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

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| Electronics & Technology

IDC: Global PC Market Could Shrink 9% in 2026 as Memory Shortage Deepens

IDC's updated analysis warns global PC shipments could fall by as much as 9% in 2026, far worse than an earlier estimate of 2.5%. The main cause is an intensifying memory shortage that began accelerating in mid-October, driving up component prices while AI PC demand stays weak.

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Kevin O'Sullivan
Senior Electronics & Technology Trade Analyst
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| Agriculture: Crops & Grains

Russia's meat exports to China jump 40% in early 2026, led by pork

Russian exports of pork, beef and edible offal to China rose 1.4 times in the first five months of 2026, reaching more than 53,000 tonnes worth almost $156 million, according to Agroexport data cited by Interfax. Pork accounted for the bulk of shipments at 46,500 tonnes.

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

Russia's cattle herd shrinks in early 2026, beef prices climb 16%

Cattle numbers at Russian agricultural enterprises fell 0.8% year on year in the first quarter of 2026, with the cow population down 1.7%, according to Rosstat. Analysts link the decline to industry consolidation, weaker regional economics and veterinary measures, while beef prices have risen 16.2% year on year.

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

Ukraine Cleared to Export Cattle to Algeria as Algiers Cuts Import Duties

Ukraine's food safety authority announced on 26 January that Ukrainian live cattle can now enter the Algerian market for slaughter, fattening and breeding. The opening adds a new supplier to Algeria's existing sources and coincides with sweeping duty exemptions Algiers has adopted to close a structural red meat deficit.

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Martin Keller
Senior Agricultural Commodities Analyst
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| Food & Beverages

Russian cognac output falls after Russia curbs Armenian supplies

Russian cognac production dropped 26.67% in June and 6.6% in the first half of 2026 after restrictions on Armenian shipments cut off a key source of cognac distillate. Rospotrebnadzor suspended sales from three Armenian producers in late May, citing quality standard breaches, leaving domestic bottlers unable to rebuild raw-spirit supply chains.

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Isabella Romano
Senior Food & Beverage Trade Analyst
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| Chemicals & Fertilizers

Rosstat: Russian synthetic rubber output fell 7.7% in January-April 2026

Russian production of synthetic rubbers in primary forms declined 7.7% year-on-year in January-April 2026, according to Rosstat data reported by PRIME on 27 May. The release confirms the direction and scale of the drop but gives no volumes, prices, or causes.

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Katrin Vogel
Senior Chemicals & Fertilizers Analyst
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| Chemicals & Fertilizers

Tatarstan plastic pipe output halves in first nine months of 2025

Production of plastic pipes, hoses and fittings in Russia's Republic of Tatarstan fell 50% year-on-year in January-September 2025, according to figures reported by Bing. The region's plants turned out 34,400 tonnes over the nine months, half the volume of a year earlier.

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Katrin Vogel
Senior Chemicals & Fertilizers Analyst
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| Metals & Mining

Lithium battery stocks slide in Hong Kong as new supply looms

Lithium battery-related stocks fell across the board in Hong Kong, Moomoo reported, as investors braced for more supply. The market cited the restart of the Jianxiawo project and the commissioning of what it called West Africa's largest lithium mine.

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Chen Wei
Metals & Mining Analyst
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| Electronics & Technology

AI chip demand pushes semiconductor equipment makers to raise 2026 forecasts

Aixtron and ASML raised their 2026 outlooks in April as AI-driven demand accelerated spending on advanced chipmaking tools. EUV lithography lead times already exceed 12 months, with some slots booked into 2027, while silicon carbide and gallium nitride tools face tightening supply.

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Ji-won Park
Electronics & Technology Trade Analyst
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