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| Agriculture: Crops & Grains

Heat and Erratic Rain Shorten Crop Development Cycles in Europe and India

Rising temperatures and unseasonal rainfall are accelerating crop maturation in Europe and India, increasing concern among farmers. The available report provides no crop-specific yield estimates, but shorter development periods could affect output and supply quality.

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Martin Keller
Senior Agricultural Commodities Analyst
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| Textiles & Consumer Goods

Palakkad gains strategic role in India’s silkworm seed supply

Palakkad has been identified as an important producer of high-quality silkworm seed in India’s sericulture sector. The district is among 218 selected to support the country’s effort to reduce dependence on external silk inputs.

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Arjun Mehta
Consumer Goods Analyst
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| Agriculture: Crops & Grains

Turkish cherry imports intensify market-protection debate among Polish growers

Poland imported more than 10,000 tonnes of Turkish cherries this season, prompting growers to debate an import ban and other protective measures. The Polish Fruit Growers’ Association also points to branding, producer clubs and joint distribution as ways to compete with Turkey’s much larger industry.

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Martin Keller
Senior Agricultural Commodities Analyst
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| Chemicals & Fertilizers

German recycled packaging-paper price increases take hold in September

Price increases for recovered-paper-based corrugated case material are taking effect in Germany from September, although market participants expect them to remain well below the adjustment indicated for kraftliner. The packaging market is also contending with the loss of two FOLBB mills and rising costs for recycled cartonboard producers.

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Katrin Vogel
Lead Chemicals & Fertilizers Analyst
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| Food & Beverages

Heat and drought force most Salers cheesemakers to halt summer production

More than three-quarters of France’s 80 Salers producers stopped making the protected-origin cheese during summer 2026 as heat and drought depleted pastures. Producers face lower milk yields, higher feed costs and a switch to Cantal cheese, which earns about €3 less per kilogram.

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Isabella Romano
Lead Food & Beverage Analyst
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| Food & Beverages

Brazil suspension and US tariff pause redirect global beef trade

The European Union is suspending Brazilian beef imports from September 3 over insufficient guarantees on antibiotic compliance. Meanwhile, a 90-day US tariff suspension could draw 300,000 tonnes of beef from Brazil and Mexico into the ground-beef market.

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David Okafor
Food & Beverage Analyst
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