🚀 Aurora LNG Expands Small-Scale LNG Production in Russia’s Far East

Aurora LNG is developing a network of small-scale LNG plants across Advanced Special Economic Zones (ASEZ) in the Far East:

📍 Primorsky Krai (Nadezhdinskaya ASEZ)
— First plant already operational
— Capacity: 4 t/h (2 production lines)

🏗 Spassk-Dalny
— Construction launched in late 2025
— Capacity: 34,000 t/year
— Commissioning: Q2 2027
— Investment: ~RUB 4.37 bn
— 55 jobs to be created

📍 Khabarovsk
— Planned facility with 2 lines
— Capacity: 32,000 t/year (2×2 t/h)
— Launch: 2028

📊 Aurora LNG continues to strengthen its position in the small-scale LNG segment, focusing on gas motor fuel and decentralized energy solutions.

#LNG #Russia #FarEast #Energy #Investments #Gas #Infrastructure

🪴 Russia Strengthens Its Fertilizer Position in Latin America

Amid China’s export restrictions, Latin American countries — Argentina, Mexico, and Colombia — are turning more actively to Russian fertilizers.

📉 China has limited exports to protect its domestic market, restricting phosphates and nitrogen-potassium products, creating supply pressure in the region.

📈 Russia, holding an 18% share of the global fertilizer market, is expanding rapidly:
• $839M in exports to Argentina, Mexico, and Colombia in 2024
• +20% YoY growth in Latin America

⚠️ Key risks: logistics challenges and potential political pressure from the U.S.

💡 Bottom line: Latin America is becoming a key growth market for Russian fertilizer exports.

#fertilizers #agriculture #exports #Russia #LatinAmerica #commodities

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🌍 Hidden Risk in Global Agriculture

Markets may be underestimating the long-term impact of disruptions in the Middle East. Many traders still expect a quick resolution — but farmers are already adapting.

🚜 Facing rising fuel and fertilizer costs, producers in the US, Europe, and Australia are shifting toward oilseeds (soybean, rapeseed, sunflower) — the only crops that remain profitable under current conditions.

📉 As a result:
• Grain and vegetable planting is being reduced
• Some fields may be left unused due to high input costs
• Oilseed production is set to surge — likely leading to oversupply and lower prices

⚠️ The real risk: a sharp drop in global food production outside oilseeds — which could trigger a spike in food prices as early as this autumn.

#agriculture #commodities #foodsecurity #oilandgas #inflation

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🇷🇺 Russia Boosts Animal Feed Imports from Brazil 30x

In March 2026, imports jumped to $1.8M, up from $61K a year earlier.

Russia now ranks #8 globally with a 3.7% share.

🌎 Top importers:
Paraguay (11.8%) • Chile (10.3%) • Colombia (9.8%)

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🌍 Brazilian Pork Exports to Russia Hit Highest Level Since July 2022

In March 2026, Russia imported $2.3 million worth of pork from Brazil, reaching the highest level since July 2022 (when imports totaled $4 million).

📈 That’s a 5.4x increase year-on-year (March 2025: $425K)
📊 Russia’s share in Brazil’s total pork exports remains below 1%

Top importers of Brazilian pork:
🇵🇭 Philippines — 29.3%
🇯🇵 Japan — 18.5%
🇨🇱 Chile — 7.4%

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🌍 Pistachio Prices Hit 8-Year High

Prices surged to $4.57/lb — the highest in 8 years — amid rising tensions between the US and Iran (Bloomberg).

🇮🇷 Iran supplies ~33% of global exports, making the market highly sensitive to geopolitical risks.

📊 Russia Market Snapshot:
• ~12,000–13,000 tons imported annually
• Demand remains strong despite price volatility
• Key suppliers: USA, Iran, Turkey

🏢 Top Pistachio Importers in Russia:
• Olam Russia
• CJSC “Torgovy Dom Orekhprom”
• GK “Nutberry”
• Agroimport LLC
• TD “Vkusny Produkt”

📈 Tight supply + strong demand = prices likely to stay high.

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🚆 Russia sets all-time grain rail record in Q1 2026

Russian Railways transported 9.2M tons of grain from January to March — a +46.5% YoY increase and the highest quarterly volume in its history (previous record: 8.7M tons in Q1 2024).

In March alone:
• 3.3M tons shipped (+57.8% YoY)
• 186K tons in containers (12.5K TEU, +30.4%)

📦 Exports surged:
• 2.4M tons exported (2.3x growth)
• 1.6M tons via ports (2x growth)
• Southern ports handled 1.5M tons (2.2x growth)
• Northwest: 97K tons (2x)
• Far East: 51K tons (-26.6%)
• Land exports: 828K tons (2.9x growth)

🏠 Domestic shipments: 908K tons (-13.7%)

🌾 Top loading regions (March):
1. Altai Krai — 324K tons
2. Novosibirsk Region — 274K tons
3. Omsk Region — 233K tons

#grain #russia #logistics #export #rail #agriculture #commodities #supplychain #trade

⭐️ Russia and China Plan Cross-Border Hydrogen Corridor

Russia and China are exploring the creation of a cross-border hydrogen transport corridor. A memorandum has been signed by RT-Business Development (part of Rostec) together with Chinese investors.

