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

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| Agriculture: Crops & Grains

Russia's cattle herd shrinks in early 2026, beef prices climb 16%

Cattle numbers at Russian agricultural enterprises fell 0.8% year on year in the first quarter of 2026, with the cow population down 1.7%, according to Rosstat. Analysts link the decline to industry consolidation, weaker regional economics and veterinary measures, while beef prices have risen 16.2% year on year.

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

Ukraine Cleared to Export Cattle to Algeria as Algiers Cuts Import Duties

Ukraine's food safety authority announced on 26 January that Ukrainian live cattle can now enter the Algerian market for slaughter, fattening and breeding. The opening adds a new supplier to Algeria's existing sources and coincides with sweeping duty exemptions Algiers has adopted to close a structural red meat deficit.

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Martin Keller
Senior Agricultural Commodities Analyst
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| Food & Beverages

Russian cognac output falls after Russia curbs Armenian supplies

Russian cognac production dropped 26.67% in June and 6.6% in the first half of 2026 after restrictions on Armenian shipments cut off a key source of cognac distillate. Rospotrebnadzor suspended sales from three Armenian producers in late May, citing quality standard breaches, leaving domestic bottlers unable to rebuild raw-spirit supply chains.

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Isabella Romano
Senior Food & Beverage Trade Analyst
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| Chemicals & Fertilizers

Rosstat: Russian synthetic rubber output fell 7.7% in January-April 2026

Russian production of synthetic rubbers in primary forms declined 7.7% year-on-year in January-April 2026, according to Rosstat data reported by PRIME on 27 May. The release confirms the direction and scale of the drop but gives no volumes, prices, or causes.

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Katrin Vogel
Senior Chemicals & Fertilizers Analyst
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| Chemicals & Fertilizers

Tatarstan plastic pipe output halves in first nine months of 2025

Production of plastic pipes, hoses and fittings in Russia's Republic of Tatarstan fell 50% year-on-year in January-September 2025, according to figures reported by Bing. The region's plants turned out 34,400 tonnes over the nine months, half the volume of a year earlier.

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Katrin Vogel
Senior Chemicals & Fertilizers Analyst
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| Electronics & Technology

AI chip demand pushes semiconductor equipment makers to raise 2026 forecasts

Aixtron and ASML raised their 2026 outlooks in April as AI-driven demand accelerated spending on advanced chipmaking tools. EUV lithography lead times already exceed 12 months, with some slots booked into 2027, while silicon carbide and gallium nitride tools face tightening supply.

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Ji-won Park
Electronics & Technology Trade Analyst
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| Metals & Mining

Lithium battery stocks slide in Hong Kong as new supply looms

Lithium battery-related stocks fell across the board in Hong Kong, Moomoo reported, as investors braced for more supply. The market cited the restart of the Jianxiawo project and the commissioning of what it called West Africa's largest lithium mine.

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Chen Wei
Metals & Mining Analyst
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| Agriculture: Crops & Grains

Japan Audits Brazil's Sanitary System, Eyeing November Beef Market Opening

Japan's MAFF began a four-day audit of Brazil's animal sanitary system on October 10, a step that could open the Japanese market to Brazilian beef as early as November. The inspection is step six of a twelve-stage approval process, boosted by Brazil's new WOAH-certified nationwide freedom from foot-and-mouth disease without vaccination.

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Ana Lucia Fernandes
Agricultural Commodities Analyst
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| Machinery & Automotive

Russian tire makers seek 30% duties on Chinese imports

Cordiant, Kama and Ikon Tyres have asked the Eurasian Economic Commission for protection against cheap Chinese tires, floating duties of around 30 percent and possible import quotas. China supplies three quarters of Russia's tire imports, worth $510 million last year.

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Mei Tanaka
Machinery & Automotive Analyst
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| Machinery & Automotive

Russian passenger tire production falls nearly a quarter in Q1 2026

Russian passenger car tire output dropped 23.26% year-on-year to 6.66 million tires in the first quarter of 2026, according to Kommersant. Overall market sales held roughly flat as a near-25% rise in imports, mostly from China, offset an approximately 20% decline in domestic producers' sales.

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Henrik Johansson
Senior Machinery & Automotive Analyst
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