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

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| Agriculture: Crops & Grains

Global Pea Harvest Set to Fall 14% to 15.7 Million Tonnes, IGC Forecasts

The International Grains Council expects world pea production to drop 13.5% to 15.7 million tonnes this season, led by smaller harvests in Russia and Canada. Consumption, ending stocks and trade are all set to decline, with weaker South Asian demand weighing on shipments.

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

US Crop Weather and El Niño Raise Soybean Market Uncertainty in Third Quarter

The global soybean balance remains comfortable, supported by record Brazilian production and strong South American supplies. However, US yield prospects, El Niño, biofuel demand and the execution of Chinese purchase commitments could increase price volatility through September.

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Ana Lucia Fernandes
Senior Agricultural Commodities Analyst
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| Energy & Fuels

Sapio inaugurates Italy's first renewable hydrogen plant at Porto Marghera

Sapio has opened what it calls Italy's first certified renewable hydrogen plant at Porto Marghera, with a maximum capacity of 750 tonnes per year. Backed by roughly €17 million in PNRR funding, the site has already signed supply deals for 50 tonnes by the end of 2026, mainly for public transport.

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Daniel Brooks
Lead Energy Markets Analyst
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| Food & Beverages

Turkey conditionally clears Cargill’s acquisition of PNS Pendik Nişasta

Turkey’s Competition Board approved Cargill Türkiye’s acquisition of sole control over PNS Pendik Nişasta, subject to binding behavioral commitments. The measures address pricing, supply continuity and cross-subsidization risks in the domestic glucose syrup and blends market.

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Isabella Romano
Lead Food & Beverage Analyst
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| Trade Policy & Macro

Spain seeks tailored EU carbon-market treatment for ceramics industry

Spain is pressing Brussels to give its ceramics industry specific treatment in the revision of the EU carbon market, according to El País. Aagesen continues to describe pollution pricing as a cornerstone of EU climate policy, placing the debate on how the rules are applied rather than whether they should exist.

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Eleanor Hayes
Lead Trade Policy Analyst
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