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

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| Agriculture: Crops & Grains

Vietnam's Layer Sector Hit by Oversupply as Egg Output Reaches 21.4 Billion and Farmgate Prices Halve

Vietnamese egg production rose from about 19.22 billion eggs in 2023 to roughly 21.4 billion in 2025 and added another 4.8-5% in the first half of 2026, while farmgate prices fell from 2,500-3,000 dong per egg to as low as 1,200-1,500 dong. Industry bodies blame flock expansion by FDI firms, large livestock groups and feed producers, plus the loss of Cambodian demand. Retail prices have not fallen in step, leaving a spread of about 56% over the farm price.

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Ana Lucia Fernandes
Senior Agricultural Commodities Analyst
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| Food & Beverages

Romania's honey crop rises by 7,000 tonnes as acacia harvest doubles

Romania's beekeepers brought in an estimated 15,000-17,000 tonnes of honey this season, 7,000 tonnes more than last year, when output stayed below 10,000 tonnes. Acacia honey, which largely failed in 2025, is the main driver, and farm-gate prices have already slipped from 60 to 50 lei per kilogram.

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Isabella Romano
Lead Food & Beverage Analyst
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| Trade Policy & Macro

Ukraine asks European Commission to simplify tariff quota administration

Kyiv has proposed that the European Commission simplify the administration of selected EU tariff quotas, notably for flour and dairy products, and consider more flexible mechanisms for bioethanol and native starch. The proposals were raised by Agriculture Minister Taras Vysotskyi at a meeting in Brussels with Commissioner Christophe Hansen. Ukraine says the aim is to support domestic processing and reduce the administrative and financial burden on business.

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Eleanor Hayes
Lead Trade Policy Analyst
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| Food & Beverages

Uruguay milk production hits record 2,513 million liters, up 9.8%

Uruguay's milk production rose 9.8% in the 2025/26 production year to 2,513 million liters, the highest volume on record, according to dairynews.today. Output per cow reached 6,365 liters while the number of dairy establishments fell to 2,945, deepening concentration in the sector.

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Isabella Romano
Lead Food & Beverage Analyst
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| Food & Beverages

Gene-Edited Non-Browning Bananas Move Closer to UK Supermarkets

A biotechnology company developing gene-edited bananas that resist browning has passed an important step toward the UK market. The project could help supermarkets reduce waste and extend the fruit’s commercial life, although the available information does not identify the company, the completed stage or a launch date.

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Isabella Romano
Lead Food & Beverage Analyst
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| Energy & Fuels

Neptun Deep first gas to reach Romania's grid in first half of 2027, OMV Petrom and Romgaz confirm

OMV Petrom and Romgaz have reconfirmed that the Black Sea Neptun Deep project will deliver first gas into Romania's National Transmission System in the first half of 2027. Plateau output is estimated at about 8 billion cubic metres a year on a 100% basis, backed by roughly €4 billion of investment. The International Energy Agency says the volumes will shift the gas balance across Central and Eastern Europe.

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Daniel Brooks
Lead Energy Markets Analyst
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| Agriculture: Crops & Grains

Pakistan secures additional 70,000-tonne rice export allocation from Malaysia

Pakistan has secured an additional 70,000 metric tons of rice exports to Malaysia for October-December 2026. Prime Minister Shehbaz Sharif said the shipment would support the national economy and farmers while advancing the government’s export-led growth policy.

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

Pandora puts 150 million dollars into a Vietnam plant as US jewellery demand cools

Weak US consumer confidence is pressuring Pandora's jewellery sales in what had been a main growth market for the Danish group. The company is investing about 150 million dollars in a plant in Ho Chi Minh City that will cover roughly one third of total output by 2030, with capacity for 60 million pieces a year. Pandora is also tilting sales exposure toward Japan and the rest of Asia and switching from silver to platinum plating.

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Charlotte Dubois
Senior Consumer Goods Analyst
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