I was playing the game at a friend's house, wanting to see if it's something I would like to buy and I had the same issue. Apparently my friend never did the in-game tutorials and just started playing and learning that way so he never caught this bug.
I've re-played this tutorial at least 10 times and the bug happens at exactly the same moment - after I buy the mule and send it to get water. All the "rate" numbers next to the commodities disappear as soon as the mule starts its way towards the water and then I'm unable to build anything anymore. The construction ships go to the build sites (of the farms) but just sit there doing nothing.