Author: Viktoriia Ray
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Russian Grain Exports Up 6% in January 2026
Export Growth: Russian grain and grain product exports rose 6% year-on-year in January 2026 to 4.5 million tons. Wheat Momentum: Wheat shipments increased 18% to 2.8 million tons, reinforcing Russia’s dominant role in global wheat trade. Oilseed Strength: Soybean exports doubled to 128,400 tons, with soybean cake up 69% to 71,400 tons, signaling diversification beyond…
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Ukrainian Rapeseed Prices Jump on Oil & Biofuel Boost
Bullish: Ukrainian rapeseed prices surged to USD 550/t CPT-port and UAH 24,000-24,700/t CPT-enterprise, supported by stronger global oil markets and positive US biofuel developments. Bullish: Export and border prices aligned at USD 545-550/t DAP-western border, indicating balanced demand across logistics routes and firm support for Ukrainian exporters. Risk: Weather-related threats to Ukraine’s winter rapeseed crops…
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Russian Grain Exports Stay Duty-Free; Central Regions Surge
Neutral to Slightly Bearish: Zero export duties on Russian wheat, barley, and corn preserved for a fourth week support abundant supply and cap upside for global import prices. Supportive for Russian Exports: Strong 2025 export growth from Central Black Sea regions (over $1.8 billion aggregate) underscores resilient production and logistics capacity. Regional Outperformance: Tambov’s 30%…
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Argentina Sunflower Oil Exports Double in January
Sunflower oil exports surge: Argentina doubled sunflower oil exports to around 100,000 tonnes in January year-on-year, supported by rising processing capacity. Soybean products weaken: Soybean oil exports declined to 460,000-480,000 tonnes, down from 562,000 tonnes in December and 502,000 tonnes a year earlier. Meal and seed exports grow: Sunflower meal shipments increased to 150,000-160,000 tonnes,…
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Ukraine Sunflower Acreage Set to Surge in 2026
Bullish: Ukraine may expand sunflower seed acreage by 5–20% in 2026 on high prices and improved soil moisture, signaling potential production recovery. Bullish: Kabardino-Balkaria’s sunflower harvest rose 1.6x year-on-year, driven by both area expansion and higher yields, underscoring strong regional yield potential. Bearish: Ukraine’s 2025 sunflower harvest fell to about 10 million tons from 16…
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Russian Soybean Exports Surge — Russia Becomes Net Exporter
Russia turns net soybean exporter: Record 2025 crop of 8.96–9.5 million tonnes flipped the trade balance as imports plunged and exports outpaced incoming volumes. Domestic processing expands: Soybean oil output rose 7.4% to 1.18 million tonnes and meal production grew 8.8% to 5.07 million tonnes on stronger local supply. Import demand collapses: Russian soybean imports fell 50–66% year-on-year…
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Ukrainian Corn Exports Dominate in Slow February
Slower Export Pace: Ukraine’s total grain exports for 2025/26 MY are down 27% year-on-year at 19.38 million tons as of February 6. Corn-Dominated Flows: Corn made up 98% of February shipments at 463,000 tons, while wheat exports nearly stopped at just 6,000 tons. Seasonal Weakness: February grain exports of 473,000 tons are 38% lower than…
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Kazakhstan Wheat Stocks 2026: 16.2Mt Supply Update
Kazakhstan holds 20 million tonnes of grain stocks as of January 1, 2026, with wheat accounting for 16.25 million tonnes. About 88% of wheat stocks are food-grade, supporting both domestic milling demand and export potential. Three northern regions (Akmola, North Kazakhstan, Kostanay) control 80% of total grain reserves, reinforcing traditional export corridors. Wheat exports reached…
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Black Sea Sunflower Oil Prices Rise — Market Outlook
Bullish: Sunflower oil FOB Black Sea and rapeseed oil FOB Netherlands advanced to weekly highs, while soybean meal prices strengthened globally on robust feed demand. Bearish: Soybean and palm oil benchmarks weakened across major origins, with multiple markets hitting weekly lows amid softer soft-oil sentiment. Global Vegetable Oil and Oilseed Market Overview – February 6,…
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Ukrainian Wheat Flour Exports Decline, Risks Grow
Neutral to Bearish Ukraine: Wheat flour exports projected down 2.6% in 2025/26 MY amid a 10% drop in domestic production, limiting export growth. Bullish Russia: Kaluga Region agricultural exports up 10.5% to over $130 million with a target of 50% further growth by 2030. Structural Risk for EU: Russian fertilizers supply 23% of EU imports;…