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| Agriculture: Crops & Grains

Iran Lifts Kiwi Export Ban Early, Opening Shipments From the Start of Mehr

Iran has removed its seasonal ban on kiwifruit exports ahead of the previous timetable, allowing shipments from the first day of the month of Mehr instead of the 15th. The change was attributed to the Trade Development Organization of Iran and applies to the current year.

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Martin Keller
Senior Agricultural Commodities Analyst
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| Food & Beverages

Greek chocolate maker ION takes 35% stake in Mexico wafer venture

ION has agreed to take a 35% stake in a Mexican joint venture that will market and distribute wafer products across Mexico and wider American markets. The move accompanies an approximately €167 million investment program at the Greek chocolate maker and its Lavdas subsidiary.

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Isabella Romano
Lead Food & Beverage Analyst
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| Chemicals & Fertilizers

Polish Fertilizer Prices Face Year-End Pressure as Gas and Urea Costs Surge

Urea has risen more than 20 percent in two months and TTF gas more than 65 percent, pushing up nitrogen fertilizer production costs in Poland, topagrar.pl reported. At the same time, imports of nitrogen fertilizer from outside the EU fell to 88,900 tonnes in January-July from 898,300 tonnes a year earlier. The outlet sees a clearly higher risk of price increases in November and December.

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Katrin Vogel
Lead Chemicals & Fertilizers Analyst
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| Food & Beverages

Syria holds bread price after 13 September fuel hike as bakeries halt in Hasakah and Qamishli

Revised petroleum product prices took effect in Syria on 13 September, lifting diesel to 175 new Syrian pounds per litre while a bundle of subsidised bread stayed at 40 pounds. Dozens of bakeries in Hasakah, Qamishli and the wider Jazira region suspended work. The Ministry of Economy and Industry cut the price of bakery flour from 20,000 to 15,000 pounds per tonne, raising the bread subsidy from 60% to 70%, and set out a plan to upgrade 200 bakeries and build four mills and 17 silos.

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David Okafor
Food & Beverage Analyst
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| Agriculture: Crops & Grains

Polish Farmers Withhold Grain as Port Wheat Tops 1,000 zł per Tonne

Wheat at Polish buying points near the Baltic ports has reached and in places exceeded 1,000 zł per tonne, but southern quotations remain far lower and fuel and gas costs are absorbing much of the premium. farmer.pl reports that supply into buying points is minimal as growers delay sales, while Credit Agricole forecasts wheat at about 90 zł/dt by the end of 2026 and 95 zł/dt by the end of 2027.

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Martin Keller
Senior Agricultural Commodities Analyst
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| Food & Beverages

Croatia imports 60% of its milk as farm numbers fall and output edges up 6%

Croatian farms cover only about 40% of the country's milk and dairy consumption, leaving 60% to imports, according to totalinfo.hr. Total output has risen 6% as the remaining farms modernise and lift yields per cow, but the number of suppliers keeps falling. With EU raw milk production above 160 million tonnes a year, import pressure on the small domestic sector remains constant.

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

Poland Approves Alcohol Excise Increase From 2027, 1.4bn zł Earmarked for Health Fund

Poland's government has adopted a Finance Ministry bill raising excise duties on ethyl alcohol, beer, wine, other fermented beverages and intermediate products from 1 January 2027. Excise receipts above the 2026 level are to be transferred to the National Health Fund, with 1.4bn zł written into the act for 2027 and the same amount for 2028. The steepest increase, around 26%, falls on cider and perry below 5% alcohol.

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Eleanor Hayes
Lead Trade Policy Analyst
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| Textiles & Consumer Goods

Suzano-Kimberly-Clark Joint Venture Arbex Starts Operations With About 1 Million Tonnes of Tissue Capacity

Arbex, the joint venture between Brazilian pulp producer Suzano and Kimberly-Clark, began operating on 1 July 2026 with total capacity of roughly 1 million tonnes per year in the European hygiene paper market. In an interview with EUWID, DACH country manager Petra Ahlendorf and Koblenz mill manager Paul Sokol described the German market as the largest tissue market in Europe and still offering scope for growth. The Koblenz plant employs about 240 people and produces 40,000 tonnes of hygiene paper a year.

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Charlotte Dubois
Senior Consumer Goods Analyst
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| Agriculture: Crops & Grains

Kazakhstan grain exports outpace last season as KTZ lifts rail tariffs 23.5%

Kazakhstan shipped 7.1 million tonnes of grain in January-August 2026, with 4.8 million tonnes going to Central Asia, and August set a transport record of 1.157 million tonnes. At the same time, KTZ raised mainline rail tariffs by 23.5% from 21 September, with a further 23.5% increase in locomotive traction prices approved for 1 December. Export prices for milling wheat have already risen by 4-5 dollars per tonne.

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

Paria coconut growers warn Colombia export halt is driving down demand and prices

Phytosanitary barriers have halted exports of peeled Venezuelan coconuts to Colombia, disrupting a trade channel that normally absorbs 80% of national output. Growers in Paria report falling demand and prices, rising unemployment and mounting pressure from poor roads, fuel shortages and high labor costs.

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Ana Lucia Fernandes
Senior Agricultural Commodities Analyst
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| Food & Beverages

USDA: Romania's chicken meat industry set to grow 6% in 2026 after 2025 decline

A USDA report cited by economica.net projects Romanian chicken meat output will expand 6% in 2026, above the EU average of 3.4%, and a further 3% in 2027. Growth is supported by strong domestic and export demand, the absence of HPAI outbreaks on commercial farms and the EU ban on Brazilian chicken meat in force since 3 September 2026. European Commission data put Romanian farm-gate poultry prices at 243.3 euros per 100 kilograms, below the EU average of 287.4 euros.

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Isabella Romano
Lead Food & Beverage Analyst
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