Market News

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

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| Agriculture: Crops & Grains

High Brazilian Pork Output May Cap Prices at the End of 2026

Brazilian pork production is expected to peak between July and September 2026, building supply ahead of year-end demand. Agronews reports that excess hog availability and cold-storage stocks may limit price gains and keep independent producers’ margins under pressure.

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Ana Lucia Fernandes
Senior Agricultural Commodities Analyst
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| Energy & Fuels

Cheap US Natural Gas Undercuts Washington’s Coal Revival

US coal-fired generation fell 10% in the first half of the year as record natural gas production lowered fuel costs for power plants. Federal measures have kept coal capacity operating, but they have not prevented utilities from switching generation to cheaper gas.

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Daniel Brooks
Lead Energy Markets Analyst
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| Food & Beverages

Russia’s farmed sturgeon caviar output rises 5% to 45 tonnes

Russia produced 45 tonnes of farmed sturgeon caviar in the first seven months of 2026, up 5% year on year. The increase points to continued growth in aquaculture supply, but the available data do not show how much was consumed domestically or offered for export.

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Isabella Romano
Lead Food & Beverage Analyst
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| Chemicals & Fertilizers

French paint industry invests in capacity and circular materials as market contracts

French paint and coatings manufacturers are modernising plants and developing lower-impact products despite a 1.8% decline in market value between 2024 and 2025. PPG and AkzoNobel have announced €62 million in combined investment, while Cromology and BASF are introducing a recycled-content acrylic binder.

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Katrin Vogel
Lead Chemicals & Fertilizers Analyst
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| Machinery & Automotive

Greece and Italy to Finalize Deal for Two Bergamini-Class FREMM Frigates

Greece and Italy are due to sign the implementing arrangement for two Italian Bergamini-class FREMM frigates in Rome on 8 September 2026. The vessels are scheduled for transfer in the first halves of 2028 and 2029, with Greek shipyards participating in maintenance and systems integration.

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Henrik Johansson
Senior Machinery & Automotive Analyst
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