Author: Viktoriia Ray
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Argentina Sunflower Oil Exports Surge on Indian Demand
Record exports: Argentina is projected to ship 1.18 million tonnes of sunflower oil between March and August, up 24% year-on-year. Stronger crushing: March sunflower seed crushing hit a record 565,000 tonnes versus 372,000 tonnes a year earlier, with elevated rates extending into April. Rising full-season exports: 2025/26 sunflower oil exports could reach 1.93 million tonnes,…
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Brazil Corn Ethanol Surge Tightens Global Corn Supply
Corn ethanol growth: Brazil’s corn-based ethanol production rose 12.26% year-on-year to 9.19 billion liters in 2025/26. Feedstock shift: Corn ethanol now accounts for 27.28% of total ethanol output, underscoring a structural move away from sugar cane. Total output softer: Overall ethanol production fell 3.56% to 33.72 billion liters, despite the expansion in corn-based capacity. Global…
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Ukrainian Wheat Prices Edge Higher on Tight Supply
Bullish: Ukrainian wheat prices edged higher on strong domestic demand and limited farmer selling. Bullish: Port prices for both milling and feed wheat firmed, reflecting consistent export market support. Neutral to slightly bullish: Muted trader interest is tempering further upside despite tightening farm supplies. Ukrainian Wheat Market Update The Ukrainian wheat market posted a modest…
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Kazakhstan Grain Exports Poised to Rise — Traders Alert
Kazakhstan has launched a coordinated multi-agency initiative to accelerate development of non-resource exports and support domestic producers. Five key state institutions will jointly expand access to financial support and strengthen international promotion of Kazakh products. Regional enterprises will receive structured export potential assessments and better access to existing export support tools. For agri-freight, the initiative…
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Ukrainian Agricultural Road Exports Up 6% in May
Ukrainian agricultural road exports averaged 10,100 tonnes per day in early May, up 6.3% from April’s 9,500 tonnes. Poland remained the main outlet, taking 46% of volumes (32,700 tonnes), with Romania and Moldova also key destinations. Processed products led flows, with sunflower oil (6,100 tonnes) and sugar (5,500 tonnes) dominating the export mix. Ongoing congestion…
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Ukrainian soybean export prices slide on global pressure
Ukrainian soybean export prices declined to USD 432–440/t CPT port under strong external market pressure. Global drivers include falling crude oil prices, increased Brazilian soybean exports, and accelerated U.S. sowing. Domestic supply remains severely limited despite a recent acceleration in Ukraine’s soybean planting pace. Processing plants dominate domestic demand and are actively pushing acquisition prices…
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Russian Grain Export Duties Remain Zero – Trade Impact
Policy Continuity: Russia maintains zero export duties on wheat, barley, and corn for May 14–19, extending an export-friendly regime for the fourth consecutive week. Price Softening: Indicative prices for wheat, barley, and corn edged lower week-on-week, signaling mildly softer domestic market values. Freight Impact: Neutral to slightly bullish for Black Sea freight as competitive Russian…
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Black Sea rapeseed exports plunge 42% in March
Exports undershoot: March rapeseed and canola exports from seven key suppliers totaled 1.75 million tonnes, slipping below expectations and prior-year volumes. Black Sea weakness: Ukraine’s 2025/26 rapeseed exports plunged 42% year-on-year to 1.71 million tonnes, reducing Black Sea presence in global trade flows. High stocks: Canadian and Australian inventories remain elevated at 10 million tonnes and 3.7 million tonnes…
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Ukrainian Sunflower Seed Prices Ease as Oil Drags
Bullish: Sunflower seed prices initially strengthened, with some bids exceeding UAH 34,000/ton CPT amid strong crusher demand and a wider market price range. Bearish: A USD 15–20/ton drop in sunflower oil export prices pressured crushers to cut seed bids by UAH 100–200/ton, sharply squeezing processing margins. Ukrainian Sunflower Seed Market Update Ukrainian sunflower seed prices…

