CLAL.it Agrifood

12/08/2026

𝟭𝟮 𝗔𝗴𝗼𝘀𝘁𝗼 - 𝗔𝗴𝗿𝗶𝗰𝘂𝗹𝘁𝘂𝗿𝗮𝗹 𝗠𝗮𝗿𝗸𝗲𝘁𝘀: 𝘀𝘂𝗺𝗺𝗲𝗿 𝗯𝗿𝗲𝗮𝗸 𝗮𝘀 𝗻𝗲𝘄 𝗵𝗮𝗿𝘃𝗲𝘀𝘁𝘀 𝗮𝗽𝗽𝗿𝗼𝗮𝗰𝗵

Agricultural markets are heading into the 𝘀𝘂𝗺𝗺𝗲𝗿 𝗯𝗿𝗲𝗮𝗸 after a month of July marked by rising prices, driven by 𝗰𝗼𝗻𝗰𝗲𝗿𝗻𝘀 𝗼𝘃𝗲𝗿 𝘄𝗲𝗮𝘁𝗵𝗲𝗿 𝗰𝗼𝗻𝗱𝗶𝘁𝗶𝗼𝗻𝘀 𝗮𝗻𝗱 𝗴𝗲𝗼𝗽𝗼𝗹𝗶𝘁𝗶𝗰𝗮𝗹 𝘁𝗲𝗻𝘀𝗶𝗼𝗻𝘀. Prices are now returning to focus on market fundamentals: product availability, international demand and the outlook for the upcoming harvests.

For 𝗦𝗼𝗳𝘁 𝗪𝗵𝗲𝗮𝘁, the situation in the 𝗕𝗹𝗮𝗰𝗸 𝗦𝗲𝗮 region remains the main area of concern. Tensions linked to the conflict between Russia and Ukraine and attacks on port infrastructure have increased concerns over the regularity of trade flows, although Russian and Ukrainian supplies remain competitive on international markets. In Europe, the winter cereal harvest has been completed in many areas with generally positive results, but heat and drought have reduced yields in some areas, leading to downward revisions of production estimates.

For 𝗖𝗼𝗿𝗻, weather conditions remain the main factor to monitor. In the United States, the market is closely watching the development of crops in the Midwest following periods of intense heat across the Corn Belt, although international demand continues to support prices. In Europe, meanwhile, heat and drought are raising concerns about final yields in several producing countries, including France. In Italy, too, the 𝘀𝗶𝘁𝘂𝗮𝘁𝗶𝗼𝗻 𝗿𝗲𝗺𝗮𝗶𝗻𝘀 𝘂𝗻𝗰𝗲𝗿𝘁𝗮𝗶𝗻: water stress and extreme weather events have affected several corn-growing areas, while the final impact on yields can only be assessed once harvesting begins in the coming weeks.

𝗦𝗼𝘆𝗯𝗲𝗮𝗻𝘀 are following different dynamics: the recovery in 𝗖𝗵𝗶𝗻𝗲𝘀𝗲 𝗽𝘂𝗿𝗰𝗵𝗮𝘀𝗲𝘀 𝗼𝗳 𝗨𝗦 𝘀𝗼𝘆𝗯𝗲𝗮𝗻𝘀 has supported prices following a period characterised by abundant South American supplies. Brazil continues to play a central role thanks to record production, which is keeping global supplies abundant. On the production side, the new crop still remains to be assessed: in Europe and Italy, the crop is still in the field and conditions vary depending on the area.

With the 𝘀𝘂𝘀𝗽𝗲𝗻𝘀𝗶𝗼𝗻 𝗼𝗳 𝗽𝗿𝗶𝗰𝗲 𝘀𝘂𝗿𝘃𝗲𝘆𝘀 𝗯𝘆 𝘁𝗵𝗲 𝗖𝗵𝗮𝗺𝗯𝗲𝗿𝘀 𝗼𝗳 𝗖𝗼𝗺𝗺𝗲𝗿𝗰𝗲, the Italian market is now entering the summer break, awaiting further developments. The start of the corn and soybean harvests in the coming weeks will provide new information to assess actual yields and the evolution of domestic supply.

