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

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| Chemicals & Fertilizers

Cheap Virgin Resin Deepens Europe’s Plastics Recycling Crisis

Low-cost imported virgin plastic is making recycled material increasingly uneconomic in Europe, according to recycling companies cited by Il Secolo XIX. Relife’s Matteo Vignola said 45 recycling plants have closed across Europe as the sector seeks government support.

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

India Considers Linking Oilseed Support Prices to Oil Content

India’s CACP has proposed linking minimum support prices for oilseeds to scientifically measured oil content. The measure would reward higher-quality crops as India seeks to expand domestic edible-oil output and reduce imports, which supply about 58% of consumption.

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Ana Lucia Fernandes
Senior Agricultural Commodities Analyst
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| Energy & Fuels

South Korea Plans to Merge Five State-Owned Power Generators

South Korea is preparing to combine five state-owned power generation companies into a single entity provisionally called Korea Power. The company is scheduled to launch next October, with renewable investment and the retirement of coal-fired capacity among its main responsibilities.

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Priya Raghavan
Energy Markets Analyst
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| Trade Policy & Macro

Vietnam’s timber industry calls for transparent rules in domestic wood market

Vietnam’s wood industry is seeking uniform domestic rules on timber legality, product quality, chemical safety and traceability. Industry representatives say clearer standards, legal-wood distribution centers, public procurement and digital disclosure could strengthen demand for plantation timber and reward compliant processors.

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

South Korean Shine Muscat prices fall 71% as rapid expansion erodes premium

South Korean retail prices for Shine Muscat grapes have fallen about 71% in five years as rapid acreage expansion created excess supply. Growers are now reducing plantings and tightening quality standards after complaints about sweetness and premature harvesting.

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Ana Lucia Fernandes
Senior Agricultural Commodities Analyst
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| Food & Beverages

Circana: Europeans Cut Alcohol Spending as Low- and No-Alcohol Sales Rise 7.3%

A Circana study of six European markets found total beverage spending up 2.9% to €180 billion between June 2025 and June 2026, while volumes rose just 0.5%. Spending on alcohol fell 0.8% and low- and no-alcohol alternatives grew 7.3%, with wine down 1.5% and spirits down 2.2%. Germany was the only market to record a volume decline, at 2.7%.

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Isabella Romano
Lead Food & Beverage Analyst
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| Agriculture: Crops & Grains

Thai political push targets cassava mosaic disease and risks to farm supply

Thailand is under pressure to accelerate action against cassava mosaic disease while also supporting communities affected by flooding. Pheu Thai party-list MP Jakrapob Penkair said the crop disease requires urgent attention, highlighting risks to production, farm incomes and export availability.

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

Syria plans to expand agricultural exports to Saudi Arabia after $250 million year

Syria is preparing a strategy to increase agricultural exports to Saudi Arabia by improving processing, packaging and compliance with Saudi standards. Haitham Joud said shipments reached about $250 million in 2025 and identified olive oil, fresh produce, oils, fats and livestock products as key categories.

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

Pronaca Prepares Chicken and Pork Shipments to the UAE, Weighs Price Competitiveness in China

Ecuadorian food producer Pronaca expects to enter the United Arab Emirates with chicken and pork in the coming months and is assessing whether it can compete on price in China after President Daniel Noboa's official visit. Executives named local corn prices and labour policy as the main cost obstacles. The company reported $1.124 billion in 2025 revenue and a presence in 19 countries.

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Ana Lucia Fernandes
Senior Agricultural Commodities Analyst
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