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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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| Energy & Fuels

Poland's heating coal prices jump about 300 zł a tonne in two weeks

Retail heating coal in Poland has risen by roughly 300 zł per tonne in two weeks, with depots quoting 1,600–2,000 zł, according to wnp.pl. Coarse grades are hardest to obtain, with delivery waits of about a month. A utility executive was dismissed after warning that a cold winter would leave the country short of coal.

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

Chile activates new agreement to expand fresh fruit exports to China

Chile has activated a new agreement intended to increase shipments of fresh fruit to China, lu17.com reports. The outlet describes it as the result of technical negotiations aimed at optimising logistics and strengthening Chilean competitiveness in the Asian market. No effective date, covered species or target volumes have been made public.

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Ana Lucia Fernandes
Senior Agricultural Commodities Analyst
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| Trade Policy & Macro

Romania's foreign direct investment falls 82% in the first half of 2026 to €669 million

Foreign direct investment in Romania dropped to €669 million in the first half of 2026 from €3.72 billion a year earlier, according to National Bank of Romania data cited by ARICE president Daniel Constantin. Lower reinvested earnings and reduced intragroup lending account for most of the €3.05 billion gap, alongside one-off transactions such as the transfer of Carrefour's Romanian business to a resident owner.

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Eleanor Hayes
Lead Trade Policy Analyst
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| Trade Policy & Macro

Vietnam's imports from South Korea surge in August and first eight months of 2026

Vietnam's merchandise imports from South Korea accelerated sharply in August 2026 and across January–August, according to calculations by vinanet.vn based on Vietnam Customs Department data. The summary notes the gains were registered despite conditions not specified in the published excerpt, and no product-level breakdown has accompanied it so far.

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Yusuf Demir
Senior Trade Policy Analyst
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