For further information
🔗https://teseo.clal.it/en/?section=ninonina-statistiche
🔗https://teseo.clal.it/en/?section=atlas-cereal-world
🔗https://teseo.clal.it/en/?section=vhi-impact-world-product

Have a nice day, Elisa Donegatti

27/07/2026

𝐂𝐥𝐢𝐦𝐚𝐭𝐢𝐜 𝐏𝐡𝐞𝐧𝐨𝐦𝐞𝐧𝐚 influence the entire agri-food supply chain affecting agricultural production, the availability and quality of raw materials, processing and distribution activities, as well as market stability and food security. Monitoring these phenomena is essential for the early identification of potentially critical conditions and to support informed decision-making.

The Climatic Phenomena page allows you to monitor the evolution of indicators on drought conditions, vegetation health, precipitation, temperature, and 𝐄𝐥 𝐍𝐢ñ𝐨 𝐚𝐧𝐝 𝐋𝐚 𝐍𝐢ñ𝐚.

The analyzed data come from: USDA (𝘜𝘯𝘪𝘵𝘦𝘥 𝘚𝘵𝘢𝘵𝘦𝘴 𝘋𝘦𝘱𝘢𝘳𝘵𝘮𝘦𝘯𝘵 𝘰𝘧 𝘈𝘨𝘳𝘪𝘤𝘶𝘭𝘵𝘶𝘳𝘦), NOAA (𝘕𝘢𝘵𝘪𝘰𝘯𝘢𝘭 𝘖𝘤𝘦𝘢𝘯𝘪𝘤 𝘢𝘯𝘥 𝘈𝘵𝘮𝘰𝘴𝘱𝘩𝘦𝘳𝘪𝘤 𝘈𝘥𝘮𝘪𝘯𝘪𝘴𝘵𝘳𝘢𝘵𝘪𝘰𝘯) and Met Office (𝘜𝘒'𝘴 𝘯𝘢𝘵𝘪𝘰𝘯𝘢𝘭 𝘸𝘦𝘢𝘵𝘩𝘦𝘳 𝘴𝘦𝘳𝘷𝘪𝘤𝘦). Interactive maps, El Niño/La Niña event detection, calendar of the effects of El Niño and La Niña around the world, with these phenomena help users analyze their distribution and assess their potential effects on agricultural regions worldwide.

👉Go to the page: https://teseo.clal.it/en/?section=ninonina-statistiche

20/07/2026

𝐂𝐨𝐫𝐧 is the most widely produced cereal crop in the world and plays a key role in livestock nutrition.

In the page '𝐁𝐨𝐥𝐨𝐠𝐧𝐚 - 𝐏𝐫𝐢𝐜𝐞 𝐨𝐟 𝐃𝐫𝐲 𝐂𝐨𝐫𝐧', you can track the 𝐰𝐞𝐞𝐤𝐥𝐲 𝐩𝐫𝐢𝐜𝐞 trends of 𝐝𝐫𝐲 𝐂𝐨𝐫𝐧 on the Bologna market, one of Italy's main benchmark markets.

The page also includes 𝐜𝐨𝐦𝐩𝐚𝐫𝐚𝐭𝐢𝐯𝐞 𝐜𝐡𝐚𝐫𝐭𝐬 with the Milan market, together with an indicator showing the relationship between Corn prices and 𝐟𝐞𝐫𝐭𝐢𝐥𝐢𝐳𝐞𝐫 prices, providing a useful tool for assessing market trends and the impact of production costs.

👉Go to the page: https://teseo.clal.it/en/?section=granoturco_secco_bologna

15/07/2026

𝟏𝟓 𝐉𝐮𝐥𝐲 𝟐𝟎𝟐𝟔 - 𝐂𝐨𝐫𝐧: 𝐡𝐞𝐚𝐭 𝐭𝐡𝐫𝐞𝐚𝐭𝐞𝐧𝐬 𝐭𝐡𝐞 𝐧𝐞𝐱𝐭 𝐄𝐔 𝐡𝐚𝐫𝐯𝐞𝐬𝐭

Global 𝐂𝐨𝐫𝐧 production for the 2026/27 marketing year is currently estimated by the USDA at 𝟏.𝟐𝟗𝟕 𝐛𝐢𝐥𝐥𝐢𝐨𝐧 𝐭𝐨𝐧𝐧𝐞𝐬. Although slightly lower than the previous season, output remains at historically high levels, supported by another excellent crop in the United States (𝟒𝟎𝟔 𝐦𝐢𝐥𝐥𝐢𝐨𝐧 𝐭𝐨𝐧𝐧𝐞𝐬) and Brazil (𝟏𝟑𝟗 𝐦𝐢𝐥𝐥𝐢𝐨𝐧 𝐭𝐨𝐧𝐧𝐞𝐬).

