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

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| Agriculture: Crops & Grains

Russian-bred sunflower seed reaches 65% of the domestic market, up 6 points

Domestically produced sunflower seed has taken 65% of the Russian market since the start of the year, six percentage points more than a year earlier, according to the agency Zerno On-Line. Rapeseed and soybean remain far behind, with a combined domestic share below 40% and imports still covering the shortfall of high-yielding genotypes. Underfunded adaptation testing is named as the critical unresolved problem across oilseeds.

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Martin Keller
Senior Agricultural Commodities Analyst
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| Food & Beverages

South Korea Checks Imports After Chinese Dyed Stem-Lettuce Allegations

Footage from China showing stem lettuce dipped into barrels of an unidentified liquid, reported to be a colouring agent banned on fresh vegetables, has triggered a food-safety controversy. South Korean authorities are checking whether affected product was imported into the country. The case follows the earlier controversy over cabbage treated with formaldehyde.

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David Okafor
Food & Beverage Analyst
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| Food & Beverages

Reduced Beet Planting Raises Sugar Price Risks in Poland

Poland’s sugar-beet area has fallen to about 235,000 hectares for the 2026/2027 season, while contracted volume is down approximately 10%. The tighter raw-material outlook and high production costs could gradually lift sugar and sugar-containing product prices.

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

Chile Targets North Asian Food Buyers with Seoul Export Summit

Chile is bringing more than 30 exporters together with over 70 buyers and importers from South Korea, Japan and Taiwan at a three-day summit in Seoul. Fresh fruit, salmon, pork, wine and processed foods are central to its effort to expand in affluent North Asian markets.

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Ana Lucia Fernandes
Senior Agricultural Commodities Analyst
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| Energy & Fuels

Russia's Wholesale Power Price Seen at 6,500-6,900 Rubles per MWh by 2042

Analysts at SKM.PRO calculate that Russia's single-rate wholesale electricity price could reach 6,500-6,900 rubles per MWh by 2042, rising 1.6-1.7 times faster than inflation in 2026 prices. The main driver is a capacity build-out of 88.5 GW, which would lift the capacity component to 65% of the price. Consumption is currently flat, with the System Operator reporting a 0.1% decline since the start of the year.

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Daniel Brooks
Lead Energy Markets Analyst
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