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

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| Electronics & Technology

AI compute boom strains steel, copper and skilled-labour supply chains

Rising demand for AI computing power is colliding with a slow-moving industrial supply chain for specialty steel, copper and qualified labour, Italy's Linkiesta reports. Long equipment lead times add to the strain. The bottleneck raises the risk of delays to data-centre construction.

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Kevin O'Sullivan
Senior Electronics & Technology Trade Analyst
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| Trade Policy & Macro

Korea and Mongolia agree in principle on CEPA, scrapping tariffs on cosmetics, ramen and seaweed

South Korea and Mongolia have reached an agreement in principle on a Comprehensive Economic Partnership Agreement that will remove tariffs on Korean consumer exports, according to Ajunews. Cosmetics, ramen and seasoned seaweed are among the products whose duties will be eliminated, strengthening the price competitiveness of K-food and K-beauty in Mongolia.

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Yusuf Demir
Trade Policy Analyst
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| Agriculture: Crops & Grains

Russia zeroes out grain export duties for July 15-21 week

Russia's Ministry of Agriculture will set export duties on wheat, barley and corn to zero from July 15 to 21 under the grain damper's indicative-price mechanism. The wheat levy had stood at 370.1 rubles per tonne since July 3, while barley and corn have been duty-free since April 15.

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Martin Keller
Senior Agricultural Commodities Analyst
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| Energy & Fuels

Indonesia Approves Extra Coal Quota for State Utility PLN to Avert Power Shortages

Indonesia's Ministry of Energy and Mineral Resources (ESDM) approved an additional coal production quota reserved exclusively for state utility PLN to secure power plant fuel and reduce blackout risk. PLN expects 1.8 million metric tons of extra coal in July and 3 million more through December, while retrofitting plants to run on lower-calorie coal.

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Priya Raghavan
Energy Markets Analyst
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| Agriculture: Crops & Grains

European and global pork market slides into deep mid-2026 crisis

The European and global market for live pigs and pork fell into a severe downturn in mid-2026. A combination of unfavourable trade conditions and rapidly rising EU pork production has pushed prices lower and squeezed farmer margins.

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Martin Keller
Senior Agricultural Commodities Analyst
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| Food & Beverages

Karachi Flour Prices Hit 170 Rupees per Kg, Defying Government Caps

Flour prices in Karachi have moved well above official ceilings, with fine flour selling at 160-170 PKR per kilogram against a government cap of 135. Millers reject the mandated rates, citing sharp increases in wheat costs. According to The Express Tribune, the widening gap is deepening fears of a supply crisis.

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

Four arrested as SIT probes diversion of FCI ethanol rice to private mills in Madhya Pradesh

A Special Investigation Team in Madhya Pradesh has arrested four people over the alleged diversion of subsidised Food Corporation of India rice meant for an ethanol plant. The grain, dispatched from a warehouse in Balaghat to a distillery in Chhindwara, is suspected to have been rerouted to private mills. The case draws attention to India's food-grain allocation and ethanol feedstock policy.

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

Bunge to supply Acelen 1.5 million tonnes of certified soybean oil for Bahia biorefinery

Bunge has signed a five-year contract to deliver 1.5 million tonnes of certified soybean oil to Acelen Renováveis, a Mubadala Capital company. Deliveries begin in 2029 and will feed a biorefinery Acelen is building in Bahia for more than US$3 billion. Forbes Brazil describes it as South America's largest soybean oil contract.

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

Sugar futures slide as crude oil weakness curbs ethanol demand

New York raw sugar and London white sugar futures fell sharply, tracking weakness in crude oil. Lower oil prices reduce ethanol demand, pushing Brazilian mills to divert more cane into sugar and lift global supply. White sugar led the move lower.

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Martin Keller
Senior Agricultural Commodities Analyst
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