Market News

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

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| Trade Policy & Macro

Léko: packaging EPR costs outpace recycling gains as commercial packaging rules arrive in 2027

Marion Halby, managing director of French eco-organisation Léko, told decision-achats.fr that extended producer responsibility contributions are rising faster than recycling performance. Léko groups more than 80,000 member companies and backed the recycling of close to 110,000 tonnes of packaging and paper in 2025, and will extend its activity to commercial packaging from 2027. Mechanical recycling of packaging in France alone is estimated at a potential 7 billion euros per year.

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Eleanor Hayes
Lead Trade Policy Analyst
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| Agriculture: Crops & Grains

Greek Hayward Kiwi Crop Forecast to Rise 30% as European Prices Stay Low

Greece’s Hayward kiwi production is forecast to increase by about 30%, adding supply to a European market already facing low prices and substantial stocks. Industry representatives expect prices to remain weak until late January or early February, while exporters seek new outlets in Vietnam and Mexico.

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

Malaysian palm oil ends six-session slide as Chicago soyoil rises

Malaysian palm oil futures ended a six-session losing streak, supported by a 1.85% rise in Chicago soyoil and firmer crude oil. The December contract closed 0.95% higher at 4,578 ringgit per metric ton as traders awaited new Malaysian supply-and-demand data.

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Ana Lucia Fernandes
Senior Agricultural Commodities Analyst
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| Food & Beverages

Egypt's Mostakbal Misr Industrial City to Process 3.4 Million Tons of Crops a Year

Mostakbal Misr Industrial City is designed to take in about 3.4 million tons of agricultural raw material a year and turn it into roughly 1.7 million tons of finished products, according to youlyou.com citing data from the Mostakbal Misr Authority for Sustainable Development. The site pairs New Delta crop output with processing lines for juice concentrates, par-fried potatoes, dried onion, feed, sugar and oils. Cold and freezing storage totals 90,000 tons across five facilities.

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

Brussels Rejects Poland's Call for Higher Grain Intervention Prices

The European Commission has refused Poland's request to raise EU intervention prices for cereals, according to a reply from the Polish Ministry of Agriculture reported by Tygodnik Rolniczy. Polish farm chambers had argued that one tonne of wheat buys only about 120 litres of diesel and that wheat prices are at their lowest level in 20 years. The Commission said intervention is a safety net for exceptional situations, not a price-support tool tied to production costs.

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

Natural Rubber Heads for Fifth Consecutive Supply Deficit as Prices Hit Multi-Year Highs

Natural rubber is on course for a fifth straight year of supply shortfall. ANRPC puts the 2026 global gap at about 213,000 tonnes, while Vietnamese brokerage VDSC expects the deficit to extend into 2027. RSS3 passed 72 million dong per tonne in early September, the highest since 2021, lifting forecast gross margins at Vietnamese plantation companies to 37.7%.

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Ana Lucia Fernandes
Senior Agricultural Commodities Analyst
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