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| Agriculture: Crops & Grains

Iran defends feed-grain imports as corn pricing and buffalo-meat rules face scrutiny

Iran’s state livestock support company says imports are needed to cover a domestic feed deficit, with national corn demand at about 12 million tonnes a year. The agency also rejected claims of government buffalo-meat imports while acknowledging that controlled industrial imports may be permitted.

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Martin Keller
Senior Agricultural Commodities Analyst
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| Energy & Fuels

Indonesia weighs turning coal into gasoline as production costs stay the obstacle

Indonesia is examining plans to convert domestically mined coal into motor gasoline as part of a fuel import-substitution push. According to tirto.id, coal-to-liquid technology makes the conversion possible, but production costs are not yet judged economic. The project's fate rests on capital cost, conversion efficiency and access to financing rather than on technical feasibility.

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Priya Raghavan
Energy Markets Analyst
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| Agriculture: Crops & Grains

Malaysia still imports about 26 million litres of fresh milk a year as self-sufficiency holds near 62%

Malaysia needs to import roughly 26 million litres of fresh milk annually because its self-sufficiency level for the product stands at about 62 percent, Bernama reported from Kuala Terengganu. The two figures imply national fresh-milk demand of around 68 million litres a year, with local farms covering about 42 million. The shortfall is structural and, in a perishable category, must be met by continuous chilled supply rather than spot purchases.

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Ana Lucia Fernandes
Senior Agricultural Commodities Analyst
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| Trade Policy & Macro

EU Alerts Flag GMO Material in at Least Five Chinese Rice Product Consignments

The EU's Rapid Alert System for Food and Feed has logged genetically modified material in at least five consignments of Chinese rice sticks, crackers, noodles and hydrolysed rice flour so far this year. The findings land while Beijing is rejecting imported rice on GMO grounds, including a record 146 consignments between January and June.

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Eleanor Hayes
Lead Trade Policy Analyst
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| Food & Beverages

Elazığ Sugar Factory Opens 71st Campaign With 240,000-Tonne Beet Target

The Elazığ Sugar Factory has launched its 71st sugar beet purchasing and processing campaign for the 2026-2027 season. The plant is due to take in 240,000 tonnes of beet and produce 25,000 tonnes of crystal sugar. The intake represents contracted offtake for growers inside the factory's delivery radius.

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

Almond export shipments rise 12% to 18,867 KWE in July as Asian demand splits

Global almond export shipments reached 18,867 KWE in July, a 12 per cent increase, but cumulative volumes for March to July remained 2 per cent below the previous year. Southeast Asia expanded its intake while China, India and the Middle East followed divergent trends, leaving exporters without a single Asian demand signal.

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Chen Wei
Metals & Mining Analyst
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| Food & Beverages

Super El Niño Threatens Brazil's Record Barley Area and Warm-Season Beer Demand

Federal forecasters put the odds above 90% that El Niño reaches the "very strong" category by November, with heavy spring rain forecast for southern Brazil just as barley harvest peaks. Paraná planted a record 130,000 hectares, but the share of fields in good condition has already slipped from 86% to 80% in one week. Brazil produced 955,000 tonnes of malt in 2024 against demand of 1.93 million tonnes.

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Isabella Romano
Lead Food & Beverage Analyst
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| Machinery & Automotive

Battery-Electric Cars Reached 17.3% of EU New Registrations in 2025 as Germany Led on Volume

Around 1.89 million battery-electric passenger cars were newly registered in the European Union in 2025, close to 30 percent more than a year earlier and 17.3 percent of the total market. Germany was the largest single market with roughly 545,100 units, while Denmark led on share at 67.8 percent. Charging capacity in Europe is expected to double by 2030.

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Henrik Johansson
Senior Machinery & Automotive Analyst
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| Food & Beverages

NongHyup Launches Integrated Domestic Goat Meat Brand as South Korea's Dog Meat Ban Nears

NongHyup Economic Holdings has launched "NongHyup Goat", an integrated brand using 100% domestic animals with controls from rearing records through HACCP slaughter, processing and safety testing. The cooperative plans to extend the range from fresh cuts and goat soup into convenience meals and health foods. The move comes as South Korea's 2024 law bans dog meat breeding, distribution and sale from February 2027.

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

Romania sets drought compensation at 333 lei per hectare for maize and sunflower

Romania's government approved aid of 333 lei per hectare, about 63 euros, for maize and sunflower crops damaged by the 2025 drought, under a scheme worth 155.36 million lei split evenly between EU and national funding. The drought hit 273,276 hectares of maize and 280,685 hectares of sunflower, while the scheme's own documentation estimates income losses of 210 to 890 euros per hectare.

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Martin Keller
Senior Agricultural Commodities Analyst
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| Food & Beverages

Japan's Food Exporters Meet Tougher Chinese and Korean Competition Across ASEAN

Japanese agriculture and food exports to Vietnam reached 95.4 billion yen in 2025, up 10.6%, while Indonesia grew 35.5% to 17.3 billion yen, according to ministry data cited by Mainichi Shimbun. Nomura Research Institute surveys show South Korean brands already ahead of Japan in instant food in Jakarta and Ho Chi Minh City, even as Japanese brands keep a 15-point lead in processed food and beverages overall.

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David Okafor
Food & Beverage Analyst
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| Energy & Fuels

South Korea Moves to Merge KEPCO's Five Power Generators, Raising Competition Concerns

The South Korean government is pursuing a consolidation of the five power generation companies held under state utility KEPCO into a single enlarged entity referred to in Korean coverage as Korea Power Generation. Energy specialists warn the merged company's market power would weaken competition in the wholesale electricity market. Independent power producers are described as the most exposed group.

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Priya Raghavan
Energy Markets Analyst
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