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

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| Agriculture: Crops & Grains

EU protein plan targets 35% feed protein self-sufficiency by 2035

The European Commission wants the EU to raise self-sufficiency in oilseed and high-protein feed proteins from 25% in 2025 to 35% by 2035. The plan promotes peas, soybeans, rapeseed and sunflower while retaining strategic supply partnerships with Mercosur countries and Ukraine.

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Martin Keller
Senior Agricultural Commodities Analyst
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| Energy & Fuels

EU ETS reform opens funding path for biofertilizers and wins Polish heating support

The European Commission’s proposed ETS reform would direct at least 50% of auction revenue to priority investments including industrial decarbonization, renewable energy and circular products. Poland’s district-heating industry welcomed the direction, while agricultural businesses could benefit from funding for bio-based fertilizers and biogas infrastructure.

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Daniel Brooks
Lead Energy Markets Analyst
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| Agriculture: Crops & Grains

Polish poultry gains Asian buyers as EU weighs 45% promotion budget cut

Polish poultry exports to South Korea reached 177 tonnes in the first four months of 2026, following 245 tonnes in all of 2025, while shipments to Japan have begun. The expansion comes as the European Commission proposes cutting the EU food promotion budget by 45% in 2027.

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Martin Keller
Senior Agricultural Commodities Analyst
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| Logistics & Freight

Vietnam’s Dragon Fruit Supply Chain Loses Up to 20% Before Export

Vietnamese dragon fruit can lose up to 20% of its volume before export as produce moves through a fragmented, multi-stage logistics chain. Repeated handling, irradiation requirements and the absence of an integrated regional logistics center increase costs and reduce the time available to correct supply-chain failures.

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Fatima Al-Rashid
Logistics & Freight Analyst
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