Market News

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

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| Agriculture: Crops & Grains

Japan’s rice market faces ‘early rice shock’ as 2026 crop prices fall

Procurement prices for Japan’s early-harvest 2026 rice have fallen 20% to 40% year on year in Kyushu and Shikoku. Record-high private inventories, weaker consumption and an expected production surplus are increasing pressure on prices before the main harvest.

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Ana Lucia Fernandes
Senior Agricultural Commodities Analyst
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| Food & Beverages

Romania applies new EU limits on PFAS in food-contact packaging

New EU packaging rules applying in Romania set strict limits on PFAS in materials that come into contact with food. The regulation also harmonizes producer obligations and introduces identification requirements, while broader recyclability and reuse rules will be phased in through 2030.

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

Nepal enters South Asia’s dispute over basmati rice geographical rights

Nepal has challenged India’s attempt to secure exclusive European geographical protection for basmati rice. Its intervention broadens a dispute previously dominated by India and Pakistan and raises questions about whether basmati should receive transnational protection.

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

Côte d’Ivoire says cocoa stock buyout is complete as growers demand audit

Côte d’Ivoire’s cocoa regulator says it has completed the purchase of 100,000 tonnes of stranded beans using 280 billion CFA francs. Grower organizations dispute the operation’s transparency and are seeking an independent audit as the next cocoa campaign approaches.

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

Peru’s farm sector grows 1.2% as pecan, blueberry and poultry output rises

Peru’s agricultural sector expanded 1.2% year on year in the first half of 2026, according to América Economía. Pecan production jumped 112%, blueberry output rose 23.7%, and higher chicken production supported a 2.0% increase in the livestock subsector.

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Ana Lucia Fernandes
Senior Agricultural Commodities Analyst
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| Energy & Fuels

Tajikistan seeks new fuel suppliers and routes as diesel prices rise

Tajikistan is negotiating petroleum product supplies with Kazakhstan, China, Turkmenistan, Iran and Belarus as it seeks to stabilize its domestic fuel market. Diesel prices have risen from 10.40 somoni to 16–18 somoni per liter, increasing pressure on transport and infrastructure costs.

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Priya Raghavan
Energy Markets Analyst
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