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

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| Agriculture: Crops & Grains

Argentina set to overtake Brazil as world's No. 2 corn exporter in 2025/26

Brazil is on track to lose its spot as the world's second-largest corn exporter to Argentina in 2025/26, after shipments to Iran collapsed, consultancy Hedgepoint Global Markets said. Argentina is forecast at 45 million tonnes against Brazil's 43 million, the first such reversal since 2020/21.

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

Malaysia sources nearly 80% of its coconut needs from Indonesia

Malaysia obtains nearly 80% of its coconut requirements from Indonesia, according to Indonesia’s Agriculture Ministry. Jakarta wants to use that demand to shift exports toward higher-value processed products while addressing declining acreage and low farm productivity.

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

Turkey completes 2026 hazelnut yield survey in Çarşamba ahead of harvest

Officials have completed fieldwork for the 2026 hazelnut yield estimate in Çarşamba, one of Turkey’s major production areas. A commission will assess the orchard data and submit its report to the Ministry of Agriculture and Forestry before the official result is published.

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Martin Keller
Senior Agricultural Commodities Analyst
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| Machinery & Automotive

Polish cable maker FPE secures PLN 445.35 million framework contract from PSE

Fabryka Przewodów Energetycznych will supply more than 13,000 km of phase conductors for Poland’s high-voltage grid between 2026 and 2031. The PSE framework contract is worth PLN 362.07 million net and covers nine projects, including infrastructure linked to the planned nuclear power plant.

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Henrik Johansson
Senior Machinery & Automotive Analyst
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| Trade Policy & Macro

US beef industry seeks more halal-certified plants to expand Indonesia exports

US meat exporters want more slaughterhouses and processing plants approved under Indonesia’s halal rules, arguing that limited capacity raises export costs. The industry is also seeking simpler import licensing as stronger US-Indonesia trade ties create an opportunity for additional beef sales.

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

Indonesia's Bappenas targets global lead in downstream coconut exports

Indonesia's planning ministry Bappenas has set a goal for the country to become a leading global exporter of processed coconut products rather than raw nuts. It has finalized a Coconut Downstreaming Roadmap to 2045, backing a commodity in which Indonesia is the world's second-largest producer.

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Martin Keller
Senior Agricultural Commodities Analyst
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| Food & Beverages

Thailand plans wider school milk program as dairy agency debt tops 4.5 billion baht

Thailand is preparing to expand its school milk program to additional age groups to absorb excess raw milk from dairy farmers. The government is also accelerating the distribution of more than 1.9 million cases held by the Dairy Farming Promotion Organization and planning a recovery program for its accumulated losses of over 4.5 billion baht.

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David Okafor
Food & Beverage Analyst
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