Author: Viktoriia Ray
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Algeria Durum Wheat Tender: 400kT at $327-332/ton
Algeria books 400,000 tons of durum wheat in its latest international tender, with shipment scheduled between May 16 and June 30, 2024. Price spread of $5/ton between Panamax and Handymax vessels, setting a key C&F benchmark at $327-332/ton. Canadian origin dominates the award, signaling stronger competitive pressure on Black Sea durum exporters. Neutral to bearish…
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French Soft Wheat Exports Up 2025/26 Forecast
French exports rebound: FranceAgriMer raised 2025/26 soft wheat intra‑EU exports to 7.70 million tonnes, up 13% year‑on‑year. Extra‑EU strength: Extra‑EU soft wheat exports are projected at 7.1 million tonnes, more than double 2024/25 volumes. Stocks at decade high: French soft wheat ending stocks are forecast at 3.31 million tonnes, a 10‑year high despite a downward…
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Ukrainian Feed Barley Prices Fall as Export Demand Slows
Bearish: Ukrainian feed barley prices fell USD 2–6/ton in most ports amid weak export demand. Bearish: Exporters are suspending purchases to monitor Northern Hemisphere crop prospects, limiting spot demand. Bearish: Strong competition in the Chinese market is pressuring export prices despite tight farmer selling. Ukrainian Feed Barley Price Overview Feed barley prices for the 2025…
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Russian Grain Transshipment Surges 39% in Q1
Strong grain exports: Russian grain transshipment surged 39.4% year-on-year in Q1 2026 to 13.1 million tonnes, underscoring robust export demand and improved port efficiency. Mixed cargo performance: Mineral fertilizer volumes fell 3.8% and bulk food cargo dropped 4.1%, partially offsetting gains from grain within overall port activity. Muted overall growth: Total cargo turnover at Russian…
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Kazakhstan Wheat Exports Surge as Turkey Demand Grows
Bullish: Kazakhstan–Turkey agricultural trade rose 25% in 2025 to $360 million, supported by expanded wheat, lentil, and oilseed flows. Bullish: Rail freight volumes between the two countries increased 35% to 6.4 million tonnes, improving supply reliability. Bullish: Trans-Caspian Middle Corridor delivery times shortened to 13 days, enhancing Kazakhstan’s export competitiveness. Bullish: Turkey’s $390 million in…
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Malaysia Palm Oil Export Tax Hits 10% – Markets Tighten
Tax Hike: Malaysia will raise its crude palm oil export tax to the maximum 10% in May, up from 9.5% in April. Price Surge: The crude palm oil reference price jumps 14.9% month-on-month to 4,522 ringgit/tonne from 3,935 ringgit/tonne. Tight Markets: Maximum tax threshold is triggered as prices exceed 4,050 ringgit/tonne, signaling tighter global vegetable…
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Ukrainian Feed Barley Prices Hold Amid Export Weakness
Stable Inland Prices: Ukrainian feed barley bids held steady at UAH 9,100–10,500/t CPT amid balanced domestic fundamentals. Softening Port Values: Port quotations eased by USD 1–2/t to USD 216–222/t CPT-port on weaker export demand. Limited Farmer Selling: Producers are holding back stocks, expecting higher prices and supported by firm feed sector demand and high logistics…
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Kazakhstan Grain Transport Subsidy to Cut Farmer Costs
Policy support: Kazakhstan plans partial compensation for farmer grain transport costs to ease financial pressure and support exports. Stronger volumes: Q1 2026 rail grain freight rose 15.4% YoY to 4.1 million tons, with exports up 17.5% to 3.3 million tons. Freight upside: Subsidized transport could boost rail flows and enhance Kazakh grain competitiveness in regional…
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Kazakhstan Sunflower Seed Stocks Double to 1.47M Tons
Bearish sunflower seed outlook: Kazakhstan’s sunflower seed stocks surged to 1.47 million tons, more than double year-ago levels, signaling ample supply and potential price pressure. Record oilseed harvest: A bumper 2025 crop of 4.8 million tons, including 2.3 million tons of sunflower seeds, is driving high carryover stocks across most oilseeds. Broad-based stock increases: Rapeseed and safflower inventories…
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US Corn and Soybean Planting Accelerates — Market Impact
Corn planting accelerates: US corn planting reached 5% by April 12, slightly ahead of the five-year average and market expectations, signaling solid 2024/25 production potential. Soybean area expands: Soybean planting is 6% complete—4 percentage points ahead of average—with total area projected up 4.3% to 84.7 million acres, pressuring global oilseed markets. Wheat conditions weaken: US…