77.3%
0%100%
Aug 2026 · +0.3 pp
Food Manufacturing
Protein ingredient trade
United States
Textured soy protein concentrate
Exports · Value · Jul 2026
Latest
$21.6M
Change
+9.2%
Data source: U.S. Census; USD; monthly
U.S. trade chart →European Union
| Category | Exports | Imports | Net |
|---|---|---|---|
| Wheat glutenJul 2026 | €43.7M | €464K | €43.2M |
| Protein concentrates/textured substancesJul 2026 | €31.4M | €21.8M | €9.6M |
| Other protein substancesJul 2026 | €51.4M | €50.5M | €964K |
Data source: Eurostat; EUR; monthly
EU trade chart →Category and ingredient prices
Plant-based dairy PPIs
U.S.
Perishable dairy alternatives
177.5+0.6%
Plant beverage alternatives
102.8+0.8%
Other dairy alternatives
113.2-0.2%
Data source: BLS; rebased index, 2023=100; monthly
PPI chart →Global vegetable oils
Global
| Signal | Latest (USD/mt) | 1M | Month | Trend |
|---|---|---|---|---|
| Soybean oilAug 2026 | $1,638(-1.2%) | -1.2% | Aug 2026 | |
| Coconut oilAug 2026 | $1,853(-3.7%) | -3.7% | Aug 2026 | |
| Groundnut oilAug 2026 | $1,833(+8.4%) | +8.4% | Aug 2026 | |
| Palm oilAug 2026 | $1,117(+1.5%) | +1.5% | Aug 2026 | |
| Rapeseed oilAug 2026 | $1,474(-0.9%) | -0.9% | Aug 2026 | |
| Sunflower oilAug 2026 | $1,492(-0.3%) | -0.3% | Aug 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 oilsAug 2026 | 385.3(+0.4%) | +0.4% | Aug 2026 | |
| Manufactured starchAug 2026 | 320.6(-2.8%) | -2.8% | Aug 2026 | |
| Wheat flourAug 2026 | 249.7(+1.5%) | +1.5% | Aug 2026 | |
| Soybean and oilseed processingAug 2026 | 122.6(-0.9%) | -0.9% | Aug 2026 | |
| Dry beansAug 2026 | 135.5(+2.8%) | +2.8% | Aug 2026 |
Data source: BLS; index; monthly
Input price data →European oilseed prices
Europe
Germany rapeseedWeek ending Sep 20, 2026521.74EUR/ton+0.1%Romania soybeansWeek ending Sep 13, 2026419.02EUR/ton+2.6%Spain sunflower seedWeek ending Sep 13, 2026481.56EUR/ton-1.1%
Data source: European Commission; EUR/ton; weekly
Oilseed price chart →Pulse grower bids
U.S.
| Signal | Latest (USD/cwt) | Week |
|---|---|---|
| Peas Whole Green Min-DakSep 21, 2026 | $11(0.0%) | Sep 21, 2026 |
| Peas Whole Yellow Min-DakSep 21, 2026 | $9.03(+3.7%) | Sep 21, 2026 |
| Beans Garbanzo PNWSep 21, 2026 | $22(0.0%) | Sep 21, 2026 |
| Lentils Brewer PNWSep 21, 2026 | $21(-2.3%) | Sep 21, 2026 |
Data source: USDA AMS; USD/cwt; weekly
Pulse bid chart →Sugar benchmarks
Global
| Signal | Latest (USD/kg) | Month |
|---|---|---|
| Sugar (US)Aug 2026 | $0.82(+3.8%) | Aug 2026 |
| Sugar (EU)Aug 2026 | $0.38(+2.7%) | Aug 2026 |
| Sugar (world)Aug 2026 | $0.38(+11.8%) | Aug 2026 |
Data source: World Bank; USD/kg; monthly
Sugar price data →Crop and meal benchmarks
Global
| Signal | Latest (USD/mt) | Month |
|---|---|---|
| SoybeansAug 2026 | $482(+0.8%) | Aug 2026 |
| Soybean mealAug 2026 | $403(-1.7%) | Aug 2026 |
| Wheat (US HRW)Aug 2026 | $330(+6.5%) | Aug 2026 |
| MaizeAug 2026 | $224(+5.0%) | Aug 2026 |
Data source: World Bank; USD/mt; monthly
Commodity price data →Packaging, energy, and logistics
Packaging and cold chain
U.S.
Corrugated boxesAug 2026501.4+2.0%Plastic packaging filmAug 2026210.6-3.2%Truckload freightAug 2026207.6+1.9%LTL freightAug 2026306.8+4.5%Refrigerated warehousingAug 2026167.1
Data source: BLS; rebased index, 2020=100; monthly
Packaging and logistics data →Facility energy
U.S.