The outlook changes, however, when focusing on the 𝐄𝐮𝐫𝐨𝐩𝐞𝐚𝐧 𝐦𝐚𝐫𝐤𝐞𝐭. The USDA has revised EU corn production downward from 57.5 million tonnes to 𝟓𝟑.𝟖 𝐦𝐢𝐥𝐥𝐢𝐨𝐧 𝐭𝐨𝐧𝐧𝐞𝐬, while Coceral and Expana estimate an even smaller crop of around 52.7 million tonnes, reflecting the impact of 𝐡𝐞𝐚𝐭𝐰𝐚𝐯𝐞𝐬 𝐚𝐧𝐝 𝐝𝐫𝐨𝐮𝐠𝐡𝐭 𝐚𝐜𝐫𝐨𝐬𝐬 the main corn-growing regions during the critical pollination stage.

The most severe conditions are being reported in 𝐅𝐫𝐚𝐧𝐜𝐞 and 𝐇𝐮𝐧𝐠𝐚𝐫𝐲. According to FranceAgriMer, only 47% of the French corn crop is currently rated in good or excellent condition, the 𝐥𝐨𝐰𝐞𝐬𝐭 𝐥𝐞𝐯𝐞𝐥 𝐫𝐞𝐜𝐨𝐫𝐝𝐞𝐝 𝐢𝐧 𝐭𝐡𝐞 𝐩𝐚𝐬𝐭 𝐭𝐡𝐢𝐫𝐭𝐞𝐞𝐧 𝐲𝐞𝐚𝐫𝐬. In contrast, 𝐑𝐨𝐦𝐚𝐧𝐢𝐚 has benefited from recent rainfall, which could improve yields, although not enough to offset the expected losses in other major producing countries. As the European Union is not self-sufficient in corn production, a smaller harvest would likely increase the need for imports from the global market.

In 𝐈𝐭𝐚𝐥𝐲'𝐬 𝐏𝐨 𝐕𝐚𝐥𝐥𝐞𝐲, corn is also going through the pollination stage, and the recent high temperatures have made additional irrigation necessary to limit heat stress. The real impact of these weather conditions on yields will become clearer over the coming weeks.

𝐹𝑜𝑟 𝑡ℎ𝑒 𝑡𝑖𝑚𝑒 𝑏𝑒𝑖𝑛𝑔, 𝑎𝑚𝑝𝑙𝑒 𝑔𝑙𝑜𝑏𝑎𝑙 𝑠𝑢𝑝𝑝𝑙𝑖𝑒𝑠 𝑐𝑜𝑛𝑡𝑖𝑛𝑢𝑒 𝑡𝑜 𝑙𝑖𝑚𝑖𝑡 𝑡ℎ𝑒 𝑟𝑖𝑠𝑘 𝑜𝑓 𝑠𝑖𝑔𝑛𝑖𝑓𝑖𝑐𝑎𝑛𝑡 𝑝𝑟𝑖𝑐𝑒 𝑖𝑛𝑐𝑟𝑒𝑎𝑠𝑒𝑠. 𝐻𝑜𝑤𝑒𝑣𝑒𝑟, 𝑎𝑛𝑦 𝑓𝑢𝑟𝑡ℎ𝑒𝑟 𝑑𝑒𝑡𝑒𝑟𝑖𝑜𝑟𝑎𝑡𝑖𝑜𝑛 𝑜𝑓 𝑡ℎ𝑒 𝐸𝑢𝑟𝑜𝑝𝑒𝑎𝑛 𝑐𝑟𝑜𝑝 𝑤𝑜𝑢𝑙𝑑 𝑚𝑎𝑘𝑒 𝑡ℎ𝑒 𝐸𝑈 𝑒𝑣𝑒𝑛 𝑚𝑜𝑟𝑒 𝑑𝑒𝑝𝑒𝑛𝑑𝑒𝑛𝑡 𝑜𝑛 𝑖𝑚𝑝𝑜𝑟𝑡𝑠, 𝑝𝑜𝑡𝑒𝑛𝑡𝑖𝑎𝑙𝑙𝑦 𝑠𝑢𝑝𝑝𝑜𝑟𝑡𝑖𝑛𝑔 𝑝𝑟𝑖𝑐𝑒𝑠 𝑑𝑢𝑟𝑖𝑛𝑔 𝑡ℎ𝑒 𝑠𝑒𝑐𝑜𝑛𝑑 ℎ𝑎𝑙𝑓 𝑜𝑓 𝑡ℎ𝑒 𝑚𝑎𝑟𝑘𝑒𝑡𝑖𝑛𝑔 𝑦𝑒𝑎𝑟.

