Market News

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

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| Energy & Fuels

Polish wood-pellet prices rise as biomass supply falls behind demand

Polish A1 wood-pellet prices have risen as expanding household demand collides with limited biomass availability and higher production costs. Regulators found no evidence of illegal competition restrictions, while the government is considering supply measures and the market prepares for EUDR traceability rules.

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Daniel Brooks
Lead Energy Markets Analyst
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| Logistics & Freight

Afghanistan-Pakistan border closures disrupt trade and deepen losses

Nearly a year of border closures has halted land trade and transit between Afghanistan and Pakistan. Pakistani traders report losses across exports, transit services and poultry, while Afghan businesses face container charges and the loss of low-cost routes.

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Fatima Al-Rashid
Logistics & Freight Analyst
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| Textiles & Consumer Goods

Romania’s Illicit Cigarette Market Rises to 13.9% as Supply Mix Shifts

Illicit cigarettes accounted for 13.9% of Romanian consumption in July 2026, up 3.4 percentage points from May in the sharpest increase for more than a decade. Duty-free and Bulgarian products led the identified supply mix, while the share attributed to Moldova declined.

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Charlotte Dubois
Senior Consumer Goods Analyst
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| Agriculture: Crops & Grains

Asian Rubber Futures Gain Across SHFE, SGX and TOCOM

Rubber futures advanced across major Asian exchanges on September 6, with gains reported on SHFE, SGX and TOCOM. The synchronized move indicates firmer regional market sentiment, although the available data do not establish whether demand or supply concerns were the main driver.

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Ana Lucia Fernandes
Senior Agricultural Commodities Analyst
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| Energy & Fuels

Coal remains Kazakhstan’s largest energy source with a 48% share

Coal accounts for about 48% of Kazakhstan’s total energy supply, ahead of natural gas at 26.2% and oil at 23.9%. The concentration underscores the continuing importance of coal infrastructure and the scale of investment required to diversify the country’s energy mix.

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Priya Raghavan
Energy Markets Analyst
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| Agriculture: Crops & Grains

Thailand Steps Up Oversight of Feed Mills’ Domestic Corn Purchases

Thailand’s Department of Internal Trade is increasing scrutiny of feed mills and collection points as domestic feed corn reaches the market. At CPF’s Ratchaburi plant, corn with moisture of no more than 14.5% was priced at 9.75-10.10 baht per kilogram depending on grade.

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

Romania Backs More Ukrainian Grain Transit Through Constanța

Romania supports increasing Ukrainian grain transit through Constanța for shipment to Africa and the Middle East. Bucharest says cargo should move onward to third countries rather than accumulate in the EU market, while Black Sea disruption continues to influence grain prices and freight costs.

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Martin Keller
Senior Agricultural Commodities Analyst
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