Author: Viktoriia Ray
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Ukrainian Grain Exports Rise to 3.19M Tons in March
March rebound: Ukraine shipped 3.194 million tons of grain in March 2025, up 5.3% year-on-year. Seasonal shortfall: Total 2025/26 exports of 25.619 million tons are lagging last year by 20.5% (‑6.6 million tons). Corn dominance: Corn made up 76% of March grain exports at 2.437 million tons, underscoring strong corn availability. Wheat softness: Lower wheat volumes versus last year…
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Russian Sunflower Oil Output Up 3.2% in Early 2025
Production growth: Russian unrefined sunflower oil output rose 3.2% year-on-year to 1.3 million tons in Jan–Feb 2025, reinforcing export availability. Strong February momentum: February sunflower oil production climbed 13% year-on-year to 0.7 million tons, with a 1.5% month-on-month increase, signaling steady crush activity. Margarine weakness: Margarine production dropped 19.7% to 68,500 tons in the first…
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Ukraine Rapeseed Oil Exports Surge as Crushing Expands
Export Pivot: Ukraine to boost rapeseed oil exports 2.7x to 576,000 tons in MY 2025/26 while cutting raw rapeseed exports 1.8x to 1.8 million tons. Smaller Crop: Rapeseed harvest seen down 10.1% year-on-year to 3.2 million tons on weaker yields of 2.6 t/ha amid adverse weather. Crushing Expansion: Domestic rapeseed oil output projected to jump…
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Vinnytsia Spring Barley 2025: 55,000ha Target
Planting Focus: Vinnytsia Oblast targets 55,000 ha of spring barley in 2025, far exceeding 10,000 ha planned for spring wheat. Progress to Date: As of March 27, spring barley and wheat sowing each stand at around 2% of planned area, with peas at 7% completion. Crop Conditions: Winter crops in the region have resumed active…
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Ukrainian Corn Prices Surge Over UAH 1,000/t
Sharp Price Gains: Ukrainian feed corn prices rose UAH 700–1,100/t since January 2026, reaching UAH 9,000–10,600/t CPT by March 27. Supportive Fundamentals: Tight farmer selling, strong domestic demand, and firm export interest are reinforcing a bullish market tone. Regional Premiums: Southern Ukrainian regions continue to command the highest bid levels due to proximity to key…
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Indian Wheat Production Revised Lower — Market Alert
Production outlook: India’s 2026 wheat harvest is expected to exceed last year’s output but come in below initial estimates. Weather impact: Late-February heatwave and subsequent hail-accompanied rains have damaged crops and raised grain quality concerns. Global balance: Any shortfall in Indian exportable surplus could be mildly supportive for Black Sea wheat demand, though India remains…
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Algeria Buys 690k Tons — Black Sea Wheat Wins
Volume Secured: Algeria’s OAIC purchased about 690,000 tons of milling wheat via an international tender concluded on March 26. Price Level: The deal was agreed at around $272 per ton C&F, reflecting competitive export pricing. Origin Mix: Most of the wheat is expected to come from Black Sea suppliers, notably Ukraine, Romania, and Bulgaria. Shipping…
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Kyrgyzstan Sugar Exports 2025: Uzbekistan Dominates
Kyrgyzstan exported 17,800 tons of sugar in 2025, with Uzbekistan taking 99.3% of total shipments. Sugar trade flows are highly concentrated within Central Asia, with negligible volumes reaching wider global markets. Impact on Black Sea freight, logistics capacity, and pricing is neutral due to small, regionally contained volumes. Market Update Kyrgyzstan’s sugar exports totaled 17,800…
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Kazakhstan-Uzbekistan Railway Expansion Boosts Freight
Coordinated rail expansion: Kazakhstan and Uzbekistan are jointly developing the Darbaza-Maktaaral railway corridor to increase cross-border freight capacity. Infrastructure modernization: New connections to the Maktaaral-Syrdarya interstate highway and upgraded signaling and communications systems aim to support higher transit volumes. Support for Middle Corridor: Enhanced throughput strengthens Central Asia’s role as an alternative grain export route,…
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Russian Sunflower Oil Export Duty Up 67% in April
Bearish for Russian exports: Sunflower oil export duty will surge 67% in April, sharply reducing Russia’s price competitiveness. Supportive for rivals: Higher Russian duties may divert demand toward Ukrainian and Argentine sunflower oil and meal. Complex-wide cost pressure: The return of a sunflower meal export duty raises costs across the sunflower products chain. Russia to…