Author: Viktoriia Ray
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Ukrainian Barley Prices Rise on Forward Demand
Bullish: Ukrainian feed barley bids climbed to USD 207-212/tonne CPT-port on March 26, 2026, supported by strong forward demand and production uncertainty. Bullish: New-harvest barley remains discounted at USD 183-195/tonne CPT-port, highlighting tight nearby availability and active hedging by buyers. Bullish: EU production downgrades, adverse weather, and fertilizer supply risks linked to the US-Iran conflict…
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Kazakh Flour Export to US via Middle Corridor
Route utilization: Kazakhstan shipped 24 tons of wheat flour to New York via the Middle Corridor and Black Sea, confirming the route’s operational viability. Transit time: The multimodal shipment required approximately 58 days door-to-door, positioning the corridor as an alternative rather than a fast competitor to traditional routes. Market diversification: This second confirmed flour shipment…
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Ukrainian Rapeseed Exports Collapse 60% After Duties
Bearish Ukrainian Rapeseed: Export volumes have collapsed 60% following the introduction of export duties, signaling a structural loss of competitiveness. Market Share Loss: European buyers are shifting toward Australian rapeseed, eroding Ukraine’s traditional position in the European oilseed supply chain. Shift to Domestic Processing: Soybean exports are down 45% while soybean oil exports remain stable,…
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Ukrainian Corn Prices Rise on Fertilizer Pressures
Bullish: Ukrainian corn prices rose to $214–218/ton CPT-port as steady exports around 2.3 MMT/month and higher fertilizer costs underpin the market. Bullish: Elevated fertilizer prices linked to Middle East conflict are reshaping global corn planting strategies and may constrain future yields. Bullish: Analysts expect the upward price trend to persist through mid-April despite currently ample…
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Russian Wheat Exports Rise on Price Rally
Bullish: Russian wheat FOB prices have rallied to around $240/t, the highest level since August 2025, supported by strong import demand and ruble weakness. Bullish: SovEcon upgraded export forecasts for both the current and next seasons, underpinned by an upward revision to the 2026 wheat harvest estimate. Bullish: Market sentiment has shifted from expectations of…
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Ukraine Rapeseed Export Duties Cost Farmers $130M
Ukrainian farmers have lost about $130 million in processing costs due to rapeseed and soybean export duties introduced on September 4. Foreign exchange earnings from rapeseed, soybean, and sunflower seed exports have fallen by around $1 billion since the duties came into force. The policy shifts income from producers to processors, cutting farmers’ revenues by…
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Kazakhstan Flour Exports Shift to Central Asia
Kazakhstan’s wheat flour exports to Afghanistan fell 9% y/y in January 2026 to 98.5 thousand tons, extending a broader downtrend. Full-year 2025 flour shipments to Afghanistan dropped nearly 15% versus 2024, to 1.048 million tons. Total Kazakh wheat flour exports still rose in January 2026 to about 171 thousand tons, up from 156.6 thousand tons…
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Solidarity Roads Exports: 209M Tons Aid Ukraine Trade
209 million tons of Ukrainian exports moved via “Solidarity Roads” since May 2022, including 98 million tons of agricultural products. Combined with Black Sea ports, total exports of grain, oilseeds, and related products reached 232 million tons over the same period. Total trade volume through Solidarity Routes is estimated at €270 billion, with €72 billion…
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Jordan Feed Barley Tender: 50,000t Bought at $259/MT
Jordan secures 50,000 tons of feed barley at $259/MT C&F for July 2025 delivery via state grain buyer MIT. CHS wins the tender with the most competitive offer, undercutting five major global trading houses. Tight $6/MT bid spread from lowest to highest offer highlights strong competition and adequate global barley supply. Any-origin clause heightens competition…
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Odessa Milling Wheat Prices Rise on Tight Supply
Class 2 milling wheat prices edged higher to USD 217-227/t SRT-port at Greater Odessa, up USD 1-2/t week-on-week. Farmer selling remains tight as producers hold back volumes on expectations of stronger pricing and rising FOB levels. Higher logistics costs are adding support to domestic wheat prices, despite relatively stable hryvnia values. Market sentiment is bullish…