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

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| Agriculture: Crops & Grains

Spanish table olive exports fall 9% as Egypt and Turkey gain ground

Spain’s table olive exports fell 9% in volume and 6% in value between September 1 and April 30 compared with the previous season. Egypt and Turkey are gaining ground as higher Spanish production costs constrain price competitiveness.

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

Kazakhstan targets Morocco as a gateway for wheat sales in Africa

Kazakhstan and Morocco are developing logistics and business links intended to expand Kazakh wheat sales in Morocco and other African markets. A 300,000-tonne agreement and an initial 60,000-tonne shipment have provided the first commercial test of the strategy.

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Martin Keller
Senior Agricultural Commodities Analyst
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| Trade Policy & Macro

US Raises Tariff on Chilean Wine, Grapes and Salmon to 12.5%

The United States will raise its tariff on selected Chilean exports from 10% to 12.5%, affecting bottled wine, fresh grapes and salmon. Copper and lithium remain exempt, limiting the measure’s overall trade impact but increasing pressure on Chilean agrifood suppliers.

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

Vietnam lobster exports rise 44.3% to $585 million in first half of 2026

Vietnam’s lobster exports reached about $585 million in the first half of 2026, up 44.3% year on year. The sector is approaching a $1 billion milestone but remains highly dependent on China, which accounted for more than 98% of export revenue in 2025.

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

Black Sea grain prices consolidate as French wheat forecast falls to 30.8 million tonnes

Grain markets stabilized after a sharp rally, with milling wheat reaching €219 per tonne DAP Constanța and September MATIF wheat closing at €234.75 per tonne. Argus Media expects France to produce 30.8 million tonnes of soft wheat in 2026, below both last year’s output and the official forecast.

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Katrin Vogel
Lead Chemicals & Fertilizers Analyst
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| Agriculture: Crops & Grains

Polish poultry sector faces higher EU welfare costs and Mercosur competition

Poland, the EU’s largest poultry meat producer, could face substantial investment and transport costs under planned animal-welfare rules. A 180,000-tonne preferential import quota in the EU-Mercosur agreement is also raising concerns about competition from lower-cost South American suppliers.

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Martin Keller
Senior Agricultural Commodities Analyst
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