Author: Viktoriia Ray
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Kazakhstan Vegetable Oil Exports Open Caspian Route to Iran
New Caspian route: Kazakhstan has opened a regular export corridor for vegetable oils to Iran via Aktau, with initial rapeseed and sunflower oil cargoes of 5,000 tons each. Capacity potential: Aktau port can support 150,000–200,000 tons of vegetable oil shipments per year, providing a scalable outlet for Kazakh exports. Strong Iranian demand: Iran imports about…
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Chornomorsk Port Concession Enters Competitive Dialogue
Process Advancement: Competitive dialogue for the Chornomorsk port concession has officially started, with all participants granted access to key project information after signing NDAs. Institutional Support: EBRD and IFC advisors will assist the tender committee in evaluating proposals and drafting the final concession agreement and instructions for bidders. Market Impact: The development is neutral to…
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China Soybean Imports Surge, Reshaping Global Trade
Record Imports: China’s combined soybean imports from the US and Brazil hit 37 million tonnes in Jan–Apr 2026, up 10% year-on-year and well above the five-year average. US Market Share Shift: The US share of Chinese soybean imports jumped to 55% from 41%, reflecting strong late-2025 purchase agreements. Brazilian Export Surge: Brazil’s April soybean exports…
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Ukrainian Corn Export Prices Rise on Supply Constraints
Prices firmer: Ukrainian feed corn export prices rose by USD 1-2/t week-on-week, supported by stable demand and constrained supply. Supply tightness: Weather risks, delayed sowing, and production concerns are underpinning a mildly bullish market sentiment. Global competitiveness: Ukrainian corn is losing price competitiveness versus Argentine origin, but Argentine dryness is supporting world corn prices. Ukrainian…
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Russian wheat exports surge 60% in early May
Bullish: Russian wheat exports surged 60% in early May, driven by strong demand from North Africa, especially Egypt and Libya. Bearish: Turkey cut wheat imports by 38%, signaling potential demand risk or increased competition from other Black Sea suppliers. Bullish: New export channels opened for Russian corn and barley, with Iran emerging as a key…
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Kazakhstan Grain Exports Surge 14% in Early 2026
Grain exports via rail up 14.4% y/y to 4.2 million tonnes in January–April 2026, highlighting stronger Kazakhstan-origin supply into export markets. Total export freight traffic rose 8% to 30.4 million tonnes, with overall KTZ rail volumes reaching 84.4 million tonnes in the first four months of 2026. Compound feed traffic surged 62% to 1.3 million…
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Black Sea Corn Planting 2026 — Enselko Plants 74% Corn
Enselko Group completed 2026 spring sowing across more than 96,000 hectares with a strong focus on corn. Corn accounts for 74% of the planted area, indicating strategic positioning toward export-oriented corn markets. All fieldwork was completed within optimal agronomic windows under favorable moisture and temperature conditions, supporting yield potential. Neutral to mildly bullish implications for…
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Kazakhstan Wheat Stocks Fall Below 10M Tons
Neutral/Bullish: Kazakhstan’s wheat reserves slipped below 10 million tons to 9.36 million tons, tightening regional supply ahead of new crop and supporting a slightly firmer price tone. Supportive: Limited feed wheat stocks at 475,000 tons may underpin regional feed grain demand, while higher barley and corn reserves provide some buffer against overall supply risks. Regional…
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US Soybean Crop 2026: Second-Largest Harvest Forecast
Soybeans: USDA projects 2026 US soybean harvest at 4.435 billion bushels (+4% y/y), the second-largest on record but slightly below trader expectations. Corn: US corn production seen down 6% to 15.995 billion bushels amid higher production costs tied to the conflict with Iran, though still above analyst estimates. Global Supply: Record-large soybean availability in 2026…
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Kyrgyzstan Spring Wheat Planting Nears 91% Complete
Progress: Kyrgyzstan has completed 90.7% of its spring wheat sowing, the fastest among major grain crops. Scale: Overall spring grain planting has reached 79% of the 519,300-hectare target, with total 2026 agricultural land at 1.25 million hectares. Conditions: Land preparation is 73,900 hectares ahead of last year, signaling favorable fieldwork and potential for higher output.…