Author: Viktoriia Ray
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Brazil Soybean Production Set for Record 2025 Harvest
Harvest Progress: Brazil’s 2025/26 soybean harvest is 2% complete as of January 15, slightly ahead of last year, with crops in key states rated good to excellent. Record Production Outlook: Forecasts range from 176.1–179.3 million tonnes, with Safras&Mercado holding the most bullish estimate at 179.3 million tonnes. Crushing Capacity Growth: Domestic soybean crushing is projected…
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Kazakhstan Corn Expansion Fuels New Processing Plants
Strategic acreage shift: Kazakhstan plans to expand corn sowings by 45,000 ha across three northern grain regions to feed new processing plants. Processing-led demand: Fufeng Group’s deep processing facility and Kazkrakhmal LLC’s starch syrup plant are driving the need for additional domestic corn supply. Chinese technical support: Chinese firms will provide adapted seed varieties and…
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Ukrainian Wheat Prices Hold Steady Despite Power Cuts
Ukrainian milling wheat prices held steady at USD 206–214/t CPT port, with feed wheat at USD 198–208/t CPT port. Farmer reluctance to sell and firm consumer demand supported prices despite weak trader interest. Frequent power outages and reduced production capacity limited upside and added operational risk. Domestic prices remained stable, with second-class wheat at UAH…
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Ukrainian Sunflower Prices Hit Record Highs
Bullish: Ukrainian sunflower seed prices hit record highs of UAH 28,800-30,000/t CPT on strong processor demand and tight supply. Bearish: Power outages, processing suspensions, and cooling export prices for sunflower oil raise downside risks for sustained high price levels. Structural: Russia’s growing dominance in global sunflower oil exports intensifies competitive pressure on Ukrainian suppliers. Ukrainian…
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Novorossiysk Wheat Loadings Surge 74% – Market Impact
Logistics boost: Novorossiysk wheat loadings jumped 74% week-on-week to 278.2 thousand tons, signaling improved port performance and solid demand from North Africa. Demand concentration: Egypt and Sudan absorbed 64.7% of weekly wheat shipments, underscoring the port’s heavy reliance on North African buyers. Rising competition: Record Canadian wheat output and higher export forecasts are increasing competition…
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Ukraine Agricultural Exports Under EU Review — Price Risk
Regulatory risk: Four EU member states are pushing for tighter standards and safeguards on Ukrainian agricultural imports, raising uncertainty for Q1 2026 trade flows. Producer protection: Proposed alignment of Ukrainian import standards with EU rules and a new compensation fund could support EU farmers in sensitive sectors. Bearish for Black Sea grain: Potential restrictions on…
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Malaysia Sets Waste Vegetable Oil Reference Price
Policy shift: Malaysia will introduce an official domestic reference price for waste vegetable oil (WVO) in Q1 2026 to improve market transparency and protect smaller players. Strong demand: Asian WVO prices hit a two-year high in 2024, supported by increased buying from China and Europe. Rising supply: Malaysia, the world’s second-largest palm oil producer, reports…
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Ukraine Rapeseed Meal Exports Surge 70% in H1 2025
Exports surge: Ukrainian rapeseed meal exports jumped 70% year-on-year in H1 2025/26 to 340,000 tonnes, supported by a sharp rise in domestic crushing to 800,000 tonnes. EU demand contracts: Shipments to the EU slumped to 71,000 tonnes from 171,000 tonnes amid strong local harvests and mounting competition from Canadian suppliers. China leads buying: China became…
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U.S. Soybean Exports Surge 13% in 2024/25
Export Surge: U.S. soybean complex exports climbed 13% in 2024/25 to 68.7 MMT, with total export value reaching $29.6 billion. Record Meal & Oil: Soybean meal exports hit a record 16.3 MMT (+14%), while soybean oil exports jumped 304% to 1.1 MMT, led by Indian demand. Shifting Trade Flows: Rapid growth in U.S. soybean meal…
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Russian Wheat FOB Prices Rise Amid Black Sea Disruptions
Bullish Wheat: Russian 12.5% protein wheat FOB prices have risen to $228–230/tonne for the second consecutive week amid severe Black Sea port weather disruptions and downgraded January export estimates. Mixed Vegetable Oils: Sunflower oil prices show divergence across agencies and have printed a new Black Sea minimum, while export duty has increased, tempering downside for…