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

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| Agriculture: Crops & Grains

Low yields and high costs squeeze Bangladesh’s tea exports

Bangladesh produces about 95 million kg of tea annually, but domestic consumption exceeds 90 million kg and leaves little for export. Yields of around 1,400 kg per hectare and production costs of Tk200-220 per kg are undermining competitiveness despite recent output growth.

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

Ukraine Lines Up 200,000 Tonnes of New-Crop Sunflower Seed Exports

Ukraine could export about 200,000 tonnes of sunflower seed to Turkey, Bulgaria and Romania between September and November 2026. The projection exceeds the USDA’s full-season forecast and faces significant Black Sea shipping constraints.

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Martin Keller
Senior Agricultural Commodities Analyst
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| Chemicals & Fertilizers

DEMO, Win Medica and FARAN invest more than €400 million in Arcadia pharma hub

DEMO, ELPEN Group’s Win Medica and FARAN are investing more than €400 million in pharmaceutical facilities in Tripoli, Greece. The projects target active ingredients, penicillin medicines, oncology drugs and injectable delivery systems, while supporting more than 1,500 direct and indirect jobs.

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Katrin Vogel
Lead Chemicals & Fertilizers Analyst
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| Food & Beverages

Hungary’s dairy industry faces import pressure as margins narrow

Hungarian dairy farms face losses as production costs reach 170–190 forints while European oversupply depresses prices. Industry representatives say investment in domestic processing, storage, climate control and automation is needed to reduce exposure to imported products and volatile raw milk markets.

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Isabella Romano
Lead Food & Beverage Analyst
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| Trade Policy & Macro

Tax and enforcement gaps threaten Thailand’s proposed generational tobacco ban

Thailand’s proposed birth-year-based restrictions on nicotine sales could be undermined by weaknesses in taxation and enforcement. Bangkok Business News reports that cheap rolling tobacco, illicit cigarettes, widespread retail access and online sales remain major gaps in the country’s tobacco-control system.

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Yusuf Demir
Senior Trade Policy Analyst
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| Agriculture: Crops & Grains

Russia Starts 2026 Sunflower Harvest as Southern Farms Cut 3,000 Hectares

Russian farms have harvested about 3,800 hectares of sunflower, including roughly 3,000 hectares in the Southern Federal District. RUSEED reports that early yields are close to last year’s level, while the national planted area has reached about 13.3 million hectares.

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Mei Tanaka
Senior Machinery & Automotive Analyst
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| Chemicals & Fertilizers

Wegovy tablets set for German launch on September 1

Novo Nordisk plans to make Wegovy tablets available in Germany from September 1, adding an oral semaglutide option to two injectable products. The manufacturer says it has enough inventory to meet expected demand, while patients will need to follow precise administration rules.

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Katrin Vogel
Lead Chemicals & Fertilizers Analyst
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