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| Trade Policy & Macro

Malaysia and Russia discuss expanding palm oil trade and commercial links

Malaysia is seeking to expand palm oil sales to Russia as the two countries pursue stronger bilateral trade and energy cooperation. Prime Minister Anwar Ibrahim and President Vladimir Putin also discussed direct flights, visa-free travel and a dedicated mechanism to accelerate existing agreements.

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Eleanor Hayes
Lead Trade Policy Analyst
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| Food & Beverages

South African sugar mills battle for survival as state decisions stay outstanding

South Africa's sugar milling industry is fighting to keep plants running while decisions that rest with the government remain unresolved, Moneyweb reports. The reference case is Darnall, where Tongaat closed a mill in 2020 at a cost of almost 400 permanent jobs and dozens of seasonal work opportunities. Each closure removes the only realistic buyer of cane in its supply area and raises the pressure on the mills that remain.

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

Tripura tea enters export market with first large-scale consignment

The Tripura Tea Development Corporation has dispatched its first large-scale tea consignment for export. The state-backed producer’s move marks a step toward establishing Tripura as an international tea supplier, although the shipment’s volume, value and destination were not disclosed.

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Ana Lucia Fernandes
Senior Agricultural Commodities Analyst
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| Agriculture: Crops & Grains

Saudi state fund starts buying corn directly from farmers in Spain's León province

Saudi Arabia's largest state investment fund has begun sourcing corn in the Spanish province of León, with the first purchases expected within days as an early harvest gets under way. According to Diario de León, the grain will be bought directly from farmers rather than through the usual intermediaries, and the fund already has three staff on the ground.

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

Almond prices reach 100 lira per kilogram on Şanlıurfa exchange as regional acreage expands

In-shell almond traded between 62.83 and 100 Turkish lira per kilogram on the Şanlıurfa Commodity Exchange in its 10 September 2026 bulletin, with an average of 81.41 lira across two registered deals. The province holds about 70,000 decares of almond orchards, roughly 10% of Turkey's total and second nationally. Remote sensing has identified some 2.5 million almond trees in Şanlıurfa, of which about 1.5 million are of bearing age.

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Martin Keller
Senior Agricultural Commodities Analyst
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| Textiles & Consumer Goods

Greek Survey Finds 52% of Retailers Use Digital Age Checks for Nicotine Sales

A nationwide Imperial Brands Hellas survey found that 52% of participating Greek retailers use digital tools to verify age when selling products restricted to customers aged 18 and over. While 84% reported receiving substantial information and support, retailers are seeking clearer institutional communication and better digital tools.

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Charlotte Dubois
Senior Consumer Goods Analyst
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| Agriculture: Crops & Grains

Brazil redirects EU-blocked beef to Morocco, adding pressure on Spanish producers

Brazilian beef suspended from the European market is being sold into Morocco, a market Spain lost after an outbreak of lumpy skin disease. Speakers at the second Foro Rural in Galicia argued the sanitary block is hitting Spanish beef harder than the Mercosur agreement, whose safeguard caps imports at 99,000 tonnes a year.

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Ana Lucia Fernandes
Senior Agricultural Commodities Analyst
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| Trade Policy & Macro

US Commerce Department proposes steep tariffs on solar panels and cells from India, Indonesia and Laos

The US Department of Commerce has proposed heavy tariffs on solar panels and solar cells imported from India, Indonesia and Laos, according to News18. The reporting does not specify duty rates, the exact product scope or an effective date. Washington first applied tariffs to Chinese solar products in 2012.

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Yusuf Demir
Senior Trade Policy Analyst
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| Food & Beverages

Japan’s ¥1 Trillion New Foods Plan Opens Higher-Value Protein Path for Thailand

Japan plans to invest about ¥1 trillion in alternative proteins and functional and nutritional foods, targeting a ¥3 trillion New Foods market by 2040. Thailand sees an opportunity to combine its agricultural ingredients and processing capacity with Japanese fermentation, formulation and food-safety technology.

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

Şanlıurfa pistachio harvest opens with exchange prices between 472 and 900 lira per kilogram

Turkey's largest pistachio province has started its 2026 harvest after drought and hail cut the pre-season forecast from about 200,000 tonnes to 80,000 tonnes. First registrations at the Şanlıurfa Commerce Exchange for 1–10 September show prices ranging from 472 to 900 lira per kilogram depending on product type and sale category. The red pistachio harvest, expected between 15 and 30 September, should clarify supply and price direction.

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

Indonesia's palm oil exports grow 5.49% in January-July 2026 as minister pushes downstream processing

Exports of Indonesian crude palm oil and derivative products rose 5.49 percent in January-July 2026 against the same period a year earlier, Republika reported. Agriculture Minister Amran used the result to argue for deeper domestic processing of palm output. The report does not break the growth into crude and processed categories.

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Ana Lucia Fernandes
Senior Agricultural Commodities Analyst
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