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

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| Agriculture: Crops & Grains

India weighs buffer-stock release as pigeon pea prices rise ahead of festivals

India may release government pulse stocks after pigeon pea prices rose about 14% in one month amid limited arrivals and strong mill demand. Traders say costly imports are providing little relief, while reported buffer-stock figures contain a discrepancy between the stated total and commodity breakdown.

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

Counterfeit Seed Reaches 15% of Russia's Seed Market as Import Quotas Bite

Counterfeit and falsified seed accounts for at least 15% of the Russian seed market, up four percentage points in two years, with growth continuing in 2026, according to Zerno Online. The report points to zero import limits on six major crops and an 18% fall in supplies from jurisdictions classified as unfriendly. Import dependence is cited at 24.2% for sugar beet and under 9% for potato.

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

Vietnam fragrant paddy prices ease as Philippine crop forecast points to stronger import demand

Prices for two fragrant paddy varieties in Vietnam’s Mekong Delta fell by 100 dong per kilogram, while export quotations were broadly stable. A projected 15% decline in Philippine third-quarter palay production and record annual imports of about 5 million tonnes could support regional demand.

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Ana Lucia Fernandes
Senior Agricultural Commodities Analyst
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| Food & Beverages

Egypt’s frozen potato exports rise 19% to $253 million in 2025

Egypt exported about 238,000 tonnes of frozen prepared or preserved potatoes worth $253 million in 2025, a 19% increase from 2024. Jordan, Saudi Arabia, Brazil, the United Arab Emirates and the United States accounted for approximately 75% of the export value.

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David Okafor
Food & Beverage Analyst
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| Energy & Fuels

Coal Stocks Critically Low at Nearly 40% of India’s Power Plants

Seventy-four Indian coal-fired power plants had critically low fuel inventories as of September 19, according to government data cited by Reuters. Hot weather, strong electricity demand and disrupted rail shipments have increased procurement pressure and pushed utilities toward more expensive imported coal.

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Priya Raghavan
Energy Markets Analyst
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| Energy & Fuels

Edison, EDF and Nuward target Italy’s first small modular reactor by 2035

Edison, EDF and Nuward plan to develop an initial series of 10 small modular reactors in Europe from 2030, with Italy’s first Nuward plant targeted for operation by 2035. A study cited by Corriere della Sera estimates that supplying about 10% of Italian electricity demand with new nuclear power by 2050 could create a €46 billion market.

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Daniel Brooks
Lead Energy Markets Analyst
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