 𝘂𝗽 𝟳.𝟯𝟮% 𝗶𝗻 𝗛𝟭 𝟮𝟬𝟮𝟲 Stronger international CPO prices — not volume — drove the gain. Palm oil and derivatives remain one of the top three contributors to Indonesia's non-oil and gas exports, which totaled $134.6B in H1.

𝗧𝗵𝗮𝗶𝗹𝗮𝗻𝗱 𝗹𝗼𝘀𝗲𝘀 𝗿𝗶𝗰𝗲 𝗺𝗮𝗿𝗸𝗲𝘁 𝘀𝗵𝗮𝗿𝗲 𝘁𝗼 𝗜𝗻𝗱𝗶𝗮 𝗮𝗻𝗱 𝗩𝗶𝗲𝘁𝗻𝗮𝗺 Thai rice exports fell 24% to 7.5M tonnes as India's return to the market and Vietnam's expanded output squeeze white rice share. Thailand still leads in premium fragrant and parboiled segments, holding demand across the Middle East, Asia and Africa.

𝗕𝗿𝗮𝘇𝗶𝗹 𝗰𝗼𝗳𝗳𝗲𝗲 𝗲𝘅𝗽𝗼𝗿𝘁𝘀 𝘀𝗹𝗶𝗱𝗲 𝗮𝘀 𝗩𝗶𝗲𝘁𝗻𝗮𝗺 𝗿𝗮𝗺𝗽𝘀 𝘂𝗽 Brazil shipped 20.8M bags (Jan–Jul), down 12.2% YoY, with revenue off 16.3% to $7.5B — July was the weakest month of the period. Meanwhile Vietnam's exports are running +32% YoY on strong new-crop supply, keeping global coffee prices under pressure despite tight certified stocks.

𝗨𝗦–𝗖𝗮𝗻𝗮𝗱𝗮 𝘁𝗮𝗿𝗶𝗳𝗳 𝗱𝗲𝗮𝗱𝗹𝗶𝗻𝗲: 𝗔𝘂𝗴𝘂𝘀𝘁 𝟭𝟵 Washington's proposed 50% tariff on ~$20B of Canadian goods is set to hit unless a deal is reached. A third round of talks between Minister LeBlanc and USTR Greer wrapped this week — the outcome is a key swing factor for North American ag trade flows into Q4.

— 📌 𝗠𝘆 𝘁𝗮𝗸𝗲: the story of the week isn't any single number — it's the split between record US and Indonesian output/exports on one side, and tightening Thai and Brazilian supply on the other. Buyers sourcing rice and coffee should expect continued price support, while grain and oilseed buyers have more leverage. All eyes now on August 19 for the US–Canada outcome.

What's your read on the week? Drop your take below 👇

10/08/2026

🌾 MONDAY AG BRIEFING: The Black Sea Wheat Corridor Is Buckling

A quarter of the world's wheat exports move through the Black Sea. Right now, that corridor is running out of room to breathe.

Bloomberg reported today that record-low water levels on the Danube are choking Romania's Constanta port, the main overflow route since 2022. That's a problem, because Ukraine just lost roughly a third of its own export capacity to Russian strikes on Odesa.

The numbers, via Ukraine's Agriculture Ministry: total farm exports for 2026/27 are now projected at 29.6 million tons, down 54% from the earlier estimate of 64.4 million tons. Wheat alone could fall 53%, to 8.3 million tons.

Zoom out and the picture gets bigger. Reuters flagged fresh export curbs this month from China (phosphate fertilizer), Russia and the EAEU (fertilizer quotas), and India (wheat flour licensing). FAO's latest Food Outlook put the global food import bill at a record $2.22 trillion for 2025, up 7.9%.

Meanwhile, US farm exports just posted their strongest first half since 2022 (USDA: $91.8B, +7%), soaking up demand that China and the EU can no longer source from Ukraine at scale.

Three supply chains bending at once. One question for the week: are you watching freight rates, wheat futures, or Wednesday's WASDE report?

03/08/2026

Vietnam's farm, forestry, and seafood exports just crossed a number worth flagging.

