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

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| Trade Policy & Macro

EU packaging rules put design, recyclability and reuse at the center

The European Union’s new packaging framework shifts responsibility toward packaging design, composition and repeated use. Businesses face waste-reduction targets, restrictions on several single-use formats and a 2030 objective for packaging to be recyclable or reusable.

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Eleanor Hayes
Lead Trade Policy Analyst
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| Energy & Fuels

E.ON România: right investment in grids and generation could sharply cut power prices

Romania has the highest electricity price in Europe despite the best potential for the lowest, E.ON România chief executive Volker Raffel said at an AHK România conference reported by Forbes Romania. Households pay around 30 cents per kWh against 38-39 cents in Germany, but purchasing power makes the burden heavier. Raffel said solar, storage, gas plants under construction and above all grid investment could bring prices down significantly.

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Daniel Brooks
Lead Energy Markets Analyst
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| Agriculture: Crops & Grains

Türkiye’s peach and nectarine export earnings jump in January-May

Türkiye’s peach export revenue rose 44% to $10.218 million in January-May, while nectarine earnings increased 49% to $14.897 million. Exporters attributed the strong opening to favorable yields and quality, but the available report did not provide destination or volume data.

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Martin Keller
Senior Agricultural Commodities Analyst
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| Food & Beverages

ANZ: Australian Dairy Value to Hit $6.1 Billion in 2026/27 on a Shrinking Milk Pool

ANZ forecasts the gross value of Australian milk production at around $6.1 billion in 2026/27 and dairy exports at approximately $3.6 billion, the third-highest on record, while national output holds near 8 billion litres. Cheese now takes the majority of manufacturing milk intake, against less than 40 per cent a decade ago. The bank expects milk production to ease further in coming years.

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

Spain forecasts 19% rebound in lemon harvest to 1.21 million tonnes

Spain’s lemon harvest is forecast to reach 1,214,600 tonnes in 2026/27, up 19% from the previous season. Higher yields are expected despite a slight reduction in planted area, improving supplies for both the fresh market and processors.

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

Google to Buy Rice Methane Credits From 100,000 Hectares in India

Google has agreed to buy verified methane-reduction credits from a four-year Mitti Labs project covering 100,000 hectares of Indian rice farmland. The program will introduce water-saving cultivation practices across Punjab, Haryana and Uttar Pradesh, potentially reaching 50,000 to 75,000 smallholders.

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Ana Lucia Fernandes
Senior Agricultural Commodities Analyst
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| Machinery & Automotive

Turkey's MKE sets up wholly owned Zafer company in Egypt for joint defense production

Turkish state defense manufacturer MKE has registered Zafer in Cairo under Egyptian law, holding all of the shares. The company is its first in Africa and will serve as the partner vehicle in joint ventures with Egyptian firms, covering energetic materials, explosives, ammunition equipment and vehicle systems. MKE plans to use Egypt as a base for sales into African and Gulf markets.

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

Belarus Opens Mass Potato Harvest in All Regions, Yield 11 Centners Above Last Year

Belarus has started the mass potato harvest in every region, with 53,000 tonnes lifted from 6% of a 22,000-hectare plan, according to the Ministry of Agriculture and Food. Average yield stands at 370 centners per hectare, 11 centners above last season, while the grain campaign has reached 98% of planned area with 9,141,000 tonnes threshed.

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Chen Wei
Metals & Mining Analyst
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