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

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| Agriculture: Crops & Grains

Indonesia targets nationwide sugarcane replanting within two years

President Prabowo Subianto has ordered an accelerated replanting of Indonesia’s aging sugarcane fields, aiming to complete the nationwide program within two years. The government is linking the drive to sugar self-sufficiency, food security and the expansion of ethanol-based industries.

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Ana Lucia Fernandes
Senior Agricultural Commodities Analyst
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| Textiles & Consumer Goods

East Java chamber warns draft tobacco rules could curb investment and jobs

East Java’s business chamber has urged a broader review of proposed Indonesian rules covering tobacco products and electronic cigarettes. The chamber says plain packaging, limits on nicotine and tar, and restrictions on additives could threaten Rp374 trillion in investment and a supply chain supporting more than 90,000 direct workers and 387,000 farmers.

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Arjun Mehta
Consumer Goods Analyst
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| Food & Beverages

Poland plans 26% excise increase on cider and perry from 2027

Poland’s Finance Ministry plans to raise excise duty on cider and perry with up to 5% alcohol by 26% from January 1, 2027. Producers warn that higher prices could reverse recent market growth and weaken demand for domestically grown apples.

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

Indonesia expects palm oil exports to grow despite wider EUDR product coverage

Indonesia’s Trade Ministry expects palm oil exports to remain resilient as the European Union expands the products covered by its deforestation regulation. The wider scope brings more palm oil derivatives into focus and increases compliance demands across the supply chain.

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Ana Lucia Fernandes
Senior Agricultural Commodities Analyst
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| Energy & Fuels

India hits E20 ethanol-blended petrol five years early, sparking engine and food-supply debate

India reached 20% ethanol blending in petrol (E20) in 2025, five years ahead of its 2030 target and up from about 1.5% in 2014, according to Prabhat Khabar. The push has cut a crude import bill that hit $112.74 billion in 2014 and given sugar mills and distilleries a guaranteed buyer, but has opened a debate over older engines and the diversion of grain and cane to fuel.

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Priya Raghavan
Energy Markets Analyst
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| Agriculture: Crops & Grains

European sugar prices fall by about half from recent peaks

Sugar prices across Europe have dropped by roughly half from highs reached a few years ago, according to kauno.diena.lt. The decline eases input costs for food and beverage manufacturers and reaches households just as the summer preserving season begins.

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

Senegal reinstates rice import suspension to clear local stocks

Senegal has again suspended rice imports to help local production find buyers as unsold stocks accumulate, according to Agence Ecofin. Domestically grown rice has struggled to compete with imported supplies for demand.

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Ana Lucia Fernandes
Agricultural Commodities Analyst
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| Energy & Fuels

EU weighs carbon market reform as industry and climate pressures collide

The EU is considering greater flexibility for companies under its Emissions Trading System as energy costs intensify competitiveness concerns. Options include extending free allowances beyond 2034, widening the market to waste and international flights, and directing more ETS revenue toward industrial conversion.

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Daniel Brooks
Lead Energy Markets Analyst
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