Author: Viktoriia Ray
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EU Rapeseed Meal Prices Plunge 28% on Oversupply
Bearish: EU rapeseed meal prices dropped to $216/tonne FOB Hamburg as of December 9, down 10% month-on-month and 28% year-on-year amid oversupply. Bearish: EU rapeseed meal imports surged to 432,500 tonnes in the 2025/26 marketing year (as of December 7), more than double last year, with Canada supplying 324,800 tonnes after zero shipments a year…
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Ukrainian Corn Prices Drop UAH 100-200/ton
Feed corn prices in Ukraine fell by UAH 100-200/ton over the week, settling at UAH 8,400-9,700/ton CPT as of December 12. Weak export demand, ample domestic supply, and moisture-related quality deterioration are driving the bearish price trend. Lower-quality, high-moisture corn is facing additional discounts, limiting buyers’ willingness to pay and undermining export competitiveness. The UAH…
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Ukraine Flour Exports Secure 30,000t EU Tariff Quota
Dedicated EU quota: Ukraine secures its first separate annual tariff quota of 30,000 tons for flour exports to the EU starting in 2025. High utilization likelihood: 2024 exports of ~26,000 tons to the EU suggest the 30,000-ton quota is likely to be fully used. Moderately bullish milling outlook: Regulatory certainty supports long-term planning and modestly…
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Brazilian Soybean Oil Exports Drop 41% as B15 Boosts Demand
Brazilian exports slump: Soybean oil exports fell 41% year-on-year to 153,000 tonnes in Sep–Nov 2024, hitting multi-year lows. Biofuel demand surges: The B15 biodiesel mandate is driving domestic soybean oil use, with around 6.5 million tonnes projected for biodiesel in 2025. Tight export balance: Limited output growth of only 0.4 million tonnes caps export potential…
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Russian Wheat Exports at Risk Despite 2025 89MT Harvest
Bullish: Larger-than-expected 2025 Russian wheat and total grain crop, including a projected 88.5–89 million tons of wheat and record legume output, increases overall supply. Bearish: Historic low share of production in export-oriented southern regions raises logistics costs and may restrict effective export flows despite strong harvest volumes. Russia Ups 2025 Wheat Harvest Outlook Russia’s 2025…
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Ukrainian Rail Freight Drops to Greater Odesa Ports
Railcar movements toward Greater Odesa ports declined by 26 units/day to 9,360 units, with average daily loading falling by 112 railcars to 1,205 units. Danube ports recorded a sharper downturn, as weekly grain railcar flows dropped by 76 units to 194 railcars. Despite lower incoming volumes, daily grain railcar unloading rates at Greater Odesa and…
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Kazakhstan Vegetable Oil Production Draws Iranian Investment
Investment: Kourosh Food Industry plans to build vegetable oil and poultry production facilities in Kazakhstan, signaling deeper Iranian involvement in Central Asian agribusiness. Trade Growth: Kazakh-Iranian trade surpassed $340 million in 2023 and is expected to rise further on the back of expanded agricultural cooperation. Market Impact: New Kazakh vegetable oil capacity is neutral to…
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Tunisia Wheat Tender Secures 350,000t of Grain
Tunisia’s grain agency ODC purchased a total of 350,000 tons of grain (soft wheat, durum wheat, and feed barley) in its December 11 international tender for delivery between January and March 2026. Soft wheat prices were tightly ranged at $255.77–$257.14/ton C&F, while durum wheat traded at a roughly 24% premium and barley cleared at $269.12/ton…
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Buhler Milling Complex Up for RUB 1.57B in St. Petersburg
Asset Sale: St. Petersburg’s State Unitary Enterprise “Food Fund” is auctioning a complete unused Bühler AG milling complex with a starting price of RUB 1.57 billion. Capacity Addition: The complex offers 600 tons/day soft wheat and 300 tons/day rye processing capacity if commissioned by a buyer. Unused but Dated: All 950 units of Swiss-made equipment…
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Bashkortostan Grain Exports Fall 50% — Market Impact
Bearish for volumes: Bashkortostan’s grain and oilseed exports fell by roughly 50% year-on-year, from 401,600 tons in 2024 to just over 200,000 tons in 2025. Neutral for quality: All export batches fully met EU, EAEU, and destination country phytosanitary standards with zero detections of quarantine organisms. Mildly bearish for freight: Lower interior Russian export flows…