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| Food & Beverages

Polish brewers put cost of proposed total beer advertising ban at 700 million zloty a year

Two bills before Poland's Sejm would impose a total ban on advertising and promotion of alcoholic drinks, including beer, and extend restrictions to non-alcoholic versions. The brewers' association Browary Polskie estimates direct economic costs of at least 700 million zloty a year, spread across media, sports clubs and hospitality. The proposals land on a beer market that has been shrinking for eight consecutive years.

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

Romania opens 2026/2027 season as EU's top grain exporter, wheat shipments up 31.9%

Romania sold more than 2.5 million tonnes of common wheat outside the European Union in the first ten weeks of the 2026/2027 marketing year, 31.9% more than a year earlier, while EU exports as a whole fell about 1% to a three-year low. Barley shipments topped 1.2 million tonnes, roughly 75% of everything the bloc delivered to third countries.

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

Indian Rice Export Prices Hit One-Year High as Thai Quotations Also Rise

Export prices for Indian rice have climbed to their highest level in a year, with Thai quotations rising at the same time, according to recent rice market reports. The simultaneous move at the world's two largest export origins has renewed concern about a broader upturn in global rice prices.

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Arjun Mehta
Consumer Goods Analyst
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| Agriculture: Crops & Grains

Vietnam's cashew exports reach $3.37 billion in eight months as prices climb

Vietnam shipped 477,894 tonnes of cashew nuts in the first eight months of 2026 for $3.37 billion, with volume down 0.9% but value up 2.8%. The average export price rose 3.8% to about $7,061 per tonne. China was the largest buyer by value at $839.5 million, ahead of the United States and the Netherlands.

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Ana Lucia Fernandes
Senior Agricultural Commodities Analyst
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| Energy & Fuels

Moeve starts construction of 300 MW Onuba green hydrogen plant in Huelva

Moeve, formerly Cepsa, has begun building Onuba, the first phase of the Andalusian Green Hydrogen Valley, at Palos de la Frontera in Huelva. The plant will start with 300 MW of electrolysis capacity, expandable by 105 MW, and carries combined investment of more than €1 billion. Hy24 and COFIDES have taken the 29% stake previously earmarked for Masdar.

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Daniel Brooks
Lead Energy Markets Analyst
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| Agriculture: Crops & Grains

India weighs cutting edible oil import duty by about 5 points ahead of festival season

India is considering a reduction of roughly 5 percentage points in the basic import duty on vegetable oils after domestic edible oil prices rose about 20% in a year. No official decision has been announced, and officials are weighing consumer relief against the support level set for domestic soybean.

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Henrik Johansson
Senior Machinery & Automotive Analyst
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| Energy & Fuels

Brent above $107 brings Malaysia higher oil revenue but no automatic net gain, economist says

Brent crude above US$107 a barrel lifts Malaysia's petroleum revenue and export earnings, but rising subsidy, logistics and input costs offset part of the gain, UNIRAZAK economist Barjoyai Bardai told Utusan Malaysia. He said a 7.1 million barrel build in US crude inventories could cap prices while West Asian supply risk keeps a premium in the market.

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Priya Raghavan
Energy Markets Analyst
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| Agriculture: Crops & Grains

Sunflower profitability in Russia's Rostov region falls to a 10-year low

Average sunflower profitability in Rostov region was 17.3% last year, the weakest in a decade, and industry figures expect margins to approach zero this season. Production costs above 22,000–25,000 rubles per tonne collide with bids that start at 30,000 rubles and fall to 19,000–20,000 in practice, as a record 22.2 million tonne national crop outruns crushing capacity.

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Rajesh Nair
Chemicals & Fertilizers Analyst
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| Agriculture: Crops & Grains

Peanut prices in Turkey's Adana fall to 60-70 lira as Osmaniye traders halt buying

Peanut prices in Adana, the province that covers about 60 percent of Turkey's peanut requirement, have dropped to 60-70 lira per kilogram in the middle of the harvest. Growers in Kozan say traders based in Osmaniye have stopped buying, pushing the price down from 100-110 lira at the start of the season. Yields this year are reported as strong, with one farmer harvesting about 20 tonnes from 50 decares.

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Chen Wei
Metals & Mining Analyst
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| Agriculture: Crops & Grains

SGH study: Ukraine's EU accession would redraw competition on the Polish dairy market

A study by SGH Warsaw School of Economics surveyed 64 experts from Poland, Ukraine and the wider region on the consequences of Ukrainian accession to the EU. A win-win outcome was the most frequently selected scenario, chosen by 46 percent of respondents, while Polish experts more often pointed to gains for Ukraine at the expense of Central and Eastern Europe. For Polish dairy farmers, already facing falling purchase prices, the decisive factor is the terms of integration rather than accession itself.

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Martin Keller
Senior Agricultural Commodities Analyst
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