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

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| Machinery & Automotive

Italy's industrial vehicle market stalls in summer: July flat, August down 2.5%

Registrations of vehicles above 3.5 tonnes in Italy were flat in July 2026 at 2,863 units and fell 2.5% in August to 1,263, according to UNRAE estimates based on Ministry of Infrastructure and Transport data reported by ANSA. The eight-month total remains 3.0% higher at 19,200 units, while UNRAE presses for the multi-year road haulage fund to become operational.

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

StoneX cuts 2025/26 global sugar surplus to 1.45 million tonnes on delayed Brazilian cane crush

StoneX lowered its 2025/26 global sugar surplus estimate to 1.45 million tonnes from 2.9 million tonnes, citing a delayed cane crush and weaker cane quality in Brazil's Center-South. The consultancy also cut the 2026/27 Center-South crush to 635.3 million tonnes and sugar output to 38 million tonnes, while projecting a record 662.1 million tonne crop in 2027/28.

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Ana Lucia Fernandes
Senior Agricultural Commodities Analyst
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| Food & Beverages

ATAM says Guatemalan sugar is entering Mexico as contraband through Veracruz

The Asociación de Técnicos Azucareros de México (ATAM) says sweetener from Guatemala is infiltrating the Mexican market through customs-evasion schemes, with Veracruz identified as one of the operating points. The association, cited by Imagen de Veracruz, frames the flows as a destabilising factor for the national sugar industry. No volumes, values or company names were disclosed in the report.

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

Brazilian soybean prices hold at R$ 162-163 at ports despite Chicago slide

Soybean futures closed lower in Chicago on Wednesday, 23 September, with the November 2026 contract at US$ 13.18 per bushel. In Brazil, a dollar rally above R$ 5.17 and premiums of 155 to 160 points over Chicago kept port prices unchanged at R$ 162 to R$ 163 for October. Producers held back new sales as the US harvest accelerated.

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

Vietnam's Fruit and Vegetable Exports Hit Record $1.37 Billion in August as Year Heads Toward $10 Billion

Vietnam exported $1.37 billion of fruit and vegetables in August 2026, the highest monthly figure on record and a sixth consecutive month of growth, according to Customs Department data cited by nongnghiepmoitruong.vn. China took $1.06 billion of that and 63% of eight-month shipments. Industry bodies expect full-year exports of approximately $10 billion.

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Ana Lucia Fernandes
Senior Agricultural Commodities Analyst
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| Food & Beverages

Paraná lifts chicken exports 26.4% in August as pork revenue slips nationally

Paraná exported 200,600 tonnes of chicken meat in August, up 26.4% year on year, keeping Brazil's top position, while its pork shipments rose 24.3% to 22,800 tonnes. Nationally, chicken export revenue hit US$997.9 million in August, but pork revenue fell 1.7% despite higher volumes, and live hog prices in the South began to retreat.

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Isabella Romano
Lead Food & Beverage Analyst
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| Energy & Fuels

Germany files 2045 coal, oil and gas exit plan with the United Nations

Berlin has submitted to the UN a roadmap for a complete phase-out of coal, oil and natural gas by 2045, presented by Environment Minister Carsten Schneider in New York. Fossil fuels covered 65 percent of German energy consumption in 2024, with 98 percent of mineral oil and 95 percent of natural gas imported at a cost of 76 billion euros. Environmental groups welcomed the plan while criticising current policy.

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Daniel Brooks
Lead Energy Markets Analyst
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| Agriculture: Crops & Grains

Russia's groats output rises 10% to 1.2 million tonnes in January-August 2026

Rosstat data reported by TASS show Russian production of groats reached 1.2 million tonnes in the first eight months of 2026, a 10% increase year on year. Output of cottage cheese rose 9.6% over the same period to 359,000 tonnes. The release covers physical volumes only, without price, capacity or crop-level detail.

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

Ghana white maize prices rise 8.9% in August despite better supply, AGRA reports

The average price of white maize in Ghana rose 8.9 per cent in August to GH¢3,141 per metric tonne, according to AGRA's latest Food Security Monitor reported by the Ghanaian Times. Prices remain 8.9 per cent below February and 36.3 per cent below a year ago. GhanaWeb reported that the wider food basket was largely stable, with fuel the other notable increase.

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Martin Keller
Senior Agricultural Commodities Analyst
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| Food & Beverages

EU food-waste directive brings restaurants into 30% reduction target by 2030

EU Directive 2025/1892 sets a binding 30% per capita food-waste cut by 2030 for retail, distribution, catering and households, measured against the 2021-2023 average. Italian household waste fell to 554 grams per capita per week in 2026, while Waste Watcher data for IIAS put frozen products at 2.2% of measured waste.

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Isabella Romano
Lead Food & Beverage Analyst
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| Energy & Fuels

Crude Falls for Sixth Session to Two-Week Low as Saudi Pipeline Route Returns

Crude oil prices declined for a sixth consecutive session to a two-week low after Saudi Arabia restored a key pipeline route. Improved diplomatic signals between the United States and Iran and a rise in US crude inventories added to the supply-side pressure. No volumes, agreement terms or stock figures were specified in the available reporting.

P
Priya Raghavan
Energy Markets Analyst
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