For further information
🔗World – Global Balance Sheet: https://teseo.clal.it/en/ -home-table
🔗EU-27 - Balance Sheet: https://teseo.clal.it/en/?section=usda_cereali&id_area=E4&cod_prod=0440000 #
🔗Corn - Vegetation health: https://teseo.clal.it/en/?section=vhi-impact&product=corn
🔗Corn - Crop Calendar: https://teseo.clal.it/en/?section=crop_calendar&main_countries=true&product=0440000

Have a nice day, Elisa Donegatti

13/07/2026

Brazil is one of the world's leading producers and exporters of beef.

𝐂𝐚𝐭𝐭𝐥𝐞 𝐬𝐥𝐚𝐮𝐠𝐡𝐭𝐞𝐫𝐞𝐝 𝐢𝐧 𝐁𝐫𝐚𝐳𝐢𝐥 is a key indicator for assessing trends in beef 𝐬𝐮𝐩𝐩𝐥𝐲 and developments in the international market.

The page 𝐁𝐫𝐚𝐳𝐢𝐥: 𝐂𝐚𝐭𝐭𝐥𝐞 𝐒𝐥𝐚𝐮𝐠𝐡𝐭𝐞𝐫𝐞𝐝 provides timely monthly data expressed as the 𝐧𝐮𝐦𝐛𝐞𝐫 𝐨𝐟 𝐡𝐞𝐚𝐝𝐬 𝐨𝐫 𝐭𝐨𝐧𝐧𝐞𝐬 𝐨𝐟 𝐜𝐚𝐫𝐜𝐚𝐬𝐬 𝐰𝐞𝐢𝐠𝐡𝐭, based on official statistics from the Brazilian Institute of Geography and Statistics IBGE (Instituto Brasileiro de Geografia e Estatística), with a breakdown by 𝐚𝐧𝐢𝐦𝐚𝐥 𝐜𝐚𝐭𝐞𝐠𝐨𝐫𝐲.

👉Go to the page: https://teseo.clal.it/en/?section=macellazioni_br&iso=BR&udm=head&animale=B

07/07/2026

𝟕 𝐉𝐮𝐥𝐲 𝟐𝟎𝟐𝟔 – 𝐑𝐚𝐩𝐞𝐬𝐞𝐞𝐝 𝐢𝐧 𝐛𝐚𝐥𝐚𝐧𝐜𝐞 𝐛𝐞𝐭𝐰𝐞𝐞𝐧 𝐂𝐥𝐢𝐦𝐚𝐭𝐞, 𝐂𝐚𝐧𝐚𝐝𝐚 𝐚𝐧𝐝 𝐁𝐢𝐨𝐟𝐮𝐞𝐥𝐬

The global 𝐑𝐚𝐩𝐞𝐬𝐞𝐞𝐝 market remains in 𝐛𝐚𝐥𝐚𝐧𝐜𝐞 between an expected production of 97 million tonnes for the current season, supported by 𝐂𝐚𝐧𝐚𝐝𝐚, and growing demand from the livestock sector and biofuels. In the USA, the supply chain continues to strengthen thanks to demand for biodiesel and renewable diesel, with 𝐩𝐫𝐨𝐝𝐮𝐜𝐭𝐢𝐨𝐧 𝐞𝐱𝐩𝐞𝐜𝐭𝐞𝐝 𝐭𝐨 𝐫𝐞𝐚𝐜𝐡 𝐫𝐞𝐜𝐨𝐫𝐝 𝐥𝐞𝐯𝐞𝐥𝐬.

In the 𝐄𝐔-𝟐𝟕, the market is more exposed to 𝐜𝐥𝐢𝐦𝐚𝐭𝐞 𝐜𝐨𝐧𝐝𝐢𝐭𝐢𝐨𝐧𝐬: 𝐩𝐫𝐨𝐝𝐮𝐜𝐭𝐢𝐨𝐧 𝐢𝐬 𝐞𝐬𝐭𝐢𝐦𝐚𝐭𝐞𝐝 𝐭𝐨 𝐛𝐞 𝐬𝐭𝐚𝐛𝐥𝐞 compared with the previous season, but 𝐡𝐞𝐚𝐭 𝐰𝐚𝐯𝐞𝐬 𝐜𝐨𝐮𝐥𝐝 reduce yields in countries such as France. Climate is therefore confirmed as a factor supporting prices. Declining European stocks and demand from the biofuel sector support quotations, while Canadian supply limits price increases.

