Author: Viktoriia Ray

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Soybeans Bearish: EU soybean imports are down 10% to 10.54 million tonnes, pressuring demand for US and Brazilian exporters. Rapeseed Bearish: Rapeseed imports plunged 29% to 4.12 million tonnes, despite Ukraine remaining the top supplier. Sunflower Bullish: Sunflower seed imports jumped 46% to 758,000 tonnes, with strong flows from Moldova and Argentina. Meal Mixed: Soybean…

Ukrainian Corn Export Prices Edge Up Amid Tight Supply

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in Corn

Ukrainian feed corn prices rose by USD 1-2/t week-on-week, reaching USD 218-226/t CPT in Greater Odesa and USD 216-223/t CPT in Danube ports as of April 30. Price growth slowed as buyers resisted further premiums to protect margins despite firm demand. Farmer selling remains tight, with producers holding out for maximum prices amid supportive international…

Kazakh Feed Meal Exports Surge After China Opens Trade

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Policy shift: China now allows Kazakh traders (not only producers) to export feed meal, expanding commercial participation in the cross-border trade. Export momentum: Kazakhstan shipped 2,154.3 thousand tons of feed meal in the first seven months of 2024/25 MY, already 97% of last season’s volume, with March 2025/26 flows holding steady month-on-month. Capacity pipeline: 46…

Taiwan Buys US Corn: 65,000 Tons Secured

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in Corn

Asian demand support: Taiwan’s MFIG booked 65,000 tons of US feed corn for July–August delivery, underscoring steady regional demand. US competitiveness: The $218.43/bushel C&F purchase from CJ International highlights US corn’s strong pricing in the Pacific basin. Limited Black Sea impact: The deal is broadly neutral for Black Sea exporters, who remain focused on MENA…

Australian Wheat Production Forecast Falls 19% in 2026/27

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in Wheat

Production Down: Australia’s 2026/27 wheat harvest is forecast at 29 million tonnes, a 19% year-on-year decline. Exports Tighten: Wheat exports are projected to fall to 23.5 million tonnes from 26 million tonnes, reducing global seaborne supply. Costs Rising: Diesel and nitrogen fertilizer prices have roughly doubled, pressuring farm margins and planted area. Weather Risk: El…

Ukrzaliznytsia Grain Car Rental Rates Surge 964%

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Grain logistics shock: Ukrzaliznytsia grain car rental rates surged 964% in May to UAH 26,600/day, sharply increasing export logistics costs. Mixed impact across car types: Food tank car rates declined 9.7%, while flour and gondola car rates remained unchanged, signaling targeted price moves rather than a broad-based hike. Bearish for Ukrainian grain exports: Higher rail…

Kazakhstan wheat exports rise to 8M on Central Asia demand

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in Wheat

Neutral–Bullish Demand: Kazakhstan raised its 2025/26 wheat export forecast to 8 million tons, with 75% already shipped and strong pull from Central Asian buyers. Regional Concentration: 76.3% of exports go to Central Asia, led by Uzbekistan at 59.5%, limiting wider Black Sea price impact but tightening regional supply later in the marketing year. Trade Reorientation:…

Mykolaiv Port Unblocking Vital for Ukraine Exports

Apr 29, 2026

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Maritime dependence: Around 90% of Ukrainian exports rely on seaborne logistics, underscoring the critical role of secure port access. Security & economy link: NIBULON CEO Andriy Vadatursky framed maritime security as a core pillar of Ukraine’s economic resilience. Mykolaiv bottleneck: Unblocking the Mykolaiv port hub is viewed as essential to restoring freight flows and maintaining…

EU Wheat Exports Surge 6% — Impact on Black Sea

Apr 29, 2026

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in Wheat

Wheat exports up 6%: EU wheat shipments reached 19.28 million tonnes, underscoring strong competitiveness in global markets. Barley shipments jump 80%: Barley exports surged to 7.95 million tonnes, highlighting robust demand for EU feed grains. Corn exports decline: EU corn shipments fell 23% to 1.5 million tonnes, potentially opening space for Black Sea exporters. Total grain exports +16%:…

Rail-2-Sea Odesa: New Rail Link to Boost Grain Exports

Apr 29, 2026

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