Morning report for Sunday, September 9, 2025

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  • US Study on Alcohol Risks Withdrawn The US Department of Health has withdrawn the “Alcohol Intake and Health Study,” which linked even just one drink a day to health risks, fueling uncertainty about future nutritional guidelines.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.

Designed as strategic support for your professional post in the wine and cellar sector:

Key Updates (5–7 points)

  • California 2025 harvest under pressure : the harvest is expected to be even more critical than 2024, with reduced production, vineyard abandonments, and approximately 100,000 tons of grapes unsold. The bulk market is stagnant and foreign competition is fierce.
  • Chianti turns to alternative markets : faced with fears of new tariffs from the US, the Chianti Consortium is pushing towards South America, Asia, Africa, Canada, and the Middle East to diversify.
  • US tariffs threaten Italian exports : the imposition of a 20% duty on European imports could reduce Italian wine revenues by approximately €323 million annually. Concerns are growing over the potential decline in consumption and product recalls.
  • Global trends favor Italian sparkling wines : despite the general decline, Prosecco continues to support exports. In some markets, demand for premium wines remains resilient.
  • Australia’s wine producers are declining : the number of producers is expected to decline by 13% between 2018 and 2024; in response, new South Australian laws will require grape pricing by the end of September.
  • Fine wine: a growing pillar of luxury : the high-end wine market reached €30 billion in 2024 and remains a strategic asset in the luxury sector, especially in the out-of-home sector (27% from 2022).
  • AI for sustainability and performance : a recent study highlights the role of artificial intelligence in optimizing irrigation, vineyard monitoring, production, and food and wine tourism.

M&A Radar

(There have been no recent transactions or significant rumors in the wine M&A sector at this time. Continued monitoring is recommended.)

Prices & Harvest (Mini Box)

  • Bulk wine prices (Italy, ex-cellar) : According to Ciatti (June 2025), prices are stable compared to the previous month , with limited stocks of white wine and grape juice, while red wine remains balanced between supply and demand.
  • Pre-harvest stocks : Reduced availability of white wine and grape concentrate; normal red wine stocks.
  • 2025 harvest conditions : scenario to monitor, with potential surplus in some areas and macroeconomic price pressure due to a strong euro and slowdown in consumption.

Post Ideas for Your Professional Audience

  1. Title : “California 2025: a harvest season to watch and learn from” Angle : highlights the response model – foresight and adaptation – in an area that is now climatically and commercially advanced.
  2. Title : “Diversification to win: Italy explores new markets despite US tariffs” Angle : tells how Chianti and other players are focusing on alternative areas, transforming a threat into strategic opportunities.
  3. Title : “Artificial Intelligence in the Vineyard: Sustainability That Produces Value” Angle : Illustrates the concrete application of AI in the supply chain (monitoring, wine tourism, production), positioning wineries as centers of innovation and resilience.
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