Market News

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

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| Food & Beverages

Tasmanian potato growers reach crunch point in contract dispute with Simplot

Tasmanian potato growers are at a decision point in their contract dispute with Simplot, the United States-owned processor that buys much of the state's crop for frozen French fries. Because processing potatoes are planted only under contract, the terms on the table determine both grower margins and the raw material supply behind Simplot's processing lines.

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

Rapeseed meal drives 18.41% rise in India’s May oilmeal exports

India exported 373,000 tonnes of oilmeals in May 2026, up 18.41% from a year earlier, as rapeseed meal shipments nearly doubled. Strong demand from China supported exporters, while higher prices weakened soybean meal’s competitiveness.

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Henrik Johansson
Senior Machinery & Automotive Analyst
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| Food & Beverages

EU tightens guar gum and additive rules for infant and young-child foods

New EU rules restrict guar gum, or E412, in specified foods for infants and young children, including infant formula and some foods for special medical purposes. Manufacturers must review formulations and category-specific limits, while transition provisions allow eligible existing stock to remain on sale until expiry.

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Isabella Romano
Lead Food & Beverage Analyst
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| Metals & Mining

Neptune Energy advances deep-brine lithium project around 43 million-tonne Altmark resource

Neptune Energy is progressing a direct lithium extraction project in Germany’s Altmark after an independent assessment identified a 43 million-tonne lithium carbonate equivalent resource. Pilot work has produced battery-grade material, but commercial recovery, costs and final capacity remain subject to further testing and permits.

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Thomas Reid
Senior Metals & Mining Analyst
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| Trade Policy & Macro

Proposed BRICS Grain Exchange Targets Western Commodity Benchmarks

A proposed BRICS grain-trading platform is being presented as an alternative to commodity benchmarks centered in London and Chicago. Its potential will depend on governance, liquidity and participation, none of which is detailed in the available source material.

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Yusuf Demir
Senior Trade Policy Analyst
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| Trade Policy & Macro

EU plans to bar any trace of certain pesticides in farm imports, tightening access for Brazil

Brussels has a plan to prohibit any trace of certain pesticides in agricultural products entering the single market, according to Globo Rural. The outlet reports that market access for exporters such as Brazil is set to become tighter. The substances covered, the affected product categories and the timetable have not been specified.

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Eleanor Hayes
Lead Trade Policy Analyst
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| Electronics & Technology

Netherlands Ranks Second in Europe for Exports of AI-Enabling Equipment

The Netherlands is Europe’s second-largest exporter of equipment supporting the development and use of artificial intelligence, behind Germany, ANP reported. The ranking highlights the country’s role as both a technology-manufacturing location and a distribution base for European trade.

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Kevin O'Sullivan
Lead Electronics & Technology Analyst
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| Agriculture: Crops & Grains

Castilla y León plans inspections as potato costs approach €0.20 per kilogram

Castilla y León will strengthen inspections of potato transactions under Spain’s Food Chain Law as current production costs approach €0.20 per kilogram. The region expects nearly 800,000 tonnes from about 16,600 hectares, while declining acreage and pressure from French supplies sharpen concerns over farm profitability.

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Fatima Al-Rashid
Logistics & Freight Analyst
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