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

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| Food & Beverages

Portugal’s wine surplus intensifies pressure on Douro grape growers

Portugal’s wine sector is entering another harvest with inventories exceeding market demand and growers struggling to secure buyers. In the Douro, producers have protested in Peso da Régua for guaranteed grape purchases, fair prices and emergency distillation measures.

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

Thailand’s palm oil sector faces 2 million-tonne surplus risk as biodiesel support changes

Thailand’s palm oil industry could face a surplus exceeding 2 million tonnes if changes to the Oil Fuel Fund’s biodiesel support reduce energy-sector demand for crude palm oil after September 24, 2026. Producers are examining oleochemicals, biotechnology and waste processing as alternative outlets.

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

Cocoa smuggling through N'Zérékoré pressures Côte d'Ivoire's industry

Cocoa moving from Côte d'Ivoire toward Guinea and Liberia through the N'Zérékoré corridor is weakening the country's regulated supply chain. The illicit flows threaten official export volumes, complicate crop accounting and may undermine the pricing system in the world's largest cocoa-producing country.

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Thomas Reid
Senior Metals & Mining Analyst
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| Machinery & Automotive

Vietnam car market faces broad August discounts as supply exceeds sales

Vietnam’s vehicle market entered August 2026 with widespread discounts after supply substantially exceeded sales in the first half. Dealers and manufacturers are sacrificing margins to reduce inventories and financing costs before the year-end sales season.

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Mei Tanaka
Senior Machinery & Automotive Analyst
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| Agriculture: Crops & Grains

North Al Batinah backs Oman food security drive with $307 million project package

Oman’s North Al Batinah Governorate is strengthening its role as a national food security hub through projects valued at $307 million. Performance indicators for 2025 point to continued growth across productive sectors, supported by strategic projects, investment opportunities, infrastructure and services.

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Eleanor Hayes
Lead Trade Policy Analyst
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| Food & Beverages

Vietnamese swimming crab exports to US rise 74% in first half of 2026

Vietnam earned $36 million from swimming crab exports to the United States in the first half of 2026, up 74% year on year. The US accounted for 82% of Vietnam’s total export revenue from the product as new US import restrictions excluded supplies from the Philippines.

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

Morocco's olive harvest seen falling 40% in 2026-2027 from record 2 million tonnes

Morocco's interprofessional olive federation expects production to drop about 40% in the 2026-2027 season, roughly 800,000 tonnes less than the record 2 million tonnes harvested a year earlier. The federation says stocks built during the record crop should prevent shortages or a price spike, though it has not disclosed the volumes available.

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Martin Keller
Senior Agricultural Commodities Analyst
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