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

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| Chemicals & Fertilizers

Germany Faces Phosphorus-Recovery Capacity Shortfall Ahead of 2029 Deadline

Germany is maintaining its 2029 sewage-sludge phosphorus-recovery deadline, although the Environment Agency expects no more than 25% of the required ash-processing capacity to be available. Incineration capacity is expanding, but industrial-scale recovery technology, product quality and storage rules remain unresolved.

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Katrin Vogel
Lead Chemicals & Fertilizers Analyst
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| Food & Beverages

Russian fish exports to Brazil triple as revenue rises fifteenfold

Russia exported 580 tonnes of fish products to Brazil in the first nine months of 2026, up 200.2% year on year, while revenue climbed fifteenfold to $3.54 million. New cod shipments, particularly higher-value dried and salted clipfish, drove the unusually large increase in export value.

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

Unauthorized HTBt Seed Spreads Across 24-30% of India’s Cotton Area

A field-based study estimates that unauthorized herbicide-tolerant Bt cotton occupied 24-30% of India’s cotton acreage in 2025-26, equivalent to about 2.62-2.9 million hectares. Seed industry organizations are pressing the government to approve the technology and bring an expanding informal seed market under regulatory oversight.

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Ana Lucia Fernandes
Senior Agricultural Commodities Analyst
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| Food & Beverages

Bosnian dairy producers ask for import levies and tariff quotas as farmgate milk prices fall 30%

Four producer associations have asked Bosnia and Herzegovina's trade ministry to impose levies of 0.38 to 3.19 convertible marks per kilogram on dairy imports under headings 0401-0406, plus tariff quotas based on a three-year average. Customs data show import volumes flat in the first eight months of 2026 while the import bill fell by more than 12 million marks. The farmgate price of raw milk has dropped 30 percent in eight months, with farms closing and milking herds being cut.

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

Indonesia faces potential 27-million-tonne palm oil supply gap, Gapki warns

Indonesia could face a 27-million-metric-tonne palm oil supply deficit if production fails to keep pace with rising demand, industry association Gapki warned. With plantation expansion constrained, the group says domestic CPO yields may need to reach about five metric tonnes per hectare annually.

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

Packaging industry spent at least €2.5 million lobbying France in 2025

Packaging companies and allied groups spent at least €2.5 million on lobbying in France in 2025, according to a Zero Waste France report covered by Le Monde. The activity targeted rules affecting a packaging market worth about €22 billion, as France falls behind its plastic reduction and recycling goals.

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Eleanor Hayes
Lead Trade Policy Analyst
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