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| Energy & Fuels

Federation of BiH brown coal output falls almost 30% in July as two mines halt production

Brown coal output in the Federation of Bosnia and Herzegovina fell to 211,783 tonnes in July from 300,931 tonnes a year earlier, with production suspended at Breza and RMU Abid Lolic in Han Bila. The Kakanj thermal power plant depends on steady coal deliveries, and any generation gap would have to be covered by market purchases. Bosnia and Herzegovina already spent nearly 629 million KM on electricity imports during 2025, twice the level of the previous year.

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Daniel Brooks
Lead Energy Markets Analyst
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| Food & Beverages

Poland weighs extending alcohol ad ban to 0.0% beer as volumes fall

Two bills in the Polish Sejm would ban advertising and promotion of alcoholic drinks and also cover non-alcoholic beer. An SW Research survey found 71% of Poles oppose banning sales of 0.0% beer, the only growing segment of the market, up 16.2% in the first half of 2026 while alcoholic beer fell 11.2%.

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

More countries seek Zambian maize as Kenya signs supply agreement

Several countries have expressed interest in buying maize from Zambia as the country works to widen its regional and international export markets. The most concrete step so far is a supply agreement Kenya reached with Zambia last week. Volumes, pricing and delivery terms have not been disclosed.

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Chen Wei
Metals & Mining Analyst
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| Agriculture: Crops & Grains

Qasr-e Shirin emerges as Iran's new date export hub with 950 hectares planted

Date palm plantings in Iran's Kermanshah province have reached 950 hectares, almost all of them in the border county of Qasr-e Shirin, with this season's harvest forecast at about 4,500 tonnes. Provincial officials plan to add 600 hectares this year and 3,000 hectares within two years, shifting the variety mix toward Medjool for export. The absence of local sorting and packing capacity remains the main constraint.

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

Brazil’s peanut exports slow early as lower prices squeeze margins

Brazilian peanut grain exports declined for a second consecutive month in August 2026, while peanut oil shipments fell for a third. Grain volumes remain 20% higher year on year, but weaker prices have reduced combined grain and oil revenue to $378 million.

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Ana Lucia Fernandes
Senior Agricultural Commodities Analyst
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| Food & Beverages

Bulgarian grapes left on the vine as cheap wine imports crush prices; growers declare strike readiness

Bulgaria's grape harvest is delivering a good crop, but dozens of decares are being left unpicked because purchase prices do not cover harvesting costs. Producers blame bulk and bottled wine imports from Spain, Italy and France priced at 60 to 70 euro cents per litre, and have declared strike readiness.

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Isabella Romano
Lead Food & Beverage Analyst
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| Food & Beverages

Kazakhstan dairy exports reach 34,700 tonnes worth $66.4 million as revenue rises 16.6%

Kazakhstan exported 34,700 tonnes of dairy products worth $66.4 million, with export revenue up 16.6%, according to data presented at the Cheese Open event and reported by dairynews.today. Fermented milk products led with 17,900 tonnes worth $23.6 million, while condensed and powdered milk exports rose 2.2-fold. Russia remains the dominant buyer, even as domestic processing capacity and farmgate prices come under pressure.

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David Okafor
Food & Beverage Analyst
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| Energy & Fuels

Nigeria drafts 138 competition rules for fuel market as Dangote refinery runs at 700,000 bpd

Nigeria's midstream and downstream regulator has put 138 draft competition rules out for consultation, covering fuel pricing, market dominance and access to pipelines, depots and terminals. The proposal lands as Dangote Petroleum Refinery says it is processing 700,000 barrels a day, above its 650,000-barrel design capacity. The rules are not yet in force and stakeholder submissions will be reviewed before the draft is finalised.

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Priya Raghavan
Energy Markets Analyst
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| Food & Beverages

Belgian competition authority sanctions Südzucker unit Raffinerie Tirlemontoise over beet contracts

The Belgian Competition Authority has established an abuse of economic dependence by Raffinerie Tirlemontoise, the Südzucker group's Belgian sugar business, closing a file opened by a 2018 complaint. Commitments on beet purchase price and pulp remuneration clauses become binding from the 2027 campaign. The new beet campaign opens on 5 October with Belgian yields down to 15-16 tonnes of sugar per hectare.

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Isabella Romano
Lead Food & Beverage Analyst
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| Food & Beverages

Croatian tea blend ordered destroyed after toxin levels hit ten times the EU limit

A tea blend of Croatian origin has been ordered destroyed after a market sample showed almost 2,000 micrograms of pyrrolizidine alkaloids per kilogram against a permitted 200. The notification in the EU rapid alert system classified the health risk as serious. The product, producer and batch have not been published.

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

FEFAC warns of 5 million tonne EU soymeal shortfall as EUDR deadline approaches

European feed industry association FEFAC estimates the EU could face a soybean meal shortfall of at least 5 million tonnes in 2026/27, equal to around 20% of consumption. The association puts the combined additional cost for soybean, rapeseed and sunflower meal at about €1.40 billion, and is calling for emergency measures before the EU Deforestation Regulation applies on 30 December 2026.

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Martin Keller
Senior Agricultural Commodities Analyst
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| Energy & Fuels

Austrian sawmill chip prices top €200 per tonne as pellet costs rise about 30%

Prices for sawmill wood chips in Austria have moved from around €115–135 per tonne atro ex sawmill at the end of 2025 to asking prices above €200, according to market data cited by biorefinery AustroCel Hallein. With 320,000 tonnes atro consumed a year, every €10 per tonne adds €3.2 million to the company's costs. The Salzburg Chamber of Labour reports pellet prices up about 30% year on year.

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Daniel Brooks
Lead Energy Markets Analyst
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