Author: Viktoriia Ray
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Black Sea Sunflower Oil Falls to Weekly Low
Bullish: Chinese palm oil RBD and rapeseed oil in the EU advanced on tightening availability and firm regional demand. Bearish: Black Sea sunflower oil and global meal prices softened on ample supply and weaker feed demand signals. Global Vegetable Oils and Oilseeds Update – January 19, 2026 Vegetable oil and oilseed markets showed mixed movements…
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Kazakhstan Grain Logistics Surge: 32% Export Rise
Kazakhstan’s grain exports to Uzbekistan via rail jumped 32% in 2025 to 4.5 million tons, underscoring robust regional trade growth. Russian rapeseed oil exports to China hit a record 160,000 tons in December 2025, with full-year volumes rising 17% to 1.28 million tons. Overall freight volumes on Kazakhstan’s rail network increased 5.5% to 319.9 million…
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Brazil Soybean Exports Surge, Threatening Black Sea Origins
Bullish Brazil: January soybean exports projected at a record 3.73 million tonnes, supported by strong Chinese demand and 7 million tonnes of carryover stocks. Bearish Black Sea: Intensified competition from Brazilian beans pressures Black Sea-origin soy and sunmeal, capping crush margins and narrowing the window of opportunity before Brazil’s new-crop flows ramp up. Brazil’s Record January Soybean…
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Ukrainian Corn Exports: Why EU-US Tensions Won’t Help
Potential EU tariffs on US corn would affect only 300,000–400,000 tons, mainly Spanish imports. Historical EU practice is to exempt corn in trade disputes to protect Spain’s livestock and feed sector. Even in a tariff scenario, incremental demand for Ukrainian corn in the EU would be marginal. Overall impact on Ukrainian corn exports is assessed…
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French Wheat Prices Rise on MATIF; Corn Gains
French wheat: March MATIF milling wheat edged up 0.17% to $221.83/t in thin holiday trading, while May remained flat. Corn strength: March MATIF corn gained 0.95% to $224.73/t, with June corn holding slightly below at €192.75/t. Oilseeds mixed: SAFEX March sunflower seed fell 2.73% to 9,618 ZAR/t (45,690 RUB/t), while sunflower oil stayed firm at…
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Kazakhstan Sunflower Oil Prices: Govt to Fix 2025 Rates
Policy Intervention: Kazakhstan plans to fix wholesale sunflower oil prices in 2025 to stabilize the domestic market amid rising global benchmarks. Global Tightness: FAO’s vegetable oil price index reached 161.6 points by end-2025, up 17.1% year-on-year, reflecting constrained global supply. Contained Inflation: Despite sunflower oil pressure, Kazakhstan’s overall food inflation remains limited at 0.2% year-to-date,…
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Russian Wheat Exports: New Spot Trading Platform
Platform Launch: Russia’s National Commodity Exchange has opened anonymous spot trading for Grade 4 wheat (12.5% protein) with standardized CPT Novorossiysk delivery terms. Logistics Tracks: Two delivery options are available: rail (70-ton minimum lot) and road (30-ton minimum lot) to key Black Sea terminals KSK, NZT, and NKHP. Seller Incentives: Zero commission for sellers, priority…
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Ukrainian Oilseed Meal Exports Shift to Western Routes
Rail shipments up 18% YoY: Ukrainian oilseed cake and meal rail exports reached 114,400 tons by January 13, signaling strong demand despite logistical challenges. Western corridors dominate: Western border crossings now handle 76% of meal and 65% of cake rail freight, sharply reducing the role of seaports. Seaport share declines: Seaports account for just 24%…
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Ukrainian Rapeseed Bids Rally as EU Imports Fall 43%
Bullish: Ukrainian domestic rapeseed bids rallied to UAH 22,600–23,700/t EXW on hryvnia weakness, supporting farmer selling and internal demand. Bearish: EU rapeseed import demand slid 43% y/y to 1.85 MMT in H1 2025/26, sharply limiting export opportunities for Ukrainian origin. Neutral-to-bearish: Prospective China–Canada canola duty cuts may reshape global flows, but seasonal oversupply and strong…
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Russia Oilseed Harvest 2025: Rapeseed & Soybean Surge
Oilseed Growth: Russia’s total sunflower, rapeseed, and soybean harvest rose 10% year-on-year to 31.5 million tons in 2025, driven by strong gains in rapeseed and soybeans. Sunflower Constraint: Sunflower seeds output stagnated at 17 million tons (+0.6%), trimming its share of the total oilseed harvest from 59% to 54% and supporting a neutral-to-bullish price outlook.…