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

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| Energy & Fuels

Poland’s capacity market payouts rose to 7.61 billion zloty in 2025

Polish capacity providers received 7.61 billion zloty in 2025, up from 6.22 billion zloty in 2024, according to data reported by WNP.PL from the national report of the president of the Energy Regulatory Office. Total payments under capacity contracts reached 29.92 billion zloty in 2021-2025.

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Daniel Brooks
Lead Energy Markets Analyst
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| Chemicals & Fertilizers

Corepla warns Italy's plastic recycling chain risks paralysis as 45 European plants close

Corepla, Italy's national consortium for plastic packaging collection and recycling, has warned that separate collection could slow down or stop as recycled material fails to find buyers. Confindustria Reggio Emilia says 45 recycling plants have closed in Europe in recent months, with two Italian plants already suspended. The CONAI environmental contribution on rigid polypropylene packaging in band B2.1 rises to 639 euros per tonne from 1 October 2026.

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

EU farm and biofuel rules could reshape Poland’s rapeseed industry

The EU’s 2028–2034 financial framework could determine the competitiveness of Poland’s rapeseed growers and oilseed processors. Industry representatives say the outcome will also depend on changes to biofuel rules, which influence demand for domestically produced rapeseed.

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

Kazakhstan targets full poultry meat self-sufficiency as domestic output rises

Kazakhstan plans to replace poultry meat imports with domestic production after raising self-sufficiency from 58% to 78% over five years. New projects by Aitas and Alel Agro are expected to expand capacity, while earlier reports set 2027 as the target for full supply.

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

Thailand targets 2027 access to Chile for fresh longan and mangosteen

Chile is accelerating its review of import approval for fresh Thai longan and mangosteen, with market opening and initial shipments expected in 2027. Thailand is also examining access requirements for frozen shrimp and dog chews while preparing exporters for Chilean processed-food rules.

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Arjun Mehta
Consumer Goods Analyst
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| Agriculture: Crops & Grains

Nigeria targets 1 million tonnes of cashew production by 2036

Nigeria’s cashew industry has set a target of 1 million tonnes by 2036, nearly three times its 2025 harvest. The national roadmap also seeks to raise domestic processing from 15% to 50%, but ageing orchards, weak quality control and an earlier missed production target underline the execution risks.

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Kevin O'Sullivan
Lead Electronics & Technology Analyst
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| Agriculture: Crops & Grains

Thailand targets 30% growth in tapioca pellet sales with global market campaign

Thailand’s Commerce Ministry is expanding promotion of cassava products in Japan, China, Germany, the United States and the Middle East. The campaign targets 30% growth in tapioca pellet sales and more than 2 billion baht in expected orders despite slower exports in the first half.

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Kevin O'Sullivan
Lead Electronics & Technology Analyst
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