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

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| Trade Policy & Macro

EU packaging rules force Togolese exporters to prove recyclability

The EU's Packaging and Packaging Waste Regulation has applied in every member state since 12 August 2026, requiring a signed declaration of conformity for any packaging placed on the market. Foreign exporters are covered, and non-compliant consignments can be refused entry. Togo's coffee, cocoa and processed agri-food chains, which are oriented towards Europe, are directly affected.

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Eleanor Hayes
Lead Trade Policy Analyst
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| Trade Policy & Macro

India-New Zealand free trade agreement to take effect on October 20

The India-New Zealand free trade agreement will take effect on October 20, with a goal of doubling bilateral trade by 2030. New Zealand will initially receive duty-free access for 6,250 tonnes of kiwifruit, rising to 15,000 tonnes in the sixth year, subject to price and seasonal conditions.

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Yusuf Demir
Senior Trade Policy Analyst
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| Agriculture: Crops & Grains

Uruguay targets India’s edible-oil market as import costs rise

Uruguay is developing soybean and sunflower oil production with India in view as a future market. Its prospects will depend on expanding cultivation and processing capacity while competing with established suppliers such as Argentina, Indonesia, Malaysia and Brazil.

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Thomas Reid
Senior Metals & Mining Analyst
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| Agriculture: Crops & Grains

Indian Pulse Prices Rise Ahead of Diwali Despite Record Production and Large Buffers

Indian wholesale prices for chickpeas, mung beans, pigeon peas and yellow peas rose sharply over the past month as festival demand and concern about future supply strengthened the market. The increase comes despite record pulse production in 2025-26 and government buffer stocks exceeding the official norm.

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Marco Bianchi
Lead Logistics & Freight Analyst
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| Agriculture: Crops & Grains

Maharashtra drought puts sugarcane and soybean yields at risk

Drought in Maharashtra is raising the risk of lower yields for sugarcane, soybeans and other kharif crops. The effects could extend beyond the state by tightening Indian availability and influencing crop prices.

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

Lower-Priced Brazilian Beef Puts Pressure on Polish and EU Producers

An increased inflow of lower-priced Brazilian beef is intensifying competition in Poland and the wider European Union. Polish producers have responded with substantial price reductions, raising concerns about margins and the competitive impact of Mercosur supplies.

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Martin Keller
Senior Agricultural Commodities Analyst
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| Textiles & Consumer Goods

EU Auditors: Illegal Cigarette Plants Now Operate Inside the Bloc and Relocate Every Two to Four Months

A new European Court of Auditors report finds that organised crime has moved cigarette manufacturing inside the European Union, running compact plants that relocate after two to four months. Belgium recorded 81 to 100 detected illegal production sites in 2023-2024, ahead of Poland and Germany. The European Commission estimates illegal products made up about 8.8 percent of EU cigarette consumption in 2023.

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

Central Russia's Potato Harvest Peaks: Bryansk Nears 500,000 Tonnes, Tula Targets 650,000

Potato harvesting in central Russia has entered its peak phase. The Bryansk region has lifted almost 500,000 tonnes from 15,100 hectares at an average yield of 321 centners per hectare and plans more than 1.7 million tonnes, while Tula targets at least 650,000 tonnes. Seed material remains the sector's main import dependence, with domestic self-sufficiency targeted at 50 percent by 2030.

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Chen Wei
Metals & Mining Analyst
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