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

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| Energy & Fuels

Romania restarts coal units after drought shuts both Cernavodă reactors

Romania restarted coal-fired units at Rovinari and Paroșeni after exceptionally low Danube levels left both Cernavodă nuclear reactors unavailable. The government declared an energy alert for August as gas, renewable generation and demand reductions were mobilized to cover the shortfall.

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

Farmate and Ghana Government Agree 1,500-Acre Tomato Project in Upper East Region

Farmate Limited has agreed with Ghana’s government to cultivate tomatoes on 1,500 acres across three districts in the Upper East Region. The Ministry of Food and Agriculture is representing the government in the project, which could increase domestic tomato supply and reduce reliance on imports.

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Marco Bianchi
Lead Logistics & Freight Analyst
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| Agriculture: Crops & Grains

Argentina and Uruguay Raise Their Share of Global Dairy Trade to 4.3%

Argentina and Uruguay increased their combined share of global dairy trade from 3% in 2017 to 4.3% in 2025. The European Union remained the largest supplier but lost market share as growth shifted toward cheese, butter and exporters with room to expand milk production.

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Martin Keller
Senior Agricultural Commodities Analyst
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| Textiles & Consumer Goods

Turkish imports squeeze Syrian manufacturers as textile costs rise

Turkish exports to Syria approached $3.5 billion in 2025, while Syrian sales to Turkey fell 46% to $235 million. Cheap finished goods are filling post-war supply gaps but intensifying pressure on Syrian manufacturers, particularly textile producers facing high energy and input costs.

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Arjun Mehta
Consumer Goods Analyst
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| Agriculture: Crops & Grains

Thailand Moves to Upgrade Cassava Chain Toward Value-Added, Net-Zero Markets

Thailand's Department of Foreign Trade is pushing to raise the value of the country's cassava industry across the entire supply chain, business daily Prachachat reported. The initiative targets products suited to net-zero markets and follows pressure on the sector from production problems, weather and geopolitical factors. No budget, volume targets or timeline have been disclosed.

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Martin Keller
Senior Agricultural Commodities Analyst
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| Machinery & Automotive

Romania probes Philips and 10 distributors over hospital equipment tenders

Romania’s Competition Council is investigating Philips Romania, 10 distributors and Philips Medical Systems Nederland over suspected coordination in hospital equipment tenders. If the authority confirms a competition-law breach, the companies could face fines of up to 10% of turnover.

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Henrik Johansson
Senior Machinery & Automotive Analyst
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| Trade Policy & Macro

Oil and rubber buying lifts MXV Index to three-month high above 2,900 points

The MXV Index rose more than 0.8% to 2,909 points on August 20, extending its advance to a second session and reaching its highest level since late May. Crude oil led the rally on supply concerns linked to Iran and the Strait of Hormuz, while natural rubber gained on tightening Asian output.

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Yusuf Demir
Senior Trade Policy Analyst
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