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

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| Energy & Fuels

Eight truck and energy groups launch German hydrogen ecosystem for heavy trucks by 2030

Daimler Truck, Volvo Group, Toyota, Bosch, Air Liquide, TotalEnergies, MB Energy and TEAL Mobility presented a joint hydrogen ecosystem for heavy-duty road transport at IAA Transportation 2026 in Hanover, targeting scalable hydrogen truck operations in Germany by 2030. Germany's transport ministry received 526 funding applications worth €455 million against a budget of €220 million. The partners want the German model extended across Europe by national governments and the European Commission.

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Daniel Brooks
Lead Energy Markets Analyst
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| Trade Policy & Macro

US Approval Restrictions Could Shut German Humanoid Robots Out of the American Market

German-language reporting says new US approval requirements could block humanoid robots built in Germany from entering the American market. President Donald Trump framed the policy in employment terms, saying jobs will be created in the US rather than in Germany. The move targets a sector Berlin and German industry treat as their main hope for a high-tech comeback after falling behind in artificial intelligence.

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Eleanor Hayes
Lead Trade Policy Analyst
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| Machinery & Automotive

Spain triples EV charging target, requiring one charger per 40 public parking spaces

Spain has tripled its national electric-vehicle charging target and turned it into a density rule: one charging point for every 40 spaces in public car parks. The standard goes beyond what operators had been preparing for, and Brussels is watching how the Spanish deadlines align with European Union infrastructure rules.

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Henrik Johansson
Senior Machinery & Automotive Analyst
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| Agriculture: Crops & Grains

West Asia Conflict Slows India's Rice Exports to 2.17% Growth as Domestic Prices Jump Up to 25%

India's rice exports rose just 2.17 per cent year-on-year to $4.81 billion in April-August of fiscal 2026-27 as the West Asia conflict disrupted shipping and lifted freight costs. Domestic basmati has climbed toward ₹100 per kilo and non-basmati prices are up as much as 25 per cent. Traders expect no meaningful correction before the kharif crop arrives in October-November.

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Mei Tanaka
Senior Machinery & Automotive Analyst
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| Food & Beverages

Ireland's whole milk powder shipments to the EU jump 166.2% to 9,283 tonnes

Irish whole milk powder deliveries to other EU member states reached 9,283 tonnes in January-May 2026, up 166.2% year on year, according to trade data compiled by DCA Market Intelligence. The jump came as European dairy-powder prices hit their highest levels since 2022 and processors pushed more milk into skimmed milk powder.

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Isabella Romano
Lead Food & Beverage Analyst
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| Food & Beverages

India Moves to Contain Sugar Prices as September Sale Quota Hits Record 2.65 Million Tonnes

West Bengal has capped the wholesale price of sugar at ₹50 per kilogram for the festival season, with retail expected to settle at ₹53–55 within a week. In parallel, the central government has cleared a record monthly sale quota of 2.65 million tonnes for September, split into two fortnightly tranches. Retail prices have already fallen from above ₹75 per kg in mid-August to a range of ₹55–65.

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David Okafor
Food & Beverage Analyst
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| Energy & Fuels

Spain lifts planned grid investment above €17 billion and activates a capacity market

Spain's Ministry for the Ecological Transition will raise planned transmission grid investment to more than €17 billion through 2030, 30% above the initial €13.6 billion draft and 144% more than the plan in force. The revised plan adds 6,706 km of new lines and 193 substations, and will be accompanied by a capacity market approved by Brussels in May and valued at about €9 billion over ten years.

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Daniel Brooks
Lead Energy Markets Analyst
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| Energy & Fuels

Korea Western Power completes country's first coal-to-gas plant conversion with 500 MW unit in Gumi

Korea Western Power has commissioned a 500 MW natural gas combined-cycle plant in Gumi, North Gyeongsang Province, built to replace the retired Taean coal-fired unit 1. It is South Korea's first coal-to-gas fuel conversion project, and it lifts Gumi's local power self-sufficiency from 6% to around 30%.

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Priya Raghavan
Energy Markets Analyst
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| Food & Beverages

Indonesian Food Industry Seeks Flexible Sugar Supply Rules as Thai Output Is Projected to Fall in 2026-2027

Indonesia's food and beverage producers have begun preparing for tighter global sugar supply after Thailand's output was projected to decline in the 2026-2027 season, Kontan reported. The industry association Gapmmi is asking for more flexible rules governing industrial sugar supply. The request focuses on the ability to adjust volumes and timing rather than on a specific tonnage.

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

Krasnodar leads Russia's 2026 wine-grape harvest, set to be best in a decade

Roskachestvo says Russia's 2026 wine-grape crop may be the strongest in ten years, with Krasnodar Krai again the leading region. The territory harvested more than 317,000 tonnes of technical varieties last season, about a third of the national total, while alcohol consumption in Russia fell in August to its lowest level since 1996.

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Katrin Vogel
Lead Chemicals & Fertilizers Analyst
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| Metals & Mining

Queensland introduces bill to restrict objections to mining lease approvals

The Queensland state government has introduced legislation that would restrict objections to mining lease approvals, according to Argus Media. The stated aim is to accelerate project approvals and limit legal challenges to mine expansions in one of Australia's main minerals-producing states.

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Chen Wei
Metals & Mining Analyst
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| Chemicals & Fertilizers

North American Pulp Price to Japan Holds at $820 per Tonne for August Shipment

North American softwood bleached kraft pulp (N-BKP) for August shipment was priced at $820 per tonne for Japanese buyers, unchanged from the previous month, according to Nikkei. Sluggish demand was offset by curtailed supply, leaving the market in balance. Weak consumption in China and a shift by Chinese mills towards importing wood chips instead of market pulp are capping demand.

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Rajesh Nair
Chemicals & Fertilizers Analyst
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