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

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| Agriculture: Crops & Grains

Olam Agri enters Nigeria's cattle feed market with Tru-Value range

Singapore-based Olam Agri has launched Tru-Value, its first cattle feed range in Nigeria, with three products for fattening, finishing and milk production. The move extends a feed business that already runs 800,000 tonnes of poultry feed and more than 150,000 tonnes of fish feed capacity in Kwara State. Nigeria's Livestock Master Plan 2026-2040 puts the national dry matter shortfall at 8.33% of requirements.

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Martin Keller
Senior Agricultural Commodities Analyst
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| Metals & Mining

AI infrastructure demand draws technology groups toward Congolese copper

Ivanhoe Mines says major US technology groups are discussing future copper supplies and possible financing for its Western Forelands project in the Democratic Republic of Congo. The talks remain preliminary, but they show how data-center demand could bring technology buyers closer to mine development.

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Chen Wei
Metals & Mining Analyst
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| Chemicals & Fertilizers

Italy's plastic collection at risk as cheaper Asian imports stall recycling, Corepla warns

Italy's separated collection of plastic packaging could stop because storage sites are full in many regions and recycled material is not finding buyers, the consortium Corepla warned in comments reported by la Repubblica. Its president said importing the material from Asia costs less than recycling it. The build-up of baled plastic also raises the risk of toxic fires.

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Katrin Vogel
Lead Chemicals & Fertilizers Analyst
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| Agriculture: Crops & Grains

Peru's table grape exports reach $790 million in the first half of 2026

Peru shipped $790 million of table grapes between January and June 2026, more than 17 percent above the same period a year earlier, according to MIDAGRI figures reported by FreshFruitPortal. The United States took $446 million of that total, while volumes to the US held flat at 275,000 metric tons. China, Israel, Taiwan, Greece, Ireland, Lebanon and Cambodia appear as destinations with no recorded shipments in the 2025 period.

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Kevin O'Sullivan
Lead Electronics & Technology Analyst
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| Chemicals & Fertilizers

Milan Court Places Plastic Packaging Consortium Corepla Under Judicial Administration

The prevention measures section of the Milan tribunal has placed Corepla, Italy's national plastic packaging consortium, under judicial administration for one year for failing to prevent illegal waste handling by contractor Synextra. Prosecutors allege Synextra mishandled at least 240,000 tonnes of plastic-matrix waste in 2023-2025 for a gain of at least €58.3 million. Corepla is not itself under criminal investigation.

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Katrin Vogel
Lead Chemicals & Fertilizers Analyst
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| Chemicals & Fertilizers

EU Parliament Strips CBAM Safeguard Clause as Urea Jumps 56% in Italy's Puglia

The European Parliament's vote on the new structure of the Carbon Border Adjustment Mechanism removed a clause allowing temporary suspension of the scheme during severe market disruption. Coldiretti Puglia calls the deletion a betrayal of farmers, citing urea prices up almost 56% to €70 per 100 kg and phosphates above €100. Copper and sulphur costs have risen more than 30%, with further increases expected.

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Katrin Vogel
Lead Chemicals & Fertilizers Analyst
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| Trade Policy & Macro

Russia: 74% of Medicines Registered Since 2024 Are Domestically Produced

Domestically produced medicines account for 74% of the drugs registered in Russia since 2024, according to a presentation by the Russian health minister reported by TASS from Yekaterinburg on 16 September. The figure describes the flow of new approvals rather than the whole state register or market value, and the report gave no absolute registration count or therapeutic breakdown.

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Eleanor Hayes
Lead Trade Policy Analyst
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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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