Market News

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

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| Trade Policy & Macro

Brazil’s beef tallow industry seeks exemption from 25% US tariff

Brazil’s animal recycling industry is seeking the removal of beef tallow and related products from a new 25% US tariff. The United States bought 389,000 tonnes of Brazilian beef tallow in 2025, making the measure significant for exporters and US renewable diesel producers.

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Eleanor Hayes
Lead Trade Policy Analyst
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| Food & Beverages

Russian cod prices rise 44% as catch declines and exports to China grow

Russian retail cod prices reached 1,398 rubles per kilogram in the first quarter of 2026, up 44% year on year, according to NTech data reported by Pravda.ru. A 10.7% decline in the catch and stronger frozen cod exports coincided with a 23% drop in retail sales volume as consumers shifted toward pollock.

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Isabella Romano
Lead Food & Beverage Analyst
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| Energy & Fuels

Poland’s faster coal exit raises unemployment risks in mining districts

Poland’s falling coal demand could force mines to close earlier than the timetable in the sector’s social agreement, according to an Instrat Foundation report. The effects will vary sharply across 66 coal-linked districts, with mining-dependent towns and weaker rural areas facing the greatest employment risks.

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Daniel Brooks
Lead Energy Markets Analyst
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