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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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| Agriculture: Crops & Grains

Guinea Adds 40,000 Tonnes of Storage Capacity to Protect Domestic Harvests

Guinea is adding 40,000 tonnes of food-storage capacity to improve harvest preservation and reduce post-harvest losses. The investment could strengthen domestic supply resilience, although its impact will depend on access, operating standards and links with producers and markets.

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Arjun Mehta
Consumer Goods Analyst
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| Food & Beverages

Vietnam's Beer Sector: Revenue Up 7% in H1 2026 as Profit Jumps 29%

Fifteen Vietnamese beer companies that have published half-year accounts reported combined revenue of more than 24 trillion dong in the first half of 2026, up 7% year on year, with after-tax profit rising 29% to more than 3 trillion dong. Thương Trường reports the recovery is uneven, with the largest producers accounting for the bulk of the profit.

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

Cambodia Ships First Bulk-Carrier Rice Cargo of 10,000 Tonnes to the Philippines

Cambodia has loaded a 10,000-tonne rice cargo onto a bulk carrier at the Sihanoukville Autonomous Port for the Philippines, its first non-container rice shipment on the route. The Philippines took 122,201 tonnes of Cambodian rice in the first eight months of 2026, or 15.4% of total exports, with another 87,344 tonnes already contracted.

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Ana Lucia Fernandes
Senior Agricultural Commodities Analyst
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| Food & Beverages

Peru's wholesale brown sugar price rises 45% in a month as climate risk builds over the cane crop

The wholesale price of brown sugar in Peru rose 45% between 5 August and 4 September, from S/2.10 to S/3.05 per kilogram, according to MIDAGRI data reported by Caretas. Researchers at UNALM warn that heat, drought and heavy rainfall during cane ripening can cut sucrose accumulation and industrial yield. La Libertad accounts for around 45% of the country's harvested cane area.

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

Vietnam Rice Exports: 6.03 Million Tonnes in Eight Months, but Value Down 10.7%

Vietnam shipped about 6.03 million tonnes of rice worth nearly $2.91 billion in the first eight months of 2026, with volume down 5% and value down 10.7% year-on-year. Exporters say the binding constraints are now brand control in the United States, a European residue list expanded from about 14 substances to roughly 285, and logistics costs.

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Ana Lucia Fernandes
Senior Agricultural Commodities Analyst
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