Author: Viktoriia Ray
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Kazakhstan Wheat Reserves Down 2% — April 2026 Update
Kazakhstan’s wheat stocks slipped 2% year-on-year to 10.8 million tons as of April 1, 2026, signaling slightly tighter supply. Milling wheat dominates reserves at 9.22 million tons (around 85% of total wheat), supporting quality-focused export demand. Feed wheat remains relatively tight at about 504 thousand tons, which could underpin regional feed grain prices. Overall grain…
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Odessa Rail Freight Declines: Export Capacity Risk
Daily grain railcar unloading at Greater Odessa ports edged up to 1,260 units (+20 w/w), signaling slightly improved port-side efficiency. The rail pipeline to Greater Odessa ports dropped sharply by 1,337 units to 8,219 railcars, pointing to potential tightening of near-term export capacity. Average daily loading onto the network fell to 1,097 railcars (‑153 w/w),…
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Global Corn Exports Hit Record High
Record exports: Global corn shipments from major suppliers reached 96.7 million tonnes in Sep–Feb 2025/26, up 7.3 million tonnes year-on-year. US gains share: US exports jumped 34% to 41.5 million tonnes, capturing demand from Asia, Mexico, and the EU amid weaker Ukrainian and Argentine supply. Brazil rebounds: Brazilian exports recovered to 31 million tonnes, with…
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Indian Rapeseed Prices Surge 9% on Strong Demand
Price surge: Indian rapeseed prices rose about 9% in March, holding near the MSP and boosting farmer sales to private processors. Export demand: Chinese rapeseed meal purchases from India jumped from 24,040 tonnes to 771,400 tonnes year-on-year (Apr–Feb), supporting crush margins. Record crop: India projects a record 2026 rapeseed harvest of 11.94 million tonnes, up…
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Ukraine Feed Corn Prices Fall as Exports Weaken
Price Decline: Ukrainian feed corn prices fell by UAH 100-200/t week-on-week as of April 10. Supportive Demand: Strong domestic consumption and limited farmer selling are cushioning further downside. Current Range: Prices now sit between UAH 9,000-10,600/t CPT across the Ukrainian market. Outlook: Market sentiment is mildly bearish, with export weakness offset by tight farmer supplies.…
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Canadian Canola Exports Rise in February, Still Below YoY
Neutral: February canola exports rose 24% year-on-year to 808,000 tonnes, but cumulative 2025/26 shipments remain 28% below last season. Bullish: Record Canadian soybean exports of 4.49 million tonnes for August–February, driven by strong Chinese demand, underline robust global oilseed consumption. Bearish: Lower year-to-date Canadian canola exports open space for competing origins such as Black Sea…
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Kazakhstan Sunflower Oil Refining to Boost Exports
Expansion: Qazaq-Astyq Group to launch a 200 tons/day sunflower oil refining and packaging facility in Q3 2026, boosting Kazakhstan’s value-added processing. Capacity: Existing plant reached full design capacity of 300,000 tons/year raw material processing in 2025, underscoring stable upstream supply. Exports: 2025 export volumes totaled 112,700 tons of sunflower oil and 88,900 tons of meal,…
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Russian Sunflower Seed Prices Hit 9-Month High
Bullish: Russian sunflower seed prices hit RUB 36,775/ton in early April, the highest level since June 2024, supported by strong processor demand and rallying vegetable oil values. Bullish: Sunflower oil prices climbed to $1,315/ton, their strongest since autumn 2022, as higher crude oil and biodiesel demand lift the broader vegetable oil complex. Bullish: Record Russian…
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Ukraine Soybean Exports Hit by New 10% Export Duty
Improving outlook: Ukraine’s soybean production is showing signs of recovery after a contraction in 2025. Policy headwind: A new 10% export duty on soybeans is weighing on planting decisions and export competitiveness. 2026 uncertainty: Pessimistic acreage projections for the 2026 harvest introduce medium-term supply and pricing risk. Flow impact: Neutral to bearish implications for Ukrainian…
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USDA Cuts Ukrainian Wheat Exports by 1M Tons
USDA trims Ukrainian exports: 2025/26 wheat export forecast cut by 1.0 million tons to 12.5 million, 20.6% below 2024/25 levels. Russian capacity grows: Russia’s export potential raised to 44.5 million tons, adding regional supply cushion and limiting upside price risk. Higher Ukrainian stocks: Carry-over stocks revised up to 3.93 million tons, easing export urgency but pressuring domestic prices. Global…