Author: Viktoriia Ray

Bullish: French Senalia terminal targets a 111% jump in 2025/26 grain exports to 3.8 million tons, driven by strong feed barley demand and expanded Middle East routes, including new sales to Iraq. Bearish: Ukrainian grain exports in 2024/25 are down 31% year-on-year to 16.376 million tons, with sharply lower January volumes, signaling ongoing logistical and production headwinds…

Kazakhstan’s wheat flour exports to Afghanistan declined 9.8% year-on-year in the first quarter of 2025/26, falling to 321,000 tons. Shipments to Uzbekistan dropped 18.8% over the same period, totaling 102,700 tons. Combined exports to both key markets decreased by around 58,800 tons, signaling softer regional demand or stronger competition. For Black Sea traders, the impact…

Ukrainian agricultural road exports fell 65% in January to 3,700 tons/day from 10,400 tons/day in December. First-week January shipments totaled 22,800 tons, nearly three times lower than December’s 81,200 tons for the same period. Seasonal weakness and border clearance inefficiencies are the main drivers of the contraction. A gradual recovery in volumes is expected in…

Regulatory correction: Kazakhstan’s competition authority ordered Food Contract Corporation to fix anticompetitive practices in grain transportation subsidy distribution. Process reform: Over 60% of subsidies had gone to a limited group, with application review times ranging from same-day to 80–112 days, prompting mandatory procedural changes. Digital transparency: A new electronic portal and public tracking of applications…