In 𝐈𝐭𝐚𝐥𝐲, Rapeseed is a 𝐧𝐢𝐜𝐡𝐞 𝐜𝐫𝐨𝐩, with an area ranging between 20,000 and 30,000 hectares and annual production between 50,000 and 80,000 tonnes, depending on weather conditions and yields. Cultivation is concentrated in Northern Italy and included in crop rotations for its agronomic benefits.

The processing of Rapeseed seeds produces a 𝐦𝐞𝐚𝐥 with a protein content of 34 - 38%, mainly used for 𝐟𝐞𝐞𝐝𝐢𝐧𝐠 𝐃𝐚𝐢𝐫𝐲 𝐚𝐧𝐝 𝐁𝐞𝐞𝐟 𝐂𝐚𝐭𝐭𝐥𝐞. Despite its lower protein content compared with soybean meal, Rapeseed meal remains a 𝐜𝐨𝐦𝐩𝐥𝐞𝐦𝐞𝐧𝐭𝐚𝐫𝐲 𝐩𝐫𝐨𝐭𝐞𝐢𝐧 𝐬𝐨𝐮𝐫𝐜𝐞 thanks to its balance of protein, fibre and energy, useful for diversifying feed rations (where applicable). Its use in the pig sector remains more limited.

In Italy, the supply of Rapeseed meal 𝐝𝐞𝐩𝐞𝐧𝐝𝐬 𝐨𝐧 𝐨𝐭𝐡𝐞𝐫 𝐄𝐔 𝐜𝐨𝐮𝐧𝐭𝐫𝐢𝐞𝐬, especially France and Germany. Imports vary according to availability and economic competitiveness among protein meals.

𝑂𝑣𝑒𝑟𝑎𝑙𝑙, 𝑅𝑎𝑝𝑒𝑠𝑒𝑒𝑑 𝑐𝑜𝑛𝑓𝑖𝑟𝑚𝑠 𝑖𝑡𝑠 𝑟𝑜𝑙𝑒 𝑎𝑠 𝑎 𝑠𝑡𝑟𝑎𝑡𝑒𝑔𝑖𝑐 𝑟𝑎𝑤 𝑚𝑎𝑡𝑒𝑟𝑖𝑎𝑙 𝑤𝑖𝑡ℎ𝑖𝑛 𝑎𝑛 𝑖𝑛𝑡𝑒𝑔𝑟𝑎𝑡𝑒𝑑 𝑠𝑢𝑝𝑝𝑙𝑦 𝑐ℎ𝑎𝑖𝑛 𝑙𝑖𝑛𝑘𝑖𝑛𝑔 𝑎𝑔𝑟𝑖𝑐𝑢𝑙𝑡𝑢𝑟𝑒, 𝑒𝑛𝑒𝑟𝑔𝑦 𝑎𝑛𝑑 𝑙𝑖𝑣𝑒𝑠𝑡𝑜𝑐𝑘 𝑝𝑟𝑜𝑑𝑢𝑐𝑡𝑖𝑜𝑛. 𝐹𝑜𝑟 𝐼𝑡𝑎𝑙𝑦, 𝑡ℎ𝑒 𝑘𝑒𝑦 𝑖𝑠𝑠𝑢𝑒 𝑖𝑠 𝑛𝑜𝑡 𝑑𝑜𝑚𝑒𝑠𝑡𝑖𝑐 𝑝𝑟𝑜𝑑𝑢𝑐𝑡𝑖𝑜𝑛, 𝑏𝑢𝑡 𝑑𝑒𝑝𝑒𝑛𝑑𝑒𝑛𝑐𝑒 𝑜𝑛 𝐸𝑢𝑟𝑜𝑝𝑒𝑎𝑛 𝑠𝑢𝑝𝑝𝑙𝑦 𝑎𝑛𝑑 𝑡ℎ𝑒 𝑣𝑜𝑙𝑎𝑡𝑖𝑙𝑖𝑡𝑦 𝑜𝑓 𝑝𝑟𝑜𝑡𝑒𝑖𝑛 𝑚𝑒𝑎𝑙 𝑚𝑎𝑟𝑘𝑒𝑡𝑠, 𝑤𝑖𝑡ℎ 𝑎 𝑑𝑖𝑟𝑒𝑐𝑡 𝑖𝑚𝑝𝑎𝑐𝑡 𝑜𝑛 𝑙𝑖𝑣𝑒𝑠𝑡𝑜𝑐𝑘 𝑓𝑒𝑒𝑑 𝑐𝑜𝑠𝑡𝑠.