The project envisions localized hydrogen production facilities along major highways, combined with a network of refueling infrastructure. This would enable hydrogen-powered freight transport between the two countries. No official timeline has been announced yet.

Using hydrogen as fuel for heavy-duty trucks could significantly reduce CO₂ emissions, extend driving range, allow fast refueling, and ensure stable operation in harsh climates such as Siberia and the Russian Far East.

▶️ According to Gruzopotok, China already operates five dedicated hydrogen corridors with over 1,000 hydrogen trucks in use. For Russia, this would be a pioneering initiative.

#hydrogen #logistics #transport #trucking #energytransition #greenenergy

Russia nearly doubled imports of Kazakh ice cream, accounting for two-thirds of its exports

In February 2026, Russia almost doubled its imports of ice cream from Kazakhstan compared to the same period last year, reaching $3.6 million. This marks the highest level since July 2025, when shipments were close to $5 million.

Russia accounted for 68% of Kazakhstan’s total ice cream exports, making it the largest buyer of this product. Other notable importers included Kyrgyzstan (19%) and Uzbekistan (7%).

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💧 China May Ban Sulfuric Acid Exports Starting May 2026

China is reportedly planning to ban exports of sulfuric acid from May 2026 due to disruptions in sulfur supplies from the Middle East, according to Bloomberg citing industry sources.

The restriction would apply to sulfuric acid produced as a byproduct of copper and zinc smelting in China. The move is aimed at preserving domestic supply during the peak agricultural planting season.

If officially implemented, the ban could put additional pressure on global markets—particularly impacting the metallurgical sector and fertilizer production.

▶️ Notably, the global sulfur shortage continues to intensify, driving prices higher. Earlier, Russian fertilizer producers called for price caps on sulfur amid rising costs. Russia has already imposed a ban on exports of technical sulfur until June 30, 2026.

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Russia has entered the top 2 importers of Turkish footwear, boosting purchases by 70%

In February 2026, Russia increased imports of Turkish footwear by 70% compared to the same month last year, reaching $7.5 million. Thanks to this sharp growth, the country ranked second among the largest buyers of this product, уступая only to Iraq (8.9% share), and surpassing Italy, Germany, and Kazakhstan. Russia’s share in Turkey’s total footwear exports amounted to 7.8%.

🌍 Ruble Share in Russia’s Foreign Trade Hits Record 60%

In February 2026, the share of ruble-denominated payments in Russia’s foreign trade reached a new all-time high of 60%, according to calculations based on data from the Central Bank of Russia.

Import breakdown by region:

Asia — 54.0% (new record)
Americas — 70.0%
Africa — 82.0%
Europe — 69.3%

Currency dynamics:

Payments in “friendly” currencies dropped to a new low of 26.9%
“Unfriendly” currencies declined further to 13.1% (down from 14.3% in January)

📊 The trend highlights Russia’s accelerating shift toward national currency settlements and reduced reliance on foreign currencies in global trade.

#russia #trade #currency #ruble #import #export #globaltrade #economy

Ranked: GDP Per Capita Growth in Major Economies (2000–2026) 🌍

🍫 Cocoa Giants: Ivory Coast & Ghana vs The World

When it comes to cocoa production, two countries dominate the global stage — and it’s not even close.

📊 Global Cocoa Leaders:
🇨🇮 Ivory Coast — 2.37M tonnes
🇬🇭 Ghana — 653K tonnes

🌍 Other key producers:
🇮🇩 Indonesia — 641K tonnes
🇪🇨 Ecuador — 375K tonnes
🇧🇷 Brazil — 296K tonnes
🇨🇲 Cameroon — 295K tonnes
🇳🇬 Nigeria — 284K tonnes
🇵🇪 Peru — 166K tonnes

👉 West Africa remains the undisputed heart of global cocoa production.

But behind these numbers is a deeper story:

⚖️ Farmer income & fair value distribution
🌱 Sustainability and environmental impact
📈 Market volatility & rising global demand

Cocoa isn’t just a commodity — it’s the backbone of a multi-billion dollar chocolate industry and the livelihood of millions.

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#cocoa #commodities #agriculture #trade #export #import #africa #chocolate

India Drops from 4th to 6th Largest Economy

India is now behind the United Kingdom and Japan in global rankings.

But nothing fundamentally changed.

GDP rankings depend on currency and comparison, not just growth.

Insight: Rank can fall even when growth continues.

#india #economy #gdp #finance