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| Energy & Fuels

Indonesia’s Cassava Group Backs Yogyakarta Cultivation for 2028 E20 Target

The Indonesian Cassava Society is promoting industrial-scale cassava cultivation in Yogyakarta to supply Indonesia’s planned E20 bioethanol blend in 2028. The proposal depends on processing capacity and guaranteed markets and prices for farmers, whose cassava currently sells for as little as Rp1,000 per kilogram.

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Priya Raghavan
Energy Markets Analyst
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| Food & Beverages

Nestlé expands cocoa purchases in Brazil after global supply shocks

Nestlé is buying more cocoa in Brazil and working with hundreds of farms to improve productivity, quality and supply resilience. Brazil currently produces roughly enough for domestic consumption, but the government expects output to double to about 400,000 metric tonnes within five years.

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Isabella Romano
Lead Food & Beverage Analyst
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| Agriculture: Crops & Grains

China Books About 1 Million Tonnes of US Soybeans Ahead of Xi's Washington Visit

China bought roughly 1 million tonnes of US soybeans in a single week, Reuters reported, citing four trade sources. The purchases came ahead of Chinese President Xi Jinping's visit to Washington. China is the world's largest importer of oilseeds, and business of this size redirects demand away from South American origins.

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

South Korea Builds Strawberry Export Growth on Domestic Varieties and Smart Farms

Domestically bred varieties now account for 96% of South Korea’s strawberry market, compared with heavy dependence on Japanese cultivars 20 years ago. Annual exports exceed $70 million, while new varieties and smart-farming investment are supporting expansion into Southeast Asia, the Middle East and Latin America.

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

US tariffs and demand in China and Europe redirect Brazilian beef trade

Changing US tariffs and demand conditions in China and Europe are reshaping Brazilian beef exports. Brazil reportedly supplies 20.8% of US beef imports, increasing both the value of that market and the risks associated with policy changes.

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Ana Lucia Fernandes
Senior Agricultural Commodities Analyst
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| Energy & Fuels

IEA raises 2026 coal outlook: global demand to hit a record 8.94 billion tonnes

The International Energy Agency has upgraded its 2026 coal forecast, expecting demand to rise 1.2% to a record 8.94 billion tonnes. Higher gas prices, restricted LNG flows through the Strait of Hormuz and a strong El Nino are driving gas-to-coal switching in Japan, South Korea, China and Europe. Newcastle thermal coal averaged $139 per tonne in June before easing to about $131 in August.

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Priya Raghavan
Energy Markets Analyst
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| Food & Beverages

Sergipe plans R$70 million orange juice plant focused on exports

A new orange-processing plant is planned for Estância, in southern Sergipe, with investment of up to R$70 million. The export-oriented facility is expected to process about 128,000 tonnes of oranges annually and create up to 110 direct jobs.

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Isabella Romano
Lead Food & Beverage Analyst
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| Trade Policy & Macro

Mexico Restores 1.1-Million-Tonne Sugar Export Quota to the United States

Mexico has recovered access to export 1.1 million tonnes of sugar to the United States after the volume fell to 150,000 tonnes. The restored quota should help remove domestic surpluses, support wholesale prices and improve conditions for cane growers, mill workers and processors.

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Eleanor Hayes
Lead Trade Policy Analyst
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