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

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| Chemicals & Fertilizers

US imports of Russian fertilizer rise 28% to record $1.04 billion

US companies imported $1.04 billion of Russian fertilizer in January–May 2026, up 28% year on year and the highest total recorded for the period. Russia became the second-largest supplier after Canada, highlighting continued US demand for imported crop nutrients amid broader sanctions.

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Katrin Vogel
Lead Chemicals & Fertilizers Analyst
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| Food & Beverages

Mexico Turns US Cattle Export Ban Into Record Beef Export Surge

Mexico redirected cattle blocked from crossing into the United States toward domestic fattening and slaughter, driving beef export value up 46.9% in the first half of 2026. The shift followed a 14-month US ban on Mexican live cattle over a screwworm outbreak, lifted July 24, 2026.

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Isabella Romano
Lead Food & Beverage Analyst
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| Energy & Fuels

EU pressure mounts on Spain to phase out fossil-fuel boilers in homes

Spain will have to revise its strategy for replacing fossil-fuel boilers in residential buildings as the EU advances its building decarbonisation agenda. The available source also says measures against energy poverty must be strengthened, but does not provide the phase-out deadline referenced in the headline.

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

Morocco’s date exports to Germany reach record 714 tonnes

Morocco exported 714 tonnes of dates to Germany between July 2025 and May 2026, according to EastFruit. Shipments were worth more than €4.2 million and exceeded previous volumes by more than 20 times.

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

Corn rises in Paris and Chicago as European canola drops 5.1%

European corn gained €12 per tonne in the week of July 20-26, 2026, while Chicago corn and soybeans also advanced. European canola fell €27.50 per tonne as lower oil prices and profit-taking outweighed Black Sea supply concerns.

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Martin Keller
Senior Agricultural Commodities Analyst
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