Market News

Commodity and industrial market news — prices, production, trade and regulation — with expert analysis

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| Trade Policy & Macro

Poland’s Mercosur poultry and corn imports fall as soybean inflows rise

Polish poultry meat imports from Mercosur fell 83% by value during the first four months of interim EU-Mercosur trade rules, while corn and beef imports also declined. Soybean, rice and honey inflows increased, and Poland’s broader agricultural exports to the bloc grew after excluding a sharp fall in malt sales to Brazil.

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Eleanor Hayes
Lead Trade Policy Analyst
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| Agriculture: Crops & Grains

Fairtrade to Raise Minimum Banana Prices in 2027 as Production Costs Climb

Fairtrade International will raise its average minimum banana price by 5.6% at Ex Works level and 3.9% at FOB level for contracts from January 1, 2027. The revision reflects higher production and logistics costs, climate pressure, geopolitical instability, pests and diseases.

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Ana Lucia Fernandes
Senior Agricultural Commodities Analyst
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| Electronics & Technology

Global PC shipments fall 20.1% to 62.7 million units in third quarter

Worldwide PC shipments fell 20.1% year on year to 62.7 million units in the third quarter of 2026, according to IDC data reported by gagadget.de. Excess inventory and weaker demand are weighing on volumes, but rising memory and storage costs are limiting the potential for broad price cuts.

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Ji-won Park
Electronics & Technology Analyst
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| Food & Beverages

Plant-protein product launches rise 23% as Mexico expands beyond substitutes

Plant-protein product launches increased 23% between 2020 and 2024, with Mexico and Brazil among Latin America’s most dynamic markets. Companies are expanding beyond meat and dairy substitutes into functional snacks, beverages, ready meals and products built around local ingredients.

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Isabella Romano
Lead Food & Beverage Analyst
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| Agriculture: Crops & Grains

US Corn Industry Urges India to Use Lifecycle Emissions in E85 and SAF Policy

The US grain industry is pressing India to assess imported corn by lifecycle carbon emissions as the country develops E85 and sustainable aviation fuel supply chains. The proposal seeks to shift attention away from corn’s imported and genetically modified status, but no potential volumes, timetable or participating companies have been disclosed.

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Ana Lucia Fernandes
Senior Agricultural Commodities Analyst
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| Agriculture: Crops & Grains

USDA cuts India’s 2026-27 sugar output forecast by 14% to 29.5 million tonnes

USDA’s Foreign Agricultural Service has lowered its forecast for India’s 2026-27 sugar production to 29.5 million tonnes, citing adverse weather and pest damage. Consumption is projected at 30.83 million tonnes, increasing pressure on imports, stocks and domestic prices.

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Ana Lucia Fernandes
Senior Agricultural Commodities Analyst
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