Market News

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

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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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| Energy & Fuels

Committed clean hydrogen investment exceeds $130 billion across 570 projects

Committed investment in clean hydrogen projects now exceeds $130 billion, covering more than 570 initiatives with 6.9 million tonnes of annual capacity. The project pipeline is expanding rapidly, but a five-million-tonne gap between policy-backed and potential demand remains a major obstacle to bankable supply.

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

South Africa cuts citrus export forecast again as conflict, floods and port delays hit shipments

South Africa has lowered its 2026 citrus export forecast for the second time, from 209.4 million to 196.5 million 15 kg boxes. FreshFruitPortal reports that disruption linked to the war in Iran, severe weather, port bottlenecks and weaker destination markets are constraining shipments.

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Martin Keller
Senior Agricultural Commodities Analyst
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| Energy & Fuels

Northern Coalfields raises output 67% as monsoon pressure eases

Northern Coalfields increased daily coal production by 67% and supplies by 75% on September 8 compared with the September 1-3 averages. Higher mine access and railway loading improved deliveries to power plants in Uttar Pradesh, Madhya Pradesh and Rajasthan.

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Priya Raghavan
Energy Markets Analyst
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| Agriculture: Crops & Grains

Extreme weather cuts Italy's cherry output 20.9% in two decades as retail prices stay high

Italian cherry production fell 20.9% between 2006 and 2025 and yields dropped 18.5%, according to an Istat report published on 4 September 2026. Puglia, which holds about 65% of national planted area, saw harvests collapse 70% in 2025. A better 2026 season cut farmgate prices, but higher freight costs kept retail between 10 and 17 euros per kilogram.

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Martin Keller
Senior Agricultural Commodities Analyst
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| Chemicals & Fertilizers

PhosAgro to Build Food-Grade Phosphate Production at Volkhov Complex in Leningrad Region

PhosAgro is building a line for potassium and sodium phosphates for the food industry at its Volkhov chemical complex in Russia's Leningrad Region, disclosed at the Innoprom. India exhibition in New Delhi. The Russian food phosphates market currently depends on imports for 80% of its volume. No capacity, investment figure or start-up date has been published.

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Katrin Vogel
Lead Chemicals & Fertilizers Analyst
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| Agriculture: Crops & Grains

FAO Sugar Price Index Jumps 11.9% in August as Brazilian Output Falls and India Opens an Import Quota

The FAO Sugar Price Index averaged 106.4 points in August, 11.3 points above July and 11.9% higher month on month, the highest reading since June 2025. The FAO linked the move to lower European beet yields, El Nino risks in Asia, reduced Brazilian sugar output and India's duty-free raw sugar import quota. Conab projects a larger Brazilian cane crop but 2.9% less sugar, with ethanol taking the difference.

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Ana Lucia Fernandes
Senior Agricultural Commodities Analyst
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