Market News

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

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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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| Textiles & Consumer Goods

Assocarta urges Italian government to act as energy costs double for paper and packaging makers

Italy's paper industry association Assocarta has asked the government for immediate relief, saying energy costs have doubled and Asian competition is eroding margins. Pro-Gest, the country's largest paper group, says weak demand and high transport costs leave mills unable to pass higher costs to customers, with some halting production and struggling to collect their assigned recovered-paper quotas from Comieco.

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Charlotte Dubois
Senior Consumer Goods Analyst
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| Agriculture: Crops & Grains

Korea plows under cabbage for a second season as summer crop enters market isolation

South Korea's cabbage growers are destroying fields in two consecutive seasons for the first time, after the agriculture ministry placed 3,000 tonnes of the summer crop into market isolation. Spring and summer output ran 9.6% and 15.3% above the multi-year average, keeping Garak market auction prices below both year-earlier and normal levels since March. Producers and traders are calling for regional and national bodies to manage planted supply from the transplanting stage.

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Ana Lucia Fernandes
Senior Agricultural Commodities Analyst
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| Food & Beverages

Saudi Arabia widens access for American meat and food products after scrapping meat verification programme

Saudi Arabia is expanding the presence of American meat and food products in its market, according to Nabaa TV, which links the shift to the cancellation in April of a Saudi programme verifying the quality and specifications of US meat. The US Consul General in Jeddah, Rafik Mansour, said American beef sales to the Kingdom had risen to unprecedented levels. No volume or value figures were published.

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David Okafor
Food & Beverage Analyst
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| Machinery & Automotive

Spanish car sales rise 10.2% in September but stay below pre-pandemic levels

Spain's passenger car market grew 10.2% in September year on year, with electrified models providing the main impulse. Despite the double-digit gain, monthly registrations remain below the levels recorded before the pandemic, leaving dealers and suppliers working with a smaller market than their cost base was built for.

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

Spain forecasts 1,602,596-tonne olive oil crop for 2026/27 and weighs self-regulation

The first official crop forecast for the 2026/2027 campaign puts Spanish olive oil production at 1,602,596 tonnes, a medium-high harvest and an increase on the previous campaign, Europa Press reported from Jaén. The Government said it is studying “with rigour” whether to apply a self-regulation mechanism to manage supply. As the world's leading producer, Spain sets the reference for bulk olive oil prices across all origins.

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

India positions to fill global rice supply gap as world output is seen falling 9%

The Indian Rice Exporters Federation says India holds enough surplus stock to serve international buyers as global rice production is projected to fall 9% while demand rises 14%. India's own crop is also expected to decline, making the case rest on inventories rather than harvests. No volume figure for the surplus was given.

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

Lebanese Grape Exporters Seek to Protect Access to More Than 40 Markets

Fresh grapes lead Lebanon’s agricultural exports and reach more than 40 countries. Agriculture Minister Nizar Hani said retaining those markets will require consistent quality, food safety, reliable cold chains and production tailored to each destination’s standards.

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Rajesh Nair
Chemicals & Fertilizers Analyst
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| Food & Beverages

Polish farm chambers ask ministry to assess sugar market outlook for 2026/2027 season

Poland's National Council of Agricultural Chambers (KRIR) has asked the agriculture ministry to set out its assessment of the sugar market, pointing to a forecast for the 2026/2027 season prepared in June. The figures behind that forecast were not disclosed, and no ministry response had been published when the inquiry was reported.

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

China grants tariff-free access and eases cold-treatment rules for South African citrus

China has opened tariff-free market access for South African citrus and amended the cold-treatment protocol governing shipments, changes announced in April. Exporters say the measures cut landed costs by 11% to 12% and improve arrival quality after a voyage of at least four weeks. South African citrus shipments to China and Hong Kong reached about 11.5 million cartons in the 2025 season, around 6% of total exports.

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Ana Lucia Fernandes
Senior Agricultural Commodities Analyst
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