Author: Viktoriia Ray

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Russian Flaxseed Oil Exports to China Surge Past Full-Year 2024/25 Volumes Russia shipped over 0.75 million tons of flaxseed oil to China in the first seven months of 2025/26 MY, already surpassing the entire 2024/25 MY export volume of 0.7 million tons. China’s share of Russian flaxseed oil exports has jumped to 78%, up from…

Ukrainian Vegetable Oil Exports Decline in April

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in Sunflower oil

Ukrzaliznytsia’s April exports of vegetable oils slipped 1.3% month-on-month to 141,600 tons, signaling slightly tighter seaborne supply. Oilcake and meal exports fell more sharply by 6.5% to 237,900 tons, with land routes taking a growing share of volumes. Land border crossings strengthened their role as the primary export channel, particularly for oilcake, as port-based logistics…

Ukrainian Wheat Prices Rise on Tight Supply

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in Wheat

Bullish: Ukrainian wheat prices are rising on strong domestic processing demand, tight grain supply, and higher export values. Bearish: Elevated production costs and weak flour demand are pressuring processors’ margins and could limit further price upside. Ukrainian Wheat Prices Rise on Strong Domestic Demand and Tight Supply Market Update The Ukrainian wheat market posted firm…

Ukraine Spring Planting Update: 43% Complete, Risks Ahead

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in Corn

Ukraine has completed 43% of its planned 6.003 million hectares of spring grain planting, lagging behind last year’s 57% pace. Corn and sunflower planting are both at 30% of planned areas, introducing timing and weather risks for yield potential. Soybean planting is slower at 18% of the target area, while sugar beet planting is nearly…

Global Rapeseed Meal Production Hits Record 2025/26

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in Rapeseeds

Record Output: Global rapeseed and canola meal production is projected at an all-time high of 47.3 million tonnes in 2025/26, up 1.8 million tonnes year-on-year and well above the 5-year average. EU Demand Strength: EU-27 rapeseed meal consumption climbs to 7.8 million tonnes in Oct–Mar 2025/26 (+0.9 million tonnes YoY), underpinned by stronger domestic supply…

Ukrainian Soybean Exports Drop 18% Amid Port Disruptions

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in Soybeans

Bullish: Tight Ukrainian soybean availability and localized supply constraints supported a USD 3-5/t price increase to USD 439-450/t CPT port. Bearish: An 18% decline in April export shipments and strong competition from South American soybeans are limiting demand and upside price potential. Logistics Risk: Ongoing disruptions to Ukrainian port infrastructure from Russian shelling continue to…

Ukrainian Agricultural Truck Exports Fall 14% in April

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in Freight

Bearish: Ukrainian agricultural truck exports fell 14.4% in April to 285,300 tonnes, signaling softer land-based export activity versus March. Structural: Flows remain heavily concentrated on Polish and Romanian corridors, underlining their role as the main westward export channels. Value-added focus: Processed products such as sunflower oil, poultry, and ethyl alcohol continue to dominate truck freight,…

Ukrainian Sunflower Seed Prices Surge on Tight Supply

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in Sunflower Seeds

Bullish: Ukrainian sunflower seed prices rose to UAH 32,500-33,300/ton CPT on tightening domestic supply and intensified buyer competition. Bullish: Shrinking raw material availability is forcing crushers to bid more aggressively, potentially supporting global vegetable oil prices. Bullish: Price gains of roughly 4–5% week-on-week may pressure sunflower oil and meal export margins, especially from Black Sea…

Indian Wheat Exports Return After Four-Year Hiatus

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in Wheat

India resumes wheat exports after four years, with ITC loading 22,000 tonnes at Kandla port for the UAE at around $275/tonne FOB. Indian wheat is at least $20/tonne more expensive than Black Sea and Australian wheat on a delivered basis, restricting demand to buyers with urgent short-term needs. Black Sea wheat remains competitively priced at…

Russian Grain Export Duties Remain Zero Through May 13

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