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

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| Food & Beverages

Russian fishing industry proposes protective duties on imported farmed fish and mandatory origin labelling

Russian fishing companies have proposed prohibitive import duties on aquaculture from countries where antibiotics are used systematically, together with labelling that identifies the catch area or farm. The industry links the measures to a domestic consumption target of 28 kilograms per person against about 22 kilograms recorded in 2025.

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Isabella Romano
Lead Food & Beverage Analyst
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| Textiles & Consumer Goods

Japan's recovered paper export tender hits 27-month high at 23.6 yen per kilogram

The Kanto recovered paper association settled its September-loading export tender at 23.6 yen per kilogram, up 0.50 yen or 2.2 percent from August. Nikkei reports it is the highest level in two years and three months, with exports to Asia remaining firm. Most Japanese old corrugated containers are shipped to markets including Taiwan and Vietnam.

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Arjun Mehta
Consumer Goods Analyst
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| Trade Policy & Macro

US presses Japan to accelerate approval of fresh potato imports

The United States has again asked Japan to speed up the procedure that would lift its ban on imports of American fresh potatoes, Sankei Shimbun reported on 18 September. The review began in 2020 and runs through three stages. Japan's agriculture ministry has completed the second stage and is expected to move to the final one soon.

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Eleanor Hayes
Lead Trade Policy Analyst
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| Food & Beverages

Chicken prices in Bangka Belitung pass Rp49,000 per kilogram, nearing Rp50,000

Broiler chicken in Indonesia's Bangka Belitung province averaged Rp49,354 per kilogram in September 2026, according to Media Indonesia, which linked the rise to demand from the Free Nutritious Meal Program. A University of Bangka Belitung academic told Tribun Bangka that supply is the main constraint, while Kompas reported that traders in Pangkalpinang are seeing weaker sales as prices climb.

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David Okafor
Food & Beverage Analyst
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| Agriculture: Crops & Grains

Malaysian Palm Oil Slips From 21-Month High as September Exports Fall Up to 25.6%

Malaysian palm oil futures retreated from a 21-month high on Thursday and closed almost unchanged, pressured by weak exports and expectations of higher end-month stocks. Cargo surveyors put 1-15 September shipments down 17.8% to 25.6% from the previous month, while brokerage Pelindung Bestari sees stocks rising toward 3 million tonnes.

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Ana Lucia Fernandes
Senior Agricultural Commodities Analyst
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| Chemicals & Fertilizers

Higher rPET quotas to lift bottle costs in Poland as food-grade recyclate stays scarce

Recycled PET granulate is currently more expensive than virgin resin because of collection, sorting and food-grade decontamination costs, the Polish Union of Plastics Processors told portalspozywczy.pl. The cost difference works out at just under 7 groszy on a 1.5-litre bottle made entirely from rPET, but recovery of PET bottles in Poland remains below 50%. Bottles with a higher recyclate share can also become darker and less transparent.

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Katrin Vogel
Lead Chemicals & Fertilizers Analyst
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| Food & Beverages

South African Citrus Season Described as Worst on Record as Storms and Port Delays Hit Quality

Storm damage, weak Brix levels and chronic port congestion have made this one of the hardest South African citrus campaigns on record, according to FreshPlaza. Lemon prices fell from €30-35 at the start of the season to €10-15 for quality fruit, while orange consumption is running 10-15 percent behind last year. Late mandarin varieties are the exception, and South Africa's early finish clears the way for Spain.

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David Okafor
Food & Beverage Analyst
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| Food & Beverages

Global Orange Market Shifts Hemispheres as Spain Forecasts 2.8 Million Tonnes

Southern Hemisphere orange campaigns are winding down while Mediterranean and other Northern Hemisphere origins prepare to start, FreshPlaza reports. Spain expects a 2026/27 crop of 2.8 million tonnes, down 4.6% year on year, while Dutch importers describe the South African season as the most difficult on record and German wholesale prices slip to 1.10-1.30 euros per kilogram.

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Isabella Romano
Lead Food & Beverage Analyst
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| Energy & Fuels

Biomethane from waste could cover 40% of Spain's gas demand, analysis finds

An analysis of Spain's waste-to-energy potential concludes that biomethane produced from urban, agricultural, livestock and food waste could cover 40% of the country's natural gas demand. The finding positions organic residues currently treated as a disposal cost as a domestic energy resource capable of reducing import dependence.

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

Royal Agro Industri to lift coconut processing above 2 million nuts a day with fourth plant in Riau

PT Royal Agro Industri is installing new machinery in Manado and Sampit and building a fourth coconut plant, PT Garuda Coco Industri, in Riau. Combined capacity is targeted at more than 2 million coconuts a day from 2027, with Riau alone projected at 1 million. Output ranges from desiccated coconut and coconut milk to crude coconut oil, cocopeat and charcoal, already sold in more than 33 countries.

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Ana Lucia Fernandes
Senior Agricultural Commodities Analyst
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| Energy & Fuels

Spain loses 195 fuel stations in six months, first network decline in 15 years

Spain's service station count fell from 12,757 at the end of 2025 to 12,562 on 30 June 2026, according to a CNMC report cited by Libertad Digital. Independent operators accounted for 147 of the net closures, while only Moeve-Ballenoil and Galp Energía España expanded. Unattended self-service sites now number 2,122.

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Daniel Brooks
Lead Energy Markets Analyst
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