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

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| Agriculture: Crops & Grains

Lebanon’s Wheat Stocks Cover Three Months as Bread Production Costs Rise

Lebanon’s wheat and flour stocks are sufficient for about three months, while two vessels carrying 12,000 tonnes of wheat are heading to the country. Bakeries expect the official bread price to change as fuel, electricity, transport and packaging costs rise.

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Martin Keller
Senior Agricultural Commodities Analyst
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| Food & Beverages

Barilla acquires US mac-and-cheese brand Goodles as Jen Zeszut remains CEO

Barilla has agreed to acquire California-based Goodles, expanding its position in the US shelf-stable convenience-food market. Goodles CEO and co-founder Jen Zeszut will continue to lead the brand, which has increased its share of US shelf-stable mac-and-cheese spending from 0.8% to 7.8% in three years.

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Kevin O'Sullivan
Lead Electronics & Technology Analyst
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| Energy & Fuels

South Korea to Merge Five Power Generators and Combine State Oil and Gas Companies

South Korea plans to combine five state-owned power generators into a single company and merge its national oil and gas corporations. The restructuring also provides for the liquidation of Korea Coal Corporation after its final mine closed, with the government seeking funds to address the company’s accumulated debt.

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Priya Raghavan
Energy Markets Analyst
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| Textiles & Consumer Goods

Kingdom Group’s Egypt Flax-Yarn Plant Targets First-Quarter 2027 Startup

China’s Kingdom Group plans to begin operating its flax-yarn factory in Egypt’s Sadat City during the first quarter of 2027. The project is intended to add local processing capacity, improve Egyptian flax fiber quality and connect domestic suppliers with the group’s international customers.

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Arjun Mehta
Consumer Goods Analyst
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| Agriculture: Crops & Grains

Spanish citrus group challenges Dutch role in surge of South African imports

Ailimpo says the Netherlands’ role as the EU’s main gateway for South African citrus is contributing to oversupply and pressure on European growers. The Spanish association is calling for EU action after record lemon imports in 2026 complicated the start of Europe’s season.

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Mei Tanaka
Senior Machinery & Automotive Analyst
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| Trade Policy & Macro

Italy’s ‘100% Italian Wheat’ Pasta Campaign Faces EU Competition-Law Questions

A government-backed campaign promoting pasta made from 100% Italian wheat may conflict with EU single-market and state-aid principles, according to an analysis published by Il Fatto Alimentare. The dispute could affect suppliers of imported durum wheat and Italy’s credibility in opposing protectionism elsewhere.

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Eleanor Hayes
Lead Trade Policy Analyst
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