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

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| Metals & Mining

Atlas reports high-grade graphite intersections at Minas Gerais project

Atlas Critical Minerals says all 20 initial drill holes at its project in Minas Gerais intersected graphite across an exploration area of about 11 km. The early results, including near-surface mineralization and successful purification to 5N purity, support further evaluation but do not yet constitute a commercial resource estimate.

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Thomas Reid
Senior Metals & Mining Analyst
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| Machinery & Automotive

Volvo prices ES90 below German rivals to gain ground in South Korea’s EV market

Volvo has launched the ES90 in South Korea at prices starting from 72.94 million won, placing its flagship electric sedan below major German competitors. The company targets at least 1,000 ES90 sales this year and 3,000 next year as competition intensifies across South Korea’s expanding imported EV market.

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Mei Tanaka
Senior Machinery & Automotive Analyst
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| Agriculture: Crops & Grains

Argentina set to overtake Brazil as world's No. 2 corn exporter in 2025/26

Brazil is on track to lose its spot as the world's second-largest corn exporter to Argentina in 2025/26, after shipments to Iran collapsed, consultancy Hedgepoint Global Markets said. Argentina is forecast at 45 million tonnes against Brazil's 43 million, the first such reversal since 2020/21.

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

Malaysia sources nearly 80% of its coconut needs from Indonesia

Malaysia obtains nearly 80% of its coconut requirements from Indonesia, according to Indonesia’s Agriculture Ministry. Jakarta wants to use that demand to shift exports toward higher-value processed products while addressing declining acreage and low farm productivity.

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

Turkey completes 2026 hazelnut yield survey in Çarşamba ahead of harvest

Officials have completed fieldwork for the 2026 hazelnut yield estimate in Çarşamba, one of Turkey’s major production areas. A commission will assess the orchard data and submit its report to the Ministry of Agriculture and Forestry before the official result is published.

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Martin Keller
Senior Agricultural Commodities Analyst
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| Machinery & Automotive

Polish cable maker FPE secures PLN 445.35 million framework contract from PSE

Fabryka Przewodów Energetycznych will supply more than 13,000 km of phase conductors for Poland’s high-voltage grid between 2026 and 2031. The PSE framework contract is worth PLN 362.07 million net and covers nine projects, including infrastructure linked to the planned nuclear power plant.

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Henrik Johansson
Senior Machinery & Automotive Analyst
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