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

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| Food & Beverages

Belgian brewers challenge planned health warning on alcohol advertising

Belgium plans to replace the warning “Alcohol abuse harms health” with “Alcohol harms health” in alcohol advertising. Brewers and hospitality businesses oppose the change as the government also prepares restrictions on advertising aimed at audiences with a substantial share of minors and on free alcohol distribution.

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Isabella Romano
Lead Food & Beverage Analyst
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| Energy & Fuels

UAE battery-storage market forecast to reach $3.25 billion by 2030

The UAE battery energy-storage market is forecast to reach $3.25 billion by 2030, expanding at a compound annual rate of 41.2% from 2025. Regional demand is rising as utilities, developers and commercial, industrial and residential users integrate more renewable power.

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Priya Raghavan
Energy Markets Analyst
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| Energy & Fuels

Russia's eastbound coal rail exports reach 10.9 million tonnes in July as netbacks more than triple

Russian Railways moved 10.9 million tonnes of coal to eastern export gateways in July, the third consecutive monthly increase, according to Kommersant. Netbacks on 6,000 kcal/kg thermal coal shipped via Vostochny rose from 1,087 rubles per tonne in mid-June 2025 to 3,359 rubles a year later. South Korean purchases jumped almost 90% and July shipments to India rose 44% as buyers replaced constrained LNG supply.

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Priya Raghavan
Energy Markets Analyst
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| Machinery & Automotive

Italy’s car market grows 3.2% in August as post-incentive EV demand slows

Italian passenger-car registrations rose 3.2% year on year to 69,411 in August 2026, extending the market’s run of monthly gains. Battery-electric vehicles held a 6.4% share after incentives faded, while plug-in hybrids reached about 12% and Stellantis outpaced the wider market.

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Henrik Johansson
Senior Machinery & Automotive Analyst
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| Logistics & Freight

Turkey steps up talks with Ukraine and Russia on new Black Sea grain corridor

Turkey is holding intensive talks with Ukraine and Russia on a maritime security mechanism that could restart food shipments through the Black Sea. Nearly 100 million tonnes of food are reportedly unable to reach markets, while the disruption threatens Turkey’s $13 billion processing-export business.

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Marco Bianchi
Lead Logistics & Freight Analyst
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| Agriculture: Crops & Grains

Poor monsoon could lift India’s lentil and pea imports in 2026-27

India could require elevated lentil and pea imports in 2026-27 after a poor monsoon, The Western Producer reported, citing an analyst. Larger Indian purchases would increase competition for available pulses and could tighten supply for other importing markets.

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

Adecoagro completes Caarapó mill acquisition from Raízen for R$705 million

Adecoagro completed its purchase of Raízen’s Caarapó sugar and ethanol mill for R$705 million, 7% below the initially announced amount. The company plans to raise crushing at the Mato Grosso do Sul facility from 3.5 million tonnes in 2025/26 to 4.5 million tonnes in 2027.

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

India Sets Paddy Procurement Target at 708.64 Lakh Tonnes for KMS 2026-27, Below Recent Actuals

India's central government has fixed a paddy procurement target of 708.64 lakh tonnes (70.864 million tonnes) for the Kharif Marketing Season 2026-27, below the volumes actually procured in each of the past three seasons. Reduced acreage under the crop is the stated reason. Revised rice quality norms and storage plans were announced alongside the target.

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

India’s Coconut Economy Moves Beyond Raw Nuts Into Higher-Value Products

India’s coconut industry is expanding into packaged water, milk, cream, virgin oil, coir, cocopeat and shell-derived products. Patrika reports that exports of coconuts and coconut-based products exceeded 4,349 crore in 2024-25, about 25% more than a year earlier.

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Ana Lucia Fernandes
Senior Agricultural Commodities Analyst
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