Author: Viktoriia Ray

  • Russian Corn Exports to China Surge 116% — Impact

    Russian Corn Exports to China Surge 116% — Impact

    Russian exports to China surge: Corn shipments from Russia to China jumped 116% year-on-year to about 330,000 tons from September 2025 to mid-April 2026. Chinese import demand recovering from lows: While total Chinese corn imports dropped to 2.1 million tons in 2024/25 from 24.7 million tons in 2023/24, USDA projects a rebound to 8 million…

  • Kazakhstan Wheat Exports Double to Afghanistan

    Kazakhstan Wheat Exports Double to Afghanistan

    Kazakh wheat exports to Afghanistan more than doubled to 507.65 thousand tons in H1 2025/26 MY, up 104% year-on-year. Afghanistan has become the 3rd largest buyer of Kazakh wheat, underscoring a strategic shift in regional grain trade flows. Flour exports to Afghanistan edged lower to 667 thousand tons, down from 685 thousand tons in the…

  • Ukrainian Export Credit Agency Backs UAH 6.14B in Q1

    Ukrainian Export Credit Agency Backs UAH 6.14B in Q1

    Robust export support: Ukraine’s Export Credit Agency backed 25 export agreements worth UAH 6.14 billion in Q1 2026, covering 21 exporters nationwide. European market focus: Germany led as the top destination with UAH 1.11 billion in exports, followed by Hungary and Poland, underscoring strong Central and Western European demand. Regional concentration: Khmelnytskyi region received the…

  • EU Rapeseed Production to Hit Record in 2026/27

    EU Rapeseed Production to Hit Record in 2026/27

    Bullish: Record EU rapeseed production alongside tightening global export availability, particularly from Canada, is supportive for new crop rapeseed prices and Black Sea exporters. Bearish: Larger EU rapeseed stocks and record regional production signal comfortable local supply, partially offsetting global supply concerns. EU Rapeseed Production Outlook EU rapeseed production in 2026/27 is forecast to reach…

  • Turkey Sunflower Oil Price: TMO Buys at $1,417/MT

    Turkey Sunflower Oil Price: TMO Buys at $1,417/MT

    Turkey’s TMO secured 12,000 tons of crude sunflower oil via an April 16 tender at $1,417/MT C&F, confirming steady import demand. Supplier Aves won the tender with deliveries scheduled to Mersin port between April 27 and May 21, 2025. Benchmark pricing set for the Black Sea–Turkey corridor at $1,417/MT C&F and $1,427/MT ex-warehouse, signaling neutral…

  • Ukrainian Rapeseed Prices Rise on Strong Demand

    Ukrainian Rapeseed Prices Rise on Strong Demand

    Old-crop prices firmed: Ukrainian rapeseed increased by USD 3-5/tonne to USD 560-570/tonne CPT port on strong domestic demand. Logistics headwinds: Port trade volumes slowed in April due to seasonal factors and infrastructure attacks, creating execution risks. New-crop tightness: Limited forward selling and constrained new-crop supply are supporting a bullish price outlook. Crush margins improving: Ongoing…

  • China Soybean Imports to Drop 26% by 2035

    China Soybean Imports to Drop 26% by 2035

    Soybean Imports Cut: China aims to reduce soybean imports by 26.2% to 82.55 million tonnes by 2035 versus the 2025 record of 111.83 million tonnes. Higher Domestic Output: Domestic grain production is projected to rise to 753 million tonnes by 2035, up 5.3% from 2025. Lower Grain Imports: Total grain imports are expected to fall…

  • Ukrainian Grain Exports: Ports Hit 98% of Q1 Target

    Ukrainian Grain Exports: Ports Hit 98% of Q1 Target

    Ukrainian ports handled over 21 million tons of cargo in Q1 2026, achieving 98% of their planned transshipment target. Grain shipments reached 11.6 million tons, accounting for more than 55% of total cargo volumes. Port infrastructure faced attacks roughly every five days, damaging 193 facilities and 25 civilian vessels, keeping risk premiums elevated. The Ukrainian…

  • Ukraine vegetable oil exports fall 14% in early April

    Ukraine vegetable oil exports fall 14% in early April

    Vegetable oil exports down 14.2% m/m: Ukrzaliznytsia moved 58,500 tons in the first half of April, signaling tighter supply flows. Meal and oilcake exports fall 13.8%: Shipments totaled 105,800 tons, pointing to reduced crushing activity or logistical bottlenecks. Land routes dominate logistics: Border crossings handled 58% of vegetable oil and 79% of meal exports, underscoring…

  • Ukrainian Sunflower Seed Prices Surge on Factory Demand

    Ukrainian Sunflower Seed Prices Surge on Factory Demand

    Bullish: Ukrainian sunflower seed prices climbed to UAH 31,000–32,500/tonne CPT on robust processor demand and farmer withholding. Bullish: Farmers have secured inputs for spring fieldwork, allowing them to delay sales and support higher price levels. Bullish: Strong crushing plant buying and limited spot supply are tightening the market and reinforcing upward price momentum. Market Update…