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

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| Agriculture: Crops & Grains

Kazakhstan's potato exports to Uzbekistan surge in first half of 2026

Uzbekistan multiplied its potato imports from Kazakhstan in the first half of 2026, with supply volumes rising several times over year on year, according to Lada.kz. Strong Uzbek demand and ample Kazakh harvests drove the shift, while authorities in Kazakhstan monitor domestic stocks and prices.

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

India’s food exports draw strong demand from UAE and Saudi Arabia

Indian food exports are finding their largest reported markets in the UAE and Saudi Arabia, led by products including non-basmati rice, basmati rice and buffalo meat. Vietnam, the United States and Malaysia complete the five leading destinations identified by Jagran from APEDA data.

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Yusuf Demir
Senior Trade Policy Analyst
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| Energy & Fuels

Brazil's Ethanol Debuts as Marine Fuel on First Container Ship From Santos

The CMA CGM Iron departed Santos running on Brazilian ethanol, sailing to China via Sri Lanka and Singapore in the first voyage of its kind. The test comes as the IMO prepares net-zero shipping rules and Brazilian producers eye a market that could absorb billions of liters of ethanol.

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Daniel Brooks
Lead Energy Markets Analyst
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| Energy & Fuels

Petrobras completes 75% acquisition of Block 3 offshore São Tomé and Príncipe, debuts as operator outside South America

Petrobras concluded the acquisition of a 75% stake in Block 3 offshore São Tomé and Príncipe on 9 July and took over as operator. It is the company's first offshore operatorship outside South America, with Oranto Petroleum holding 15% and the local ANP-STP 10%. The financial value of the deal was not disclosed.

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Daniel Brooks
Senior Energy Markets Analyst
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| Trade Policy & Macro

EU Packaging Regulation Takes Effect August 12, Reshaping Compliance Rules

The EU's Packaging and Packaging Waste Regulation (EU) 2025/40 becomes directly applicable across all member states on August 12, 2026, replacing national rules based on Directive 94/62/EC. More than ten manufacturers have filed complaints with the EU Court seeking to annul the regulation, arguing it exceeds the bloc's environmental competence.

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Eleanor Hayes
Lead Trade Policy Analyst
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| Agriculture: Crops & Grains

Argentine corn prices climb in Rosario on strong export demand

Corn in Argentina has risen to 267,500 pesos per tonne, up 10% on the month, driven by stronger exports to Brazil and Mexico, according to Infocampo. Tight global supply, weather risk and port congestion are shaping the local benchmark at Rosario and Bahía Blanca.

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

Thailand seeks central budget to buy 20 million coconuts as prices collapse

Thailand's Commerce Ministry plans to request central government funds to buy up to 20 million cooking coconuts at above-market prices after clearing more than 11 million surplus units. Imports have fallen about 60% as factories shift to domestic supply, while 2026 output is forecast at 608 million coconuts.

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Ana Lucia Fernandes
Senior Agricultural Commodities Analyst
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