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| Energy & Fuels

Lithuanian cities enforce ban on coal, lignite and peat heating

Lithuania has prohibited burning coal, lignite and peat in household heating systems across six major cities and five resort areas since May 1. Individuals face warnings or fines of €60-€300, while responsible company officials can be fined up to €1,170.

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Daniel Brooks
Lead Energy Markets Analyst
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| Food & Beverages

EU clears Brazilian poultry and honey for return as audit removes technical barrier

An audit by the European Commission has confirmed that Brazilian chicken products comply with EU rules on antimicrobial use, removing the objection that cut Brazil from the bloc's approved supplier list on 3 September. Brazil's Ministry of Agriculture says only administrative and regulatory steps remain, with SCoPAFF possibly taking up the relisting on 20-21 October. Brazil supplied about 265,000 tonnes of poultry meat to the EU in 2025 and 43.2% of EU poultry imports in January-February.

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

Poland's e-cigarette excise hike awaits President Nawrocki's decision

Polish lawmakers have passed an amendment setting excise duty at 50 zlotys per electronic cigarette device, with the liquid rate from 1 January 2027 more than one-fifth above earlier plans. Replaceable pods will no longer be taxed separately, though excise still applies to the liquid they contain. The bill now awaits a decision from President Karol Nawrocki, who has already referred a parallel vaping law to the Constitutional Tribunal.

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Eleanor Hayes
Lead Trade Policy Analyst
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| Agriculture: Crops & Grains

French wheat shipments to Yemen set to resume with 60,000-tonne cargo

A bulk carrier is preparing to deliver about 60,000 tonnes of French wheat to Yemen, the first such shipment since September 2022. The cargo signals renewed demand for French grain as disruption in the Black Sea encourages importers to diversify supply.

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Martin Keller
Senior Agricultural Commodities Analyst
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| Food & Beverages

New Zealand launches sweeping review of its dairy market rules, covering milk-price monitoring and raw milk access

New Zealand has opened a comprehensive review of the rules governing its dairy market, including the statutory monitoring of milk prices and the obligation on processors to share raw milk, dairynews.today reports. The provisions date from restructuring legislation that imposed open-entry requirements to counter monopoly power in milk collection. After 25 years of investment in drying and fractionation capacity, independent processors now collect a growing share of national milk solids, and co-operative leaders and independents are arguing for opposite outcomes.

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David Okafor
Food & Beverage Analyst
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| Food & Beverages

Vicky Foods invests €19 million to double capacity at its bakery plant in Algeria

Spanish food group Vicky Foods has put €19 million into enlarging its Sig plant in the wilaya of Mascara, adding a warehouse and two production lines worth 15,000 tonnes of capacity and around 100 jobs. The first line, for sponge cakes, started in July 2026; a bread line follows in October 2026. The move targets Algeria's packaged bakery segment, where sales reached €2.55 billion in November 2024.

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David Okafor
Food & Beverage Analyst
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| Agriculture: Crops & Grains

Malaysia urges states to gazette paddy land as rice self-sufficiency falls to 54.3%

Malaysia's agriculture ministry has asked state governments to gazette paddy granary areas as legally protected farmland after the rice self-sufficiency ratio fell to 54.3 per cent in 2025 from 68 per cent in 2018. Rice import dependence reached an estimated 1.416 million metric tonnes worth RM2.953 billion last year. The plan also covers 24 state agrofood areas and a new Fertiliser Bill.

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Ana Lucia Fernandes
Senior Agricultural Commodities Analyst
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| Food & Beverages

Vietnam imported pork from 19 markets in eight months, with Brazil holding 45.1% of volume

Brazil supplied 45.1% of Vietnam's imported pork volume in the first eight months of 2026, ahead of Russia and Spain, according to vietnambiz.vn citing the Ministry of Industry and Trade. India remained the largest supplier of meat and meat products overall, with 20.39% of volume and $580.8 million in sales. Pork import volumes rose 18.8% to 124,100 tonnes while the import bill fell 23.8%.

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David Okafor
Food & Beverage Analyst
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| Energy & Fuels

Argentina studies first e-methanol plant: 110,000 tonnes a year from Córdoba bioethanol CO2

GIZ, eab New Energy and SEG Ingeniería have begun a feasibility study for Villa María New Energy in Córdoba, Argentina, a project pairing a 200 MW electrolyser with biogenic CO2 from corn bioethanol. Output would reach about 110,000 tonnes of e-methanol a year for chemical, shipping and aviation buyers. It would be the first plant of its kind in the country.

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

World Bank data show cereal prices rising again, exposing Tunisia's wheat import dependence

International cereal prices have been climbing since June, according to the World Bank food security update published on 28 September 2026. Tunisia still imports more than half of its wheat, although FAO sees import needs for 2026/2027 at about 1.8 million tonnes, 8% below the five-year average after a strong domestic harvest.

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Martin Keller
Senior Agricultural Commodities Analyst
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| Energy & Fuels

Azerbaijan and Slovakia advance talks on prospective gas supplies

Azerbaijan and Slovakia have held another round of talks on supplying Azerbaijani gas to the Slovak market. Earlier reports said Slovakia planned to purchase 1.2 billion cubic metres annually from the following year, but no contract, delivery route or start date was announced.

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Daniel Brooks
Lead Energy Markets Analyst
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