Author: Viktoriia Ray
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Dagestan Sunflower Harvest Up 14% in 2025
Dagestan harvest growth: Sunflower seed output in Dagestan rose 14% year-on-year to 4,500 tons in 2025. Regional expansion: The North Caucasus Federal District posted 9% overall growth in sunflower seed production. Stavropol dominance: Stavropol Krai contributed around 370,000 tons, roughly 82% of the district’s sunflower harvest. Market impact: Despite strong percentage gains, the overall effect…
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Russian Wheat Exports Seen Rising to 44M Tons in 2025/26
Bearish for prices: Russian wheat exports are forecast to rise to 44 million tonnes in 2025/26 MY, adding supply from the world’s largest exporter. Logistics strength: Rail grain exports are set to exceed 20 million tonnes, reflecting a 25% YoY increase and improved inland logistics capacity. Quality support: Over 84% of monitored wheat in Altai Krai meets…
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Russian Agricultural Exports Fall 10.3% in Jan-Oct 2025
Exports contract: Russian food and agricultural exports fell 10.3% year-on-year to $31.5 billion in Jan–Oct 2025, extending pressure on outbound Black Sea freight volumes. Imports surge: Agricultural imports jumped 14.2% to $35 billion, flipping the trade balance and signaling stronger inbound logistics demand. Decline moderates: The export drop slowed slightly versus the 11.1% fall through…
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Russian Sunflower Oil Exports Will Top Ukraine in 2025/26
Russia to Lead Exports: Russia is projected to become the world’s largest sunflower oil exporter in 2025/26 with shipments rising to 4.4 million tons. Ukraine’s Market Share Declines: Ukraine’s sunflower oil exports are expected to fall from 4.7 million tons to 4.2 million tons, reducing its export dominance. Tighter Global Supply: Global sunflower oil exports…
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South American Soybean Exports Surge as US Shipments Fall
Bullish South America: Brazil and Argentina sharply increased soybean exports to China, capturing greater global market share. Bearish US & Black Sea: US soybean exports slumped over 50% year-on-year, while increased South American supply pressures global oilseed prices and weighs on Black Sea competitiveness. South American Soybean Export Surge South American exporters strengthened their hold…
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Indonesia corn production surge: Limited Black Sea impact
Supply Growth: Indonesia’s corn harvested area is projected to rise 20.9% YoY to 0.62 million hectares in Nov 2025–Jan 2026, boosting near-term supply. Output Increase: Dry corn production for Nov 2025–Jan 2026 is estimated at 3.93 million tonnes, up 18.96% YoY, with full-year 2025 output seen 9% higher at 16.5 million tonnes. Black Sea Impact:…
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Black Sea Wheat Prices Fall as Russian Output Rises
Prices: Ukrainian milling wheat fell to USD 210-219/ton CPT across major ports as of December 10, 2025. Russia: 2025 wheat harvest estimates increased to 88.5-89 million tons, adding export competition. Logistics: Military disruptions in Ukraine and inland transport constraints in Russia continue to pressure margins and flows. Sentiment: Overall Black Sea wheat market tone remains…
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Australian Canola Exports Plunge 61% as Stocks Tighten
Australian canola exports plunged 61% in October to 62,710 tonnes as stocks tightened ahead of the new-crop harvest. Japan absorbed 91% of Australia’s October canola shipments, underlining its role as the dominant buyer. Russia expanded its grain and oilseed flows to Asia, shipping 3,500 tonnes of oats and 1,300 tonnes of rapeseed to China from…


