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

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| Agriculture: Crops & Grains

Wheat prices rise as Azov tensions and weak EU exports reshape trade flows

European wheat futures reached €216.50 per tonne as navigation risks in the Sea of Azov added a premium to Black Sea grain. EU soft wheat exports opened the 2026/27 season 62% below last year, while Romania’s large harvest and higher FOB prices created a potential sales window.

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Martin Keller
Senior Agricultural Commodities Analyst
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| Food & Beverages

Migros recalls smoked salmon batch after Listeria finding

Migros has withdrawn a specific batch of smoked salmon after Listeria monocytogenes was detected during routine quality control. Customers should not consume the affected product and may return it for a full refund.

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

Thailand shifts rice strategy from export volume to premium value segments

Thailand’s Trade Policy and Strategy Office is studying a shift from commodity rice toward sustainable, heritage and health-focused varieties. The strategy aims to raise farmer income, differentiate Thai rice and improve access to premium markets as environmental trade requirements expand.

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

Pakistan divided over wheat supply as shortfall warnings clash with government denial

Officials, industry representatives and provincial authorities in Pakistan warn of a significant wheat production shortfall and push for imports. Federal Minister Rana Tanveer denies any shortage, blaming hoarding for price spikes and citing output about 1.36 million metric tons above last year.

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

Peru’s Amazon Brazil nut exports reached $48 million in 2025

Peru exported $48 million of Amazon Brazil nuts in 2025, up 27.6% from 2024, according to the Central Reserve Bank of Peru. The supply chain is concentrated in Madre de Dios and depends on conserved Amazon forests shared with Bolivia and Brazil.

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

Colombia targets up to 200,000 tonnes of Tahiti lime exports as China market opens

Colombia expects Tahiti lime exports to rise from about 100,000 tonnes in 2025 to as much as 200,000 tonnes within two or three years. New orchards, sustained US demand and access to China support the forecast, although long transit times and logistics costs remain significant constraints.

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Ana Lucia Fernandes
Senior Agricultural Commodities Analyst
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