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

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| Agriculture: Crops & Grains

Vietnam paddy prices rise as Senegal suspends new rice import certificates

Fresh paddy prices in Vietnam’s Mekong Delta rose by up to 500 dong per kilogram, while export rice quotations remained stable. Senegal has suspended new rice import declaration certificates for one month as it seeks to clear 37,000 tonnes of domestic milled rice stocks.

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Martin Keller
Senior Agricultural Commodities Analyst
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| Food & Beverages

US-EU Trade Deal Strengthens Protection and Market Access for European Wine Exports

A trade agreement between the United States and the European Union strengthens the protection of European wine designations and secures their access to the US market, according to reporter.gr. The United States is the largest wine-importing market, making the terms significant for European exporters and American importers alike.

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Isabella Romano
Lead Food & Beverage Analyst
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| Food & Beverages

Ghana and Ivory Coast weigh an 'OPEC of cocoa' to steer prices

Ghana and Ivory Coast, which together account for more than 60% of world cocoa output, are discussing closer coordination on prices and sales to gain leverage over international markets. The two producers may revive an alliance dubbed the 'OPEC of cocoa', with Cameroon and Nigeria invited to join.

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

Thai dairy cooperatives rally over raw milk glut and falling prices

Representatives of 60 dairy cooperatives and dairy farmers rallied outside Thailand’s Government House over falling raw milk prices and a nationwide supply glut. The protest prompted talks with a minister as producers sought government action across the dairy system.

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Ana Lucia Fernandes
Senior Agricultural Commodities Analyst
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| Chemicals & Fertilizers

European fertilizer prices surge, threatening 2027 crop yields

Nitrogen fertilizer prices in Europe are up 53% year-on-year and phosphate 29%, according to Poland's FBZPR. Farmers expect yields to drop 10-15% in 2027 once pre-CBAM stockpiles run out, hitting winter wheat, potatoes, maize and rapeseed.

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Katrin Vogel
Lead Chemicals & Fertilizers Analyst
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| Food & Beverages

China overtakes US as Vietnam's largest seafood market in H1 2026

China surpassed the United States to become the largest buyer of Vietnamese seafood in the first half of 2026, according to thuongtruong.com.vn. Shipments to China reached nearly $1.4 billion, up about 40% year on year, reordering Vietnam's export destination mix.

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

China Drives Surge in Vietnam's Fruit and Vegetable Exports in May

Vietnam's fruit and vegetable exports jumped in May 2026, with China absorbing the bulk of the growth. Shipments to China reached $398.0 million, up 63.7% from the previous month, while the United States and South Korea trailed far behind.

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Ana Lucia Fernandes
Senior Agricultural Commodities Analyst
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| Energy & Fuels

Thailand biofuel proposal targets SAF, HVO and agricultural feedstock growth

A proposed overhaul of Thailand’s energy sector would use cassava, molasses, palm oil and agricultural waste to expand advanced fuel production. The plan builds on installed ethanol and biodiesel capacity exceeding 17.28 million liters per day and targets aviation, shipping and cross-border logistics.

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Priya Raghavan
Energy Markets Analyst
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