Author: Viktoriia Ray
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Russian Soybean Production Soars – Tambov Hits 750,000 t
Tambov Region harvested over 750,000 tons of soybeans in 2025, a 1.7x year-on-year increase. Yields jumped 53% to 28.6 centners/ha, from 18.7 centners/ha in 2024. Region now ranks fourth nationally in Russian soybean production and second for yield growth. Market impact assessed as neutral to slightly bearish for Black Sea soybean markets. Russia’s Tambov Region…
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Jordan Feed Barley Secured at $273.50/MT
Jordan’s MIT purchased 60,000 tonnes of feed barley from Cargill at $273.50/MT C&F, covering only half of its planned tender volume. Bunge’s competing offer at $278.45/MT C&F was $4.95/MT higher, highlighting tight competition in the tender. The reduced purchase volume and competitive pricing are neutral to slightly bearish for Black Sea barley exporters, who face…
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Black Sea Corn Prices Fall as Global Supply Rises
Bearish: Ukrainian feed corn export prices declined USD 1–2/ton amid a stronger global supply outlook and USDA’s upward revisions to US and Chinese production. Supportive: Farmer reluctance to sell and stable buyer demand in Ukraine are helping to limit further price erosion despite geopolitical and global market pressure. Global Competition: South Korean tenders favoring South…
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Russian Retail Food Prices Fall 9.3% — Sunflower Oil
Bearish for prices: Socially significant “first price” food products in Russia fell 9.3% year-on-year in December 2025, with borscht vegetables down 28% and broad declines across grains and sugar. Margin pressure: Retailers sold seven key categories below cost, including sunflower oil at a -1.8% markup and deep losses on carrots and white cabbage, reflecting policy-driven…
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Russian grain exports drop 18% amid global competition
Bearish Russian exports: Russian grain exports fell 17.6% in H1 2025/26 MY to 33.9 million tons amid intensifying competition from the EU, Australia, and Argentina. Resilient Turkish demand: Turkey’s November grain imports surged 72% month-on-month to 1.37 million tons, with Russia supplying 92% of its wheat purchases. Diversification to Africa: Russian agricultural exports to Sudan…
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India Sunflower Oil Imports Surge 145% in December
Surging Sunflower Oil Demand: India’s sunflower oil imports jumped 145% month-on-month in December to 349,000 tonnes, a 17-month high. Palm Oil Under Pressure: Palm oil imports fell 20% to 507,000 tonnes, hitting an eight-month low as refiners shifted to competing oils. Overall Veg Oil Imports Higher: Total vegetable oil imports rose 17% to 1.38 million…
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Kazakhstan Sunflower Seed Stocks Hit Record 2.11M Tons
Key Takeaways Kazakhstan’s sunflower seed reserves reached a record 2.11 million tons as of January 1, 2026, up 38% year-on-year. Total 2025 oilseed harvest hit an all-time high of 4.8 million tons, boosting inventories across major crops. Flaxseed (+93%), rapeseed (+101%), and safflower (+79%) stocks surged, while soybean reserves edged lower. Elevated supplies are bearish…
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India Soybean Oil Imports Surge to Record High
India’s demand shift: Soybean oil imports hit a record 5.53 million tonnes in 2025, up 33% year-on-year, as buyers moved away from palm and sunflower oils. China’s tightening meal balance: Soybean meal stocks are expected to fall to 900,000 tonnes by end-January from record levels near 1 million tonnes since October 2025. Price strength: Dalian…
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US Corn Production Soars in USDA Report
US corn output surges: Global 2025/26 corn production is projected at 1,283 Mt (+4.3% y/y), driven by a 12.5% jump in US output to 425.5 Mt. Ukraine strengthens export role: Ukraine’s corn crop is seen up 8.2% to 29 Mt, enabling it to maintain 23 Mt of exports despite EU production decline. Trade flows reshuffle:…
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Ukrainian Wheat Demand Rises on Weather & Imports
Bullish: Weather-related production risks in the Black Sea and US wheat belt, combined with recovering import demand, are supportive for Ukrainian wheat prices. Bearish: Ongoing military risks and port infrastructure disruptions in Ukraine continue to constrain export flows and limit near-term shipment volumes. Market Update Ukrainian wheat exports remained muted in December as security risks…