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

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| Agriculture: Crops & Grains

San Luis Potosí fruit exports to US extend beyond avocado

San Luis Potosí exported $1.68 million of fresh melons, watermelons and papayas to the United States between January and May 2026. Frozen fruit, watermelon and seasonal berry shipments also make the state’s export basket substantially different from Michoacán’s avocado-focused trade.

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

Moroccan date exports to Germany hit record 714 tonnes

Morocco shipped a record 714 tonnes of dates to Germany between July 2025 and May 2026. Revenue exceeded €4.2 million, marking a new high for Moroccan suppliers in the German market.

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Martin Keller
Senior Agricultural Commodities Analyst
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| Textiles & Consumer Goods

Softwood pulp prices expected to recover as supply tightens

Northern bleached softwood kraft pulp prices are expected to recover over the next two to three years as mill curtailments tighten supply and inventories normalize. Chinese demand remains the main external driver, while limited new softwood capacity and fibre constraints support the market.

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

Kazakhstan holds record pea export forecast of 125,000 tonnes for 2025/26 despite June slump

Kazakhstan exported 8,900 tonnes of peas in June, 51% less than a month earlier, according to Committee of State Revenues data cited by zol.ru. Season-to-date shipments reached 99,000 tonnes, up 22.2% year on year, with Afghanistan taking almost 60% of the volume. The Grain Union of Kazakhstan left its full-season forecast at a record 125,000 tonnes.

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

Philippines overtakes Vietnam as China’s top banana supplier by value

The Philippines became China’s largest banana supplier by value in the first half of 2026, while Vietnam retained the lead by volume. Lower prices and uneven quality reduced the value of Vietnamese shipments in a market worth more than $1 billion annually.

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Ana Lucia Fernandes
Senior Agricultural Commodities Analyst
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| Energy & Fuels

Coal 2026 forum to assess muted market response to Hormuz Strait crisis

The Hormuz Strait crisis has provided limited support to global coal prices, with Newcastle thermal coal averaging $127 per tonne in the first five months of 2026. The Coal 2026 forum in Moscow will examine prices, Russian exports, eastern transport capacity and measures to restore industry profitability.

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Priya Raghavan
Energy Markets Analyst
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