Author: Viktoriia Ray
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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.…
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Kazakhstan Wheat Prices Rise on Strong Export Demand
Kazakhstan wheat export prices: Rose by USD 1–3/t across grades, with Grade 5 reaching USD 208–212/t DAP Saryagash. Domestic price divergence: Lower-grade wheat gained 1,000 tenge/t while premium Grade 3 wheat lost 2,000 tenge/t. Exports accelerating: Extended transport subsidies to 2026 and stronger demand from Central Asia and Transcaucasus are boosting shipments. Farmer selling pressure…
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Novorossiysk Spot Wheat Trading Launches on NCE
Structural shift: NCE launches two-way anonymous spot trading for Class 4 wheat (12.5% protein) with delivery to Novorossiysk terminals. Improved access: Over 30 major exporters and producers connected, with streamlined 48-hour onboarding for new participants. Logistics clarity: Separate order books for rail (70-tonne) and truck (30-tonne) lots under CPT Novorossiysk (KSK, NZT, NKHP). Market impact:…
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Black Sea Freight: Romania Port Buy & Russia Capacity Surge
Logistics consolidation: Romania’s full acquisition of Giurgiulesti Port and planned €24M+ investment aim to integrate the terminal into Danube–Black Sea freight corridors, improving export efficiency and regional capacity. Cost support for exporters: Zero Russian export duties on wheat, barley, and corn through January 27 keep Black Sea grain exports price-competitive despite slightly softer indicative prices.…
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Russian Rapeseed Oil Exports Surge 33% in 2025
Russian Rapeseed Oil Exports Surge 33% in 2025, China Dominates Purchases Export Growth: Russian rapeseed oil exports rose 33% year-on-year to 106,400 tons in 2025, up from 79,800 tons in 2024. China’s Dominance: China purchased 76,600 tons, accounting for 72% of total Russian rapeseed oil exports. Market Diversification: Exports reached 18 countries, with Tunisia and…
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Ukrainian Sunflower Seed Prices Spike UAH 1,000/t
Prices Jump: Ukrainian sunflower seed values rose by UAH 1,000/t to UAH 27,800-28,800/t CPT on stronger export demand and currency weakness. Export Support: Higher sunflower oil export prices and hryvnia depreciation versus the US dollar are underpinning the rally. Seller Rush: Producers accelerated sales to lock in margins, anticipating a possible near-term price correction. Risk…
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Soybean Oil Exports to Fall 400-500K Tonnes in Q1 2026
Export Decline: Global soybean oil exports from seven key suppliers are projected to fall by 0.4–0.5 million tonnes in Q1 2026 versus a year earlier. Argentina Weakness: Argentine Q1 2026 exports are forecast to drop to 1.3 million tonnes from 1.5 million tonnes amid slower processing ahead of the new harvest. China’s Export Surge: China…
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Russian Wheat Exports Rise as IGC Boosts Forecast
Russia Export Upgrade: IGC raised Russia’s 2025/26 wheat export forecast to 44.2 million tons, the first upward revision in five months, supported by a higher harvest estimate of 87.6 million tons. EU Export Downgrade: EU wheat export outlook was cut to 31.3 million tons, further widening Russia’s competitive advantage in global wheat markets. Saudi Buying…