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

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| Energy & Fuels

Italy’s battery storage pipeline reaches 300 GW as market moves toward operating assets

Italy had received 300 GW of high-voltage storage connection requests by the end of 2025, but only 6.8 GW was ready to begin construction. A heavily oversubscribed capacity auction, new financing structures and tighter connection rules are turning battery storage into a more mature but increasingly selective market.

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Daniel Brooks
Lead Energy Markets Analyst
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| Chemicals & Fertilizers

US Envoy Says Belarusian Fertilizer Supplies to America May Require Talks With Russia

US special envoy Coale said potential new arrangements between Washington and Minsk on Belarusian fertilizer supplies may require negotiations with Russia, according to TASS. No volumes, timelines, companies or legal mechanism were disclosed. Belarus has no seaports of its own, and its potash exports currently move through Russian terminals.

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Katrin Vogel
Lead Chemicals & Fertilizers Analyst
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| Agriculture: Crops & Grains

Advance Contracts Leave Serbian Sunflower Farmers Facing Below-Market Prices

Cash-strapped Serbian sunflower growers accepted advances of €150 per tonne before sowing without fixing a final purchase price. Gebi has since offered 48.6 dinars per kilogram, below prices quoted on the Novi Sad commodity exchange and in neighboring markets.

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Kevin O'Sullivan
Lead Electronics & Technology Analyst
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| Trade Policy & Macro

Poland presses EU ministers for flexible post-2027 CAP and secure fertilizer supplies

Poland urged EU agriculture ministers to give member states more flexibility under the Common Agricultural Policy after 2027 and expand crisis support for farmers. Warsaw also called for stronger EU fertilizer production, stable raw-material supplies and less dependence on imports from geopolitically risky regions.

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

Drought-hit forage stocks may curb EU milk output and lift Polish farmgate prices

Drought has reduced forage availability in France and Germany as farms complete stocks for the 2026/2027 season. Lower EU milk output and moderate growth in global dairy consumption could help Polish farmgate prices exceed 2 zlotys per liter again, although high costs will continue to constrain margins.

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Martin Keller
Senior Agricultural Commodities Analyst
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| Food & Beverages

Egypt Reviews Bakery Request to Raise Free-Market Bread Prices

Egypt’s Supply Ministry is reviewing a bakery industry request to raise prices for unsubsidized bread after increases in flour and wheat costs. The grain industry has also offered to coordinate flour supplies to bakeries in an effort to stabilize the market.

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

Kyrgyzstan and China open grain exports through the Torugart crossing

Kyrgyzstan and China have agreed to route grain exports through the Torugart border crossing, easing pressure on the Erkeshtam checkpoint. The same talks produced three protocols covering horses, processed mutton and goat meat, and fresh berries, and touched on fuel supplies moving from China into Kyrgyzstan.

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Ana Lucia Fernandes
Senior Agricultural Commodities Analyst
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| Food & Beverages

Kyrgyzstan's meat imports exceeded exports 32.6-fold in January-July 2026, with poultry above 92% of inflows

Kyrgyzstan imported 32.6 times more meat and edible meat offal than it exported in January-July 2026, according to open.kg, citing National Statistical Committee data. Poultry accounts for more than 92% of those imports, while 24.kg reports full domestic self-sufficiency in beef and mutton, where fixed prices remain in force after the 2025 price rise.

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David Okafor
Food & Beverage Analyst
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| Chemicals & Fertilizers

China's imports from Belarus reach $1.44bn in eight months, with potash at $903.7m

China imported roughly $1.44 billion worth of goods from Belarus in January–August 2026, and potash fertilizer accounted for $903.7 million of that, according to belmarket.by citing Myfin. The remaining categories — pulp, peat products, wood panels, fiberglass, poultry, chocolate and vodka — together are worth less than the fertilizer line.

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Rajesh Nair
Chemicals & Fertilizers Analyst
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