Author: Viktoriia Ray

  • Black Sea Sunflower Oil Prices Fall $30/t

    Black Sea Sunflower Oil Prices Fall $30/t

    Bearish sunflower oil Black Sea: FOB Black Sea prices fell $30.00/t to $1,370.00/t, reversing recent gains and signaling potential supply pressure. Divergent soybean complex: FOB Brazil soybean oil dropped sharply, while US CBOT saw modest losses and EU prices hit records, creating regional arbitrage opportunities. Palm oil strength: Palm oil and palm kernel oil FOB…

  • Voronezh Agricultural Exports Hold $600M Amid Oil Surge

    Voronezh Agricultural Exports Hold $600M Amid Oil Surge

    Resilient export value: Agricultural exports held at $600 million in 2025, only slightly below the 2024 record, despite a sharp drop in grain volumes. Shift to value-added products: Oils and fats, led by sunflower oil (80% of the segment), grew 1.5x in value, offsetting the contraction in grain shipments. Concentrated demand profile: Turkey remains the…

  • USDA Raises Soybean Oil Exports Forecast for 2025

    USDA Raises Soybean Oil Exports Forecast for 2025

    US Exports Drive Upgrade: USDA raises 2025/26 global soybean oil export forecast to 13.69 million tons, entirely on stronger projected U.S. shipments. U.S. Export Surge: U.S. soybean oil export outlook lifted by 336,000 tons to 544,000 tons, signaling stronger U.S. presence in global trade. Stable Russian Role: Russia’s soybean oil export forecast remains unchanged at…

  • Kuryk Port Investment to Boost Middle Corridor Capacity

    Kuryk Port Investment to Boost Middle Corridor Capacity

    Investment Scale: Kuryk Port’s development is set to attract up to $1.1 billion, with $300 million allocated for Phase 1 construction starting in 2024. Capacity Expansion: Phase 1 will handle 180,000 TEU, 180,000 vehicles, and 2–3 million tons of bulk cargo annually, enhancing Middle Corridor logistics. Timeline: The port complex is scheduled for commissioning in…

  • Ukrainian Grain Exports Down 29% in 2025/26

    Ukrainian Grain Exports Down 29% in 2025/26

    Ukrainian grain exports in the 2025/26 marketing year are down 29.2% year-on-year to 16.921 million tons, signaling weaker export demand from Ukrainian ports. Wheat and corn shipments are both sharply lower (–20% and –36.7% respectively), tightening vessel demand on key Black Sea export routes. January export pace is 17% below last year, reinforcing a Neutral…

  • Russian Wheat Export Potential Rises to 46.5Mt

    Russian Wheat Export Potential Rises to 46.5Mt

    Production Boost: IKAR raised Russian wheat export potential to 46.5 million tonnes on the back of a larger-than-expected 139.4 million tonne grain harvest, including 91.4 million tonnes of wheat. Logistics Constraint: A record-low 57% share of wheat from southern export hubs creates complex and potentially costly logistics that may cap actual exports near 44 million…

  • Ukraine Grain Rail Exports Decline 7.6% to EU

    Ukraine Grain Rail Exports Decline 7.6% to EU

    Rail exports trimmed: Ukraine’s average daily grain rail transfers to the EU fell 7.6% in early January to 171 tons per day. Border bottlenecks: Sharpest cuts were recorded at the Polish (down 6.3 cars/day) and Romanian (down 2.6 cars/day) crossings, tightening export capacity. Hungary offsets partially: The Hungarian border was the only route with higher…

  • Russian Corn Exports Fuel Kazakhstan Processing Boom

    Russian Corn Exports Fuel Kazakhstan Processing Boom

    Bullish: New 3 million ton Kazakhstan corn processing plant creates sustained export demand for Russian corn, particularly from Saratov. Bullish: Kazakhstan’s corn deficit and falling stocks support stronger pricing for regional producers tied to industrial processing demand. Bullish: Russian corn gains a replacement outlet for volumes previously shipped to Iran, underpinning export flows into 2027.…

  • Russian Wheat Exports Down 10% in H2 2025

    Russian Wheat Exports Down 10% in H2 2025

    Exports Down 10%: Russian wheat shipments fell to 26.7 million tons in Jul–Dec 2025 from a record 29.7 million tons a year earlier. Turkey & Iran Step Up Buying: Turkey’s imports jumped 2.2x to 4.4 million tons, while Iran’s surged 2.9x to 1.7 million tons, moving it to third place. Diversifying Demand: Pakistan forecasts 1.5…

  • Bashselkhoztekhnika Auction Relaunched at ₽738.9M

    Bashselkhoztekhnika Auction Relaunched at ₽738.9M

    Asset Reauctioned: Bashselkhoztekhnika, a major agro-industrial holding in Bashkortostan, is back on the auction block with a starting price of ₽738.9 million. Diversified Operations: The company spans agricultural machinery wholesale, grain and oilseed cultivation, and crop production services with extensive warehouse and land assets. Key Dates: Bid submissions are open until February 10, with auction…