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

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| Energy & Fuels

Yancoal Australia's Premier Coal workers reject pay deal and set strike action

Workers at Yancoal Australia's Premier Coal operation have rejected a proposed pay agreement and set strike action, MarketScreener reported on 2 October 2026. The report disclosed no terms, vote margin or strike dates, leaving the commercial impact on one of Australia's listed thermal and metallurgical coal producers unquantified.

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Priya Raghavan
Energy Markets Analyst
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| Agriculture: Crops & Grains

India's coffee exports rise 25% to 242,000 tonnes in first half, earnings up only 10%

Coffee Board data show Indian coffee exports rose 25% year on year to more than 242,000 tonnes in the first half of the fiscal year, from 193,000 tonnes. Export earnings grew just 10% to $1.17 billion as global price swings compressed realisations. Instant coffee supplied most of the volume gain, rising 25.5% to 134,000 tonnes.

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

South Korea: onion prices collapse despite a bigger harvest

South Korean onion growers are facing sharply lower farm-gate prices even though this year's crop came in larger. Statistics Korea puts the planted area at roughly 17,600 hectares, slightly below last season, but favourable growing conditions lifted yields and total output. Harvest-period shipments to market rose faster still, pushing supply above consumption.

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

Serbia’s Large Wheat Crop Faces Slower Exports and Transport Bottlenecks

Serbia harvested between 3.8 million and 3.966 million tonnes of wheat, with preliminary official data showing annual growth of 7.7%. Exports fell from about 120,000 tonnes in July to 90,000 tonnes in August as low Danube water levels and railway works raised transport costs.

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Henrik Johansson
Senior Machinery & Automotive Analyst
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| Agriculture: Crops & Grains

Russian potato prices jump 35.3% in a year, the biggest rise of any food product

Retail potato prices in Russia rose 35.3% over twelve months to 59.1 rubles per kilogram, with wholesale up almost 39%, making potatoes the fastest-rising food product. The new harvest has already pulled prices down 13.5% in September, but the Ministry of Agriculture expects a crop of about 8 million tonnes, half a million tonnes below last year.

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Martin Keller
Senior Agricultural Commodities Analyst
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| Trade Policy & Macro

Belarus Raises Minimum Export Prices for Farm Goods, Formalises Exemptions to Industrial Export Ban

Belarus raised minimum allowable export prices on certain agricultural products from 16 September 2026, requiring open contracts to be renegotiated. The Foreign Ministry also approved the procedure for exempting goods from the temporary industrial export ban, valid until 22 March 2027, while medicine price ceilings rose for only three products.

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Eleanor Hayes
Lead Trade Policy Analyst
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| Food & Beverages

Spanish wine harvest set at 34 Mhl, the fourth short campaign in a row

Cooperativas Agro-alimentarias de España forecasts wine and must production of around 34 million hectolitres, the fourth consecutive campaign below 37 Mhl. The shortfall comes as world output is estimated at about 222 Mhl, against roughly 294 Mhl in 2018. The cooperative sector is also pressing Brussels to automate labelling waivers for wines exported outside the EU.

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Isabella Romano
Lead Food & Beverage Analyst
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| Food & Beverages

El Nino Threatens to Turn Global Sugar Glut Into a Deficit

El Nino weather is disrupting sugar harvests in Brazil, India and Thailand, the world's three largest producers, threatening to turn an expected global surplus into a deficit. Raw sugar futures have risen more than 25% since July, and hedge funds have built their most bullish position in years.

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

Ecuador's Rice Industry Targets 60,000 Tonnes in Exports for 2026 as Colombian Market Reopens

Ecuador's rice industry expects to export 60,000 tonnes of milled rice by the end of September 2026, driven by the reopening of the Colombian market, according to Corpcom president Juan Pablo Zúñiga. Lower yields from high temperatures and a cost disadvantage versus Peru and Mercosur are pushing the sector toward productivity gains and storage investment.

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Ana Lucia Fernandes
Senior Agricultural Commodities Analyst
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