Author: Viktoriia Ray
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Russian Soybean Imports Collapse as Harvest Hits Record
Bearish (Imports): Russian soybean imports fell 63% year-on-year in September–November 2025 to just 0.15 million tons as record domestic output reduced external demand. Structural Shift: A record 9.4–9.5 million ton domestic soybean harvest has effectively eliminated Russia’s reliance on Brazilian supplies and reshaped internal logistics. Global Demand Support: China imported 8.11 million tons of soybeans…
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Rostov Corn Production Falls 20% in 2025
Production down 19.3%: Rostov Oblast corn output fell to 233,300 tons in 2025 despite slightly higher yields. Acreage cutbacks: Planted area shrank by 22,000 hectares as farmers reacted to 2024 weather losses and poor marketing conditions. Yield resilience: Corn yields edged up to 26 c/ha, making it one of only two crops in the region…
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Ukrainian Wheat Prices Fall; Kyrgyzstan Expands Winter Crop
Bearish – Ukraine: Wheat export prices at ports fell by USD 3–4/tonne amid softer external demand, with milling wheat at USD 212–220/tonne and feed wheat at USD 204–212/tonne CPT-port. Neutral – Domestic Ukraine: Internal wheat prices in UAH remained broadly stable, supported by processor demand and high logistics costs despite weaker export momentum. Neutral –…
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Kazakhstan Rail Freight to China Surges 11%
Kazakhstan–China rail exports up 11%: Second track on the Dostyk–Moiynty route boosts eastbound freight flows. Stronger rail performance overall: Operational freight turnover reached 264 billion tonne-km, up 7.4% year-on-year. Backbone export cargo growth: Volumes from key enterprises rose to 80 million tonnes, a 6.5% increase. Trade route implications: Additional eastbound capacity may slightly ease pressure…
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Ukraine Barley Exports Drop 37% as Turkey Surges
Bearish: Ukrainian barley exports fell 37% year-on-year to 1.2 million tonnes in July–November 2025/26, pointing to weaker overall demand. Neutral: Export potential is still forecast to rise 11% to 2.5 million tonnes on the back of a larger 5.3 million tonne harvest. Supportive: Turkey increased its purchases 6.4-fold to 233,000 tonnes, helping diversify demand away…
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South Korea Feed Corn Tender: 132,000t for Q1 2026
South Korea’s KFA purchased 132,000 tons of feed corn for Q1 2026 delivery via international tender. Contract prices ranged from $255 to $256.84 per ton C&F, with an earlier March shipment priced at a premium. Neutral implications for Black Sea corn; “any origin” terms keep competition open among global suppliers. Forward-dated deliveries highlight strong advance…
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Russian Wheat Prices Slide Despite Export Surge
Bearish domestic trend: Russian producer wheat prices fell 5.3% year-on-year to RUB 12,293/MT, with key export regions like Southern Russia seeing notable declines. Export strength: December wheat exports are forecast at 4.3 million MT, above last year and the five-year average, with 900,000 MT already shipped in the first eight days. Competitive FOB pricing: Russian…
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North Container Summit 2026 — Vilnius
Event Expansion: North Container Summit 2026 will take place in Vilnius on May 28–29, expecting over 250 participants, up from 240 attendees at the 2025 Riga debut. Strategic Focus: The summit targets container logistics, intermodal transport, and supply chain development across the Nordic-Baltic region and wider Eurasian corridors. Industry Insight: Global experts, including Lars Jensen,…
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Black Sea Sunflower Oil Jumps; Global Oils Shift
Bullish: Black Sea sunflower oil and Asian soybean oil led gains, with multiple vegetable oils reaching weekly or maximum price levels amid solid import demand. Bearish: US soybean complex (beans, meal, oil) and several meals hit minimum values, signaling pressure from global competition and possible soft feed demand. Global Vegetable Oil Market Update – December…
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Kazakhstan Flaxseed Exports Surge After EU Tariffs
Bullish: Kazakhstan’s flaxseed exports to the EU surged to a record 119.8k tons in October 2025 as higher EU tariffs on Russian flax redirected demand. Bearish: Global flaxseed production is projected to rise to 3.9 million tons, creating an export surplus that weighs on prices across all origins. Bullish: Kazakhstan’s 2025/26 flaxseed exports are forecast…