Market News

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

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| Electronics & Technology

US bans imports of foreign mobile robots and solar inverters over security risks

The United States has barred imports of newly approved foreign-made mobile robots and solar inverters, citing risks from network connectivity. The restrictions are expected to hit Chinese suppliers particularly hard, while previously authorized robots and stationary industrial systems remain unaffected.

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Kevin O'Sullivan
Lead Electronics & Technology Analyst
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| Trade Policy & Macro

Vietnam expands export traceability system to 9,546 growing-area codes

Vietnam had issued 9,546 growing-area codes and 1,525 packing-facility codes by May 2026, supporting agricultural exports to major markets. China has approved 4,323 growing areas and 1,332 packing facilities, but compliance warnings and suspensions show that market access increasingly depends on continuous technical controls.

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Yusuf Demir
Senior Trade Policy Analyst
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| Agriculture: Crops & Grains

Brazil’s 2026 soybean exports forecast at record 115.4 million tonnes

Abiove raised its forecast for Brazil’s 2026 soybean exports by 1.1% from its June estimate to a record 115.4 million tonnes. The group also increased its crushing and export revenue projections, while lowering the expected year-end soybean inventory.

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Martin Keller
Senior Agricultural Commodities Analyst
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| Energy & Fuels

Iraq shifts surplus fuel oil and naphtha exports to northern land crossings

Iraq’s Southern Refineries Co. is using northern land crossings to export surplus fuel oil and naphtha after military events affected shipments through Khor al-Zubair port. The Basra refinery continues to supply the domestic market while operating below its 280,000-barrel-per-day design capacity during the summer heat.

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Priya Raghavan
Energy Markets Analyst
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| Agriculture: Crops & Grains

US soybean exporters seek new markets as sales to China fall 45%

US soybean export commitments fell 18.5% year on year to 41.4 million tonnes as of July 16, driven by a 45% decline in Chinese purchases. Higher sales to Egypt and several Asian markets have recovered 3.3 million tonnes but cannot replace lost Chinese demand.

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

Black Sea disruptions keep sunflower oil prices elevated despite larger EU crop

Sunflower prices remain elevated for nearby delivery as attacks on Ukrainian port infrastructure and higher Black Sea insurance costs restrict trade. EU sunflower seed production is forecast to rise 15.7% to 10.1 million tonnes, but alternative routes cannot fully replace maritime capacity.

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Martin Keller
Senior Agricultural Commodities Analyst
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