Author: Viktoriia Ray
-
Black Sea sunflower oil surges to record $1,390/t
Bullish: Black Sea sunflower oil and rapeseed rally on record-high benchmarks and firm vegetable oil complex. Bearish: Soybean meal and broader meal complex weaken on softer livestock feed demand. Sunflower Oil Surges to Record High Sunflower oil FOB Black Sea jumped $100.00/t on January 13, 2026, reaching $1,390.00/t versus $1,290.00/t in the prior session. This…
-
Kazakhstan Grain Exports to Rise with Infrastructure Push
Kazakhstan targets at least 6.5% trade volume growth by 2026, leveraging wholesale grain exports and new B2B digital trading platforms. Planned repairs of 11,000 km of roads, new railway lines, and three airports aim to cut logistics bottlenecks and support freight growth. Krasnoyarsk Krai wheat exports collapsed 4.5x in 2025, while value-added rapeseed oil and…
-
Kazakhstan-China Grain Transport: Faster Rail Routes
Operational streamlining: Kazakhstan and China agreed to simplify grain cargo procedures and cut border delays on key rail crossings. Volume growth: Bilateral rail cargo volumes rose 11% in 2025 to 35.6 million tons, with TCTR container traffic up 15% to 36,000 TEUs. Infrastructure boost: Second track construction on the Alashankou-Dostyk section and planning of the…
-
Ukrzaliznytsia Freight Car Repairs: New Standard Prices
Operational transparency: Ukrzaliznytsia has unified pricing and work scopes for private freight car repairs across all repair facilities. Cost predictability: A single base price and standardized repair lists enable railcar owners and grain traders to plan maintenance budgets more accurately. Market alignment: Prices are benchmarked against private repair companies, with streamlined overheads to keep tariffs…
-
South Korea Soybean Meal: 120k Tons Secured in Tenders
Strong South Korean demand: Buyers secured 120,000 tons of soybean meal in dual tenders for March–May 2025 delivery, locking in near-term feed coverage. Stable international pricing: Narrow price spread of about $2/ton (C&F) between KFA and NOFI tenders signals steady global soybean meal values. Origins concentrated outside Black Sea: Supply is sourced from the U.S.,…
-
Ukraine Feed Corn Prices Rise as Farmers Hold Grain
Feed corn bids firmed: Domestic Ukrainian feed corn prices rose by UAH 100-400/ton week-on-week to UAH 8,300-9,900/ton CPT. Port values edged higher: Corn prices at Ukrainian ports increased by USD 2-3/ton to USD 201-210/ton CPT-port. Farmer selling restraint: Limited farmer willingness to sell, combined with strong domestic demand, continues to support bullish price momentum. Infrastructure…
-
Russian Wheat Production Up to 89.5M Tons — USDA
Production upgrade: USDA FAS raised Russia’s 2025/26 wheat harvest forecast to 89.5 million tons (from 87.5 million), with carryover stocks up to 14.688 million tons. Exports steady: Wheat export forecast held at 44 million tons despite larger crop, below IKAR’s 46 million ton potential including Crimea. Near-term pressure: January shipments expected to slow on holidays,…
-
Russian Fertilizer Exchange Doubles in 2025
Exchange volumes doubled: Russian mineral fertilizer trading on the St. Petersburg Exchange jumped to 294,000 tons in 2025, up 101% from 146,000 tons in 2024. Ammonium nitrate leads demand: Ammonium nitrate accounts for more than one-third of exchange sales, with urea-ammoniac mixtures and nitrogen-phosphorus fertilizers following. Price caps unchanged: Maximum fertilizer prices remain fixed at…
-
Makhachkala Grain Terminal to Boost Capacity 30% in 2026
Capacity Growth: Grain handling at Makhachkala Commercial Seaport rose 17% year-on-year in 2025 to 300,000 tons. Near-Term Expansion: First stage of a new grain terminal in 2026 is expected to boost capacity by 30% to about 390,000 tons annually. Long-Term Positioning: Full terminal completion by end-2028 aims to make Makhachkala the largest grain facility on…
-
Ukraine vegetable oil exports drop 10% in 2025
Logistics Shift: Ukrainian rail vegetable oil exports fell 10% to 1.598 million tons in 2025, but port-directed shipments surged 66%, signaling a major reorientation toward seaborne routes. Border Pressure: Border crossing rail volumes of vegetable oil dropped 44.8% to 672,000 tons, reflecting capacity constraints and shifting trade routes. Processing Resilience: Oilcake and meal exports rose…