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| Food & Beverages

Ultrajaya acquires FrieslandCampina’s century-old Indonesian dairy business

Ultrajaya is acquiring FrieslandCampina’s century-old Indonesian operation, bringing together two rivals in the country’s branded dairy market. IDNFinancials reports that the transaction is expected to support Ultrajaya’s business growth over the coming years, although financial terms were not disclosed in the supplied material.

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David Okafor
Food & Beverage Analyst
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| Metals & Mining

Russia sets alloy-steel scrap export quotas through 2027

Russia has capped exports of alloy-steel waste and scrap outside the Eurasian Economic Union at 7,000 tonnes for the remainder of 2026 and 20,000 tonnes for 2027. The measure is intended to increase collection and secure strategic raw material for domestic mills.

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Thomas Reid
Senior Metals & Mining Analyst
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| Food & Beverages

Colombia Simplifies EU Access for Biscuits and Other Composite Foods

Colombian manufacturers may now use supplier certificates to document prior heat treatment of certain dairy ingredients in composite foods exported to the European Union. The change avoids duplicate processing while preserving EU sanitary and origin requirements.

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Isabella Romano
Lead Food & Beverage Analyst
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| Agriculture: Crops & Grains

Palm oil producer bloc links smallholder productivity to sustainable market access

The Council of Palm Oil Producing Countries is seeking to raise smallholder productivity and incomes while protecting access to markets with sustainability requirements. CPOPC and WWF Indonesia say verifiable field data will be essential to demonstrate producer practices and economic conditions.

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

Turkey's peach and nectarine exports hit record $343.4 million in eight months

Turkish peach and nectarine exports reached $343.4 million between January and August 2026, up 134% year-on-year, according to newturkpost.com citing Turkish media. The report gives no tonnage or destination breakdown, leaving open whether the gain was driven by volume or by price.

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

Russian strikes on plants and ports push Ukrainian sunflower down to 18,000–18,500 UAH/t

Purchase prices for sunflower seed in Ukraine fell by another 500–1,000 hryvnia per tonne over the past week to 18,000–18,500 hryvnia including VAT, or $360–365 per tonne excluding VAT. Russian strikes on oilseed extraction plants in Mykolaiv and Dnipro and on Danube port infrastructure have forced processors to cut crush volumes. Export clearance is being complicated by minimum export prices set above the market.

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

Vietnam imports over 1 million tonnes of raw cashews from Cambodia duty-free to feed its processing industry

Vietnam imported more than 2.1 million tonnes of raw cashews worth over $3.5 billion in the first eight months of the year, with Cambodia supplying more than 1 million tonnes of that total. Cambodian shipments enter Vietnam at a zero import duty under a bilateral trade arrangement for 2025-2026, helping processors cover a domestic raw material gap that keeps Vietnam the world's largest exporter of cashew kernels.

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

USDA lifts global oilseed forecast to record 723.46 million tonnes, pressuring vegetable oil prices

The USDA's September report raised the 2026/27 global oilseed production forecast by 2.44 million tonnes to a record 723.46 million tonnes, 22.42 million tonnes above the previous season. World vegetable oil output was also revised up to a record 245.37 million tonnes, and prices for palm, sunflower and rapeseed oil fell even as Brent crude rallied to $109 per barrel.

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

Croatian Agricultural Chamber Proposes Five Producer-Owned 50,000-Tonne Wheat Silos

The Croatian Agricultural Chamber has presented a working document proposing five producer-owned grain silos of 50,000 tonnes each in five Slavonian counties, for a total of 250,000 tonnes of storage. Producer organisations would have to fill at least half of each silo from members' own crops, with financing split between rural development measures, an HBOR-backed instrument and own funds.

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Fatima Al-Rashid
Logistics & Freight Analyst
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