Author: Viktoriia Ray
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Ukrainian Sunflower Prices Poised to Recover
Bullish: Tight farmer selling, domestic seed shortages, and sunflower oil trading below soybean oil support a constructive price outlook. Bearish: Recent geopolitical tensions and crude oil weakness triggered a short-term $10–15/ton correction in sunflower oil prices. Ukrainian Sunflower Market Overview Ukrainian sunflower seeds prices are expected to keep rising despite a recent correction, according to…
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Bunge Soy Protein Plant Opens in Indiana – Largest in U.S.
Largest U.S. SPC facility: Bunge’s new $550 million Morristown, Indiana plant is now the biggest soy protein concentrate operation in the country. Stronger U.S. soybean demand: The plant will add roughly 4.5 million bushels (about 122,000 metric tons) of annual soybean demand, boosting local basis support in Indiana. Efficiency and non-GMO focus: Integration with existing…
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Ukrainian Grain Exports Fall 6M Tons in 2025/26
Bearish Ukrainian exports: Grain shipments are down 6 million tons year-on-year to 31.141 million tons, with wheat exports off 20% and barley also sharply lower. Supportive for alternative routes: Reduced Ukrainian volumes may redirect cargo flows and bolster freight demand via Russian and Romanian Black Sea ports. Freight pressure on Ukraine: The steep slowdown in…
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Ukrainian Milling Wheat Prices Rise on Global Supply Cuts
Prices Edge Higher: Ukrainian Class 3 milling wheat rose by USD 1-3/ton week-on-week across key export hubs. Global Supply Tightening: USDA downgrades to major exporters’ wheat output supported firmer Ukrainian export bids. Farmer Selling Still Weak: Producers continue to hold stocks, viewing wheat as undervalued versus corn and waiting for better prices. Sentiment Slightly Bullish:…
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Russian meal exports to China Hit Record High in 2026
Record exports: Russian plant meal shipments to China exceeded 0.6 million tonnes in Jan–Apr 2026, up 78% year-on-year. Product mix growth: Sunflower meal exports rose to 0.2 million tonnes (+33%), while soybean meal exports jumped 9.1-fold to 0.03 million tonnes. Competitive boost: Canadian canola shipment delays and Russia’s record rapeseed harvest allowed Russian suppliers to expand market share. Outlook:…
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Ukraine Corn Exports to Surge 18% in 2026/27
Corn exports seen up 18%: Ukrainian Grain Association projects corn exports at 26 million tons in 2026/27, outpacing USDA’s 23 million-ton forecast. Improved production outlook: Snowier winter and better soil moisture support a 4% rise in the 2026 corn harvest to 32.6 million tons. Trade flows shifting: Export focus pivots toward Indonesia, Egypt, and Turkey…
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Russian Wheat Export Forecast Rises to 46.5 Mt
Export outlook: Russia’s 2026/27 wheat export potential is preliminarily forecast at 46.5 million tons, up from 44.5 million tons in the current season. Carryover support: Larger-than-expected carryover stocks from sluggish current-season exports are set to boost next year’s export capacity. Currency impact: A weak ruble and unfavorable price conditions are constraining current export activity. Price…
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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…