The Field

Commodities Bulletin November 2025

Written by Atlante HQ | Nov 18, 2025 9:17:52 AM

Atlante spotlights trends in the major commodities markets as a tool to help with FMCG buying strategies. Here are the key market updates as of November 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.

Macroeconomic Headwinds and Supply Chain Stress

The global economic outlook remains fragile, with inflation finally slowing in most advanced economies, allowing for initial interest rate cuts. However, a solid recovery is not guaranteed, as consumer spending remains weak and investment is slowing.

Global supply chains are under a new period of stress due to more aggressive trade policies and geopolitical pressures. This has led to higher costs and longer lead times for companies reliant on imports, with the effective average tariff in the U.S. reaching its highest level since 1934.

Prices Climbing: The Scarcity Factor

Markets facing severe supply constraints, often due to climate or disease, are experiencing significant upward pressure:

Eggs: Prices in the EU and Italy are sharply rising due to an imbalance between demand and insufficient supply. Production is constrained by a high number of avian influenza outbreaks (351 since the start of the year).

Hazelnuts: The season is under severe strain with yields collapsing in both Italy and Turkey (the world's largest producer). This reduced global supply against stable demand is causing record-high prices and extreme volatility.

Avocados: The global market is in a phase of severe tension. Supply is falling due to drought, wildfires, and security issues in Mexico, leading to a sharp drop in available volumes and a surge in wholesale prices.

Olive Oil: Italian extra virgin olive oil prices remain at record highs.

Prices Easing: Abundance and Weak Demand

Where supply is ample or demand has slowed, prices are generally subdued:

  • Grains: The overall context for Soft Wheat and Durum Wheat remains one of abundance, keeping prices generally weak
    • Maize (Corn): EU prices are falling due to disappointing yields and an internal deficit, despite US prices rising
    • Rice: The Italian season opened with a sharp price drop, driven by high stocks and a bearish international context where global supply is forecast to reach record levels
  • Milk & Dairy: The European dairy market has turned sharply downward, primarily driven by a slowdown in demand, which is affected by inflation, tariffs, and a strong euro
  • Sugar: The market is firmly in a bearish phase, with international prices at their lowest in over three years, driven by expectations of a strong increase in global supply, particularly from Brazil
  • Cocoa: Prices continue a deflationary phase, driven by improved harvest prospects for 2025/26 and weak demand

Our November 2025 Bulletin breaks it all down. Whether you’re sourcing grains or dairy, cocoa or sugar, now’s the time to sharpen your outlook.

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