77.6%
0%100%
Jun 2026 · +0.1 pp
Food Manufacturing
Protein ingredient trade
United States
Textured soy protein concentrate
Exports · Value · Jun 2026
Latest
$19.8M
Change
+8.4%
Data source: U.S. Census; USD; monthly
U.S. trade chart →European Union
| Category | Exports | Imports | Net |
|---|---|---|---|
| Wheat glutenMay 2026 | €46M | €350K | €45.6M |
| Protein concentrates/textured substancesMay 2026 | €25.6M | €20.3M | €5.3M |
| Other protein substancesMay 2026 | €54.1M | €41.3M | €12.7M |
Data source: Eurostat; EUR; monthly
EU trade chart →Category and ingredient prices
Plant-based dairy PPIs
U.S.
Other dairy alternatives
113.6+0.2%
Data source: BLS; rebased index, 2023=100; monthly
PPI chart →Global vegetable oils
Global
| Signal | Latest (USD/mt) | 1M | Month | Trend |
|---|---|---|---|---|
| Soybean oilJul 2026 | $1,660(-4.6%) | -4.6% | Jul 2026 | |
| Coconut oilJul 2026 | $1,924(-2.8%) | -2.8% | Jul 2026 | |
| Groundnut oilJul 2026 | $1,689(-5.6%) | -5.6% | Jul 2026 | |
| Palm oilJul 2026 | $1,101(-0.3%) | -0.3% | Jul 2026 | |
| Rapeseed oilJul 2026 | $1,494(-1.8%) | -1.8% | Jul 2026 | |
| Sunflower oilJul 2026 | $1,483(-1.7%) | -1.7% | Jul 2026 |
Data source: World Bank; USD/mt; monthly
Vegetable oil chart →Input price indexes
U.S.
| Signal | Latest (index) | 1M | Month | Trend |
|---|---|---|---|---|
| Shortening and cooking oilsJun 2026 | 385.8(-0.1%) | -0.1% | Jun 2026 | |
| Manufactured starchJun 2026 | 329.1(+0.8%) | +0.8% | Jun 2026 | |
| Wheat flourJun 2026 | 243.7(-3.3%) | -3.3% | Jun 2026 | |
| Soybean and oilseed processingJun 2026 | 123.6(+2.3%) | +2.3% | Jun 2026 | |
| Dry beansJun 2026 | 124.4(+2.1%) | +2.1% | Jun 2026 |
Data source: BLS; index; monthly
Input price data →European oilseed prices
Europe
Germany rapeseedWeek ending Aug 2, 2026503.79EUR/ton-2.3%Romania soybeansWeek ending Jul 26, 2026401.38EUR/ton-1.9%Spain sunflower seedWeek ending Aug 2, 2026482.02EUR/ton+2.2%
Data source: European Commission; EUR/ton; weekly
Oilseed price chart →Pulse grower bids
U.S.
| Signal | Latest (USD/cwt) | Week |
|---|---|---|
| Peas Whole Green Min-DakAug 3, 2026 | $12(0.0%) | Aug 3, 2026 |
| Peas Whole Yellow Min-DakAug 3, 2026 | $8.96(-0.6%) | Aug 3, 2026 |
| Beans Garbanzo PNWAug 3, 2026 | $22(0.0%) | Aug 3, 2026 |
| Lentils Brewer PNWAug 3, 2026 | $22(0.0%) | Aug 3, 2026 |
Data source: USDA AMS; USD/cwt; weekly
Pulse bid chart →Sugar benchmarks
Global
| Signal | Latest (USD/kg) | Month |
|---|---|---|
| Sugar (US)Jul 2026 | $0.79(+1.3%) | Jul 2026 |
| Sugar (EU)Jul 2026 | $0.37(-2.6%) | Jul 2026 |
| Sugar (world)Jul 2026 | $0.34(+6.3%) | Jul 2026 |
Data source: World Bank; USD/kg; monthly
Sugar price data →Crop and meal benchmarks
Global
| Signal | Latest (USD/mt) | Month |
|---|---|---|
| SoybeansJul 2026 | $459(-1.1%) | Jul 2026 |
| Soybean mealJul 2026 | $398(-5.0%) | Jul 2026 |
| Wheat (US HRW)Jul 2026 | $310(+8.4%) | Jul 2026 |
| MaizeJul 2026 | $213(+8.3%) | Jul 2026 |
Data source: World Bank; USD/mt; monthly
Commodity price data →Packaging, energy, and logistics
Packaging and cold chain
U.S.
