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| Agriculture: Crops & Grains

Unseasonal rains delay North India's paddy harvest and hold up rabi sowing

Rain that continued from the last week of September into the first days of October has pushed North India's farm calendar off schedule, slowing paddy harvesting and blocking field preparation for wheat and mustard. The two operations are sequential, so a wet harvest window directly compresses the rabi sowing calendar. No quantified assessment of damage or affected area has been published so far.

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Ana Lucia Fernandes
Senior Agricultural Commodities Analyst
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| Food & Beverages

Kazakhstan modernizes two sugar factories to expand domestic beet processing

Kazakhstan has completed modernization work at two sugar factories to increase processing of domestically grown sugar beet. The government expects the additional processing capability to help reduce the country’s sugar supply deficit, although no capacity or production targets were disclosed.

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David Okafor
Food & Beverage Analyst
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| Metals & Mining

Yancoal Completes Kestrel Acquisition, Taking 80% of Coking Coal Mine

Yancoal Australia has completed the purchase of Kestrel Coal Group Pty Ltd, giving it an 80% interest in the Kestrel coking coal mine. The sellers were EMR Capital Advisors, Adaro Capital Limited and Kestrel Coal Limited, according to marketscreener.com. No price, production figures or financing terms accompanied the completion.

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Chen Wei
Metals & Mining Analyst
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| Agriculture: Crops & Grains

Indonesia puts Africa on the target list for palm oil exports ahead of Trade Expo 2026

Indonesia's Ministry of Foreign Affairs has named Africa a new target market for palm oil, food and beverages and manufactured goods, citing a population of about 1.4 billion. The push will be tested at the 41st Trade Expo Indonesia on 14-18 October 2026, where curated buyers including African ones will meet exporters.

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Martin Keller
Senior Agricultural Commodities Analyst
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| Energy & Fuels

Russian coal takes almost 90% of India's PCI imports and 27% of coking coal

Russian producers supplied close to 90% of India's pulverised coal injection fuel imports and 27% of its seaborne coking coal between 1 and 25 September 2026, according to BigMint calculations reported by Kommersant. Price and blending quality drove the gain, while Indian steel capacity expansion to 300 million tonnes by 2030 points to further import demand. Logistics bottlenecks remain the main constraint on higher Russian volumes.

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Daniel Brooks
Lead Energy Markets Analyst
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| Agriculture: Crops & Grains

Cashew leads Mozambique's agricultural exports with $82.9 million in first half of 2026

Raw cashew nuts earned Mozambique $82.9 million (€70.9 million) in the first half of 2026, more than three quarters of all agricultural export revenue, despite a 17.7% year-on-year decline. Total agricultural exports still rose 5% to $108.5 million, helped by macadamia, sesame and a near-doubling of cotton fibre shipments.

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

Argentine garlic growers swing to a 68.7% loss as Brazil reopens to Chinese supply

The Sociedad Rural del Valle de Uco has published the first edition of its Índice Rural Uco, and the opening report shows a modelled San Carlos garlic hectare moving from profit in 2022-2024 to an after-tax profitability of -68.7% in 2025. Revenue of 8,901,000 pesos per hectare was set against roughly 14.3 million in costs. The report ties the collapse to Brazil partially lifting antidumping measures on Chinese garlic.

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

Australian table grape exporters report stronger values as 2025/26 crop shrinks

Stronger export values helped offset a smaller, weather-affected 2025/26 crop for Australia's export-focused table grape industry, according to the Goondiwindi Argus. The report did not publish tonnages, price levels or destination-market detail, leaving the size of both the volume loss and the value gain unquantified. For growers, the decisive variable is how much of the reduced crop reaches export grade.

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Ana Lucia Fernandes
Senior Agricultural Commodities Analyst
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| Trade Policy & Macro

US wine exports to Canada fall 78% as California absorbs the hit

U.S. wine exports to Canada dropped from about $460 million in 2024 to $103 million in 2025, a 78% decline, according to the Wine Institute. American bottles have returned to shelves only in Alberta and Saskatchewan roughly a year and a half into the tariff dispute. California supplies more than 95% of U.S. wine exports, concentrating the loss in one state.

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Eleanor Hayes
Lead Trade Policy Analyst
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| Agriculture: Crops & Grains

Spanish potato sector targets exports at Fruit Attraction amid 70% import reliance on France

Spain's potato industry is arriving at the Fruit Attraction trade fair with an export agenda, promoting the verdete variety as the product it hopes will recover domestic shelf space and open sales abroad. Spain currently buys slightly more than 70% of the potatoes it consumes from France. No planted area, harvest volume or target markets have been published for the campaign.

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

Belarus Exports Barley Through Commodity Exchange for the First Time

Belarus has sold barley abroad through exchange trading for the first time, according to state news agency BELTA. The seller was a domestic producer of animal feed and feed additives, and the buyer a Russian wholesaler of grain, seeds and animal feed. Volume, price and delivery terms were not disclosed.

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Martin Keller
Senior Agricultural Commodities Analyst
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