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

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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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| Food & Beverages

Russian fish output falls 2.5% to 2.85 million tonnes as fillet production climbs 11%

Russia's fishing and fish processing industry produced 2.85 million tonnes in the first eight months of 2026, down 2.5% year on year, according to a study by the Association of Fishing Fleet Shipowners. Fillet output rose more than 11% and fishmeal 10.3%, while frozen mince and surimi production fell by a quarter.

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Isabella Romano
Lead Food & Beverage Analyst
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| Food & Beverages

Quotas cap Russian wine at 1.5 million of Belarus's 35-million-litre market

At a producer-importer meeting in Minsk, Russian winemakers said their wine holds only 1.5-2 million litres of Belarus's 35-million-litre annual consumption, against an estimated potential of 20 million litres. Import quotas were named the main barrier, alongside a price gap of 100 rubles per litre for wine bottled from imported bulk versus about 170 rubles for Russian wine.

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Isabella Romano
Lead Food & Beverage Analyst
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| Food & Beverages

Tunisia announces lower prices for rice, sugar and hygiene products

Tunisia plans to release more than 100 tonnes of rice per day and strengthen distribution of 3,000 tonnes of household sugar. The Trade Ministry also announced lower prices for hygiene and cleaning products while denying increases for subsidized essentials.

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

India and Mozambique sign three-year statement of interest on new oilseed supply corridor

The Solvent Extractors' Association of India has signed a three-year statement of interest with the government of Nampula province in northern Mozambique to explore a new supply corridor for oilseeds and edible oils. Groundnut, soybean and sesame are the crops in focus. The document sets no volumes or prices and is aimed at widening the list of origins serving India's crushing and refining industry.

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Martin Keller
Senior Agricultural Commodities Analyst
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| Food & Beverages

South Korea sets up rice-processed food policy committee to fix processing-rice supply

The Korea Rice Processed Food Association has launched a Rice Processed Food Industry Policy Committee, chaired by former lawmaker Kim Choon-jin, and held its first meeting on the 29th of last month in Seoul. The body will work on the supply system for processing-use rice, domestic demand, K-Rice Food exports and the link to national food security. Processors say they cannot reliably obtain the rice quality they need despite a domestic surplus.

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

Export demand lifts 1509 basmati paddy to record 4,400 rupees per quintal in Haryana

Paddy arrivals have accelerated in Haryana's grain markets and the 1509 basmati variety is selling at 3,800 to 4,400 rupees per quintal, a record for the variety, Dainik Jagran reported from Kaithal. Exporters tie the level to firm domestic and overseas demand, with Iran described as the strongest destination and a 1.2 million tonne rice market. Procurement of 1509 is being done mainly by private agencies, while government agencies buy PR paddy at a support price of 2,461 rupees per quintal.

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Ana Lucia Fernandes
Senior Agricultural Commodities Analyst
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| Textiles & Consumer Goods

Snaige, the Baltic region's only refrigerator maker, files for bankruptcy in Lithuania

Snaige, the only refrigerator manufacturer in the Baltic states, has filed for bankruptcy in Lithuania, the business publication dp.ru reported. The petition came from the company itself, and no figures on liabilities, headcount or the shutdown date have been disclosed. Once the line stops, Lithuania, Latvia and Estonia will cover refrigerator demand entirely through imports.

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Charlotte Dubois
Senior Consumer Goods Analyst
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| Food & Beverages

World Durum and Pasta Forum in Rome: global pasta market reaches €14.6 billion as durum sourcing shifts

The third World Durum and Pasta Forum in Rome put the global dry pasta market at €14.6 billion, up 0.8% in the year to 28 June 2026, with production of 6.9 million tonnes. Europe accounts for about half of the market and Italian brands hold some 42% in the United States, while Italy's 2026 durum crop of 3.8 million tonnes falls far short of national milling needs.

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Isabella Romano
Lead Food & Beverage Analyst
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| Electronics & Technology

Micron sees memory supply tightening through 2028, names humanoid robots as next DRAM driver

Micron reported record fourth-quarter revenue of $54.23 billion on 30 September and said supply and demand will be significantly tighter in 2027 and 2028 than in 2026. The company put the memory content of humanoid robots above 200 GiB of DRAM, comparable to Level 4 vehicles, while more than 75 per cent of its 2027 output is already contracted.

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Kevin O'Sullivan
Lead Electronics & Technology Analyst
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| Electronics & Technology

Samsung Display and LG Display press Seoul for wider tax credits and faster infrastructure

At a National Assembly policy forum on October 1, Samsung Display and LG Display asked the South Korean government to expand tax incentives and speed up industrial infrastructure for AI-era investment. Samsung Display wants the carry-forward period for national strategic technology tax credits extended from 10 to 20 years with no sunset, while LG Display proposed a direct cash refund of part of the credit in the year investment is made.

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Ji-won Park
Electronics & Technology Analyst
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| Food & Beverages

Poultry to take two-thirds of global meat demand growth, Polish council says

Poultry meat will soon account for two-thirds of all growth in global meat consumption, according to the Krajowa Rada Drobiarstwa – Izba Gospodarcza, the trade body for Poland's poultry industry. The council frames the shift as a major opportunity for Poland, the European Union's largest poultry meat producer. The projection points to poultry, rather than pork or beef, as the category absorbing new processing capacity and feed demand.

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Isabella Romano
Lead Food & Beverage Analyst
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