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| Chemicals & Fertilizers

Diabetes and obesity drugs drive Spanish pharmacy revenue growth

Spain’s medicine market generated €21.260 billion in the twelve months to July 2026, up 6% year on year, while unit sales rose only 0.8%. IQVIA data show antidiabetic drugs contributed 3.5 percentage points to market growth, highlighting the rising commercial weight of injectable treatments.

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Katrin Vogel
Lead Chemicals & Fertilizers Analyst
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| Food & Beverages

EU cow-milk price falls 20.07% year on year despite two monthly gains

The average EU cow-milk price fell to €42.22 per 100 kilograms in August 2026, 20.07% below its level a year earlier. Two consecutive monthly increases after nine months of decline suggest that the market may be stabilizing, but producer margins remain under pressure.

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Isabella Romano
Lead Food & Beverage Analyst
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| Machinery & Automotive

Dongfeng 4180 Becomes Russia's Best-Selling Heavy Truck as August Market Falls 27%

Sales of trucks above 16 tonnes in Russia dropped 27% year on year in August to 2,687 units, with eight-month volume down 16.9% to 24,379, pravda.ru reported. The Dongfeng 4180 displaced the Sitrak C7H and KAMAZ models at the top of the model ranking. KAMAZ held a 38% share while Sitrak and Shacman lost 38.6% and 69.7% of their volumes.

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

Demand and exports support Brazil’s record soybean and maize outlook

Brazilian soybean production is projected at 181.7 million tonnes, while maize output is expected to reach 140.3 million tonnes. Strong demand and exports support the outlook, but El Niño, high costs and international market conditions remain significant risks.

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Ana Lucia Fernandes
Senior Agricultural Commodities Analyst
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| Chemicals & Fertilizers

Ichitan Founder Tan Passakornnatee Enters Thai Fertilizer Market With Tan Fertilizer Joint Venture

Tan Passakornnatee, the entrepreneur behind Thai ready-to-drink tea brand Ichitan, is moving into fertilizer through a joint venture with the Ekyongwong group. The new company, Tan Fertilizer, will target the premium segment of a Thai market the partners size at 80 billion baht. Shareholding, capital and production details have not been disclosed.

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Rajesh Nair
Chemicals & Fertilizers Analyst
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| Food & Beverages

French cooked-ham market returns to growth as nitrite-free products gain ground

France’s cooked pork ham market is growing again, supported by new nitrite-free products and family-sized packs, according to LSA. The recovery gives processors and retailers an opportunity to rebuild volumes through product reformulation and formats designed for larger household purchases.

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Isabella Romano
Lead Food & Beverage Analyst
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| Chemicals & Fertilizers

Italy withdraws Felce Azzurra liquid soap over EU-banned fragrance Lilial

Italy's Ministry of Health has notified the EU Safety Gate system of the withdrawal of Felce Azzurra Elegante liquid soap in 750 ml bottles, barcode 8001280024351, because it contains butylphenyl methylpropional, known as Lilial. The fragrance has been banned in EU cosmetics since March 2022 as toxic for reproduction. The case points to unsold stock and non-updated formulations as the weak link in compliance.

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

China and US Lead Vietnam’s $1.85 Billion Fruit and Vegetable Imports

Vietnam’s fruit and vegetable imports reached an estimated $1.85 billion in the first seven months of 2026, up 27.7% year on year. China supplied 39.5% of the total, followed by the United States with 24.5% and New Zealand with 5.2%.

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

Canadian wheat, pea and lentil stocks surge at end of 2025-26 crop year

Canada ended the 2025-26 crop year with sharply higher inventories of wheat, dry peas and lentils. Wheat stocks reached 6.6 million tonnes despite record exports, increasing the volume available to the market as the next harvest begins.

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Ana Lucia Fernandes
Senior Agricultural Commodities Analyst
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