Corrugated boxesJun 2026487.4+2.0%Plastic packaging filmJun 2026217.6+6.2%Truckload freightJun 2026204.6+0.3%LTL freightJun 2026308.0-1.3%Refrigerated warehousingJun 2026168.0+0.2%
Data source: BLS; rebased index, 2020=100; monthly
Packaging and logistics data →Facility energy
U.S.
| Signal | Latest | Month |
|---|---|---|
| Henry Hub natural gas spot priceJul 2026 | $2.89(-8.3%) | Jul 2026 |
| U.S. industrial electricity priceMay 2026 | 8.71(+0.6%) | May 2026 |
Data source: U.S. Energy Information Administration; USD per million Btu and Cents per kilowatthour; monthly
Energy price chart →Diesel logistics cost
U.S.
Data source: U.S. Energy Information Administration; dollars per gallon; weekly
Fuel price data →Manufacturing conditions and constraints
U.S. capacity utilization
Data source: Federal Reserve; food, beverage, and tobacco manufacturing; percent; monthly
Capacity utilization data →EU food manufacturers
European surveys dashboard →77.7%
Q3 2026 · -0.3 pp
0%100%
-4.4
+48.8%
Jul 2026
-16.1
+18.3%
Jul 2026
2.2
+320.0%
Jul 2026
8.9
-27.6%
Jul 2026
Data source: European Commission; monthly balances; quarterly capacity utilization.
Upstream processing and crop-market risk
Oilseed processing and meal output
U.S.
| Signal | Latest | 1M | Month | Trend |
|---|---|---|---|---|
| Soybean crushJun 2026 | 6.5Mtons(+2.2%) | +2.2% | Jun 2026 | |
| Canola crushJun 2026 | 205Ktons(+24.0%) | +24.0% | Jun 2026 | |
| Soybean cake and mealJun 2026 | 4.8Mtons(+2.4%) | +2.4% | Jun 2026 | |
| Edible soybean cake and meal productionJun 2026 | 63Ktons(-11.6%) | -11.6% | Jun 2026 | |
| Canola cake and mealJun 2026 | 110Ktons(+16.4%) | +16.4% | Jun 2026 | |
| Crude soybean oilJun 2026 | 2.5Bpounds(+2.6%) | +2.6% | Jun 2026 | |
| Crude canola oilJun 2026 | 163.6Mpounds(+21.5%) | +21.5% | Jun 2026 |
Data source: USDA; tons and pounds; monthly
Oilseed processing data →Crop and oilseed-product export sales
U.S.
| Signal | Net sales (mt) | 1W | Week |
|---|---|---|---|
| Soybean export salesJul 30, 2026 | 32K(-89.4%) | -89.4% | Jul 30, 2026 |
| Soybean Meal export salesJul 30, 2026 | 101K(+60.2%) | +60.2% | Jul 30, 2026 |
| Soybean Oil export salesJul 30, 2026 | 4K(+457.2%) | +457.2% | Jul 30, 2026 |
| Wheat export salesJul 30, 2026 | 296K(+3.9%) | +3.9% | Jul 30, 2026 |
| Corn export salesJul 30, 2026 | 117K(-67.8%) | -67.8% | Jul 30, 2026 |
Data source: USDA; metric tons; weekly
Export sales chart →Managed-money positioning
U.S.
Week ending Aug 4, 2026
Net shortNet long
Soybean
133K-17.4%
Soybean Meal
78K-11.3%
Soybean Oil
79K-26.8%
Chicago SRW Wheat
-25K-204.7%
Corn
145K+14.2%
Data source: U.S. Commodity Futures Trading Commission; contracts; weekly
Positioning chart →Moderate-or-worse drought exposure
U.S.
| Region | Exposure | 1W | Week |
|---|---|---|---|
| Contiguous U.S.Jul 29, 2026 | 48.5% | +0.6 pp | Jul 29, 2026 |
| North DakotaAug 4, 2026 | 56.4% | +28 pp | Aug 4, 2026 |
| KansasAug 4, 2026 | 31.8% | +4.4 pp | Aug 4, 2026 |
| IowaAug 4, 2026 | 26.4% | +3.9 pp | Aug 4, 2026 |
Data source: U.S. Drought Monitor; percent; weekly
Drought risk chart →Crop conditions
U.S.
