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

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| Food & Beverages

Fake butter case exposes gaps in Bulgaria’s food control system

More than six tonnes of counterfeit butter were withdrawn and destroyed in Bulgaria, but authorities cannot determine how much was consumed. The case has raised questions about inspection outcomes, laboratory testing and the traceability of food sold through long supply chains.

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

Thai jasmine rice loses ground as high prices weaken demand in China

Thailand’s rice exports to China fell 44.84% year on year to 139,460 tonnes in January-May 2026 as premium pricing and changing consumption reduced demand. Thai authorities are responding with quality-focused promotion, targeted digital sales and government-to-government negotiations.

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

Dairy farmers raise bobby calves for beef as fast-food demand grows

Dairy farmers are retaining and raising bobby calves as beef animals as fast-food companies show greater interest in dairy-beef supply. The trend gives farmers another potential revenue stream while creating new requirements for calf management, finishing and procurement.

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

Rabobank sees Brazil's soybean expansion pausing, output to fall in 2026/27

Rabobank expects Brazil's long run of soybean area growth to stall in the 2026/27 crop and forecasts lower national output. The bank blames compressed farmer margins from weak prices and tighter credit conditions that discourage new plantings in the world's largest soybean exporter.

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

Corn rises on tighter US supply outlook and ethanol demand as wheat retreats

Corn and soybean futures advanced in Chicago on July 23, 2026, while wheat retreated from a multiyear high. Expectations of reduced US corn acreage, strong ethanol demand and Black Sea logistics risks supported the grain complex, while Brazilian corn also gained on B3.

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Ana Lucia Fernandes
Senior Agricultural Commodities Analyst
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