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

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| Textiles & Consumer Goods

Poland becomes world's sixth-largest apparel exporter with 3.1% share, PKO BP says

Poland exported clothing worth €15.2 billion in 2025, taking sixth place globally with a 3.1% share and rising three positions from 2024, according to a PKO Bank Polski analysis based on Statista data. China remained the top exporter with 26.6% and the United States the top importer with 16.9%. Most Polish shipments are re-exports of Asian-made garments, while domestic apparel production fell 7.5%.

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Charlotte Dubois
Senior Consumer Goods Analyst
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| Food & Beverages

Polish agri-food exports approach €29 billion in first half of 2026

Poland exported nearly €29 billion of agri-food products in the first half of 2026, according to KOWR data reported by farmer.pl. The trade surplus reached €9.6 billion, while processed and partly processed products generated €20 billion in export revenue.

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

Venezuela to control rice imports during harvest, tying licences to purchases of the domestic crop

Venezuela will regulate rice imports for as long as the domestic harvest lasts, with import licences tied directly to the purchase of the national crop, Agriculture Minister Vladimir Padrino López announced. Rice yields have risen from 4 to 5 tonnes per hectare over five years, and domestic supply reached a historic 80% of the market in recent years, according to Ciudad CCS.

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Eleanor Hayes
Lead Trade Policy Analyst
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| Chemicals & Fertilizers

Iran’s medicine shortages deepen as prices rise and critical drugs disappear

Iran is facing widespread shortages of cancer, psychiatric, cardiovascular and other medicines, while patients report sharp price increases and lengthy searches for treatment. A parliamentary health spokesman said about 1,000 medicines were in short supply and 43 had reached critical shortage levels.

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

Argentina ships record 5.14 million tonnes of corn in July

Argentina exported a record 5.14 million tonnes of corn in July, surpassing the previous monthly high set in April. Rain-related harvest delays and weaker port deliveries could slow shipments as competition from the Northern Hemisphere approaches.

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Ana Lucia Fernandes
Senior Agricultural Commodities Analyst
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| Machinery & Automotive

Volkswagen urges EU to extend China tariffs to plug-in hybrid cars

Volkswagen CEO Oliver Blume wants the EU’s trade protections on Chinese-made electric cars extended to plug-in hybrids. The debate carries significant risks for Europe’s automotive industry and Austria’s export-dependent supplier base.

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Henrik Johansson
Senior Machinery & Automotive Analyst
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| Agriculture: Crops & Grains

Ukraine exports more than 22,000 tonnes of apples in 2025/26 season

Ukraine exported more than 22,000 tonnes of apples between July 2025 and April 2026, up from about 16,800 tonnes in the previous season. Imports fell from 18,200 tonnes to approximately 5,500 tonnes as a larger commercial crop helped domestic producers supply both the local and export markets.

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

Vietnam’s fruit and vegetable exports forecast to maintain growth in Q3

Vietnam’s fruit and vegetable exports reached $3.7 billion in the first half of 2026, up 19.4% year on year. Durian and demand from China remain the main growth drivers, while India’s opening to fresh Vietnamese durian offers a new route for diversification.

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Ana Lucia Fernandes
Senior Agricultural Commodities Analyst
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| Trade Policy & Macro

EU carbon, forestry, e-commerce and packaging rules raise compliance demands for Thai exporters

Thailand’s Trade Policy and Strategy Office is monitoring tighter EU requirements covering carbon, deforestation, e-commerce and packaging. The rules extend compliance obligations across raw materials, production, imports, online sales and product presentation in a market that remains important to Thailand.

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

Vietnam hog prices fall to VND 56,000-58,000 per kg as supply rises

Vietnamese live hog prices fell across all regions as rising supply coincided with seasonally weaker consumption. Farmers who rebuilt herds earlier in 2026 now face prices of VND 56,000-58,000 per kg and continued pressure from growing pork imports.

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Ana Lucia Fernandes
Senior Agricultural Commodities Analyst
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