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

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| Chemicals & Fertilizers

Bayer plans up to $2.2 billion pharmaceutical manufacturing campus in Ohio

Bayer plans to invest up to $2.2 billion in a modular pharmaceutical manufacturing campus in New Albany, Ohio. The digitally enabled facility will combine active-ingredient and finished-product production, supporting therapies in oncology, cardiovascular medicine and renal care.

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Katrin Vogel
Lead Chemicals & Fertilizers Analyst
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| Agriculture: Crops & Grains

Drought and Pests Cut Croatia’s Hazelnut Output, but Prices May Hold

Croatia’s hazelnut production fell from 3,334 tonnes in 2024 to 2,530 tonnes a year later as drought, hail and pests affected orchards. Imports are partly filling the gap, while initial market indications suggest domestic prices may remain near last year’s level.

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

Saudi Arabia’s Qassim Date Harvest Reaches 584,000 Tonnes

Farmers in Saudi Arabia’s Qassim region have concluded the date harvest with output of 584,000 tonnes from 10.87 million palms, Sabq reported. The crop serves households and markets across Saudi Arabia, while part is destined for international buyers.

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Martin Keller
Senior Agricultural Commodities Analyst
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| Machinery & Automotive

European car plants halt as EV demand overshoots battery supply

Stellantis is suspending production at several plants in France partly because it lacks batteries for electric vehicles already ordered, Reuters reported. ACEA data show the EU share of battery-electric and plug-in hybrid cars rose to 26.8 percent in 2025 from 20.8 percent and neared 32 percent in January–August. Hungary's large cell capacity has yet to benefit.

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

Cambodia lifts rice exports to the Philippines as Signature Rice targets 100,000 tonnes in 2027

Signature Rice, one of Cambodia's largest rice exporters, is moving to full vessel loads for the Philippine market, with 20,000 tonnes planned per month and 100,000 tonnes targeted for 2027. Cambodia shipped 122,102 tonnes to the Philippines in the first eight months of 2026, with full-year volumes seen at about 209,000 tonnes. Total Cambodian rice exports reached 792,212 tonnes in January-August, up 67.5 per cent year on year.

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Ana Lucia Fernandes
Senior Agricultural Commodities Analyst
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| Energy & Fuels

Enagás seeks approval for 38-kilometer hydrogen pipeline in Biscay

Enagás has requested authorization for a €67.995 million hydrogen pipeline connecting Muskiz, Arrigorriaga and the Port of Bilbao. The project would link Petronor’s planned 100 MW electrolyzer with Spain’s emerging hydrogen backbone and future European corridors.

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

Iran’s poultry glut pushes chicken prices below production cost

Excess poultry supply has pushed Iranian chicken prices below production cost, with product offered at 228,000 tomans per kilogram against Tehran’s official market rate of 250,000 tomans. Producers report combined daily losses of 700 billion tomans, increasing the likelihood of production cuts.

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Martin Keller
Senior Agricultural Commodities Analyst
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| Trade Policy & Macro

Russian greenhouse growers propose minimum prices and quotas for imported vegetables

Russia’s Fruit and Vegetable Union has proposed a tariff quota of about 300,000 tonnes, seasonal duties and a minimum import price of around 200 rubles per kilogram for vegetables. The measures would protect greenhouse growers but could raise costs for importers and consumers during periods of lower domestic supply.

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Eleanor Hayes
Lead Trade Policy Analyst
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| Food & Beverages

Scotch whisky industry sits on 1.4 billion litres of maturing stock as distilleries cut output

The Scotch whisky industry holds roughly 1.4 billion litres of maturing spirit in 2026, equivalent to about three years of current consumption, according to paragraf.bg. Many Scottish distilleries have already reduced production by more than a third as alcohol demand softens and buyers shift from volume to quality. The surplus is concentrated in large-volume sales through supermarkets and licensed venues.

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Isabella Romano
Lead Food & Beverage Analyst
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