Morning report for Sunday, September 9, 2025

with:

Here’s our updated morning report on the world of wine and wineries, designed as a strategic foundation for a professional post.

Key Updates

  • US Study on Alcohol Risks Withdrawn The US Department of Health has withdrawn the “Alcohol Intake and Health Study,” which linked even just one drink a day to health risks, fueling uncertainty about future nutritional guidelines.
  • Nigeria’s wine market is growing. Weekly consumption has reached 7%, with an annual market of approximately 28,000 tons. Demand is driven by imports, primarily from France, the USA, Spain, South Africa, and Italy.
  • Chianti diversifies export markets In response to US tariff threats, the Chianti Consortium is pushing for new export outlets: South America, Asia, Africa, the Middle East, and Canada.
  • Valpolicella under tariff stress The exclusion of wine and alcohol from the EU-US tariff shield entails a 15% duty, with an estimated impact of up to €317 million annually on mainstream wines such as Valpolicella and Ripasso.
  • Strategic Acquisitions in California Natural Wine Overshine Collective, led by David Drummond, has acquired Reeve Wines and Martha Stoumen Wines while retaining the founders involved—a symbolic value in the hybridization of tech and wine.
  • Artificial Intelligence at the Service of Sustainability A recent study highlights how AI (predictive analytics, computer vision, chatbots) is already being used to optimize irrigation, production, and food and wine tourism, making wineries more efficient and attractive.

M&A Radar

  • Overshine Collective (David Drummond) : Acquisition of Reeve Wines and Martha Stoumen Wines in California. Strategy focused on natural wines and emerging brands. Founders still in the spotlight.

Ideas for Professional LinkedIn Posts

Title Angle
“Chianti rethinks exports: how to diversify between geoeconomics and tariffs” analyzes the strategic choice of looking towards emerging markets as a proactive response to US difficulties.
Valpolicella under attack: dramatic tariffs, what can a trusted advisor do? shows how to support with a medium-term strategy, protecting brand value and resilience.
“AI Enters the Cellar: From Vineyard to Tourist, the Sustainable Revolution” It tells how technology is becoming a concrete lever for efficiency and customer experience, not just digital hope.