Author: Viktoriia Ray
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EU Wheat Forecast 2026/27: Slight Revision, Risks Ahead
Marginally supportive: Expana raised its 2026/27 EU soft wheat forecast to 128.7 million tonnes, reflecting generally favorable March weather. Structurally bearish: Wheat output for 2026/27 remains 8.4 million tonnes below the current 2025/26 forecast, a year-on-year decline of 6.1%. Downside risk: Reduced fertilizer application and potential spring precipitation deficits could further constrain EU grain yields.…
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Palm Oil Exports Tightening May Boost Global Veg Oil Prices
Supportive for vegetable oil prices: Tighter palm oil export availability as Indonesia, Malaysia, and Thailand channel more supply into biodiesel programs. Near-term demand pressure: Palm oil’s weaker price competitiveness versus other vegetable oils is slowing demand, with India’s March imports down to 700,000 tonnes. Export growth momentum: Combined palm oil shipments from the top three…
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Romanian Rapeseed Exports Surge, Top Supplier to Germany
Romania becomes Germany’s top rapeseed supplier with 873,000 tonnes in H1 2024/25, supported by a record harvest more than double last year. Ukrainian rapeseed exports to Germany fall 39% to 752,000 tonnes after the introduction of export duties on oilseeds, eroding its market share. EU supply chain reshuffle as increased Romanian, French, and Dutch volumes…
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Ukrainian Wheat Prices Fall at Odessa Ports
Wheat prices at Greater Odessa ports declined by USD 1-3/t amid weakness on global exchanges. Class 2 and Class 3 wheat prices have converged, signaling weak demand and limited quality differentiation. Buyers are focused on fulfilling existing contracts, while farmers are withholding sales in hopes of a price recovery. Near-term market liquidity is expected to…
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Ukraine Wheat Flour Exports Fall 3% – EU Share Slides
Exports Ease: Ukraine’s wheat flour exports slipped 3% year-on-year to 48,300 tons in July–March 2025/26. Market Shift: EU share of Ukrainian wheat flour exports fell to 35%, with Moldova emerging as the top buyer at 14,900 tons. Import Rebound: Wheat flour imports into Ukraine rose 21% to 2,300 tons, hinting at shifting domestic supply-demand dynamics.…
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Ukraine Biodiesel Growth from Rapeseed: Export Risk
Structural strength: Ukraine remains the leading rapeseed supplier to the EU, underpinning stable export demand. Domestic potential: More than 1 ton of biodiesel can be produced per hectare of rapeseed, offering meaningful energy substitution capacity. Infrastructure gap: Current biodiesel output is limited to small plants producing only dozens of tons per day, capping short-term domestic…
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Argentine Corn Production Soars to Record 67M Tonnes
Record Output: Argentina’s 2025/26 corn harvest is projected at 67 million tonnes, a 27.6% jump from the 2023/24 peak of 52.5 million tonnes and above the prior 62 million tonne estimate. Crop Shift: Around 200,000 hectares were shifted from soybeans to corn, cutting soybean area to 16.2 million hectares while keeping the soybean crop forecast steady at 48 million tonnes. Global…
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NIBULON Expands Danube Freight Network via Moldova
Network Expansion: NIBULON has integrated Moldovan port infrastructure into its Danube River freight network, linking Ukrainian, Romanian, Moldovan, Bulgarian, and Serbian ports. Operational Scale: The first completed multi-leg voyage moved over 8,600 tons of cargo, including metallurgical slag and rapeseed, across several regional ports. Efficiency Gains: Bi-directional freight schemes with grain outbound and fertilizers inbound…
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Russian grain exports surge 52% — wheat leads
Export Surge: Russian grain exports up 52% year-on-year to 17.8 million tons as of April 3, 2026. Wheat-Led Growth: Wheat shipments jumped 63% to 11.2 million tons; corn exports doubled to 1.6 million tons. Diversified Demand: Strong buying from Turkey, Egypt, China, and African markets, with Kenya’s volumes up nine-fold. Freight Market: Black Sea vessel…

