Market trends for raw materials

Atlante spotlights trends in the major commodities markets as a tool to help with FMCG buying strategies. Here are updates on commodity market trends as of July 2025.

At Atlante, we support FMCG buyers to make informed decisions about the markets in which they operate. Breaking supply chain, climate and consumer news often shapes the factors impacting commodity prices!

Our Market Intelligence resources can help you understand the commodities in your cost stack, allowing you to make data-driven decisions guided by trusted research and analysis. Commodities bulletins like the one below are a quick and easy way to stay up to date on market trends that may impact you. Read on for an overview of commodities trends happening now.

Market Movers: What’s Driving Global Commodities in 2025?

The global commodity landscape is shifting fast and it’s no longer just about supply and demand. From the volatility of energy markets to the unpredictable pulse of global agriculture, navigating sourcing today means understanding far more than just prices.

In our June 2025 Commodity Bulletin, we explore the economic forces, environmental disruptions, and political flashpoints that are redefining how businesses must approach procurement, planning, and risk management.

Here’s a glimpse of what’s inside:

Geopolitics over fundamentals: energy markets in flux 

Energy prices aren’t waiting for supply shocks, they’re reacting to fear. Tensions in the Middle East, particularly surrounding the Strait of Hormuz, are sending ripples through global oil, gas, and coal markets. Even in the absence of actual disruptions, risk perception alone is enough to fuel volatility.

Grains: strong yields, but are storm clouds ahead?

Europe is looking at a wheat production rebound but dry weather and new import restrictions on Ukrainian grain could shake things up. Meanwhile, the U.S. is expecting record maize harvests, even as drought lingers in parts of North America.

Tomatoes & Vegetable oils: Supply squeeze continues

Global tomato production is in decline for the third year in a row, and bad weather in Europe isn’t helping. Processed tomato prices are holding at historically high levels and the outlook for sunflower and palm oil remains tense, despite some recent easing.

In Italy and Spain, weather and planting delays are limiting visibility into the next harvest, which may result in a more compressed and expensive season.

Cocoa, coffee & Sugar: From record highs to price drops

After months of soaring prices, cocoa and coffee are now on a downward trend, thanks to better harvest conditions and the unwinding of speculative trading. But with global demand softening, could this signal a longer-term correction or just the calm before another storm?

At the same time, sugar prices have plummeted globally even as Europe braces for a potential return to import dependency.

And then there's the weather...

The European potato campaign started strong but now, drought concerns are mounting. Oats, meanwhile, remain in steady demand across both feed and food sectors, but weather could still tilt the balance in the coming months.

The Bottom Line?
Commodity markets in mid 2025 are defined by contradiction: improving harvests in some regions, supply shocks in others; declining inflation in Europe, yet rising volatility across key inputs. Businesses must stay alert, agile, and data-informed.

Our June 2025 Bulletin breaks it all down. Whether you’re sourcing wheat or sunflower oil, cocoa or corn, now’s the time to sharpen your outlook.

Stay informed about trends in grains, oils, eggs, dairy products, legumes, and colonial goods with Atlante. For custom support and help along your FMCG journey, contact us via the form below.