Author: Viktoriia Ray
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Black Sea Wheat Prices Slip After US Futures Drop
Wheat under pressure: U.S. and European wheat futures fell (CBOT March SRW -1.6% to $191.34/t), though U.S. wheat exports remain 21.9% above last year, signaling resilient global demand. Corn export strength: U.S. corn futures slipped only modestly, while exports for 2025/26 surged 68.74% year-over-year to 22.5 million tonnes, tightening competition for Black Sea origins. Oilseeds…
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Kyrgyzstan 2025 Wheat Harvest Plunges 26%
Production Shock: Kyrgyzstan’s 2025 wheat output fell 26% year-on-year amid weaker yields, with total grain production down 15%. Yield Deterioration: Average grain yields dropped to 30 c/ha from 35.8 c/ha, driven by poorer performance in the key Chui and Talas regions. Barley Under Pressure: Barley production declined 26% to 474,000 tons, with yields sliding to…
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Bashkortostan Flour Exports Surge 50% in 2025
Export Surge: Processed grain exports from Bashkortostan rose 50% year-on-year to over 29,200 tons in the first 11 months of 2025. Flour-Led Growth: Flour dominated the export mix at 27,370 tons, with demand from Azerbaijan, Kazakhstan, Turkey, Uzbekistan and other markets. Quality Assurance: All 200,000 tons of inspected grain and processed products met international quarantine…
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Ryazan Rapeseed Frost Causes Major Crop Losses
Neutral to slightly bearish: Spring frost during flowering sharply reduced winter rapeseed yields in Ryazan, highlighting weather risks for European Russia. Financial impact: Ingosstrakh paid 11.4 million rubles in insurance compensation for the damaged winter rapeseed crop. Risk management: The event may influence regional planting decisions and demand for crop insurance and other hedging tools.…
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Ukrainian Soybean Prices Rise Amid Tight Supply
Bullish: Ukrainian soybean export prices climbed to USD 420–428/t CPT port on tight domestic supply and strong competition among buyers. Bearish: Global soybean prices remain pressured by weak Chinese demand for US soy, lower Argentine export duties, and strong Brazilian crop prospects. Neutral: Soybean meal export price growth has stalled as demand slows, keeping values…
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China Buys Again: Argentine Wheat Exports Restart
Trade Resumption: China has booked its first Argentine wheat cargo in around 30 years via state-owned Cofco International. Competitive Supply: Record Argentine harvest and lower export duties to 7.5% are making its wheat among the cheapest globally. Market Impact: Neutral to slightly bearish for Black Sea wheat as Argentina competes more aggressively in Asian destinations,…
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Russian Grain Export Duties Kept at Zero Through Dec 25
Zero Duties Extended: Russia will maintain zero export duties on wheat, barley, and corn for shipments from December 17–25, preserving export competitiveness. Mixed Price Action: Wheat and barley indicative prices rose week-over-week, while corn prices declined amid seasonal harvest pressure. Neutral to Slightly Bullish Tone: Stable demand for wheat and barley and continued duty-free exports…
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Ukrainian sunflower seed prices retreat as oil weakens
Ukrainian Sunflower Seed Prices Retreat on Weak Oil Market, Ample Stocks Key Takeaways Ukrainian sunflower seed prices fell by UAH 300–500/ton last week after a short-lived increase. Processing plants quoted sunflower seeds at UAH 27,500–28,600/ton CPT, with premiums for oil content above 50–51%. The price reduction reflects weaker sunflower oil export values and comfortable raw…
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Brazilian Soybean Exports Surge, Pressuring US Market
Bearish US & Black Sea: Brazil’s soybean export potential is projected to jump to 115 million tons in 2026, reinforcing its dominance and eroding market share for competing origins. Bearish Prices: Expanded Brazilian production to 178 million tons and higher carryover stocks of 7–8 million tons are likely to pressure international soybean prices. Export Momentum:…
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Novorossiysk Wheat Exports Dip 2.8% — Market Update
Stable exports: Weekly wheat loadings at Novorossiysk eased just 2.8% to 449.7 thousand tons, signaling steady Black Sea export flows. Diversified demand: Oman, Sudan, and Turkey each took more than 60 thousand tons, highlighting broad MENA regional demand. Neutral sentiment: A minor volume decline and continued robust shipments keep overall market sentiment neutral for now.…