Author: Viktoriia Ray

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Argentina surges exports: Sunflower seed shipments jumped to 846,000 tonnes in Sept–March 2025/26 from just 35,000 tonnes a year earlier. Oil and meal expansion: Sunflower oil exports rose 55% to 963,000 tonnes, while meal exports climbed 72% to a record 1.06 million tonnes. Export season outlook: Total sunflower complex exports are projected near 5 million…

Kazakhstan Corn Processing: Kazstarch to Handle 150,000t

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in Corn

Neutral: 150,000 tons of new annual corn processing capacity supports stable domestic demand and offers new offtake options for Kazakh producers. Slightly Bearish: Planned expansion of corn cultivation in Shardara, Zhetisay, and Maktaaral could increase supply enough to cap regional price gains. Structural Shift: Greater focus on value-added corn products (starch, glucose, oil) may gradually…

Russian Wheat Exports Hit 8-Year High in South Korea

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in Wheat

Russian exports up: Wheat shipments to South Korea reached ~210,000 tonnes in 2025/26 MY (+14% YoY), the highest since 2017/18 MY and more than double the five-year average. Market share gains: Russia’s share in South Korean wheat imports climbed to 6.2% this season from 1.5% in 2023/24 MY, driven by feed wheat competitiveness. Demand flat:…

Ukraine Road Freight Exports Dip to 9,300t/day in April

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in Freight

Logistics slowdown: Ukraine’s April road exports of agricultural goods averaged 9,300 tons/day, about 13% below March’s 10,700 tons/day pace. High-value focus: Cargo was dominated by processed, value-added products such as sunflower oil, poultry, sugar, and soybean derivatives. Polish corridor key: The Polish border remained the primary road export route, with Romania as the second-largest corridor.…

South Korea Feed Corn: 60,000t at $275.79/ton

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in Corn

South Korea Secures 60,000 Tons of Feed Corn at Competitive Price Competitive Benchmark: South Korea secured 60,000 tons of feed corn at $275.79/ton C&F, setting a reference price for Asian feed corn. Partial Tender Fill: Only 43% of the planned 140,000-ton tender was contracted, leaving 80,000 tons potentially still to source. Neutral for Black Sea:…

US Soybean Oil Production Hits Record on Biofuel Boom

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in Soybeans

Bullish: US biofuel-driven crushing surge lifts global soybean oil production to a record 70.4 million tonnes in 2025/26. Bearish: Rising domestic use in producing countries cuts global soybean oil export availability by an estimated 800,000 tonnes. Neutral to Slightly Bearish Black Sea: Strong US supply curbs import demand, but tighter export flows may support alternative…

Ukrainian Barley Prices Hold Steady Amid Pressure

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in Barley

Prices Stable: Ukrainian feed barley traded in a narrow UAH 9,100–9,900/t CPT range, with ports steady at USD 210–220/t CPT-port. Soft Demand: Weak domestic consumption and reduced trader interest are capping upside price potential. Supply Support: Seasonal tightening of grain availability is underpinning values and limiting downside risk. Outlook Neutral-to-Bearish: Market balance currently favors a…

Ukrainian Wheat Prices Rise on Tight Supply

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in Wheat

Bullish: Ukrainian wheat prices are rising on tight farmer supply, strong domestic demand, and elevated fuel and logistics costs. Bearish: Subdued trader demand and export route volatility are limiting further upside in port-based export prices. Domestic: Class 2 wheat traded at UAH 9,700–11,000/t CPT; feed wheat at UAH 9,000–10,400/t CPT amid stable weekly ranges. Export:…

Russian Grain Export Duties Stay at Zero

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in Freight

Zero duties extended: Export duties on Russian wheat, barley, and corn remain at zero from April 29 through May 5. Wheat & barley firmer: Indicative prices for wheat and barley inched higher week-over-week, signaling stable to firm demand. Corn softens: Corn indicative prices eased, likely reflecting seasonal supply pressures. Competitive exports: Zero-duty policy continues to…

Ukrainian soybean export prices rise vs Brazil

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