$42.8 billion across 7 months. Up 7.5% year over year, and the pace is accelerating, not cooling off.

July alone brought in $6.67 billion (up 11.9% YoY, up 1.3% MoM). The 7-month growth rate now runs 0.8 percentage points ahead of the 6-month figure.

By category:
Seafood: $6.85 billion, up 12.7%
Forestry products: $10.96 billion, up 5.8%
Agricultural products: $22.2 billion, up 2.4%

The buyer map is shifting too. China now takes 21.9% of total export value (up 24.4% this year), the US holds 19% (down 1.6%), Japan sits at 6.8% (up 3.9%).

Vietnam's Ministry of Agriculture and Environment just raised its full year growth target from 3.7% to 4%, aiming for $74 billion in total exports by December. That leaves about $31.2 billion still to move in the final 5 months.

For teams sourcing shrimp, rice, coffee, or timber out of Vietnam.. this is the window to lock in supply relationships before capacity tightens.

What is shaping your sourcing calls this quarter, price, capacity, or market access?

(Source: SGGP, Aug 3 2026)

01/08/2026

Vietnamese buoi is not a grapefruit. And that mislabel costs more than you'd think.

Two different fruits get flattened into one English word: pomelo and grapefruit.

Pomelo: native to South and Southeast Asia. Thick, soft skin, green turning yellow. One to three fruits per branch. Segments come apart easily. Flesh ranges pale to pink, spongy, sweet to sour, less bitter. Vietnam's main varieties, Nam Roi, Da Xanh, Tan Trieu, Doan Hung, are all pomelo.

Grapefruit: native to Barbados, a cross between orange and pomelo. Thin, smooth skin, orange to deep orange. Grows in tight clusters. Segments are hard to separate. Flesh is red or pink, sweet with real bitterness. Roughly the size of an orange.

Different fruit, different flavor, different buyer expectation.

The mislabel isn't a translation slip. A buyer expecting bitterness and a small round fruit gets a large, mild, easy-peel pomelo instead.. and that shows up in complaints, rejected shipments, or a listing under the wrong product category entirely.

31/07/2026

Vietnam's durian just got a new export market: India, population 1.4 billion.

On July 13, India published an amended Plant Quarantine Order adding Vietnam to the list of countries allowed to export fresh durian for consumption. No extra phytosanitary declaration required, no special import conditions attached. It's about as clean an entry as a new market gets.

Some context on what's at stake: Vietnam's durian exports hit $3.86 billion in 2025, more than 45% of the country's total fruit and vegetable export revenue. This year's target is $4.5 billion.

India won't move that number fast. In year one, expect durian to land mostly in premium retail, imported fruit shops, hotels, restaurants and e-commerce in major cities.. not mass market. But the timing matters: this comes as Vietnam pushes to diversify away from reliance on a small number of traditional markets.

At Wodagri, we'd call this the right kind of small.. it's not going to move the export total this year, but it's a second real door into a market of 1.4 billion people who are just starting to buy imported fruit. What's the play here, wait for volume or move early to build the brand while the market is still small?

28/07/2026

Coffee just touched a new high of 96,000 VND/kg. Pepper hit an all-time high the same morning.

Dak Lak coffee rose 200 VND/kg to 96,000, now the top price in Vietnam. The spread across growing regions is tight, just 700 VND/kg between the highest and lowest, averaging around 95,900. International futures barely moved.. London Robusta held at $3,757/ton for September, New York Arabica flat at 313.80 cents/lb. This rally is domestic, not global.

Pepper moved even more. Four of five regions added 500 VND/kg overnight. Dak Nong now leads the country at 141,500 VND/kg, a fresh record. Dak Lak held steady at 140,000.

Here's the number that stands out: India's garbled pepper, converted to VND, prices around 201,900/kg. Vietnam's top price is still 60,000 VND below that. Same crop, same global buyers, and a gap that size doesn't close on its own.

At Wodagri, we watch these two commodities daily because they move on completely different logic.. coffee tracks the futures floor, pepper trades on domestic supply tightness. Anyone locking in forward contracts at these levels, or waiting to see if it climbs further?

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