For further information
🔗 World – Global Balance Sheet: https://teseo.clal.it/en/ -home-table
🔗 Italy – Rapeseed Production: https://teseo.clal.it/en/?section=produzioni-agricole-italia&p=colza
🔗 Italy – Oilseed Imports: https://teseo.clal.it/en/?section=trade-semioleosi-country&iso=IT
🔗 Protein Value: https://teseo.clal.it/en/?section=alimento_simulato

Have a nice day, Elisa Donegatti

17/06/2026

🌍 17 June 2026 - 𝐑𝐢𝐜𝐞: 𝐍𝐞𝐰 𝐌𝐚𝐫𝐤𝐞𝐭 𝐄𝐪𝐮𝐢𝐥𝐢𝐛𝐫𝐢𝐚 𝐚𝐧𝐝 𝐆𝐥𝐨𝐛𝐚𝐥 𝐂𝐡𝐚𝐥𝐥𝐞𝐧𝐠𝐞𝐬
The Rice market is undergoing a profound transformation, with trade dynamics, climate change, and production decisions reshaping the sector's balance on a global scale.
Italy is also part of this evolving landscape, facing rising imports, slowing exports, and a gradual stabilization of prices following the strong market tensions experienced in recent years.
During the first quarter of 2026, Italy imported 82,485 tonnes of Rice, an increase of 29.1% year on year. Growth was driven primarily by imports from India, Thailand, Cambodia, Myanmar, and Vietnam, as well as from EU partners such as France and Greece. On the other hand, Italian rice exports declined in several key traditional markets, particularly Germany, Belgium, the Netherlands, and the United Kingdom, totaling 173,139 tonnes (-8.8% year on year). Although Italy continues to maintain a strongly positive trade balance, 𝐭𝐡𝐞 𝐠𝐚𝐩 𝐛𝐞𝐭𝐰𝐞𝐞𝐧 𝐢𝐧𝐜𝐨𝐦𝐢𝐧𝐠 𝐚𝐧𝐝 𝐨𝐮𝐭𝐠𝐨𝐢𝐧𝐠 𝐟𝐥𝐨𝐰𝐬 𝐢𝐬 𝐧𝐚𝐫𝐫𝐨𝐰𝐢𝐧𝐠.
Domestic market trends vary across Rice varieties. Prices have entered 𝐚 𝐩𝐡𝐚𝐬𝐞 𝐨𝐟 𝐚𝐝𝐣𝐮𝐬𝐭𝐦𝐞𝐧𝐭 𝐟𝐨𝐥𝐥𝐨𝐰𝐢𝐧𝐠 𝐭𝐡𝐞 𝐬𝐡𝐚𝐫𝐩 𝐢𝐧𝐜𝐫𝐞𝐚𝐬𝐞𝐬 𝐫𝐞𝐜𝐨𝐫𝐝𝐞𝐝 𝐢𝐧 𝐫𝐞𝐜𝐞𝐧𝐭 𝐲𝐞𝐚𝐫𝐬, while remaining generally above historical averages. In Bologna, Arborio and Originario continue to trade above 1,200 € per tonne, while Ribe Parboiled remains relatively stable at around 930 € per tonne. Lower quotations are recorded for Baldo, Indica, Ribe, and similar varieties, ranging between 780 € and 900 € per tonne.
Developments in the Italian market are taking place within an international environment that continues to evolve. The latest estimates for the 2026/27 marketing year indicate a slight decline in global Rice production and ending stocks, while consumption continues to grow and international trade is expected to expand. This scenario 𝐡𝐢𝐠𝐡𝐥𝐢𝐠𝐡𝐭𝐬 𝐬𝐮𝐬𝐭𝐚𝐢𝐧𝐞𝐝 𝐠𝐥𝐨𝐛𝐚𝐥 𝐝𝐞𝐦𝐚𝐧𝐝 and a gradual reduction in inventories, despite overall supplies remaining historically high.
