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| Agriculture: Crops & Grains

Cheaper Brazilian pork pressures Argentine producers and raises smuggling concerns

Argentine hog prices stood about 62% above Brazilian levels in August after Brazil’s live-hog benchmark fell nearly 40% from January. Formal imports remain 6.2% of apparent consumption, but producers in Misiones say cheaper legal shipments and smuggled meat are squeezing margins and creating sanitary risks.

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

Kyrgyzstan Expands Beef Output: Feedlot Targets 7,000 Head as Food Truck Network Grows

A feedlot launched two months ago in Kyrgyzstan already holds more than 1,000 young bulls and is targeting 7,000 head, against roughly 10,000 fattened on the site in Soviet times, MIR 24 reported. Beef is sold directly through 10 mobile outlets at 680 som for bone-in cuts, with 100 planned in Bishkek alone. Farmers buying pedigree cattle can access concessional loans at 3%.

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Marco Bianchi
Lead Logistics & Freight Analyst
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| Food & Beverages

UAE lifts restrictions on Polish poultry and table egg exports

The United Arab Emirates has removed restrictions affecting poultry and egg shipments from 13 Polish regions, restoring access for suppliers across Poland. The decision follows Poland’s recovery of its HPAI-free status and government efforts underway since September 2024.

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David Okafor
Food & Beverage Analyst
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| Energy & Fuels

Romania seeks changes to EU gas rules as Neptun Deep approaches production

Romania plans to press Brussels to revise methane and CO₂ storage requirements that it says impose disproportionate costs on domestic gas producers. The debate comes before Neptun Deep is scheduled to begin production in the first half of 2027, potentially strengthening regional gas supply.

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Daniel Brooks
Lead Energy Markets Analyst
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| Food & Beverages

Ukraine's Cheese Imports Shrink on Security Risks, Opening Room for Domestic Price Increases

Imported cheese volumes into Ukraine are contracting as Polish suppliers demand prepayment because of massed shelling, according to UkrAgroConsult. Domestic producers have started revising prices upward for the first time in a long period and are cutting back on promotions. Rennet cheese output held near last year's level over three quarters, but only because white cheese production offset continued declines in semi-hard varieties.

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

Thailand Moves More Vegetables to Wholesale Markets After Flood Disruption

Thailand is redirecting vegetables from production areas to major wholesale markets after heavy rain and flooding reduced supply and slowed transport. Prices for several products have eased, but some leafy vegetables remain expensive ahead of the October 9–18 vegetarian festival.

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

Jordan Builds Date Industry Around Medjool Exports and New Investment

Jordan produces 35,000-36,000 tonnes of dates annually and exports more than 65% of domestic output to about 55 countries. Industry and government officials are targeting further growth through processing, packaging, technology and better access to overseas markets.

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

Thai floods kill 3.25 million layer hens, cutting egg supply by millions a day

Flooding in Chachoengsao, Chonburi, Nakhon Nayok and Prachinburi killed more than 3.25 million layer birds, according to damage figures presented by Thailand's Department of Livestock Development. Official estimates put the output loss at 2.2–2.5 million eggs a day, while traders cited by Thansettakij say more than 7 million eggs a day are missing from the market. Farmgate size 2 eggs are trading 30–40 satang above the reference price, a segment with no official quotation.

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

Greek rice acreage falls up to 29% as costs and imports squeeze producers

Northern Greece’s rice area is expected to fall 22%-29% to 220,000-240,000 stremmas after production costs exceeded cultivation revenue by about 30%. EU rice imports reached 1.7 million tonnes in the latest marketing period, intensifying pressure on Greek growers and processors.

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Martin Keller
Senior Agricultural Commodities Analyst
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