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| Food & Beverages

India's namkeen and savoury snacks market reached about ₹89,000 crore in FY25

India's market for namkeen and savoury snacks reached roughly ₹89,000 crore in FY25, according to the Hindi service of CNBC-TV18, which reported continued rapid growth in the category. The broadcaster linked the scale of the market to an everyday tea-time habit that has moved from home kitchens into branded, packaged formats sold nationwide.

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

Moldova’s grape harvest starts two weeks late after frost damage

Moldova’s grape harvest began about two weeks later than in previous seasons, with the greatest delays in the central and southern regions. Early white varieties are now being picked, while table and wine grapes still need more time to reach the required maturity.

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Fatima Al-Rashid
Logistics & Freight Analyst
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| Food & Beverages

Argentina gains a 60-day beef export window in China as Brazil and Australia exhaust tariff quotas

Brazil and Australia have temporarily left China's beef import circuit after exhausting their preferential tariff quotas, leaving Argentina and Uruguay as the main available origins. Brazilian shipments to China fell 80% in August to 16,100 tonnes, while FOB values for the Garron and Brazuelo set climbed to US$7,700 per tonne. Rosgan analysts expect the advantage to last about 60 days.

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

Flat-rate import premium on soft wheat used to shield flour prices from global volatility

A flat-rate premium paid on imported soft wheat is designed to absorb swings in international grain prices before they reach mills. The mechanism secures import flows and stabilises the cost of wheat and flour on the domestic market. Its fiscal cost rises precisely when world prices climb.

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

China bans three more Indian rice exporters over GMO claims, total reaches 10

China has cancelled the registration of Sarla Foods, Pattabhi Agro Foods and Om India Trading Limited, raising to 10 the number of Indian rice exporters blocked from its market over alleged GMO content in broken rice. Indian exporters say the same consignments passed FSSAI testing at home and quality checks in other markets, and describe the measures as non-tariff barriers. India shipped 207,000 tonnes of non-basmati rice to China in 2025 and 492,000 tonnes in the first half of 2026.

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Fatima Al-Rashid
Logistics & Freight Analyst
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| Agriculture: Crops & Grains

Ukrainian and world grain prices diverge as Ukraine loses ground in the EU market

Feed wheat in Ukraine gained about 950 UAH per tonne this week while milling wheat, corn and sunflower seed fell, according to AgroTender data. Wheat and corn declined on both Chicago and Euronext. Cargo handling at the Greater Odesa ports has fallen more than 15-fold since 22 July, and the United States has overtaken Ukraine in corn exports to the European Union.

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Martin Keller
Senior Agricultural Commodities Analyst
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| Food & Beverages

Indonesia's fruit imports jump 31.9% to 411,156 tonnes as China takes 85.6% of the market

Indonesia imported 411,156 tonnes of fruit in the first five months of 2026, up 31.9% year on year, with the bill rising to US$819 million from US$644.5 million. Pears, mandarins, apples and grapes made up 96.7% of volume, and China supplied 85.6% of the main categories. Australian pear shipments fell to 61 tonnes and US apple supply to 5,819 tonnes.

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David Okafor
Food & Beverage Analyst
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| Food & Beverages

Argentine beef consumption falls again to a historic low

Per-capita beef consumption in Argentina has dropped to a historic low as weak household purchasing power keeps domestic demand at its floor, according to LM Diario. The industry warns that the El Niño phenomenon could hit cattle-raising areas hard and push prices back up, leaving the chain with rising costs and a consumer unable to absorb them.

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Isabella Romano
Lead Food & Beverage Analyst
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| Textiles & Consumer Goods

Japan household paper prices climb as Tokyo survey puts pulp toilet paper up 9.7% in August

A monthly shelf-price survey covering Tokyo and neighbouring areas showed pulp toilet paper from major Japanese mills selling at 798 to 898 yen for a 12-roll, 100-metre pack in August, with the midpoint 9.7% above July. Nikkei reported that price increases announced by manufacturers are now reaching store shelves. Recycled-fibre toilet paper from mid-sized and smaller producers is tracked separately in the same survey.

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Arjun Mehta
Consumer Goods Analyst
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| Food & Beverages

Indonesia withdraws 25 fortified rice brands after lab tests fail label claims

Indonesian authorities are pulling 25 fortified rice brands from the market after tests at four laboratories found their nutrient content did not match label claims. Trade Minister Budi Santoso says retail supply is secure, citing about 4.6 million tonnes of government rice reserves at Perum Bulog and an extra one million tonnes of stabilisation rice. Police are examining whether the case involves criminal conduct.

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David Okafor
Food & Beverage Analyst
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| Chemicals & Fertilizers

Vietnam's fertilizer exporters gain ground as Middle East tension lifts energy and urea prices

Escalating Middle East conflict has pushed Brent to $107.6 a barrel and European TTF gas to about €82.8/MWh, roughly ten times US Henry Hub, eroding the competitiveness of European ammonia and urea plants. With 34% of global urea trade and 49% of sulphur moving through the Strait of Hormuz, Mirae Asset sees a short-term urea shortfall. Vietnam, holding about 0.8 million tonnes of theoretical urea surplus, exported 2.05 million tonnes of fertilizer worth $1.11 billion in eight months.

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Rajesh Nair
Chemicals & Fertilizers Analyst
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