Author: Viktoriia Ray
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KSG Agro Sunflower Sowing Starts Despite Wet Winter
Operational update: KSG Agro has completed spring barley planting on 700 hectares and launched sunflower sowing across a planned 5,900 hectares. Weather challenges: Prolonged winter and excessive soil moisture delayed fieldwork, compressing the sowing window and increasing operational intensity. Yield outlook: High soil moisture reserves are expected to support sunflower yield potential during the summer…
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Kazakhstan barley exports shift to Central Asia
Bearish: Sharp reduction in Kazakh barley exports to Iran (-44% YoY) and China (-36% YoY) weakens demand from key price-sensitive buyers. Neutral: Higher Central Asian demand (notably Uzbekistan, Tajikistan, Kyrgyzstan) partially offsets lost volumes, limiting downside but not removing pressure. Watchpoint: Possible competitive pressure on Black Sea barley FOB quotes if Kazakhstan continues diverting volumes…
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Ukrainian Rail Grain Volumes Dip 1.1% in April
Ukrzaliznytsia transported 2.87 million tons of grain in April, down 1.1% from March, indicating only a marginal softening in rail demand. Export grain flows slipped 1.7% to 2.571 million tons, with 92% moving via Black Sea ports and just 8% through western border crossings. Average daily loading eased to 87,500 tons, a 1.3% decline month-on-month,…
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Russian Soybean Meal Exports Jump 91% in Q1 2026
Export Surge: Russian soybean meal exports jumped 91% year-on-year in Q1 2026 to 230,000 tonnes, the second-highest Q1 on record. Regional Demand: CIS markets absorbed 68% of volumes, led by Uzbekistan (70,000 tonnes) and Belarus (50,000 tonnes), while Turkey and China saw multi-fold growth. Capacity Expansion: Increased crushing capacity and shifts from sunflower/rapeseed to soy…
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Ukrainian Corn Prices Surge on Strong Demand
Price Gains: Ukrainian feed corn prices rose by UAH 100–200/t week-on-week as of May 1, reflecting strong market momentum. Regional Premiums: National prices range from UAH 9,400–10,200/t CPT, with the southern region reaching up to UAH 11,100/t CPT. Supportive Fundamentals: Robust domestic and export demand, combined with limited farmer selling, are tightening supply and supporting…
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Ukraine Fertilizer Duties Abolition Could Lower Farm Costs
Policy Push: AAR is lobbying to abolish import duties on mineral fertilizers amid sharply rising input costs for Ukrainian farmers. Tax Relief Delays: Implementation of a 50% fuel excise tax reduction for agricultural producers, adopted in 2024, remains stalled as of April 2026. Competitiveness Risk: Ongoing delays keep Ukrainian producers at a cost disadvantage versus…
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China Barley Market: Key Insights from GuGe99 2026
Conference Focus: GuGe99 2026 on May 12, 2026, in Nantong will examine rapidly changing barley and sorghum markets in China. Risk & Strategy: Experts will address new risk factors, policy signals, and adaptation strategies for producers and traders. China Demand Signal: Neutral to moderately bullish implications for global barley, especially for Black Sea exporters targeting…
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Ukrainian Rapeseed Prices Rally Above €500/t
Euronext Breaks €500/t: Rapeseed futures consolidated above €500/t, signaling strong bullish momentum. Upside Target €540–550/t: Analysts see prices potentially rising a further 8–10% during May–July. Energy Market Support: Higher crude oil prices amid Middle East tensions are lifting the broader oilseed complex. Spot Favored Over Forwards: In a rising market, analysts caution against aggressive forward…
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Russian Wheat Exports Surge as SovEcon Raises Forecasts
Bullish: SovEcon raised Russian wheat export forecasts to 47.4 MT in 2025/26 and 45.2 MT in 2026/27 amid strong demand from Egypt and Turkey. Bullish: March wheat exports reached 4.7 MT, near the record 4.8 MT, highlighting tight global supply and inelastic demand. Bullish: Elevated energy and fertilizer costs and low importer inventories support a…
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Ukraine Agricultural Exports Surge into Value-Added Goods
Export-driven: Agriculture generated $6.3 billion in Q1 2026, accounting for 62% of Ukraine’s total exports, with the EU and MENA as core destinations. Turkey growth: Turkey’s share of Ukrainian agricultural exports rose to 12%, led by an 18% increase in corn volumes and 17% revenue growth. Value-added shift: Oilseed processing is accelerating, with rapeseed oil exports surging…