| Signal | Latest | Month |
|---|---|---|
| Henry Hub natural gas spot priceAug 2026 | $2.78(-3.8%) | Aug 2026 |
| U.S. industrial electricity priceJun 2026 | 9.17(+5.3%) | Jun 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%
-5.1
-13.3%
Aug 2026
-14.6
+9.9%
Aug 2026
3.8
+72.7%
Aug 2026
13.1
+44.0%
Aug 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 crushJul 2026 | 6.7Mtons(+1.9%) | +1.9% | Jul 2026 | |
| Canola crushJul 2026 | 225Ktons(+10.2%) | +10.2% | Jul 2026 | |
| Soybean cake and mealJul 2026 | 4.9Mtons(+1.5%) | +1.5% | Jul 2026 | |
| Edible soybean cake and meal productionJul 2026 | 62Ktons(-0.7%) | -0.7% | Jul 2026 | |
| Canola cake and mealJul 2026 | 131Ktons(+19.1%) | +19.1% | Jul 2026 | |
| Crude soybean oilJul 2026 | 2.6Bpounds(+1.6%) | +1.6% | Jul 2026 | |
| Crude canola oilJul 2026 | 183.9Mpounds(+12.4%) | +12.4% | Jul 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 salesSep 10, 2026 | 1.7M(-35.5%) | -35.5% | Sep 10, 2026 |
| Soybean Meal export salesSep 10, 2026 | 24K(-44.4%) | -44.4% | Sep 10, 2026 |
| Soybean Oil export salesSep 10, 2026 | -163(-296.4%) | -296.4% | Sep 10, 2026 |
| Wheat export salesSep 10, 2026 | 326K(+67.8%) | +67.8% | Sep 10, 2026 |
| Corn export salesSep 10, 2026 | 1M(-46.8%) | -46.8% | Sep 10, 2026 |
Data source: USDA; metric tons; weekly
Export sales chart →Managed-money positioning
U.S.
Week ending Sep 15, 2026
Net shortNet long
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.Sep 9, 2026 | 59.4% | +0.8 pp | Sep 9, 2026 |
| North DakotaSep 15, 2026 | 65.9% | 0 pp | Sep 15, 2026 |
| KansasSep 15, 2026 | 51.6% | -3.5 pp | Sep 15, 2026 |
| IowaSep 15, 2026 | 6.8% | -1.9 pp | Sep 15, 2026 |
Data source: U.S. Drought Monitor; percent; weekly
Drought risk chart →Crop conditions
U.S.
| Crop | Good condition | 1W | Week |
|---|---|---|---|
| SoybeansSep 20, 2026 | 46%(0 pp) | 0 pp | Sep 20, 2026 |
| CornSep 20, 2026 | 44%(0 pp) | 0 pp | Sep 20, 2026 |
| Spring wheatAug 23, 2026 | 44%(-2 pp) | -2 pp | Aug 23, 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 |
|---|---|---|---|
| UreaAug 2026 | $390(-2.5%) | -2.5% | Aug 2026 |
| DAPAug 2026 | $794(+1.6%) | +1.6% | Aug 2026 |
| Potassium chlorideAug 2026 | $387(-2.4%) | -2.4% | Aug 2026 |
| Phosphate rockAug 2026 | $170(0.0%) | 0.0% | Aug 2026 |
| TSPAug 2026 | $704(-2.1%) | -2.1% | Aug 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 beefAug 2026 | $6.92/ lb(+0.6%) | +0.6% | Aug 2026 |
| ChickenAug 2026 | $2.01/ lb(+0.3%) | +0.3% | Aug 2026 |
| Whole milkAug 2026 | $4.23/ gal(-1.9%) | -1.9% | Aug 2026 |
| Cheddar cheeseAug 2026 | $5.98/ lb(+4.2%) | +4.2% | Aug 2026 |
| ButterAug 2026 | $4.02/ lb(+2.5%) | +2.5% | Aug 2026 |
| EggsAug 2026 | $2.27/ doz(+3.8%) | +3.8% | Aug 2026 |
| Pantry staples | |||
| Dried beansAug 2026 | $1.63/ lb(-3.5%) | -3.5% | Aug 2026 |
| FlourAug 2026 | $0.55/ lb(+0.9%) | +0.9% | Aug 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 spreadAug 2026 | $5.00(-2.5%) | -2.5% | Aug 2026 |
| Pork farm to retail price spreadAug 2026 | $3.70(+0.6%) | +0.6% | Aug 2026 |
| Retail-wholesale spread for broiler compositeAug 2026 | $1.40(+2.0%) | +2.0% | Aug 2026 |
Data source: USDA; USD/lb; monthly
Spread chart →Dairy ingredient output
U.S.
| Signal | Latest (lb) | 1M | Month | Trend |
|---|---|---|---|---|
| ButterJul 2026 | 189.2M(-9.0%) | -9.0% | Jul 2026 | |
| CheeseJul 2026 | 1.3B(+2.3%) | +2.3% | Jul 2026 | |
| CheddarJul 2026 | 328.6M(-2.0%) | -2.0% | Jul 2026 | |
| Nonfat dry milkJul 2026 | 165.1M(+0.8%) | +0.8% | Jul 2026 | |
| Dry wheyJul 2026 | 78.7M(-0.6%) | -0.6% | Jul 2026 | |
| LactoseJul 2026 | 93M(+6.8%) | +6.8% | Jul 2026 |
Data source: USDA; pounds; monthly
Dairy output data →Dairy cold storage
U.S.
| Signal | Latest (lb) | 1W | Week |
|---|---|---|---|
| Butter cold storageSep 14, 2026 | 61.2M(-4.4%) | -4.4% | Sep 14, 2026 |
| Cheese cold storageSep 14, 2026 | 84.6M(-2.3%) | -2.3% | Sep 14, 2026 |
Data source: USDA AMS; pounds; weekly
Cold storage data →