Yara has affirmed that it expects to take a final investment decision around the middle of 2026 on its planned blue ammonia project on the US Gulf Coast in Louisiana, according to Quantum Commodity Intelligence. The reaffirmed timeline keeps one of the sector's most closely watched low-carbon ammonia projects on schedule for a go-ahead decision next year.
Cattle at Russian agricultural enterprises fell 0.8% year on year to 7.3 million head in the first quarter of 2026, with cows down 1.7%, according to Rosstat data cited by Kommersant. Milk output is holding up on higher yields, but beef supply is tightening and retail prices are up 16.2% year on year.
Russian cognac production fell 26.67 percent in June after Rospotrebnadzor suspended sales from three Armenian producers, disrupting supplies of cognac distillate. Industry guild head Andrey Moskovsky said producers had too little time to rebuild sourcing, leaving first-half output down 6.6 percent.
Russia's production of the five major large-tonnage polymers rose 1% in 2025, while domestic consumption fell 2.3% to 6.69 million tonnes, according to TASS. The split points to a home market absorbing less material even as plants produce more.
The seafood industry is bracing for fresh US tariffs as policy uncertainty unsettles trans-Atlantic trade, according to Undercurrent News. The publication reports that firms moving seafood between the US and Europe are preparing for new duties, though the rates, products and timing remain unclear. Importers and exporters face harder pricing and contracting decisions until Washington sets out its plans.
Lithium battery-related stocks fell across the board in Hong Kong as investors braced for more lithium supply, according to Moomoo. The selloff was driven by two developments: the production restart at Jianxiawo and the commissioning of West Africa's largest lithium mine. Moomoo did not disclose price levels, volumes or a timeline.
Cameroon has prohibited exports of unprocessed logs from 91 tree species under a decree signed on 28 April 2026 by Forests and Wildlife Minister Jules Doret Ndongo. The measure is part of a push to expand domestic wood processing and cuts off raw-log supply for importers of tropical hardwood.
Russia sold 18,194 new heavy trucks in the first half of 2026, down 17.3% year-on-year, according to Avtostat. KAMAZ and Ural gained volume while Chinese brands Sitrak and FAW dropped sharply, and June data pointed to stabilization.
Stainless steelmaker Aperam will invest nearly R$1.5 billion, financed through the IFC, to expand charcoal-based reduction and decarbonization at its Brazilian operations. The funding backs eucalyptus plantations, cleaner furnaces, seedling nurseries and large-scale bio-oil production.
Russia's market for new passenger cars and light commercial vehicles rose 26.9% year on year in June 2026 to 122,731 units. Weekly sales topped 30,914 cars in early July, and first-half volumes reached 608,600 units, up 14.8%.
Over the past decade Brazil has displaced the EU as the leading exporter of live cattle to North Africa and the Middle East, driven by far more competitive prices. In 2025 Brazil alone shipped more than 1 million head, while EU exports to third countries fell to 500,000.
Benchmark iron ore prices have declined as exports from Guinea's Simandou project ramp up, MSN reports. The new West African supply is pressuring a seaborne market long dominated by Australia and Brazil and widening options for importers.
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