Agri-Commodity Markets Outlook for 2026
Conclusion
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 an unexpected place: milk markets shifted dramatically with surplus production.
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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