Market News

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

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| Agriculture: Crops & Grains

Russian grain prices fall as southern port disruptions curb exports

Russian wheat and barley prices have fallen sharply as disruptions at southern ports restrict export sales during the harvest. Domestic pressure is rising while traders warn that prolonged corridor closures could reduce supplies to global buyers.

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Martin Keller
Senior Agricultural Commodities Analyst
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| Food & Beverages

Brazil awaits additional 55% Chinese tariff after beef import quota is exceeded

Brazil’s government expects China to impose an additional 55% tariff on Brazilian beef after the import quota was exceeded in July, Poder360 reported. The measure could raise costs in Brazil’s largest beef export market and redirect part of the supply toward other destinations or the domestic market.

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David Okafor
Food & Beverage Analyst
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| Agriculture: Crops & Grains

MATIF corn, wheat and rapeseed futures rebound at start of August

MATIF corn, wheat and rapeseed futures rose sharply on 3 August after losses at the end of July. Black Sea logistics, weather risks in Western Europe and firm international demand returned to the center of market attention.

M
Martin Keller
Senior Agricultural Commodities Analyst
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| Agriculture: Crops & Grains

Tight supply pushes Rio Grande do Sul rice prices to an 11-month high

The July average price of paddy rice in Rio Grande do Sul reached its highest level in 11 months as limited supply met strong industrial demand. Producers held back sales while processors from other Brazilian states increased competition for available grain.

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Martin Keller
Senior Agricultural Commodities Analyst
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| Electronics & Technology

South Korea forecast to retain global memory chip lead through 2031 as HBM demand diversifies

South Korean memory chipmakers are expected to retain their global leadership through 2031 as AI demand shifts from model training toward inference. Nvidia’s share of HBM demand is forecast to fall from 66% last year to 58% this year as large technology companies deploy more proprietary AI chips.

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Ji-won Park
Electronics & Technology Analyst
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| Agriculture: Crops & Grains

India’s cashew farmers squeezed as processing utilization stays below 6%

Cashew processing utilization in India remains below 6%, contributing to a sharp decline in farmgate prices ahead of the season. The downturn is shifting the immediate burden onto growers while leaving processors, traders and buyers exposed to supply-chain disruption.

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Ana Lucia Fernandes
Senior Agricultural Commodities Analyst
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