Market News

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

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| Textiles & Consumer Goods

Kanto recovered-paper export tender price rises 6% to a 26-month high

The August-shipment export tender price for corrugated recovered paper in Japan’s Kanto region rose 6.0% from July to ¥23.10 per kilogram. Nikkei reported that the price reached its highest level in two years and two months, reflecting strong Asian demand for Japanese recovered fiber.

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Arjun Mehta
Consumer Goods Analyst
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| Chemicals & Fertilizers

Fertilizer prices may remain above pre-conflict levels through 2028

CoBank expects constrained production and raw-material supplies to keep fertilizer prices elevated for several seasons, with phosphates facing the greatest pressure. Argus forecasts 2026 consumption of DAP, MAP and TSP could fall 13%, while production may remain below 60 million tonnes.

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

Krasnoyarsk poultry meat output rises 20.7% as farms expand capacity

Agricultural enterprises in Russia’s Krasnoyarsk region increased poultry meat and by-product output by 20.7% year on year in the first half of 2026. New poultry houses, plant modernization and better flock survival supported the increase.

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

Russian Wheat Prices Fall Sharply as Export Shipments Stall

Wheat prices in Russia are falling fastest in the southern regions, where fourth-class export-grade wheat has dropped 2,815 rubles to 9,717 rubles per tonne, according to ProZerno. Exporter demand has disappeared amid shipping problems and damaged port infrastructure, while the export duty rose 2.2 times on 20 August. ProZerno is calling for state purchasing interventions of at least 10 million tonnes, against 1 million to 3 million under discussion at the ministry.

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Martin Keller
Senior Agricultural Commodities Analyst
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| Food & Beverages

Brazil’s Turkey Meat Output Rebounds as Exports Rise 40%

Brazil produced nearly 137,000 tonnes of turkey meat in 2025, up 7.4% after a decade of contraction. Exports exceeded 33,000 tonnes in the first half of 2026, with Mexico leading a market base spanning 88 destinations.

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Isabella Romano
Lead Food & Beverage Analyst
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| Energy & Fuels

Russia proposes extending electricity VAT relief in annexed territories through 2036

Russia’s Energy Ministry has proposed extending a VAT exemption linked to electricity supplies in the Donetsk and Luhansk regions and parts of the Zaporizhzhia and Kherson regions until 2036. The measure would support a system under which the Unified Purchaser sells electricity below its wholesale acquisition cost and receives state compensation for the difference.

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Daniel Brooks
Lead Energy Markets Analyst
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| Trade Policy & Macro

South Korean broiler producers oppose government push to join CPTPP

The Korea Broiler Association says CPTPP accession could expose domestic farms to greater competition from imported chicken while feed and labor costs are already rising. It wants the government to halt the process, consult agricultural groups and publish industry-level impact assessments.

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Yusuf Demir
Senior Trade Policy Analyst
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| Food & Beverages

Jordan Sets New Health Rules for Frozen Potato Imports

Jordan has approved sanitary measures for imports of frozen par-fried potatoes and natural potato chips for 2026. Suppliers must provide plant-health, origin and food-safety documentation, while goods shipped before the rules take effect will be exempt.

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David Okafor
Food & Beverage Analyst
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| Agriculture: Crops & Grains

Heat and Water Shortages Damage Japan’s Mikan and Sudachi Crops

Extreme heat and scarce rainfall are discoloring mikan in Ehime Prefecture and raising concerns about lower citrus supplies. Sudachi crops have also been affected, while one manufacturer has suspended ponzu production.

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Ana Lucia Fernandes
Senior Agricultural Commodities Analyst
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