Alongside market dynamics, another major challenge is increasingly shaping the future of Rice production: climate change. 𝐖𝐚𝐭𝐞𝐫 𝐚𝐯𝐚𝐢𝐥𝐚𝐛𝐢𝐥𝐢𝐭𝐲 is becoming an increasingly strategic factor for a crop that requires significant irrigation resources. In many producing regions, greater rainfall variability, rising irrigation costs, and growing concerns over extreme weather events are already being observed.
As a result, international research institutions and industry stakeholders are investing more heavily in climate-smart production systems, focusing on more efficient water management, innovative agronomic practices, and Rice varieties with greater tolerance to climate-related stress. At the same time, planting decisions are becoming increasingly influenced by market conditions and profitability expectations, with potential effects on supply availability in future growing seasons.
𝐼𝑛 𝑡ℎ𝑖𝑠 𝑐𝑜𝑛𝑡𝑒𝑥𝑡, 𝐼𝑡𝑎𝑙𝑦 𝑟𝑒𝑚𝑎𝑖𝑛𝑠 𝑡ℎ𝑒 𝑏𝑒𝑛𝑐ℎ𝑚𝑎𝑟𝑘 𝑓𝑜𝑟 𝑅𝑖𝑐𝑒 𝑝𝑟𝑜𝑑𝑢𝑐𝑡𝑖𝑜𝑛 𝑤𝑖𝑡ℎ𝑖𝑛 𝑡ℎ𝑒 𝐸𝑢𝑟𝑜𝑝𝑒𝑎𝑛 𝑈𝑛𝑖𝑜𝑛. 𝑇ℎ𝑒 𝑎𝑏𝑖𝑙𝑖𝑡𝑦 𝑡𝑜 𝑐𝑜𝑚𝑏𝑖𝑛𝑒 𝑞𝑢𝑎𝑙𝑖𝑡𝑦, 𝑐𝑜𝑚𝑝𝑒𝑡𝑖𝑡𝑖𝑣𝑒𝑛𝑒𝑠𝑠, 𝑎𝑛𝑑 𝑖𝑛𝑛𝑜𝑣𝑎𝑡𝑖𝑜𝑛 𝑤𝑖𝑙𝑙 𝑏𝑒 𝑒𝑠𝑠𝑒𝑛𝑡𝑖𝑎𝑙 𝑡𝑜 𝑛𝑎𝑣𝑖𝑔𝑎𝑡𝑒 𝑎𝑛 𝑖𝑛𝑐𝑟𝑒𝑎𝑠𝑖𝑛𝑔𝑙𝑦 𝑔𝑙𝑜𝑏𝑎𝑙 𝑚𝑎𝑟𝑘𝑒𝑡𝑝𝑙𝑎𝑐𝑒 𝑎𝑛𝑑 𝑎 𝑐𝑙𝑖𝑚𝑎𝑡𝑒 𝑐ℎ𝑎𝑙𝑙𝑒𝑛𝑔𝑒 𝑡ℎ𝑎𝑡 𝑖𝑠 𝑒𝑥𝑝𝑒𝑐𝑡𝑒𝑑 𝑡𝑜 ℎ𝑎𝑣𝑒 𝑎 𝑝𝑟𝑜𝑓𝑜𝑢𝑛𝑑 𝑖𝑚𝑝𝑎𝑐𝑡 𝑜𝑛 𝑓𝑢𝑡𝑢𝑟𝑒 𝑝𝑟𝑜𝑑𝑢𝑐𝑡𝑖𝑜𝑛 𝑠𝑡𝑟𝑎𝑡𝑒𝑔𝑖𝑒𝑠.
For further information:
🔗Climatic phenomena: https://teseo.clal.it/en/?section=ninonina-statistiche
🔗World: Harvested area intended for Cereals production: https://teseo.clal.it/en/?section=harvested_area_by_sector
🔗Italy Import and Export Cereals: https://teseo.clal.it/en/index.php?section=trade-cereali-country&iso=IT&mov=I
🔗Bologna - Price of Rice: https://teseo.clal.it/en/?section=riso_bologna
🔗EU Agricultural Products Atlas: self-sufficiency rate for Agricultural Products: https://teseo.clal.it/en/?section=cereals-atlas&p=riso&c=IT
🔗World: self-sufficiency rate for Agricultural Products: https://teseo.clal.it/en/?section=cereals-atlas&p=riso&c=IT
🔗Rice: Vegetation health: https://teseo.clal.it/en/?section=vhi-impact-world-product&product=rice

