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| Agriculture: Crops & Grains

China buys 24.4% of Vietnam's agricultural exports as nine-month shipments hit $56.3 billion

Vietnam's agricultural exports reached an estimated $56.3 billion in the first nine months of 2026, up 7.8% year on year, with China taking a 24.4% share. In fruit and vegetables the dependence is far deeper: 63% of nearly $7.35 billion in shipments went to China. The Ministry of Agriculture and Environment is targeting more than $74 billion for the full year.

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Ana Lucia Fernandes
Senior Agricultural Commodities Analyst
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| Energy & Fuels

G7 Agrees to Release Up to 100 Million Barrels of Oil and Diesel as Brent Returns to $102

The G7 has agreed to release up to 100 million barrels of crude oil and diesel from emergency stocks through an IEA-coordinated operation running four months, with diesel volumes front-loaded into the first 20 days. Brent briefly traded below $100 before returning to about $102.70, against roughly $73 before the US-Israeli strike on Iran. The group also pledged not to impose mutual export restrictions on energy products after US President Donald Trump threatened a diesel export ban.

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Daniel Brooks
Lead Energy Markets Analyst
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| Chemicals & Fertilizers

Spain’s menopause drug shortage spreads to patches and other hormone therapies

A global shortage of Lenzetto estradiol spray is shifting Spanish demand toward patches, gels and oral treatments, causing intermittent supply problems among substitutes. Health authorities are pressing manufacturers to increase output while discussing public financing for currently uncovered alternatives.

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Katrin Vogel
Lead Chemicals & Fertilizers Analyst
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| Agriculture: Crops & Grains

Italy Plans €300 Million for Olive Oil and Tighter Quality Controls

Italy plans to allocate an initial €300 million to strengthen quality-focused olive oil production under the Coltiva Italia plan. Agriculture Minister Francesco Lollobrigida also announced risk-based controls against fraud and requested European emergency support for a sector facing price pressure.

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Martin Keller
Senior Agricultural Commodities Analyst
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| Food & Beverages

Russia's FAS monitors fish prices as wholesale pink salmon jumps 97%

Russia's Federal Antimonopoly Service said it conducts regular monitoring of domestic fish prices after reports of a sharp rise in wholesale red fish quotations. Natsrybresurs data cited by Kommersant show pink salmon up 97 percent over the year, chum salmon up 73.9 percent and sockeye up 36.1 percent. The regulator pointed to mandatory registration of off-exchange fish deals introduced in the spring.

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

Palm oil prices fall 5% in Malaysia and 6.5% in Rotterdam

Palm oil prices declined during September as Malaysian production and inventories increased while demand weakened in several major importing markets. Future supply remains uncertain because of below-normal rainfall, while Indonesia’s B50 biodiesel program is supporting domestic consumption.

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

Restricted Supply Keeps Brazilian Rice Prices Firm Despite Slow September Trade

Brazilian paddy and milled-rice trading remained subdued in September, but limited spot availability prevented a sustained decline in prices. The Safras paddy indicator in Rio Grande do Sul reached R$ 84.26 on September 30, up 6.18% from late August and 41.65% year on year.

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

Romania's 2025 timber harvest rises 7.5% to 18.849 million cubic metres, with firewood taking 40.7%

Romania harvested 18.849 million cubic metres of wood in 2025, a 7.5% increase on the previous year, according to National Institute of Statistics data. Roundwood rose 7.2% to 17.358 million cubic metres, with hardwoods supplying 60.3% of the total. Firewood absorbed 40.7% of roundwood and recorded the largest absolute gain of any assortment.

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Martin Keller
Senior Agricultural Commodities Analyst
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