Market News

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

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| Machinery & Automotive

Russian new car sales jump 26.9% in June as weekly volumes hit new highs

Russia's market for new passenger cars and light commercial vehicles rose 26.9% year on year in June 2026 to 122,731 units, according to Finmarket. Weekly passenger car sales topped 30,914 units in early July, while locally assembled Chinese models and domestic brands led volume growth.

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Henrik Johansson
Senior Machinery & Automotive Analyst
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| Chemicals & Fertilizers

Russia to add up to 6 million tonnes of new polymer capacity by 2030

Russia's output of five base polymers reached 8.03 million tonnes in 2025, up 1% on the year. Three new plants — Irkutsk, Amur and the Baltic complex — could add 5-6 million tonnes of capacity by 2030, even as domestic consumption fell 6.7% to 6.69 million tonnes.

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Katrin Vogel
Senior Chemicals & Fertilizers Analyst
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| Electronics & Technology

Russian retail PC sales fall 25-30% in 2025 as memory chip prices surge

Retail sales of desktop PCs in Russia dropped 25-30% in 2025 in both units and revenue as rising memory chip prices lifted finished-system costs, according to FINMARKET.RU and Izvestia. As buyers delay upgrades, Avito reports a sharp rise in secondary-market sales of RAM, SSDs and hard drives.

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Kevin O'Sullivan
Senior Electronics & Technology Trade Analyst
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| Agriculture: Crops & Grains

Côte d'Ivoire cuts cocoa farmgate price 60%, fueling illicit bean trade

Côte d'Ivoire, the world's top cocoa producer, cut its farmgate price by nearly 60% to 1,200 F CFA per kilogram for the 2025-2026 mid-crop. Jeune Afrique links the collapse in producer prices to a growing clandestine trade in beans. Abidjan blames falling world prices and unsold stocks.

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Martin Keller
Senior Agricultural Commodities Analyst
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| Electronics & Technology

IDC: global PC market may shrink up to 9% in 2026 on memory shortage

IDC's updated analysis suggests the global PC market could contract by up to 9% in 2026, far worse than an earlier 2.5% estimate. The main driver is an intensifying memory shortage that is inflating component prices and constraining supply, while demand for AI PCs has fallen short of expectations.

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

Trade Brief: Cuba's Forced-Labor Charcoal, Dutch Exports Fall, Argentina Cuts Taxes

A daily trade-policy roundup: a Prisoners Defenders report says Cuba forces 60,000 inmates to produce charcoal sold mainly to Spain at a 99.96% state margin, while Dutch exports to the U.S. fell 4.7% in the first ten months of 2025. Argentina plans to cut industrial export taxes, and El Salvador and Ivory Coast are also repositioning their trade and carbon-market policies.

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Eleanor Hayes
Head of Trade Policy Research
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| Metals & Mining

DRC lifts final barrier to cobalt export resumption

The Democratic Republic of Congo has authorised mining companies to resume cobalt exports through a December 2 interministerial circular, ending the most restrictive phase of a policy that began with a full ban in February 2025. Kinshasa is pairing quotas with plans to build strategic stocks in a bid to take pricing power over the battery metal away from China.

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Chen Wei
Metals & Mining Analyst
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| Trade Policy & Macro

Colombia raises tariffs on Ecuador to 100% in retaliation as border trade dispute deepens

Colombia will lift import duties on Ecuadorian goods to 100% after Quito raised its own tariffs on Colombian imports to the same level from May 1. Bogota says the measures breach the 1969 Cartagena Agreement and has begun legal action, deepening a dispute rooted in drug-trafficking and border security tensions.

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Eleanor Hayes
Head of Trade Policy Research
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