Elisa Donegatti

13/03/2026

🌍 13 March 2026 - 𝐏𝐢𝐠𝐬: 𝐂𝐡𝐢𝐧𝐚 𝐫𝐞𝐝𝐮𝐜𝐞𝐬 𝐢𝐦𝐩𝐨𝐫𝐭𝐬, 𝐛𝐮𝐭 𝐞𝐱𝐜𝐞𝐬𝐬 𝐬𝐮𝐩𝐩𝐥𝐲 𝐰𝐞𝐢𝐠𝐡𝐬 𝐨𝐧 𝐭𝐡𝐞 𝐝𝐨𝐦𝐞𝐬𝐭𝐢𝐜 𝐦𝐚𝐫𝐤𝐞𝐭

China is strengthening its self-sufficiency in the pig sector, while at the same time reducing its dependence on imports. The 𝐒𝐄𝐋𝐅-𝐒𝐔𝐅𝐅𝐈𝐂𝐈𝐄𝐍𝐂𝐘 𝐑𝐀𝐓𝐄 rose from 97.9% in 2024 to 98% in 2025, with prospects for a further increase in 2026.

According to USDA data, the increase is supported by the growth of 𝐃𝐎𝐌𝐄𝐒𝐓𝐈𝐂 𝐏𝐑𝐎𝐃𝐔𝐂𝐓𝐈𝐎𝐍: in 2025, 703 million pigs were slaughtered, compared to 702.56 million in 2024, resulting in an increase in pork production from 57.06 to 57.15 million tonnes. At the same time, pork imports decreased by 6% compared to the previous year, confirming the strengthening of the domestic supply chain.

Despite these results, the domestic market shows signs of imbalance. According to recent news, the Chinese government has invited farmers to 𝐂𝐎𝐍𝐓𝐀𝐈𝐍 𝐏𝐑𝐎𝐃𝐔𝐂𝐓𝐈𝐎𝐍 to counter excess supply and weak demand. During a meeting with the main operators in the sector, the Ministry of Agriculture urged them to respect the production limits set in 2025 and to introduce a registration system to improve the monitoring of the sector.

Prices also reflect this pressure: in December 𝐏𝐎𝐑𝐊 𝐏𝐑𝐈𝐂𝐄𝐒 continued to decline, extending the streak of decreases, most likely due to weak demand, economic stagnation, but also changes in consumer tastes. In January 2026 there was a timid reversal of trend, with a first increase in quotations, a sign of a possible rebalancing of the market after the phase of strong pressure caused by excess supply.

For further information:
🔗China: pork self-sufficiency rate: https://teseo.clal.it/?section=atlas-meat-world&c=CH
🔗China: pork balance sheet: https://teseo.clal.it/?section=usda_suini&id_area=CH&cod_prod=0113000 #
🔗China: imports of pork and processed pork products: https://teseo.clal.it/?section=trade-suiniCarni-country&iso=CN&mov=I
🔗China: animal protein prices: https://teseo.clal.it/?section=china-livestock-prices

Have a nice Sunday, Marika De Vincenzi

12/09/2025

Amul: the future is in Proteins and the Cooperative, not in the stock exchange - CLAL News
By: The CLAL Team and Leo Bertozzi “Value, not volume, will drive our export growth,” said Jayen Mehta, General Manager of Indian GCMMF Ltd., explaining his strategy to expand Amul’s exports even in the face of rising U.S. tariffs. Back… Read more ›

By: The CLAL Team and Leo Bertozzi “Value, not volume, will drive our export growth,” said Jayen Mehta, General Manager of Indian GCMMF Ltd., explaining his strategy to expand Amul’s exports even in the face of rising U.S. tariffs. Back…Read more ›

31/07/2025

The changing landscape of Livestock Diseases in 2025 - CLAL News
By: Alberto Lancellotti In recent months, various animal diseases have raised increasing concern across the livestock sector, both globally and at the regional level. Below is a summary of the latest updates regarding these critical issues, with a specific focus… Read more ›

By: Alberto Lancellotti In recent months, various animal diseases have raised increasing concern across the livestock sector, both globally and at the regional level. Below is a summary of the latest updates regarding these critical issues, with a specific focus…Read more ›