ANALYSIS: US Frozen Tuna Supply Tightens as Seasonal Demand Window Nears

The frozen tuna market appears to be entering a firmer phase as tightening supply begins to intersect with the seasonal demand window. Year-to-date imports through March were down 14.4%, marking the eighth consecutive monthly decline from the prior year. The pullback has been led in part by two key suppliers, with Vietnam down 19.1% and Indonesia down 14.4%, reinforcing the view that supply is becoming less comfortable as the market moves toward its stronger summer period. At the same time, market participants report tightening current availability...
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