Sorted today by when each file actually lands on a book, nearest first.
This week
Wheat did the work. CBOT settled at 700 US cents a bushel, 257 dollars a tonne, up 3.7 per cent on the session, after the International Grains Council cut projected 2026-27 output for both corn and wheat on hot weather. Two consecutive up sessions in a market that spent the summer flat is enough to move Black Sea offer sheets before the weekend, and buyers who deferred September coverage on the assumption of a soft northern harvest now have a worse screen to work from.
Gasoline went the other way, and violently. RBOB fell 7.3 per cent to 3.0307 dollars a gallon, 1,082 dollars a tonne, while Brent rose 2.9 per cent to 93.52 dollars a barrel. Diesel slipped 1.6 per cent to 4.365 dollars a gallon. A crude rally running against a collapsing gasoline crack in the same session points at product length rather than barrel scarcity, and it makes end-August cargo economics into West Africa an entirely different arithmetic from the one written in early August.
Sugar #11 added 3.0 per cent to 17.37 cents a pound, 383 dollars a tonne, as India's Directorate General of Foreign Trade published allocation rules for one million tonnes of raw sugar under tariff rate quota, including conversion of advance authorisations. India importing raws at that scale is a demand line, and the market read it as one.
Next fortnight
Saudi Arabia's Maaden has agreed to export DAP through Oman, moving phosphate tonnes out of the Gulf via an Omani gateway rather than the Red Sea run. DAP itself did not blink, unchanged at 792.50 dollars a tonne. The interest here is the freight and the insurance line rather than the price: a Sohar-side loading changes voyage days and war-risk arithmetic for East African and South Asian receivers.
British grain handling consolidated in three moves inside two days. Frontier completed its purchase of Aberdeen Grain, adding 65,000 tonnes of Scottish storage; Harbro bought Cargill's Scottish feed plant with integration promised by early 2027; StoneX absorbed Advanced Marketing Group to widen its feed ingredients trading. Northern UK origination now sits in fewer hands going into the harvest window.
This quarter
Zambian copper output grew 0.45 per cent in the first half, which the local trade press reads as putting the 2026 target in doubt again. COMEX copper eased 0.4 per cent to 6.579 dollars a pound, 14,504 dollars a tonne. Cobalt was static at 56,290 dollars a tonne.
Elsewhere on the same corridor, maize flour accounted for 117 million kwacha of Zambia's June exports to the DRC, per the statistics agency, and Beijing has widened market access for Zambian exporters, coffee included. A US-backed group is weighing a 500 million dollar investment in Tanzania's Kabanga nickel project, matching the sum Washington is putting into domestic minerals grants.
The Central African Republic has closed an informal gold mine at Zamboye after a collapse killed at least 49 people, and Ghana's mineworkers are still demanding release of 34.5 million dollars of trapped pension savings.
Also on the tape: urea softened 2.4 per cent to 400 dollars a tonne; sulphur in China unchanged at 9,202.33 yuan, 1,369 dollars; palm oil up 1.1 per cent to 5,019 ringgit, 1,244 dollars; the Baltic Dry index at 2,791, up 0.5 per cent; potash has no free print today; the WHO has allocated 70,000 doses of Ervebo to the DRC.