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

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| Agriculture: Crops & Grains

Spain exported 70,518 tonnes of dehydrated forage in June, led by UAE demand

Spain exported 70,518 tonnes of dehydrated forage in June 2026, including 48,108 tonnes of bales and 22,410 tonnes of pellets. The United Arab Emirates and Saudi Arabia jointly purchased 53.4% of the total, highlighting concentrated demand for Spanish forage in the Middle East.

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

Jordan buys 60,000 tonnes of wheat from CHS at $318.95 per tonne

Jordan purchased 60,000 tonnes of wheat from CHS in an international tender that sought up to 120,000 tonnes. The grain was priced at about $318.95 per tonne, including cost and freight, for shipment in the first half of October.

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

Malaysian rubber prices expected to rise on Chinese demand and supply concerns

Malaysia’s rubber market is expected to trade higher next week as potential restocking in China and supply concerns support sentiment. The Malaysian Rubber Board’s SMR 20 reference price rose 38 sen to 947.0 sen per kilogram, while bulk latex fell nine sen to 679.5 sen.

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Ana Lucia Fernandes
Senior Agricultural Commodities Analyst
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| Energy & Fuels

Greek Diesel Prices Rise 12.1% in July, Third-Largest Monthly Increase in the EU

Diesel prices in Greece rose 12.1% in July against June, the third-largest monthly increase in the European Union, according to Eurostat data reported by sbctv.gr. The EU average increase was 4.3%, with Poland at 13.4% and Germany at 12.7% ahead of Greece. Prices rose in 17 member states, while Cyprus, Sweden and Ireland recorded declines.

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Daniel Brooks
Lead Energy Markets Analyst
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| Chemicals & Fertilizers

Europe's medicine shortages turn structural in 2026 as cancer, TB, epilepsy and insulin supplies falter

Shortages of critical medicines are becoming a permanent weakness of the European market in 2026, with oncology drugs, anti-tuberculosis treatments, insulins and antiepileptics affected. The European monitoring mechanism received 70 critical-shortage notifications in 2025 and the EMA task force met 31 times on the issue. Manufacturing failures at a single European supplier have left ifosfamide and cyclophosphamide short across the EU and EEA for the whole year.

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

Black Sea and Balkan supplies set the direction for Greek corn prices

Greek producer prices for the new corn crop could open at €0.22-0.24 per kilogram, but the outcome depends heavily on import costs. Ukrainian export capacity, Romania’s harvest and logistics, and competitively priced Bulgarian truck deliveries will determine whether the market can sustain those levels.

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

Hungary’s apple harvest forecast at 135,000 tonnes, a 50-year low

Hungary’s apple harvest could fall to 135,000 tonnes in 2026, its lowest level in at least five decades. Drought has reduced yields and fruit size, while remaining European stocks may delay substantial price increases until spring.

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Martin Keller
Senior Agricultural Commodities Analyst
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