Author: Viktoriia Ray

  • Ukraine Soybean Exports: New Monitoring Rules

    Ukraine Soybean Exports: New Monitoring Rules

    Regulatory shift: Ukraine plans to link soybean and rapeseed export duty exemptions to verified origin and yields recorded in the State Agrarian Register. Time-sensitive exports: Carryover stocks from the 2025/2026 season must be exported by June 30, 2026 (rapeseed) and August 31, 2026 (soybeans) to retain duty-free status. Yield caps: Duty-free eligibility is limited to…

  • Ukrainian wheat prices rise amid global supply risks

    Ukrainian wheat prices rise amid global supply risks

    Ukrainian wheat prices: Small-port CPT now at $225–230/t, with forecasts pointing to $228–234/t next week on stronger demand. Demand drivers: Renewed buying interest from Egypt and Algeria is reviving the market after a post-holiday slowdown. Global weather risks: Poor US winter wheat ratings (30% good/excellent vs. 45–50% average) and a 50% moisture deficit in France…

  • Ukraine Agricultural Loans Surge: UAH 24B for Farming

    Ukraine Agricultural Loans Surge: UAH 24B for Farming

    Robust lending momentum: Ukrainian SMEs obtained 1,193 state-guaranteed loans totaling UAH 6.2 billion in March 2024, supporting business liquidity and investment. Agriculture well-capitalized: The agricultural sector has accumulated 3,369 loans worth UAH 24.1 billion since December 2020, underpinning production, processing, and export logistics. Bank concentration: PrivatBank leads with 13,374 loans totaling UAH 23.4 billion, while…

  • Global Rapeseed Exports Surge to 1.77M Tonnes

    Global Rapeseed Exports Surge to 1.77M Tonnes

    Export Surge: Combined rapeseed and canola shipments from Canada, Australia, and Ukraine hit 1.77 million tonnes in February 2026, the highest since April 2025. Black Sea Strength: Ukraine’s role as a top-3 exporter underlines the Black Sea region’s continued importance in global rapeseed trade. Price Outlook: Elevated export pace is neutral to mildly bullish for…

  • Ukrainian Feed Wheat Prices Tick Up Amid Tight Supply

    Ukrainian Feed Wheat Prices Tick Up Amid Tight Supply

    Ukrainian feed wheat export prices in ports edged up by around USD 1/t, reaching USD 210-218/t CPT Odessa and USD 209-217/t CPT Danube as of April 23. Tight producer supply and firm feed corn prices are supporting a neutral to slightly bullish tone in the feed wheat market. Hryvnia-denominated prices rose by UAH 100-150/t to…

  • Romania Acquires Giurgiulesti Port, Boosts Grain Logistics

    Romania Acquires Giurgiulesti Port, Boosts Grain Logistics

    Strategic expansion: Romania’s Sea Ports Administration has acquired Giurgiulesti International Port from the EBRD, strengthening its Danube–Black Sea logistics footprint. Capacity growth: Planned long-term investments target higher handling capacity, infrastructure modernization, and improved competitiveness for regional grain flows. Grain logistics boost: Two grain terminals and multimodal access for river and sea vessels enhance optionality for…

  • China Soybean Imports Surge as Brazil Dominates

    China Soybean Imports Surge as Brazil Dominates

    China’s soybean imports up 4.7%: October–March 2025/26 arrivals reached 42.2 million tonnes, driven by strong demand for feed and crushing. Brazil dominates supply: Brazil’s market share climbed to 63% with 26.6 million tonnes, offsetting a collapse in U.S. shipments to just 3.3 million tonnes. Black Sea diversification: Russian soybean exports doubled and flaxseed shipments to…

  • Tunisia Feed Corn Tender: Ameropa Wins 27,000t

    Tunisia Feed Corn Tender: Ameropa Wins 27,000t

    Firm Import Demand: Tunisia’s ODC returned to the market and secured 27,000 tonnes of feed corn at $267.09/tonne C&F after a failed tender, signaling steady North African demand. Competitive Origins: “Any origin” terms and staggered delivery windows increase competition between Black Sea, Western European, and Americas suppliers for Tunisia’s nearby demand. Price Rebound: The new…

  • SovEcon: Russian Wheat Forecast Raised to 89.7 Mt

    SovEcon: Russian Wheat Forecast Raised to 89.7 Mt

    SovEcon raised its 2024 Russian wheat harvest forecast to 89.7 million tonnes, up 2.1 million tonnes from 87.6 million tonnes. Favorable weather and stronger winter wheat prospects are the main drivers behind the upward revision. Late April weather remains a risk, with temperatures forecast 4–6°C below normal, though still above freezing. Market sentiment is neutral…

  • Kazakhstan Wheat Export Opens Rail Route to Vietnam

    Kazakhstan Wheat Export Opens Rail Route to Vietnam

    New route established: Kazakhstan successfully shipped over 15,000 tons of wheat to Vietnam in 2025 via a multimodal rail-sea corridor through China. Diversified export corridors: The new route reduces Kazakhstan’s reliance on traditional Black Sea export channels for wheat. Logistics cooperation: Kazakhstan’s JSC NC KTZ and Vietnam Railways agreed to expand freight volumes and enhance…