| Crop | Good condition | 1W | Week |
|---|---|---|---|
| SoybeansAug 2, 2026 | 52%(0 pp) | 0 pp | Aug 2, 2026 |
| CornAug 2, 2026 | 48%(-2 pp) | -2 pp | Aug 2, 2026 |
| Spring wheatAug 2, 2026 | 48%(+2 pp) | +2 pp | Aug 2, 2026 |
| Winter wheatJul 5, 2026 | 22%(0 pp) | 0 pp | Jul 5, 2026 |
Data source: USDA; percent; weekly
Crop condition data →Fertilizer benchmark prices
Global
| Benchmark | Latest (USD/mt) | 1M | Month |
|---|---|---|---|
| UreaJul 2026 | $400(-11.7%) | -11.7% | Jul 2026 |
| DAPJul 2026 | $781(-0.3%) | -0.3% | Jul 2026 |
| Potassium chlorideJul 2026 | $397(-1.5%) | -1.5% | Jul 2026 |
| Phosphate rockJul 2026 | $170(+8.3%) | +8.3% | Jul 2026 |
| TSPJul 2026 | $720(-2.2%) | -2.2% | Jul 2026 |
Data source: World Bank; USD/mt; monthly
Input price data →Retail and category context
Retail price basket
U.S.
| Signal | Latest | 1M | Month |
|---|---|---|---|
| Meat, dairy, and eggs | |||
| Ground beefJun 2026 | $6.83/ lb(+1.2%) | +1.2% | Jun 2026 |
| ChickenJun 2026 | $2.04/ lb(+0.4%) | +0.4% | Jun 2026 |
| Whole milkJun 2026 | $4.32/ gal(+2.4%) | +2.4% | Jun 2026 |
| Cheddar cheeseJun 2026 | $5.96/ lb(+4.8%) | +4.8% | Jun 2026 |
| ButterJun 2026 | $3.82/ lb(-2.9%) | -2.9% | Jun 2026 |
| EggsJun 2026 | $2.14/ doz(-2.3%) | -2.3% | Jun 2026 |
| Pantry staples | |||
| Dried beansJun 2026 | $1.63/ lb(-2.6%) | -2.6% | Jun 2026 |
| FlourJun 2026 | $0.54/ lb(0.0%) | 0.0% | Jun 2026 |
Data source: BLS; USD; monthly
Retail price history →Meat price spreads
U.S.
| Signal | Latest (USD/lb) | 1M | Month |
|---|---|---|---|
| Choice beef farm to retail price spreadJun 2026 | $4.71(+2.5%) | +2.5% | Jun 2026 |
| Pork farm to retail price spreadJun 2026 | $3.75(-1.0%) | -1.0% | Jun 2026 |
| Retail-wholesale spread for broiler compositeJun 2026 | $1.43(-4.5%) | -4.5% | Jun 2026 |
Data source: USDA; USD/lb; monthly
Spread chart →Dairy ingredient output
U.S.
| Signal | Latest (lb) | 1M | Month | Trend |
|---|---|---|---|---|
| ButterJun 2026 | 208.2M(-7.2%) | -7.2% | Jun 2026 | |
| CheeseJun 2026 | 1.2B(-4.1%) | -4.1% | Jun 2026 | |
| CheddarJun 2026 | 338.1M(-2.4%) | -2.4% | Jun 2026 | |
| Nonfat dry milkJun 2026 | 164.9M(-4.9%) | -4.9% | Jun 2026 | |
| Dry wheyJun 2026 | 78.9M(-2.6%) | -2.6% | Jun 2026 | |
| LactoseJun 2026 | 86.7M(-11.5%) | -11.5% | Jun 2026 |
Data source: USDA; pounds; monthly
Dairy output data →Dairy cold storage
U.S.
| Signal | Latest (lb) | 1W | Week |
|---|---|---|---|
| Butter cold storageAug 3, 2026 | 67.3M(-1.2%) | -1.2% | Aug 3, 2026 |
| Cheese cold storageAug 3, 2026 | 81.7M(0.0%) | 0.0% | Aug 3, 2026 |
Data source: USDA AMS; pounds; weekly
Cold storage data →