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

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| Agriculture: Crops & Grains

Vietnamese fruit, coffee and spice exports gain broader presence abroad

Vietnamese dragon fruit, durian, coconut, coffee, pepper, cashew, vegetables and ornamental plants are becoming more established in foreign markets, VinaNet reports. The widening product mix supports Vietnam’s effort to diversify agricultural exports beyond a limited group of commodities.

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

Piedmont hazelnut harvest starts early as growers press for adequate prices

Hazelnut harvesting begins next week in the earliest districts of Piedmont, about a week ahead of last year. Confagricoltura Cuneo and Piemonte says the crop will be better than the difficult 2025 season but below the expectations held until the end of May, after heat, drought, stink bugs and hail. With around 27,000 hectares planted in the region, growers are calling on the market to pay prices that reflect lower yields and higher costs.

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Martin Keller
Senior Agricultural Commodities Analyst
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| Machinery & Automotive

Poland’s new tractor registrations fall 25.9% in July 2026

Poland registered 766 new agricultural tractors in July 2026, down 25.9% year on year and 9.77% from June. Demand weakened most sharply for medium- and high-power machines, while smaller brands Kioti and Aupax gained ground.

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Henrik Johansson
Senior Machinery & Automotive Analyst
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| Agriculture: Crops & Grains

India Grants Market Access to Fresh Vietnamese Durian as Import Rules Ease

India has granted market access to Vietnamese durian and is preparing to simplify the phytosanitary rules governing fresh shipments. The opening gives Vietnamese exporters access to a consumer market of more than 1 billion people, but commercial commitments still depend on the final regulations.

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Ana Lucia Fernandes
Senior Agricultural Commodities Analyst
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| Chemicals & Fertilizers

Polish farmers face costly fertilizer decision as imports plunge and export curbs tighten supply

Polish fertilizer prices remain elevated ahead of autumn sowing despite a recent decline in EU nitrogen fertilizer benchmarks. Poland’s non-EU nitrogen fertilizer imports fell from 867,600 tonnes to 75,600 tonnes in the first half of 2026, while international export restrictions are adding supply risk.

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Katrin Vogel
Lead Chemicals & Fertilizers Analyst
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| Agriculture: Crops & Grains

VCCI calls for overhaul of Vietnam’s rice export licensing system

Vietnam’s top business federation says proposed rules for centralized rice export contracts would favor established traders and restrict market entry. VCCI recommends reserving 10%–15% of contract volumes for open tenders or qualified new and smaller exporters.

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

Thai Rice Exports Fall 18.81% to 3.28 Million Tonnes in First Half of 2026

Thailand shipped 3.28 million tonnes of rice in January–June 2026, down 18.81% year on year, with value falling 20.51% to more than $1.911 billion. The Department of Foreign Trade blamed abundant global supply, uncompetitive Thai prices and the suspension of shipments to Iraq since March. It still expects the full-year target of 7 million tonnes to be met, 15% below 2025 volumes.

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Ana Lucia Fernandes
Senior Agricultural Commodities Analyst
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| Trade Policy & Macro

Gold rises 0.8% as oil retreat eases inflation and rate concerns

Spot gold rose 0.8% to $4,086.36 an ounce on August 4 as oil prices fell more than 5%, easing inflation concerns. Investors are assessing a 57% probability of a Federal Reserve rate increase in September 2026 while awaiting US labor-market data.

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Eleanor Hayes
Lead Trade Policy Analyst
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