Author: Viktoriia Ray
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Australian Canola Exports Drop 15% in 2025 — EU Gains
Australian exports slide: Canola exports from Australia declined 15.5% year-on-year to 5.22 million tonnes in 2025. EU demand strengthens: EU imports of Australian canola rose to 3.22 million tonnes, reinforcing its role as the primary destination. Japan demand collapses: Japanese canola imports from Australia plunged 58% to 0.43 million tonnes, opening space for rival origins.…
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Black Sea Grain Exports Hit Headwinds After Quotas
Bearish: Black Sea grain export flows remain pressured as Russia’s new quota regime is unlikely to be fully utilized and Ukraine’s exports are running 20–34% below last year amid infrastructure bottlenecks. Neutral: Large crop potential in both Russia and Ukraine, along with Ukraine’s diversification toward North African and Middle Eastern markets, provides a medium‑term floor…
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Russian Sunflower Seed Self-Sufficiency Hits 97%
Sunflower seeds: Russia has secured 42.9 thousand tons for the 2026 sowing campaign, covering 97% of domestic demand. Overall seed self-sufficiency: Domestic seed share in the agro-industrial complex has risen to 69.3% in 2024, up from around 60% in 2022. Export footprint: Russian-bred seeds are now supplied to 35 countries, reflecting growing competitiveness in regional…
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Argentina soybean production falls as Brazil nears record
Bearish soybeans: Brazil’s record 180 million tonne crop and slow farmer selling keep export supply heavy through Q2, pressuring CBOT futures. Argentine risk: Moisture stress and poor rainfall since early February threaten to trim Argentina’s soybean output toward 45–48 million tonnes. Regional impact: South American export dominance and ample pipeline supply reduce competitiveness for Black Sea soybean…
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Ukrainian Barley Prices Rise on Strong Export Demand
Port prices higher: Ukrainian feed barley rose by USD 2-7/t to USD 215-225/t CPT-port on strong export interest. Stable domestic bids: Barley bids held around UAH 9,000-10,200/t CPT as farmers limited new sales. Supported by tight supply: Restricted farmer selling and firm export demand are underpinning current price levels. Ukrainian Feed Barley Market Update Ukrainian…
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Ukraine Corn Export Prices Plunge to Multi-Month Low
FOB prices cut sharply: Ukraine’s minimum corn export price on a FOB basis for February dropped to USD 0.158/kg from USD 0.172/kg, an 8% month‑over‑month decline. CPT prices also lower: Minimum CPT basis price for corn was reduced to USD 0.162/kg from USD 0.167/kg, easing domestic export floor levels. Multi‑month lows: The new FOB corn…
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Russian Wheat Exports Surge 18% in January
Russian wheat exports up 18%: Shipments reached 2.8 million tons in January 2026, supporting a mildly bullish tone for Black Sea wheat. Broader grain exports up 6%: Total Russian grain and processed products exceeded 4.5 million tons, underscoring resilient external demand. Ukrainian prices firming: Port prices for milling and feed wheat rose USD 2–4 per…
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Vegetable Oil Prices Rally: Sunflower & Soybean Surge
Broad rally in vegetable oils: Sunflower, soybean, rapeseed and palm oils all moved higher, led by US CBOT soybean oil, signaling robust global demand and tighter supply expectations. Softness in meal markets: Soybean meal prices weakened in Brazil, the US and EU while rapeseed meal in the EU edged higher, pointing to comfortable protein supply…
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Ukraine Corn Exports Hold Top Spot in 2025
Corn holds 2nd place in Ukrainian agricultural export revenue for 2025, unchanged from 2024. EU market share declines after the reinstatement of quotas and import duties on Ukrainian farm goods. Soybeans move up to 4th place in export rankings, displacing rapeseed from the top five. Export diversification accelerates as Ukraine seeks alternative buyers beyond the…
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Russian Wheat Imports to Brazil Jump in January
Trade Resumption: Brazil imported $10.9 million of Russian wheat in January 2025, sharply up from $1.1 million in December 2024. Supplier Rankings: Argentina led Brazil’s wheat imports at $70.9 million, with Uruguay, Paraguay, and Russia also supplying. Market Signal: The tenfold monthly increase in Russian wheat flows is neutral to slightly bullish for Black Sea…