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| Logistics & Freight

Rail Quotas K1 and K2 Squeeze Kuzbass Coal's Access to Eastern Export Routes

Kuzbass, Russia's largest coal region, is losing position on the Eastern Polygon not to foreign rivals but to domestic shippers competing for the same rail capacity, according to vgudok.com. The publication points to the K1 and K2 quotas as the mechanism deciding who gets eastbound slots, even as record coal volumes move toward Pacific ports.

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Fatima Al-Rashid
Logistics & Freight Analyst
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| Agriculture: Crops & Grains

Australia’s Last Grower-Owned Sugar Mill Seeks Government Rescue Loan

Australia’s only remaining grower-owned sugar mill is seeking a multi-million-dollar government loan to remain operational. Its survival will affect whether participating cane growers retain ownership of processing capacity and how regional production reaches the sugar market.

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Ana Lucia Fernandes
Senior Agricultural Commodities Analyst
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| Food & Beverages

Vietnam considers comprehensive ban on vaping and heated-tobacco products from May 2027

Vietnam is considering legislation that would prohibit the production, trade, transport, import, export and use of electronic cigarettes and heated-tobacco products from May 1, 2027. Lawmakers are also reviewing restrictions on components, online sales, tobacco displays and sales near schools and healthcare facilities.

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David Okafor
Food & Beverage Analyst
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| Trade Policy & Macro

South Korean farm coalition mobilizes against possible CPTPP accession

A coalition of 75 South Korean agriculture, livestock, fisheries and forestry organizations has launched a campaign against possible CPTPP accession. The groups want the government to suspend discussions and disclose sector-by-sector assessments of the effects of further market opening.

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Yusuf Demir
Senior Trade Policy Analyst
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| Metals & Mining

Italy and United States sign critical-minerals supply-chain memorandum

Italy and the United States have signed a memorandum in New York to strengthen critical-mineral supply chains. A bilateral technical working group will coordinate information exchange and investment in extraction, processing and recycling, while also examining raw-material pricing.

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Thomas Reid
Senior Metals & Mining Analyst
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| Agriculture: Crops & Grains

Indonesia Says Rice Import Halt Since 2025 Pushed World Prices Down to $368 a Tonne

Agriculture Minister Andi Amran Sulaiman said Indonesia has not imported rice since 2025 after reaching self-sufficiency, and that the withdrawal of one of the world's largest buyers pushed global prices from about $660 to $368 per tonne. He said farmers in Thailand, Vietnam, India and Pakistan are under pressure and have protested, and that Jakarta refused requests from foreign leaders to resume purchases, including one for 200,000 tonnes.

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

Smaller Canadian Crop and Asian Demand Support Bullish Pea Outlook

The global pea market has a bullish outlook as a smaller Canadian crop meets strong demand from India and China. Difficulties moving Russia’s crop to market are further limiting accessible supply, according to The Western Producer.

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Ana Lucia Fernandes
Senior Agricultural Commodities Analyst
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| Food & Beverages

DiKoko plans R$72.2 million coconut processing plant in Ceará

DiKoko Agroindustrial has signed a memorandum with Ceará’s government for a R$72.2 million coconut processing plant in Russas. The proposed unit could create 88 direct and 351 indirect jobs, but still requires contracts, licenses and feasibility reviews.

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Isabella Romano
Lead Food & Beverage Analyst
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