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

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| Agriculture: Crops & Grains

Rabobank sees Brazil's soybean expansion pausing, output to fall in 2026/27

Rabobank expects Brazil's long run of soybean area growth to stall in the 2026/27 crop and forecasts lower national output. The bank blames compressed farmer margins from weak prices and tighter credit conditions that discourage new plantings in the world's largest soybean exporter.

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

Corn rises on tighter US supply outlook and ethanol demand as wheat retreats

Corn and soybean futures advanced in Chicago on July 23, 2026, while wheat retreated from a multiyear high. Expectations of reduced US corn acreage, strong ethanol demand and Black Sea logistics risks supported the grain complex, while Brazilian corn also gained on B3.

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Ana Lucia Fernandes
Senior Agricultural Commodities Analyst
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| Food & Beverages

Lactalis enters exclusive talks to acquire Rians owner Triballat

Lactalis has entered exclusive negotiations with the Triballat family to acquire the French dairy group behind Rians faisselle and desserts. The transaction would add ten protected designations to Lactalis’ portfolio, including several goat cheeses it does not currently own.

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Isabella Romano
Lead Food & Beverage Analyst
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| Textiles & Consumer Goods

Italy advances producer responsibility rules for textiles

Italy’s Unified Conference has approved an opinion supporting extended producer responsibility rules for textiles. The framework would make manufacturers, first importers, major distributors and online sellers help finance and organize post-consumer collection, reuse and recycling.

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Charlotte Dubois
Senior Consumer Goods Analyst
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| Agriculture: Crops & Grains

Vietnam rice exports reach record first-half volume as prices recover

Vietnam exported more than 5 million tonnes of rice in the first half of 2026, the highest volume recorded for the period. Prices recovered in June and July on demand from the Philippines and China, but abundant global supply and possible Philippine trade barriers are intensifying competition.

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

Vietnam formalizes export and import ban on e-cigarettes and heated tobacco

Vietnam has placed e-cigarettes and heated tobacco products on the lists of goods prohibited from both export and import under Decree 292/2026/ND-CP. The measure formalizes their treatment under the country’s foreign trade management rules and closes legal routes for cross-border commercial shipments.

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Yusuf Demir
Senior Trade Policy Analyst
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| Food & Beverages

Ukraine’s fresh beef exports surge as global prices reach record levels

Ukraine exported 2,220 tonnes of fresh beef worth $17.66 million in the first half of 2026, sharply exceeding the previous year’s figures. Focus reports that stronger exports have not yet caused a significant increase in domestic retail prices or created expectations of a shortage.

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Isabella Romano
Lead Food & Beverage Analyst
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