We are 10 days into harvest in Arizona and the crop quality looks good but the Golden Hills yields are down as expected. Harvest will begin in California on September 1^st with it ramping up around the 4^th. Market activity is limited as buyers and sellers wait to see how the crop will come in over the next few days.

Market continues to firm on a lower projection of the 2023 crop size, concerns over Hurricane Idalia affecting growing regions in the Southern US, and a dwindling carryover supply. 

Harvest continues to be slow with concerns about the quality of the nuts. Qcify will be releasing a report soon that shows aggregate data on the quality and size of what has come in so far. Pricing for inshell has inched up with strong demand out of India and we may see some more demand coming out of Europe in the coming weeks.