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| Food & Beverages

Poultry trade reroutes as Brazil loses EU access and Ukraine, China fill the gap

Of the 13 million tonnes of poultry meat traded worldwide, 2.2 million tonnes go to the Middle East, making the Strait of Hormuz and Bab el-Mandeb decisive for exporters. Brazil's removal from the EU list of authorised poultry suppliers on 3 September pushed its volumes back to Asia, while Ukraine and China move into the space. Global production is set to grow 3-4% in 2026.

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David Okafor
Food & Beverage Analyst
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| Food & Beverages

Coca-Cola Chile commits 720 billion pesos in investment through 2030

The Coca-Cola operation in Chile announced this month an investment of 720 billion pesos running through 2030. Recently appointed general manager Abelardo Gudiño presented the programme as a sign of confidence in the local market, saying Chile has the conditions to keep growing. No public breakdown of the spending between production, packaging and distribution has been released.

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Isabella Romano
Lead Food & Beverage Analyst
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| Trade Policy & Macro

Non-EU imports squeeze Polish building-material plants as tile output falls 16%

Non-EU imports of ceramic tiles into Poland rose about 40 percent over five years while domestic output fell 16 percent and plant employment dropped 22 percent, according to Newseria. Capacity utilisation at Polish tile works slid from 77.5 percent in 2020 to 65 percent in 2025, and cement and clinker imports climbed to 1.24 million tonnes.

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Eleanor Hayes
Lead Trade Policy Analyst
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| Trade Policy & Macro

China imposes 55% extra tariff after Brazil exhausts beef quota

China will impose an additional 55% tariff on Brazilian beef shipments exceeding Brazil’s 1.1-million-tonne annual quota from October 1. Combined with the 12% base import duty, the total tariff will reach 67%, increasing pressure on Brazilian exporters and encouraging market diversification.

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

Citrus-tree removal puts Egypt’s orange export position at risk

Continued removal of citrus trees could reduce Egypt’s orange production and weaken its position in export markets, horticulture specialist Maher Wali has warned. He called for stronger support for growers and investment in transport and storage to protect crops and reduce food loss.

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

Bosnia imports almost 5.5 billion KM of food a year while only 10% of Popovo polje is farmed

Bosnia and Herzegovina buys nearly 5.5 billion convertible marks of food abroad each year, with exports covering only 23 percent of that bill, agronomist Hamid Čustović told N1. Domestic wheat meets about 53 percent of demand, while just 10 percent of the 5,000-hectare Popovo polje is cultivated. More than 67 percent of total areas have already become overgrown.

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Martin Keller
Senior Agricultural Commodities Analyst
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| Food & Beverages

Empty EU Powder Stocks Push Skimmed Milk Powder to €3,210/t

Skimmed milk powder quoted by Atla reached €3,210 per tonne on 23 September, up from €2,560 on 22 June, as European stocks sit at zero and US protein stays on the domestic market. European shipments hit 549,000 tonnes in the first seven months of the year, the second-highest total after 2019. With butter flat at €4,110 per tonne, powder is the only route to a higher French farmgate milk price.

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David Okafor
Food & Beverage Analyst
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| Energy & Fuels

Turkey's Soma B coal-fired plant files for bankruptcy over 20 billion lira coal debt

The board of Turkey's Soma B coal-fired power plant has asked the Konya Commercial Court of First Instance to declare the company bankrupt, stating its liabilities exceed its assets. The plant, controlled by sugar producer Konya Şeker, owes more than 20 billion lira to state coal producer TKİ and is being auctioned in enforcement proceedings after a first sale on 7 September drew no bids.

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Daniel Brooks
Lead Energy Markets Analyst
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