Supply Shift in Salt, sulphur, earths and stone: KN 25010099 Imports Swing Month-on-Month

Latvia's customs ledger just flagged salt, sulphur, earths and stone. Clearing records in trade_kn8 (the line-by-line register of goods that physically cleared Latvia's border) show imports under KN 25010099 (an 8-digit EU Combined Nomenclature product code — chapter 25 covers salt, sulphur, earths and stone) at €2.3M in 2026-05, against €387,442 in 2026-04 — a month-on-month swing of 484% (€1.9M in absolute terms).

In plain terms: imports rose from €387,442 to €2.3M in a single month. Read the monthly totals and nothing looks unusual; read this one product line and the move is unmistakable.

Why this matters: a swing this size at the 8-digit level stays invisible in headline statistics — far too small to move a national trade figure, but for anyone who grows, buys or hauls this product it is the whole market. A move like this is a supply-shift signal, not a price story: clearing statistics describe what already moved, in a single-reporter view (Latvian customs). A new contract, a large one-off shipment, a change in routing or classification — all look identical in this data. The ledger doesn't say which it was, and we don't guess.

If salt, sulphur, earths and stone is your market: does this match what you saw in May? Every figure above traces to a frozen query row in this post's provenance record — the exact SQL, the exact row, no estimates.

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This post is informational, derived from descriptive customs-clearing statistics (national customs / Eurostat COMEXT). It is not financial or investment advice and contains no price forecast. Trade flows describe what already moved; they do not predict prices, and a month-on-month swing is not evidence of any cause.

© Ori — Sputnik X Trade Data · Every number above traces to a frozen customs-ledger query. No estimates, no vibes.