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

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| Energy & Fuels

Australia’s power generation costs forecast to rise as coal plants retire

CSIRO and AEMO modelling projects Australia’s electricity generation costs will rise to an average of $125 per megawatt hour by 2050 as ageing coal plants are replaced. Renewables are expected to dominate the grid, but higher equipment costs and a slower-than-required project pipeline are complicating the transition.

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Priya Raghavan
Energy Markets Analyst
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| Agriculture: Crops & Grains

Codex backs India-led work on global cashew kernel standard

The Codex Alimentarius Commission has approved an Indian proposal to develop a dedicated global standard for cashew kernels. India expects harmonized quality and safety requirements to reduce technical trade barriers and improve market access for exporters.

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Ana Lucia Fernandes
Senior Agricultural Commodities Analyst
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| Food & Beverages

Egypt drafts added-sugar cuts as food and beverage makers seek phased rollout

Egypt is preparing legislation to reduce added sugar in manufactured food and beverages as part of its strategy against non-communicable diseases. Food industry representatives support a phased rollout and see stevia as a potential way to curb sugar imports, although reformulation costs and consumer acceptance remain key challenges.

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

Morocco's fresh strawberry exports collapse to record low in 2025-2026 season

Morocco shipped only about 8,700 tonnes of fresh strawberries between October 2025 and April 2026, nearly 50% less than the previous season and the fourth consecutive annual decline, according to EastFruit. Egyptian competition, drought, labour shortages and floods drove the drop, while producers shift toward blueberries, raspberries and IQF frozen strawberries.

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Martin Keller
Senior Agricultural Commodities Analyst
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