The global nuts and dried fruits industry is facing a significant headwind. According to Alibaba.com platform data, the total trade amount for this category saw a concerning 12.85% year-over-year decline in 2025. This follows a modest recovery in 2024 after a dip in 2023, suggesting that the market is not merely experiencing a cyclical downturn but is undergoing a more profound structural adjustment. The buyer activity rate (AB Rate) and the supply-demand ratio have both mirrored this negative trend, confirming a genuine softening in global demand.
This 'Great Contraction' can be attributed to a confluence of factors. Global economic uncertainty has made buyers more cautious, leading them to reduce bulk orders of generic commodities. Furthermore, the market has been saturated with undifferentiated products, driving prices down and eroding margins for all players. In this environment, simply being a supplier of raw or basic processed nuts and fruits is no longer a viable long-term strategy for Southeast Asian exporters.

