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| Agriculture: Crops & Grains

Asturias Expects 2026 Cider Apple Crop to Cover Protected-Origin Mill Demand

Asturias expects its 2026 cider apple harvest to be slightly larger than the crop two years ago and sufficient for mills producing protected-origin cider. Codling moth damage and premature fruit drop have increased after drought and high early-summer temperatures, while rapidly growing cider consumption is intensifying pressure to coordinate supply and demand.

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Martin Keller
Senior Agricultural Commodities Analyst
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| Agriculture: Crops & Grains

Japan Plans to Buy Back 210,000 Tons of Rice as Prices Face Downward Pressure

Japan plans to buy 210,000 tons of 2025-crop rice from collectors in September to rebuild state reserves depleted by earlier releases. PRESIDENT Online says the purchase will also remove grain from a market facing record private inventories and the arrival of a strong new harvest.

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

El Niño Raises Risks to Brazil’s Sugarcane Yield and Recoverable Sugar

Irregular rainfall and higher temperatures associated with El Niño could reduce sugarcane productivity and Total Recoverable Sugar in Brazil. The resulting pressure on cane quality would affect the raw material available for both sugar and ethanol production.

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

Tighter US and EU Corn Supplies Improve Feed Barley Price Prospects

Tightening corn supplies in the United States and European Union have lifted corn prices, improving the market outlook for feed barley. Higher corn costs could encourage feed buyers to consider barley where pricing and availability make substitution practical.

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Martin Keller
Senior Agricultural Commodities Analyst
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| Agriculture: Crops & Grains

Asian Rubber Prices Ease as Weak Global Demand Offsets Supply-Side Support

Rubber prices declined across major Asian exchanges on September 3 as subdued global demand outweighed support from oil prices and rainfall. Thai auctions nevertheless showed continued buying interest, with winning bids for RSS3 reaching 83.60-83.61 baht per kilogram, while domestic latex procurement prices in Vietnam remained stable.

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Martin Keller
Senior Agricultural Commodities Analyst
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| Food & Beverages

US-Canada Tariff Tensions Weigh on Central Washington Wine Trade

US trade conflicts and tensions with Canada are affecting wine sales and commercial relationships in Central Washington, according to the Yakima Herald. The pressure extends beyond immediate cross-border transactions, creating uncertainty for wineries and their business partners.

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

Smaller African coffee origins seek revival from Nigeria to Madagascar

Smaller African coffee producers, including Nigeria and Madagascar, are seeking to expand production and commercial sales. Their prospects depend on converting revival initiatives into reliable volumes that can compete with Africa’s established origins.

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Martin Keller
Senior Agricultural Commodities Analyst
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| Chemicals & Fertilizers

Russian Producers Take Lead in Growing Weight-Loss Drug Market

Russian manufacturers have filled the gap left by Western semaglutide and tirzepatide brands, driving rapid sales growth in obesity and diabetes medicines. Competition has expanded availability but has yet to bring a substantial reduction in treatment costs.

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

Brazil’s containerized fruit exports rise 20.4% in first half of 2026

Brazil exported 36,552 TEUs of fruit in the first half of 2026, up 20.4% year on year, according to Datamar. Melons and watermelons led shipments, while the Netherlands, Spain and the United Kingdom absorbed about 85% of the containerized volume.

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

Drought Cuts Lower Saxony Grain Harvest and Tightens Potato Supply

Lower Saxony’s 2026 grain harvest is estimated at 5.5 million tonnes, down 3.4% from the previous year after severe drought and periods of heat near 40 degrees Celsius. Potato and maize crops also face losses, while reduced potato acreage and weaker yields are expected to raise producer prices.

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Martin Keller
Senior Agricultural Commodities Analyst
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