Algoran Agro

Author: Viktoriia Ray

  • Sunflower Oil Prices Slide as Argentina Exports Surge

    Sunflower Oil Prices Slide as Argentina Exports Surge

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    Viktoriia Ray
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    Record Argentine exports: Sunflower oil shipments reached 432,000 tonnes in Q1 2026, nearly double year-ago levels, led by strong Indian demand. Downward price pressure: Global sunflower oil prices are falling as supply surges and the premium over other vegetable oils narrows. Black Sea competition: Increased Argentine and Bulgarian exports are expected to pressure Ukrainian and…

  • Kazakhstan-China Agricultural Exports Poised to Rise

    Kazakhstan-China Agricultural Exports Poised to Rise

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    Viktoriia Ray
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    Streamlined Trade: Kazakhstan and China signed a joint Protocol to simplify and standardize agricultural export procedures under the SCO framework. Supply Predictability: Alignment with international standards is expected to enhance shipment predictability and unlock Kazakhstan’s export potential to China. Quality Assurance: Deeper cooperation on product quality control and safety aims to remove trade barriers and…

  • TAS Agro Sunflower Planting: 4,800 ha in Kyiv Oblast

    TAS Agro Sunflower Planting: 4,800 ha in Kyiv Oblast

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    Viktoriia Ray
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    Seasonal activity: TAS Agro has launched its 2024 sunflower sowing campaign in Kyiv Oblast, targeting 4,800 hectares. Input strategy: Farmers are applying 3:18:18 fertilizer at planting to support strong early crop development. Market impact: The scale and timing of the campaign are in line with normal seasonal patterns, implying a neutral impact on Ukraine’s overall…

  • Russian Soybean Export Duties Could Tighten Global Supply

    Russian Soybean Export Duties Could Tighten Global Supply

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    Viktoriia Ray
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    Russian Oil and Fats Union urges higher soybean and flaxseed export duties to better protect domestic processors. New crushing capacity in Russia’s Far East increases demand for secure domestic soybean and flaxseed supplies. Existing duty regime retains most oilseeds domestically, but flax and some soybean volumes still flow to export. Planned expansion of flaxseed meal…

  • Turkey Corn Import Quota: 3M Tons Sparks Black Sea Rally

    Turkey Corn Import Quota: 3M Tons Sparks Black Sea Rally

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    Viktoriia Ray
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    Policy Shift: Turkey opened a 3 million ton corn import quota from April 20 to July 31, 2025 with a sharply reduced 5% duty. Price Signal: The 125 percentage point duty discount versus the 130% out-of-quota tariff is bullish for Black Sea corn values in Q2 2025. Logistics Impact: First-come, first-served allocation and an 8,000…

  • India Sunflower Oil Imports Surge — Black Sea Face-Off

    India Sunflower Oil Imports Surge — Black Sea Face-Off

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    Viktoriia Ray
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    Rising Sunflower Oil Inflows: India’s sunflower oil imports rose 15% year-on-year in March 2025 to 196,000 tonnes, highlighting firm demand despite shifts in supplier shares. Supplier Competition Intensifies: Russia retained the top position but lost volume, while Ukraine and Argentina sharply increased shipments, eroding Russia’s market share. Palm Oil Dominance: Total vegetable oil imports climbed…

  • Ukraine Grain Rail Capacity Under 10% — Impact

    Ukraine Grain Rail Capacity Under 10% — Impact

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    Viktoriia Ray
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    State-owned grain railcars handled only 9.8% of total grain loadings in April, underscoring reliance on private operators. Roughly 3,500 grain shipments were completed in April, with May volumes to be allocated via Prozorro.Sale auctions. Four long-term grain rail contracts are in advanced stages, with execution expected from April–May, potentially lifting state rail market share. Current…

  • Russian Soybean Exports Surge to China in March

    Russian Soybean Exports Surge to China in March

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    Viktoriia Ray
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    Russian soybean exports to China surged 118% year-on-year in March, reaching 0.12 million tons— the strongest monthly performance since December 2023. Export forecast for 2025/26 revised up by 67% to around 1 million tons, reflecting sustained external demand from China, Belarus, and Iran. Domestic ruble soybean prices in Russia’s Central Federal District rose 5% in…

  • Ukrainian Wheat Export Prices Hold Steady

    Ukrainian Wheat Export Prices Hold Steady

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    Viktoriia Ray
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    Bullish: Ukrainian Class 3 milling wheat prices are supported by stronger global grain markets, geopolitical risks, deteriorating US crop conditions, and limited farmer selling. Bearish: Upside is capped by weak buying interest, ample global wheat supplies, and significant carryover stocks weighing on price discovery. Market Update Ukrainian milling wheat export prices held steady in the…

  • China Soybean Imports Drop 3.1% — Supply Tightens

    China Soybean Imports Drop 3.1% — Supply Tightens

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    Viktoriia Ray
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    China’s Q1 Soybean Imports Drop 3.1%, Signaling Tightening Supply Import decline: China’s soybean imports fell 3.1% year-on-year in Q1 2024 to 16.584 million tons, tightening domestic supply. March volumes: March imports reached 4.019 million tons, highlighting a slower pace versus prior strong months. Price support: Reduced import flows are expected to underpin higher spot soybean…