Author: Viktoriia Ray

  • French Winter Wheat: Conditions Dip but Remain Strong

    French Winter Wheat: Conditions Dip but Remain Strong

    French wheat conditions ease slightly: Winter wheat ratings slipped to 83% good/excellent, down 1 point week-on-week but still well above 74% a year ago. Barley remains strong: Winter barley held at 81% good/excellent, while spring barley stayed very strong at 92%, sharply higher than last year’s 84%. Corn planting lags badly: Only 31% of corn…

  • Odesa Railcar Backlog Strains Grain Exports

    Odesa Railcar Backlog Strains Grain Exports

    Grain railcar unloading at Greater Odesa ports slipped to 1,265 units/day, while the backlog grew to nearly 8,000 railcars, signaling emerging congestion risks. Daily loading toward Greater Odesa ports rose to 1,195 units/day, narrowing the clearance margin and potentially increasing demurrage and logistics costs. Danube ports remain a minor outlet with just 16 wagons/day unloading,…

  • Ukraine Soybean Exports: New Monitoring Rules

    Ukraine Soybean Exports: New Monitoring Rules

    Regulatory shift: Ukraine plans to link soybean and rapeseed export duty exemptions to verified origin and yields recorded in the State Agrarian Register. Time-sensitive exports: Carryover stocks from the 2025/2026 season must be exported by June 30, 2026 (rapeseed) and August 31, 2026 (soybeans) to retain duty-free status. Yield caps: Duty-free eligibility is limited to…

  • Ukrainian wheat prices rise amid global supply risks

    Ukrainian wheat prices rise amid global supply risks

    Ukrainian wheat prices: Small-port CPT now at $225–230/t, with forecasts pointing to $228–234/t next week on stronger demand. Demand drivers: Renewed buying interest from Egypt and Algeria is reviving the market after a post-holiday slowdown. Global weather risks: Poor US winter wheat ratings (30% good/excellent vs. 45–50% average) and a 50% moisture deficit in France…

  • Ukraine Agricultural Loans Surge: UAH 24B for Farming

    Ukraine Agricultural Loans Surge: UAH 24B for Farming

    Robust lending momentum: Ukrainian SMEs obtained 1,193 state-guaranteed loans totaling UAH 6.2 billion in March 2024, supporting business liquidity and investment. Agriculture well-capitalized: The agricultural sector has accumulated 3,369 loans worth UAH 24.1 billion since December 2020, underpinning production, processing, and export logistics. Bank concentration: PrivatBank leads with 13,374 loans totaling UAH 23.4 billion, while…

  • Global Rapeseed Exports Surge to 1.77M Tonnes

    Global Rapeseed Exports Surge to 1.77M Tonnes

    Export Surge: Combined rapeseed and canola shipments from Canada, Australia, and Ukraine hit 1.77 million tonnes in February 2026, the highest since April 2025. Black Sea Strength: Ukraine’s role as a top-3 exporter underlines the Black Sea region’s continued importance in global rapeseed trade. Price Outlook: Elevated export pace is neutral to mildly bullish for…

  • Ukrainian Feed Wheat Prices Tick Up Amid Tight Supply

    Ukrainian Feed Wheat Prices Tick Up Amid Tight Supply

    Ukrainian feed wheat export prices in ports edged up by around USD 1/t, reaching USD 210-218/t CPT Odessa and USD 209-217/t CPT Danube as of April 23. Tight producer supply and firm feed corn prices are supporting a neutral to slightly bullish tone in the feed wheat market. Hryvnia-denominated prices rose by UAH 100-150/t to…

  • Romania Acquires Giurgiulesti Port, Boosts Grain Logistics

    Romania Acquires Giurgiulesti Port, Boosts Grain Logistics

    Strategic expansion: Romania’s Sea Ports Administration has acquired Giurgiulesti International Port from the EBRD, strengthening its Danube–Black Sea logistics footprint. Capacity growth: Planned long-term investments target higher handling capacity, infrastructure modernization, and improved competitiveness for regional grain flows. Grain logistics boost: Two grain terminals and multimodal access for river and sea vessels enhance optionality for…

  • China Soybean Imports Surge as Brazil Dominates

    China Soybean Imports Surge as Brazil Dominates

    China’s soybean imports up 4.7%: October–March 2025/26 arrivals reached 42.2 million tonnes, driven by strong demand for feed and crushing. Brazil dominates supply: Brazil’s market share climbed to 63% with 26.6 million tonnes, offsetting a collapse in U.S. shipments to just 3.3 million tonnes. Black Sea diversification: Russian soybean exports doubled and flaxseed shipments to…

  • Tunisia Feed Corn Tender: Ameropa Wins 27,000t

    Tunisia Feed Corn Tender: Ameropa Wins 27,000t

    Firm Import Demand: Tunisia’s ODC returned to the market and secured 27,000 tonnes of feed corn at $267.09/tonne C&F after a failed tender, signaling steady North African demand. Competitive Origins: “Any origin” terms and staggered delivery windows increase competition between Black Sea, Western European, and Americas suppliers for Tunisia’s nearby demand. Price Rebound: The new…