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

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| Chemicals & Fertilizers

Russian-Made Medicines Gain Market Share as Quality Controls Expand

The share of domestically produced medicines in Russia has increased, although officials disclosed no percentage or product-level data. The government linked supply resilience to nationwide laboratory oversight, mandatory serialization and tighter controls on online pharmacies.

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

Malaysia’s 80% Rice Self-Sufficiency Goal Faces Fertilizer, Yield and Infrastructure Constraints

Malaysia’s rice self-sufficiency rate fell from 62.1% in 2020 to 52.9% in 2024, while the government wants it raised to 80%. Farmers’ representatives say delayed fertilizer, yields of only four to five tonnes per hectare and unresolved water, seed and pricing problems put that target at risk.

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

Galicia’s 2026 honey crop set to fall by more than half

Galicia’s 2026 honey production is expected to barely exceed 2,000 tonnes, down from nearly 4,000 tonnes in 2025. Drought, Asian hornets, varroa mites and fire damage are combining with bulk prices below production costs to threaten professional beekeeping operations.

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Kevin O'Sullivan
Lead Electronics & Technology Analyst
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| Agriculture: Crops & Grains

Goldman warns Super El Niño could tighten global sugar supply

Goldman Sachs says a Super El Niño could reduce sugar available for export through crop losses, harvest disruption and stronger demand for cane-based ethanol. Brazil, India and Thailand supply about 70% of global sugar exports, concentrating weather and policy risk in three markets.

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Rajesh Nair
Chemicals & Fertilizers Analyst
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| Agriculture: Crops & Grains

Iraq Spent $52.4 Million on Nearly 90,000 Tonnes of Imported Potatoes in 2025

Iraq imported nearly 90,000 tonnes of potatoes worth about $52.4 million in 2025, according to data cited by Shafaq News. Iran, Egypt and Turkey were prominent suppliers, highlighting opportunities for regional exporters and gaps in Iraqi production, storage and distribution.

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

Turkish raisin growers challenge TARİŞ’s 80-lira advance price

TARİŞ will begin accepting seedless raisins at a gross advance price of 80 TL/kg, down from 120 TL/kg last season. Growers say deductions could reduce receipts to 70–73 TL/kg, below an estimated production cost of 90 TL/kg, raising concerns about vineyard removals and future supply.

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Martin Keller
Senior Agricultural Commodities Analyst
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