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| Food & Beverages

Indonesia Bars Sweetened Condensed Milk and Milk Drinks from Free Meal Program

Indonesia's National Nutrition Agency has prohibited sweetened condensed milk, milk drinks and milk-flavoured beverages from the menu of the Free Nutritious Meals programme. Kitchens must instead serve plain pasteurised, UHT or sterilised full-cream milk containing at least 80% fresh milk. Procurement prices were set at Rp 3,000 for 125 ml and Rp 4,500 for 200 ml delivered to the kitchen.

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

Bulog Ready to Release Another 150,000 Tonnes of SPHP Corn at Rp5,000 per Kilogram

Perum Bulog is ready to distribute an additional 150,000 tonnes of corn under Indonesia's SPHP food supply and price stabilisation programme, President Director Ahmad Rizal Ramdhani said in Jakarta on 9 September 2026. The grain is already held in Bulog warehouses and is supplied at Rp5,000 per kilogram, with priority for small and medium smallholder livestock farmers. The extra allocation responds to feed demand generated by the Free Nutritious Meals programme.

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

Greek kiwifruit volumes forecast up 25-30%, Italy counters with quality and segmentation

Greece is heading into a potentially record kiwifruit season with volumes forecast 25-30% above last year, according to italiafruit.net. Italy expects good availability, positive quality and a skew towards medium-large sizes. Trade sources say the two origins may compete less directly than aggregate volumes suggest, with size, shelf life and varietal mix deciding the 2026/27 European campaign.

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Martin Keller
Senior Agricultural Commodities Analyst
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| Food & Beverages

Brazil's Pork Exports Top 1 Million Tonnes in Eight Months as Japan and China Buying Surges

Brazil shipped 131,100 tonnes of pork in August 2026, up 8% year on year, pushing January–August volumes past 1 million tonnes for the first time, according to ABPA. Revenue for the eight months reached $2.447 billion, up 4.8%, but August receipts slipped 1.7% as unit prices weakened. Japan lifted purchases 92.9% and China 45.9%, offsetting sharp declines in the Philippines and Chile.

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

Russian Milk Output Falls 1% in First Half as Production Concentrates in Large Farms

Russia's raw milk production fell 1 percent year on year in the first half to 16.7 million tonnes, according to National Dairy Union head Lyudmila Manitskaya. Large agricultural organisations added 2 percent to 11 million tonnes, while farming enterprises and household plots lost 5.4 and 7.4 percent respectively. A packaging plant shutdown in early August adds a second risk for processors.

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Martin Keller
Senior Agricultural Commodities Analyst
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| Food & Beverages

Mexico’s pork consumption reaches 22 kg per person in 2026

Mexico’s annual pork consumption reached approximately 22 kilograms per person in 2026, according to US Meat México. The level follows six consecutive years of double-digit growth and points to sustained demand from Mexican consumers.

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Isabella Romano
Lead Food & Beverage Analyst
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| Food & Beverages

Mostakbal Misr and National Bank of Egypt to Take Control of Oilex in EGP15 Billion Debt Deal

Mostakbal Misr Agency and the National Bank of Egypt have agreed to acquire a controlling stake in edible-oil processor Oilex in exchange for EGP15 billion of debt. The transaction would transfer control to a state agency and Egypt’s largest state-owned bank while restructuring a substantial financial liability.

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

Japan's Record Heat Hits Crops and Cold Chain as Curry Index Sets ¥365 High

Toyo Keizai reports that Japan's unprecedented 2025 heat damaged crops and livestock, feeding shortages and price rises through to households. Teikoku Databank's curry rice price measure hit a record ¥365 per serving in November 2025, up about 1.4 times in five years. Heat is also breaking the assumption that Hokkaido produce can travel without refrigeration.

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Ana Lucia Fernandes
Senior Agricultural Commodities Analyst
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| Food & Beverages

Indonesia Watches Thai Sugar Decline as Industrial Supply Risks Rise

Indonesia’s business chamber is monitoring the effect of lower Thai sugar production on domestic industrial supplies and prices. Thailand’s position as a major supplier leaves food and beverage manufacturers exposed to tighter availability and higher import costs.

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David Okafor
Food & Beverage Analyst
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| Chemicals & Fertilizers

Russia raises fertilizer shipments to India by 20% in first half of 2026

Russian fertilizer shipments to India increased by 20% year on year in the first half of 2026, according to First Deputy Prime Minister Denis Manturov. Russia was already India’s largest foreign supplier in 2025, when Indian data put imports from the country at 6.5 million tonnes.

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

Thailand Turns to Inland China to Expand Its $5.2 Billion Fruit Trade

Thailand is positioning an agricultural hub in Shanxi as a distribution base for tropical fruit across three inland Chinese provinces. The initiative targets more than 171 million consumers after Thai fruit shipments to China exceeded $5.2 billion in the first seven months of 2026.

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Ana Lucia Fernandes
Senior Agricultural Commodities Analyst
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