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| Agriculture: Crops & Grains

Brazil's soybean oil exports on track to exceed 2026 forecasts as global demand rises

Brazilian soybean oil exports could reach 2 million tonnes in 2026, above ABIOVE's earlier 1.6 million-tonne forecast, as rising biodiesel mandates in Indonesia and Malaysia lift global demand. Higher export returns are drawing oil away from domestic biodiesel producers, according to Argus.

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Ana Lucia Fernandes
Senior Agricultural Commodities Analyst
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| Food & Beverages

Sapporo joins Carlsberg in $643 million Southeast Asia beer venture as Japan's big four look abroad

Sapporo Beer is investing roughly $643 million for a 25% stake in a Carlsberg-led joint venture targeting Southeast Asia and Hong Kong, covering Malaysia, Singapore, Hong Kong, Vietnam, Laos and Cambodia. The deal headlines divergent overseas strategies among Japan's four largest brewers as the home market stops growing.

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David Okafor
Food & Beverage Analyst
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| Agriculture: Crops & Grains

Madhya Pradesh launches direct-export push for Sharbati wheat in Gulf markets

India’s central government and Madhya Pradesh have launched a special direct-export initiative for Sharbati wheat. The scheme targets Gulf markets with a premium variety known for its natural sweetness and distinctive shine, although shipment volumes, prices and participating buyers have not been disclosed.

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

Experts warn El Niño could weigh on India’s 2026-27 wheat harvest

Experts have warned that climate change and a possible El Niño influence could affect India’s wheat production in the 2026-27 crop year. Delays affecting the kharif season may also disrupt the agricultural calendar, although no production estimate has been provided.

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

USDA: Algeria shifts wheat imports from France to Germany

A USDA report cited by El Khabar says France lost its dominant position in Algeria's wheat market to Germany during the 2021-2022 season. Algeria's grain imports for the new season are estimated at about 13 million tonnes, including 7.5 million tonnes of wheat, with Russia now competing and Ukraine posting modest results.

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Martin Keller
Senior Agricultural Commodities Analyst
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| Energy & Fuels

Russian thermal coal export prices could fall 10–20% by the end of 2028

Russian thermal coal export prices could end 2028 at 10–20% below their June levels, depending on the destination, according to a Neft Research forecast cited by Kommersant. Recovering global supply is expected to outweigh recent support from Middle East tensions and disruptions in major producing countries.

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Daniel Brooks
Lead Energy Markets Analyst
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