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

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| Machinery & Automotive

Poland leads six-country push for an EU rescue plan for home appliance manufacturing

Poland, Italy, France, Germany, Spain and Slovakia are asking the European Commission to draft a dedicated plan for the household appliance sector. Poland, which makes more than 40 percent of the EU's large appliances, saw five plants close last year. The industry's central demand is an extension of CBAM to dishwashers, ovens, hoods and hobs.

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

Tunisia Targets Higher-Value Olive Oil and Date Exports as Revenues Rise

Tunisia’s olive oil exports reached about 368,000 tonnes worth 4.6 billion dinars in the first nine months of the 2025/2026 campaign. Date export revenue exceeded 908 million dinars, while the country is seeking new markets and more value from packaging and processing.

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

Egypt's rice output seen rising 19% to about 5.5 million tonnes on larger planted area

Participants in Egypt's rice sector expect new-season output to rise by roughly 19% to about 5.5 million tonnes of white rice, according to Economy Plus. The projection rests on an expansion of planted area rather than higher yields. No official area or yield data has been published alongside the estimate.

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Martin Keller
Senior Agricultural Commodities Analyst
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| Energy & Fuels

EAEU common fuel market pushed back to 2030, freezing Kazakhstan's price gap with Russia

The Eurasian Economic Union's common market for oil, gas and petroleum products will not launch on 1 January 2027 as planned. The new date is 2030, according to Kolesa.kz, citing a draft Kazakh tax law and confirmation from the Ministry of Energy. The delay keeps Kazakh fuel prices below Russian levels, together with the incentive for grey exports.

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Priya Raghavan
Energy Markets Analyst
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| Agriculture: Crops & Grains

Malaysia and Pakistan explore agricultural trade cooperation on RM4.40 billion base

Malaysia and Pakistan are exploring expanded cooperation in agricultural trade and the opening of new markets, Bernama reported. Agricultural trade between the two countries stood at RM4.40 billion as of December last year. No product lines, timeline or target value have been attached to the discussions.

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

Argentina opens Hanoi attaché office to defend its lead in Vietnam's soybean meal market

Argentina has opened an agro-industrial attaché office in Hanoi, one of only six such posts worldwide, to protect its position as Vietnam's leading soybean meal supplier. Vietnam is now the single largest buyer of Argentine soymeal, ahead of Malaysia and Indonesia, and took $1.6 billion of soy-complex goods in 2025. Argentina's soybean chain earned about $21.44 billion last year, up 9.2%.

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

Vietnam exporters face EUDR deadline as VCCI urges supply-chain data overhaul

The EU Deforestation Regulation applies to large and medium-sized companies from 30 December 2026 and to small and micro enterprises from 30 June 2027, covering more than 80 tariff lines across seven commodity groups. Vietnamese exporters of coffee, rubber and wood are not directly in scope but hold the data EU importers need for due diligence. VCCI told a Hanoi seminar the deadline should be used to rebuild traceability from the plot to the container.

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Yusuf Demir
Senior Trade Policy Analyst
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| Trade Policy & Macro

Thailand and US still split on market access as pork blocks tariff deal

Thai Foreign Minister Sihasak Phuangketkaew said Thailand and the United States remain divided over market opening in their tariff negotiations, with access for US pork one of the main obstacles. A leader-level call expected on 17-18 September did not take place and no new date has been set. Thailand faces a 12.5% US tariff and is asking for the 10% rate applied to Indonesia and Malaysia.

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Yusuf Demir
Senior Trade Policy Analyst
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| Trade Policy & Macro

Uruguay presses Brazil over stalled milk powder antidumping case

More than three months after Brazil formalised the suspension of antidumping duties on milk powder from Uruguay and Argentina, the case remains open. Uruguay raised the delay at the Mercosur Common Market Group in Montevideo, saying it creates uncertainty for exporters, according to Búsqueda. Brazil set out a timetable running to late October 2026.

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Eleanor Hayes
Lead Trade Policy Analyst
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| Agriculture: Crops & Grains

Thai farmers oppose amendment of Plant Variety Protection Act over seed-saving rights

The Thai Farmers and Agriculturists Association has come out against a proposed amendment to Thailand's Plant Variety Protection Act B.E. 2542, the law in force since 1999. The group says the revision could weaken farmers' right to save seed from their own harvest and replant it, and is demanding the government state plainly what farmers gain and what they lose. The association is separately pressing for a new round of per-rai relief payments.

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Ana Lucia Fernandes
Senior Agricultural Commodities Analyst
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