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| Food & Beverages

Russian Fish Exports Up 71% in a Decade as Global Seafood Trade Nears $186 Billion

Exports of frozen and chilled fish from Russia rose 71% in value over ten years against 50% growth worldwide, the Fish Union said at the International Fishery Forum in St Petersburg. Russia remains fourth in the world by export volume but only 14th by export value. Global fish and seafood output has reached a record 235 million tonnes, with international trade approaching $186 billion.

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Isabella Romano
Lead Food & Beverage Analyst
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| Food & Beverages

Croatia Tops EU for Agricultural Price Growth in Q2 as 20 Member States Record Declines

Eurostat data for the second quarter show agricultural product prices falling year-on-year in 20 EU member states, with the steepest declines in Denmark and Ireland. Croatia, alongside Malta, recorded the largest price increase and the most pronounced rise in farm input costs. The Croatian outlet totalinfo.hr links the divergence to land fragmentation, weak domestic processing and missing storage and irrigation infrastructure.

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

Senegal Plans $32 Million Groundnut-Processing Project in Kolda

Senegal plans a $32 million groundnut-processing project in Kolda as part of its policy to promote local processing. The investment could create additional domestic demand for the country’s main cash crop, although the project’s capacity, timetable and intended products have not been disclosed.

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Martin Keller
Senior Agricultural Commodities Analyst
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| Electronics & Technology

Japan's Advanced Packaging Equipment Market Enters New Investment Phase as AI and HBM Demand Builds

Japan's advanced semiconductor packaging market was estimated at about $2.48 billion in 2025, with equipment demand projected to run through 2036. Samsung has opened a roughly ¥40 billion packaging lab in Yokohama with majority government support, while Rapidus develops 2.xD, 3D and 600 × 600 mm panel-level packaging alongside its 2nm logic program.

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Ji-won Park
Electronics & Technology Analyst
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| Energy & Fuels

Renewed Houthi conflict in the Red Sea revives oil price risk for importers such as Indonesia

The Indonesian business publication Investor Daily reports that renewed Houthi conflict in the Red Sea has the potential to push world oil prices higher and raise import costs for Indonesia. The report does not quantify the possible price increase and does not indicate any interruption to physical crude supply. For traders and importers, the immediate variables are war-risk insurance, routing decisions and freight rates.

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Priya Raghavan
Energy Markets Analyst
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| Agriculture: Crops & Grains

Italy's Chestnut Crop Set to Fall More Than 25% in 2026 After Record 2025

Italy is expected to harvest 45,000-50,000 tonnes of chestnuts in 2026, down 25-30% from about 65,000 tonnes in 2025, according to Eurocastanea forecasts reported by italiafruit.net. Across six European producing countries the crop is seen at 145,000-165,000 tonnes, with Spain recovering sharply to about 32,000 tonnes. In Cuneo, heat is slowing the fruit drop and traditional varieties still depend on autumn rain.

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Martin Keller
Senior Agricultural Commodities Analyst
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| Energy & Fuels

Saudi Aramco Halts Crude Supply to Indian Refiners After East-West Pipeline Attack

Saudi Aramco has told Indian refiners it is suspending crude deliveries with no timeline for resumption, following an attack that shut the kingdom's East-West pipeline. The halt covers both the Red Sea and Strait of Hormuz routes, removing contracted term barrels that had met about 9% of India's crude needs. Refiners expect to find alternative supply, but at higher crude and freight costs.

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Priya Raghavan
Energy Markets Analyst
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| Trade Policy & Macro

Indonesia Extends Rice Assistance to December 2026, Adds 1 Million Tonnes for 33.2 Million Recipients

The Indonesian government has extended its subsidised rice assistance programme through December 2026 and added 1 million tonnes to the allocation, Bisnis.com reported. The recipient base stays at 33.2 million. Jakarta says the aim is to push retail rice prices down and support household purchasing power.

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Yusuf Demir
Senior Trade Policy Analyst
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| Food & Beverages

Eridania Commits €20 Million to Italian Sugar Logistics and Sweetener Production

Eridania, the leading brand in Italy's sugar and sweetener markets with €217 million of turnover in 2025, has announced a €20 million investment plan. About 75% goes to logistics and a new warehouse at the Russi plant near Ravenna, which from early 2028 will be the sole entry point into Italy for sugar from France. The company targets €1.5 million in annual structural savings and 20% higher distributed volumes within three years.

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

Iran produces over 1.9 million tonnes of dates a year as processing capacity lags output

Iran's Ministry of Agriculture Jihad says national date output exceeds 1.9 million tonnes, placing the country among the world's four largest producers, while 654 licensed processing units cover a nominal 820,000 tonnes. Sistan-Baluchestan harvests 350,000 tonnes from 75,000 hectares of palm groves, and East Azerbaijan has built more than 33 processing and packaging plants without a single date palm of its own.

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Marco Bianchi
Lead Logistics & Freight Analyst
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| Trade Policy & Macro

Indonesia Drafts Implementing Rules That Could Restrict Tobacco Product Variants Under PP 28/2024

Indonesia is preparing implementing rules under Government Regulation (PP) No. 28 of 2024 on Health, with a possible restriction on tobacco product variants at the centre of the discussion. The measure would remove stock-keeping units rather than raise prices, shifting costs onto portfolios, production lines and packaging. The exact scope, wording and transition period have not been published.

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Yusuf Demir
Senior Trade Policy Analyst
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