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| Food & Beverages

Assolatte: Italy is the EU's top cheese exporter to Brazil as Mercosur deal opens room to grow

Italy is the European Union's leading cheese supplier to Brazil, although direct shipments to the Mercosur area still amount to only 560 tonnes worth about €6 million, Assolatte president Paolo Zanetti said in Bergamo. Brazil imported 50,000 tonnes of cheese in 2025 for €223 million, making it the bloc's largest market. The EU-Mercosur agreement phases down duties and recognises nine Italian cheese names, but sanitary disputes remain unresolved.

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Isabella Romano
Lead Food & Beverage Analyst
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| Machinery & Automotive

Germany Seeks Broader EU Trade Defenses as Chinese Automakers Expand

Berlin wants the EU to consider tariffs on Chinese-made plug-in hybrids, European-content requirements and conditions on Chinese investment. The debate carries major consequences for Tunisia, whose automotive industry employs nearly 120,000 people and sends 37% of its sector exports to Germany.

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Henrik Johansson
Senior Machinery & Automotive Analyst
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| Trade Policy & Macro

Vietnam to amend 13-year-old tobacco control law as new nicotine products spread

Vietnam's Law on Prevention and Control of Tobacco Harms is being amended after 13 years in force, with the bill due before the National Assembly in October. Lawmakers back writing the ban on e-cigarettes and heated tobacco into primary law, while a new ApiraSol report points to a $34.2 million gap between Chinese export data and Vietnam's official import figures.

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Yusuf Demir
Senior Trade Policy Analyst
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| Food & Beverages

Polish sugar prices rise, but beet growers say the rates still do not cover production costs

Sugar is getting more expensive in Poland, yet sugar beet growers say the rates they are paid still fail to cover production costs, the regional daily pomorska.pl reported. A grower in Wylatowo said on 7 September that beet plantations were in good condition despite a season that ran from drought to heavy rain. The report does not disclose contract rates or cost figures, leaving the size of the squeeze unquantified.

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Isabella Romano
Lead Food & Beverage Analyst
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| Food & Beverages

Greek table olive exports fall in H1 2026, first decline in a decade

Greek table olive exports fell about 1% in value and 2.25% in volume in the first half of 2026, ending ten years of continuous growth. The decline follows a record 2025 of 282,000 tonnes worth 872 million euros and is attributed to US tariff turbulence, weaker EU demand and Egyptian price competition.

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Isabella Romano
Lead Food & Beverage Analyst
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| Trade Policy & Macro

Kenya's COMESA sugar safeguard expires after 24 years as MPs press for new import protection

Kenya's safeguard capping duty-free sugar imports from COMESA expired on 30 November 2025 after almost 24 years and was not renewed. The East African reported on 16 September 2026 that Nairobi is exploring alternative protective measures, while members of parliament call for stronger defences for local millers. Production reached 815,454 tonnes in 2023 against consumption of about 1.13 million tonnes.

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Yusuf Demir
Senior Trade Policy Analyst
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| Metals & Mining

Canada's Lumina Metals prepares Nowa Sol copper-silver mine in Poland, waits on tax reform

Lumina Metals is advancing the Nowa Sol copper-silver project in south-western Poland, with a pre-feasibility study due in the second half of 2027. Chief executive Jordan Pandoff told wnp.pl that end-2025 changes cut the project's total fiscal burden from about 80 percent to just under 70 percent, against 35-45 percent in other NATO states. The company raised about 1 billion zloty in its Warsaw listing and has signed a letter of intent with KGHM on copper concentrate supplies.

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Thomas Reid
Senior Metals & Mining Analyst
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| Energy & Fuels

Bosnia's Federation caps wood pellet trade margins at 4% and 8% as prices reach 900 KM per tonne

The Government of the Federation of Bosnia and Herzegovina has capped wholesale pellet margins at four percent and retail margins at eight percent for 90 days. The measure follows a run-up in prices to between 550 and 900 KM per tonne ahead of the heating season. Producer selling prices are not limited.

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Daniel Brooks
Lead Energy Markets Analyst
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