Author: Viktoriia Ray
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Russian Fertilizer Export Quota Hits 20M Tons
Supply Constraint: Russia sets a 20 million ton fertilizer export quota for June–November 2026, limiting global availability. Domestic Priority: Quotas aim to secure sufficient fertilizer supplies for Russian farmers and feed producers during peak demand. Market Impact: Tighter export volumes may support higher global fertilizer prices and raise input costs for competing grain regions. Russia’s…
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Ukrainian Corn Export Prices Surge on Turkish Demand
Bullish: Ukrainian feed corn prices at ports climbed USD 3-5/t w/w to USD 215-224/t CPT on strong Turkish demand. Bullish: Turkey’s 3 MMT corn import quota with a reduced 5% duty is creating immediate buying interest in Ukrainian origin. Bullish: Ukrainian producers are withholding spot offers, tightening supply in anticipation of further price gains. Bullish:…
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Russian Oil and Meal Exports Surge to 300K Tons
Record Exports: Russian vegetable oil and meal shipments to the Middle East (ex-Iran) hit a record 300,000 tons in March, up 53% month-on-month and 57% year-on-year. Turkey-Driven Demand: Turkey absorbed 82% of total volumes, led by strong imports of soybean meal, sunflower meal, and sunflower oil. Geopolitical Reorientation: Regional buyers are diversifying away from traditional…
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Ukrainian Sunflower Oil Prices Hit Four-Year High
Bullish: Unrefined sunflower oil at Ukrainian ports has risen USD 30/t over four weeks to USD 1,320/t CPT as of April 22, marking a four-year high on tight seed supply and strong global vegetable oil markets. Bullish: This is the fourth consecutive week of price increases, supported by higher crude oil, palm, and soybean oil…
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Argentine Soybean Meal Exports Fall – Global Market Alert
Bullish: Argentine soybean meal prices surged to $379/tonne, up 13% over three months and 18% year-on-year, supported by low inventories and processor margin expansion. Bearish: Global Q1 2026 soybean meal export growth was only 1.5% YoY, signaling weak demand expansion and limiting upside for alternative origins like the Black Sea. Structural Shift: Demand is increasingly…
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Jordan Wheat Tender: 60,000t Secured at $273.99
Jordan Secures 60,000 Tonnes of Wheat at Competitive Prices Jordan’s MIT purchased 60,000 tonnes of random-origin milling wheat at $273.99/tonne C&F, covering 50% of its 120,000-tonne tender. Cargill won the tender with the lowest offer, beating four major competitors by $1.41–$10.50/tonne. Delivery is scheduled for August 16–31 to Jordan’s Aqaba port, setting a benchmark for…
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Ukrainian Corn Prices Rise Amid Tight Supply
Bullish: Ukrainian feed corn port prices increased by USD 2/t to USD 212-220/t CPT-port on tight farmer selling and strong domestic demand. Bullish: Domestic feed corn bids remained firm at UAH 9,000-10,600/t CPT, supported by active interest from processors and traders. Bearish: Declines in related commodity markets are limiting further upside and adding mild pressure…
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Global Soybean Crushing Surges 3.9% — Market Impact
Global crush expands: 2025/26 global soybean crushing forecast raised to 100.26 mln t, up 3.9% year-on-year and 2 mln t versus prior estimate. U.S. strength: U.S. crushing in Sept–Mar reaches 42.6 mln t (+8.8% y/y), supported by expanded capacity and stronger soybean oil and meal demand. South America resilient: Brazilian and Argentine crush outperform expectations…
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Russian Corn Exports to China Surge 116% — Impact
Russian exports to China surge: Corn shipments from Russia to China jumped 116% year-on-year to about 330,000 tons from September 2025 to mid-April 2026. Chinese import demand recovering from lows: While total Chinese corn imports dropped to 2.1 million tons in 2024/25 from 24.7 million tons in 2023/24, USDA projects a rebound to 8 million…
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Kazakhstan Wheat Exports Double to Afghanistan
Kazakh wheat exports to Afghanistan more than doubled to 507.65 thousand tons in H1 2025/26 MY, up 104% year-on-year. Afghanistan has become the 3rd largest buyer of Kazakh wheat, underscoring a strategic shift in regional grain trade flows. Flour exports to Afghanistan edged lower to 667 thousand tons, down from 685 thousand tons in the…