Algoran Agro

Author: Alexander Lutsyuk

  • Russian Feed Prices Rise; Tunisia Buys Barley

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    Alexander Lutsyuk
    in ,

    Russian domestic feed prices increased by 3% year-over-year, indicating firming internal demand. Tunisia purchased 75,000 metric tons of feed barley in a recent tender. Market Update Data from the Russian market indicates domestic feed prices have risen 3% over the last twelve months. This reflects a steady-to-firm tone in the internal market for feed components.…

  • Soybean Meal Price Pressure Amid US Supply Surge

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    Alexander Lutsyuk
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    The recent surge in global soybean meal prices, driven by China’s return to US soybean purchases, is viewed as temporary and sentiment-based by analysts. US soybean processors report record inventories and processing volumes; meal production is forecast to reach an unprecedented 55 million tons in 2025/26. A growing US surplus is expected to increase export…

  • Ukrainian Corn Supply Tightens Amid Harvest Delays

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    Alexander Lutsyuk
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    Ukrainian Corn Supply Tightens on Harvest Delays, Spot Prices Firm High moisture content in Ukrainian corn is slowing harvest progress and creating significant bottlenecks at grain elevators, limiting spot market supply. Persistent logistical challenges have pushed Ukrainian spot corn prices to $211-212/ton, maintaining a premium over forward contracts. Globally, ample supplies in other regions such…

  • AGROTRADE Secures Europe Soya Certification for Premium EU Sales

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    Alexander Lutsyuk
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    AGROTRADE Group has obtained Europe Soya / Donau Soja certification for its soybean production. The certification confirms the company’s soybeans are non-GMO and meet high European standards for quality, sustainability, and origin transparency. This grants the company access to sell its soybeans at a premium in specialized EU markets. Market Update AGROTRADE Group announced on…

  • South Korea Feed Wheat Deal Excludes Russian Origin

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    Alexander Lutsyuk
    in

    South Korea’s MFG bought 65,000 tons of feed wheat in a private deal with Cargill. Price set at $264.30 per ton C&F, delivery scheduled for March 2026. Agreement strictly excludes wheat of Russian origin (along with China, Pakistan, Argentina, and Denmark). This distant-dated deal acts as a forward price marker but does not indicate near-term…

  • Kazakhstan Rail Freight Congestion Worsens in 2023

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    Alexander Lutsyuk
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    Kazakhstan’s rail network faces intensified congestion, with over 2,500 private wagons idle for more than 10 days this month. Station capacity and train movement are severely constrained, especially affecting grain freight handlers. KTZ urges shippers to promptly clear wagons, as the bottleneck extends logistical challenges for exporters. Prolonged congestion poses a bearish risk for local…

  • China Soybean Imports Surge Amid Demand Concerns

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    Alexander Lutsyuk
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    Key Takeaways China’s Sep–Oct soybean imports reached 22.4 MT, up 2.9 MT year-on-year. The US supplied zero soybeans to China in Sep–Oct; South America gained this market share. Analysts expect Chinese soybean imports to slow in Nov–Dec due to large domestic stockpiles and weak soymeal demand. Market Update China’s demand for soybeans accelerated in the…

  • Ukraine Corn High Moisture Limits Flow, Boosts Spot Prices

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    Alexander Lutsyuk
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    Key Takeaways Ukraine’s corn harvest is delayed by high grain moisture, with about a third of the crop still unharvested, mostly in the north and west. Elevator bottlenecks due to slow drying are restricting the inflow of new corn to market, causing capacity shortages. Spot corn prices remain firm and above forward values, showing bullish…

  • Russian Wheat Production Forecast 2026: Decline Ahead

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    Alexander Lutsyuk
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    Russian wheat production forecast to decline to 85.5–88 million tons in 2026, down from 88.4–88.5 million tons in 2025. Export competitiveness under pressure: Russian wheat priced at $227/ton FOB Novorossiysk, above French wheat. November exports robust at 4 million tons (through Nov 24), targeting 5.2+ million tons for the month. Structural challenges: reduced wheat acreage,…

  • Soybean Meal Prices Surge to 13-Month Highs

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    Alexander Lutsyuk
    in

    Soybean Meal Prices Surge to 13-Month Highs Despite Weak Fundamentals Argentine soybean meal reached $360/t on November 13, a 13-month high and 20% above September levels. OilWorld analysts caution that recent price gains are speculative and not grounded in market fundamentals. US meal production for 2025/26 projected at a record 55 million tonnes, leading to…