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| Agriculture: Crops & Grains

Bunge to supply Acelen 1.5 million tonnes of certified soybean oil for Bahia biorefinery

Bunge has signed a five-year contract to deliver 1.5 million tonnes of certified soybean oil to Acelen Renováveis, a Mubadala Capital company. Deliveries begin in 2029 and will feed a biorefinery Acelen is building in Bahia for more than US$3 billion. Forbes Brazil describes it as South America's largest soybean oil contract.

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

Sugar futures slide as crude oil weakness curbs ethanol demand

New York raw sugar and London white sugar futures fell sharply, tracking weakness in crude oil. Lower oil prices reduce ethanol demand, pushing Brazilian mills to divert more cane into sugar and lift global supply. White sugar led the move lower.

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Martin Keller
Senior Agricultural Commodities Analyst
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| Food & Beverages

European winemakers press Brussels and governments for crisis support

Wine-industry bodies from Spain, France and Italy issued a joint appeal to the European Commission and their governments to keep wine a budget priority. They reject any CAP cut and oppose shifting wine aid to national co-financing, warning it would fragment the single market as the sector faces a sales and price crisis.

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Isabella Romano
Senior Food & Beverage Trade Analyst
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| Agriculture: Crops & Grains

Illegal herbicide-tolerant cotton nears a third of India's acreage as gene-editing rules lag

Unapproved herbicide-tolerant Bt cotton now covers a quarter to nearly a third of India's cotton acreage across seven States, up from about 15 per cent in 2019-20, according to industry figures cited by the USDA and reported by Frontline. Farmers buy the '4G' and '5G' seeds mainly for pest resistance after approved BG-II lost its grip on the pink bollworm. The Rs. 600 crore parallel market grew as India deregulated gene editing in 2022.

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

Russia asks Kazakhstan to suspend food-grade sunflower exports until 2027 over smuggling

Rosselkhoznadzor has asked Kazakhstan's Ministry of Agriculture to suspend food-grade sunflower shipments to Russia until 1 January 2027. The request follows the discovery of a warehouse in Krasnodar Krai where 40 trucks of seed material entered disguised as food product, with inner labels pointing to parental seed lines from France and Chile.

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Martin Keller
Senior Agricultural Commodities Analyst
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| Food & Beverages

US red meat exports lose momentum as Mexico curbs pork offal imports

New USDA and US Meat Export Federation data show US red meat export volumes fell significantly, with Mexico's restrictions on pork offal imports named as a leading cause. The curbs weigh on both the beef and pork trade and leave exporters searching for markets to absorb variety meats with limited demand at home.

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Isabella Romano
Senior Food & Beverage Trade Analyst
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| Agriculture: Crops & Grains

Ukraine buckwheat prices surge over 40% since March as poor harvest raises import prospect

Buckwheat groats in Ukraine rose from an average of 53 UAH per kilogram in March to 75 UAH in June, an increase of more than 40%, according to molbuk.ua. The publication attributes the surge to a poor harvest and cites experts who expect further gains. With domestic output falling short, Ukraine may need to import buckwheat to cover demand.

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Martin Keller
Senior Agricultural Commodities Analyst
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| Trade Policy & Macro

Thailand's producer prices rise 7.2% in June as energy costs and Middle East conflict lift food inputs

Thailand's producer price index rose 7.2% year on year in June 2026, driven by high global energy prices, according to the Office of Trade Policy and Strategy. Krungthai COMPASS links the pressure to the Middle East conflict and higher fertilizer and fuel costs, with bread, snacks, instant noodles and soybean oil the most exposed.

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Yusuf Demir
Trade Policy Analyst
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| Textiles & Consumer Goods

Vietnam's Wood Exports Grow in H1 2026, but $19 Billion Target Under Pressure

Vietnam's wood and wood-product exports rose 4.4% to $8.54 billion in the first half of 2026, according to the Ministry of Agriculture and Environment. Rising logistics costs, heavy reliance on the United States and tightening sustainability rules threaten the sector's $19 billion annual goal.

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Arjun Mehta
Textiles & Consumer Goods Analyst
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| Agriculture: Crops & Grains

Cameroon cocoa growers said to bear cost of EU deforestation rules amid record food inflation

Commentary in the Cameroonian press accuses the European Union of pushing the cost of complying with its deforestation regulation onto local cocoa planters. The criticism lands as households in Cameroon face record food inflation, sharpening a dispute over who pays for cleaner supply chains between Brussels and Yaoundé.

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Martin Keller
Senior Agricultural Commodities Analyst
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