Author: Viktoriia Ray
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Ukrainian Export Credit Agency Backs UAH 6.14B in Q1
Robust export support: Ukraine’s Export Credit Agency backed 25 export agreements worth UAH 6.14 billion in Q1 2026, covering 21 exporters nationwide. European market focus: Germany led as the top destination with UAH 1.11 billion in exports, followed by Hungary and Poland, underscoring strong Central and Western European demand. Regional concentration: Khmelnytskyi region received the…
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EU Rapeseed Production to Hit Record in 2026/27
Bullish: Record EU rapeseed production alongside tightening global export availability, particularly from Canada, is supportive for new crop rapeseed prices and Black Sea exporters. Bearish: Larger EU rapeseed stocks and record regional production signal comfortable local supply, partially offsetting global supply concerns. EU Rapeseed Production Outlook EU rapeseed production in 2026/27 is forecast to reach…
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Turkey Sunflower Oil Price: TMO Buys at $1,417/MT
Turkey’s TMO secured 12,000 tons of crude sunflower oil via an April 16 tender at $1,417/MT C&F, confirming steady import demand. Supplier Aves won the tender with deliveries scheduled to Mersin port between April 27 and May 21, 2025. Benchmark pricing set for the Black Sea–Turkey corridor at $1,417/MT C&F and $1,427/MT ex-warehouse, signaling neutral…
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Ukrainian Rapeseed Prices Rise on Strong Demand
Old-crop prices firmed: Ukrainian rapeseed increased by USD 3-5/tonne to USD 560-570/tonne CPT port on strong domestic demand. Logistics headwinds: Port trade volumes slowed in April due to seasonal factors and infrastructure attacks, creating execution risks. New-crop tightness: Limited forward selling and constrained new-crop supply are supporting a bullish price outlook. Crush margins improving: Ongoing…
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China Soybean Imports to Drop 26% by 2035
Soybean Imports Cut: China aims to reduce soybean imports by 26.2% to 82.55 million tonnes by 2035 versus the 2025 record of 111.83 million tonnes. Higher Domestic Output: Domestic grain production is projected to rise to 753 million tonnes by 2035, up 5.3% from 2025. Lower Grain Imports: Total grain imports are expected to fall…
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Ukrainian Grain Exports: Ports Hit 98% of Q1 Target
Ukrainian ports handled over 21 million tons of cargo in Q1 2026, achieving 98% of their planned transshipment target. Grain shipments reached 11.6 million tons, accounting for more than 55% of total cargo volumes. Port infrastructure faced attacks roughly every five days, damaging 193 facilities and 25 civilian vessels, keeping risk premiums elevated. The Ukrainian…
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Ukraine vegetable oil exports fall 14% in early April
Vegetable oil exports down 14.2% m/m: Ukrzaliznytsia moved 58,500 tons in the first half of April, signaling tighter supply flows. Meal and oilcake exports fall 13.8%: Shipments totaled 105,800 tons, pointing to reduced crushing activity or logistical bottlenecks. Land routes dominate logistics: Border crossings handled 58% of vegetable oil and 79% of meal exports, underscoring…
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Ukrainian Sunflower Seed Prices Surge on Factory Demand
Bullish: Ukrainian sunflower seed prices climbed to UAH 31,000–32,500/tonne CPT on robust processor demand and farmer withholding. Bullish: Farmers have secured inputs for spring fieldwork, allowing them to delay sales and support higher price levels. Bullish: Strong crushing plant buying and limited spot supply are tightening the market and reinforcing upward price momentum. Market Update…
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Russian Wheat Export Duty Removed — Prices Rise
Duty Elimination: Russia cuts the wheat export duty from 329 rubles/ton to zero effective April 22, 2025. Grain Competitiveness: Zero export duties across wheat, barley, and corn enhance Russian price competitiveness in global markets. Stable Demand Signal: Wheat’s indicative price edges up to $234.4/ton, pointing to steady underlying demand. Russia Eliminates Wheat Export Duty The…
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Odesa Grain Throughput Rises as Port Queues Fall
Improved Port Efficiency: Daily grain railcar unloading at Greater Odesa ports rose to 1,274 units (+1.1% WoW), while the railcar queue fell to 7,948 units. Stronger Grain Flow: Average daily railcar loading toward Greater Odesa surged 38% to 1,140 cars per day, signaling robust export program support. Logistics Cost Support: Reduced congestion may compress inland…