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| Agriculture: Crops & Grains

Myanmar’s GW-11 rice commands $580 a tonne in the Philippines

Strong Philippine demand has lifted Myanmar’s GW-11 rice to about $580 per tonne, roughly $100 above comparable Thai rice. The premium is intensifying competition for supplies in Myanmar and challenging established exporters Vietnam and Thailand.

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Martin Keller
Senior Agricultural Commodities Analyst
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| Food & Beverages

US Chicken Glut Pushes Wholesale Prices Lower as Beef Demand Holds

US poultry producers expanded chicken supply in anticipation that expensive beef would shift consumers toward cheaper protein. Stable beef demand, larger flocks and heavier birds instead created excess chicken supply, pressuring wholesale prices and producer margins.

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Isabella Romano
Lead Food & Beverage Analyst
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| Metals & Mining

Vietnam Sets Special Operating and Financial Rules for State Mining Group TKV

Vietnam has introduced a special framework allowing TKV to coordinate mineral operations and sales across its corporate group. The rules cover coal, bauxite, alumina, aluminum, copper cathode and other important minerals, while establishing specific treatment for unsuccessful exploration and investment costs.

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Chen Wei
Metals & Mining Analyst
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| Agriculture: Crops & Grains

Honduras says bean and corn reserves are sufficient despite drought

Honduras holds strategic reserves of 120,000 quintals of beans and 76,000 quintals of corn, according to the IHMA. The agency says supplies are sufficient despite drought damage, although producers and traders have warned of shortages.

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

CME to launch sorghum basis futures for Great Plains grain markets

CME Group expects trading in its new sorghum basis futures to begin on August 24, 2026, subject to regulatory review. The physically delivered CBOT contract will track the price difference between sorghum and corn and use a Kansas elevator network.

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Mei Tanaka
Senior Machinery & Automotive Analyst
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| Agriculture: Crops & Grains

Thailand Targets Distribution of 10,000 Tonnes of Southern Fruit

Thailand’s Department of Internal Trade is working with three wholesale markets and six modern retail groups to distribute at least 10,000 tonnes of southern fruit. The campaign focuses on durian, mangosteen and langsat entering the market in August 2026.

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

MPOC sees Malaysian palm oil above RM4,600 in September as supply risks grow

The Malaysian Palm Oil Council expects crude palm oil prices to remain above RM4,600 per tonne in September. Seasonal production declines, firm biodiesel demand and disruptions to sunflower and refined-oil trade are tightening the global vegetable-oil outlook.

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Ana Lucia Fernandes
Senior Agricultural Commodities Analyst
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| Energy & Fuels

Solar and battery output cushions Romania’s Cernavodă Reactor 2 outage

Stored photovoltaic energy supplied almost 700 MW to Romania’s grid after Cernavodă Unit 2 shut down, helping cover the evening peak without major imbalances. Solar generation exceeded 50% of national output the following day, but the sudden availability of storage capacity has raised questions about earlier reliance on imports.

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Daniel Brooks
Lead Energy Markets Analyst
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| Agriculture: Crops & Grains

Vietnam Ships 3.7 Million Tonnes of Cassava to China, Now Chases Higher-Value Grades

China took about 3.7 million tonnes of Vietnamese cassava and cassava products in 2025, worth $1.17 billion, or 94.1% of the sector's export volume. Vietnam supplied 53.83% of Chinese cassava starch imports in the first quarter of 2026. Hanoi is pushing processors beyond dried chips and basic starch, but fewer than 5% of growers hold contracts with mills.

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Ana Lucia Fernandes
Senior Agricultural Commodities Analyst
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| Food & Beverages

Argentine yerba mate extractor targets 240 tonnes of US-linked output by 2027

Córdoba-based Productos Esenciales has secured its first orders from US functional-beverage company Yerba Madre for 20 tonnes of organic yerba mate extract worth about $400,000. The Argentine producer plans to raise output for the relationship to 100 tonnes in 2026 and 240 tonnes in 2027.

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Isabella Romano
Lead Food & Beverage Analyst
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