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Key changes in Russian wheat market for first half of MY 2025/26: 2026 preview
The start of the new 2026 financial year makes it possible to highlight several key developments in the Russian wheat market during the first half of the 2025/26 marketing year. These include higher production, slower export activity, very stable prices and the continued dominance of three major exporters in terms of market share.
January 20, 2026
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By Masha Belikova, Yana Sukharska
Insights
CVB wheat market: strong harvests, weak prices reshape export flows: 2026 preview
The Constanta-Varna-Burgas (CVB) wheat market has entered the 2025-2026 marketing year from a firmer price base than last season, but underlying fundamentals point to a more challenging trading environment. While early summer values reflected a sense of tightness, high regional yields, weak margins and cautious farmer behavior are reshaping market dynamics and export flows, according to sources.
January 20, 2026
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By Devora Nedyalkova
Insights
Lewis Leibowitz on tariffs, trade, and the Supreme Court’s pending ruling on IEEPA: interview
Explore the latest on tariffs and the Supreme Court ruling affecting the steel industry and trade practices in the US.
January 19, 2026
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By Margie Palmer
Insights
Global green steel markets in 2026: regulation, costs and regional divergence
Explore the global green steel markets as they evolve with new policies and a changing economic landscape in 2026.
January 16, 2026
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By Julia Bolotova, Vlada Novokreshchenova, Jessica Zong, Zihuan Pan, Rijuta Dey
Insights
US soybean oil prices stall amid biofuel policy, 45Z uncertainty: 2026 preview
The year of 2025 was one of uncertainty for the US vegetable oil market, with unresolved federal biofuel and tax policies sparking major shifts in supply and demand.
January 16, 2026
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By Amanda Luhavalja
Insights
Middle East turns to copper with expected 40% surge in electricity demand by 2035
Discover the importance of copper in the Middle East in the context of energy transition and changing market conditions.
January 15, 2026
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By Julienne Raboca
Insights
Brazil’s construction sector in 2026: Housing programs offer support, rates stay high, risks persist
Explore Brazil's construction sector trends influenced by housing programs and urban infrastructure investments.
January 15, 2026
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By Pedro Conterno Rodrigues, Nina Gattis
Insights
Latin American steel sector expects stronger safeguards, clearer landscape in 2026
Learn how Mexico's tariff package on imported goods impacts the Latin American steel market in 2026 and beyond.
January 15, 2026
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By Ana Enis, Rachel McGuire, Nina Gattis
Insights
A shift in iron ore trade flows, preferences across imported iron ore grades expected in 2026
Understand how changing demand and costs are reshaping the iron ore trade flows across global markets in 2026.
January 14, 2026
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By Norman Fong, Alice Li, Shu Yi Zheng, Adele Pan
Insights
DRC’s Gecamines plans to ship 100,000 tonnes of copper to the US in 2026
Explore the role of DRC Gecamines in copper mining and its collaboration with Mercuria to strengthen international supply.
January 13, 2026
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By Felix Njini
Insights
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