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

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| Agriculture: Crops & Grains

Iran’s Leading Apple Region Faces Export Bottlenecks as Production Rises

West Azerbaijan expects an apple harvest exceeding 1 million tonnes, with production estimated to rise by 20% to 30%. However, exporters face the loss of the Indian market, high transport costs and administrative barriers, raising the risk that increased supply will strain storage and domestic sales.

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Martin Keller
Senior Agricultural Commodities Analyst
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| Trade Policy & Macro

Spain’s industrial power costs exceed France by 44% and Germany by 12%

Spanish electro-intensive manufacturers paid €88.63/MWh for electricity at the end of August, according to AEGE, 44% more than comparable consumers in France and 12% more than in Germany. System-balancing costs and lower indirect carbon compensation are widening the competitive gap.

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Eleanor Hayes
Lead Trade Policy Analyst
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| Food & Beverages

HappyVore claims lead over Nestlé in France’s plant-based meat market

HappyVore says it has captured 22.7% of France’s plant-based meat market, moving ahead of Nestlé’s Garden Gourmet in the latest measured period. Annual data still place Garden Gourmet first for 2025, highlighting how market definitions and measurement periods affect the ranking.

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

Corn Ethanol Expansion Reshapes Brazil’s Domestic Maize Market

Brazil’s corn ethanol industry is creating recurring demand near major production areas and giving farmers more alternatives to export channels. In Mato Grosso, internal corn consumption is projected to rise to 27.04 million tonnes in 2026/27 as exports and ending stocks decline.

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Ana Lucia Fernandes
Senior Agricultural Commodities Analyst
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| Food & Beverages

Vegan Pet-Food Market Projected to Reach $2 Billion by 2032

The global vegan pet-food market could double from about $1 billion to $2 billion by 2032, according to Data Bridge Market Research. Manufacturers and retailers are expanding availability despite veterinary concerns about protein quality, digestibility and essential nutrients.

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

China’s food self-sufficiency puts Thai rice and sugar exports at risk

Thailand’s Trade Policy and Strategy Office expects China’s drive for greater food self-sufficiency to reduce demand for imported rice and sugar through 2035. Premium fruit, processed chicken, shrimp and other seafood remain potential growth areas for Thai suppliers.

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Martin Keller
Senior Agricultural Commodities Analyst
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| Machinery & Automotive

Swedish light-commercial vehicle registrations rise 27% in August

Sweden registered 3,145 light-commercial vehicles in August, up 27% year on year, while registrations for the first eight months rose 20%. Electric models captured 30% of the monthly segment, but heavy-truck and bus registrations declined.

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Henrik Johansson
Senior Machinery & Automotive Analyst
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| Agriculture: Crops & Grains

EU traceability requirements raise stakes for Ghana’s cocoa exports

Ghana ranked fourth among four major African cocoa producers by the reported share of bean exports sent to Europe in 2021-2024, averaging 53.7%. Fitch Solutions expects sustainability and traceability requirements to have a growing influence on EU-bound trade and incentives for domestic processing.

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Fatima Al-Rashid
Logistics & Freight Analyst
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| Agriculture: Crops & Grains

Ukrainian Sunflower Prices Rise $20 as Western Oilseed Premiums Widen

Ukrainian sunflower prices rose by $20 to $460 a tonne CPT plant, including VAT, as domestic crushers competed for limited seed supplies. Rapeseed and soybean prices strengthened at the western border while weakening or declining at plants and ports.

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Martin Keller
Senior Agricultural Commodities Analyst
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