Agri-Commodity Markets Outlook for 2026
Conclusion
The transformative market conditions anticipated for 2026 are crystallizing across all 13 commodities in Expana's outlook.
The persistent supply constraints manifest differently: coffee battles Vietnam's flood aftermath while cocoa grapples with Ivory Coast's compromised trees.
Emerging demand trends appear in unexpected places: milk markets shifted dramatically with surplus production, contrasting beef's continued scarcity.
Pork demonstrates adequate availability amid complex trade dynamics, while chicken reveals stark regional differences between EU strength and US value positioning.
Grain oversupply validates earlier projections for wheat and corn, as palm oil navigates both regulatory delays and fundamental weakness.
Soybeans capitalize on renewed Chinese engagement, while shrimp recalibrates from peak pricing.
The food packaging components, glass and PET plastics, underscore broader consumption challenges.
Finally, forecasts point to fragmented supply shocks and
policy drivers rather than broad‑based demand improvement.
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