Author: Viktoriia Ray
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Ukrainian Soybean Prices Slip as Ports Face Attacks
Prices: Ukrainian soybean export prices eased, with most deals reported around USD 423–425 per ton. Logistics: Russian attacks on Ukrainian port infrastructure continue to disrupt unloading operations and constrain exports. Demand: Domestic soybean demand softened as soybean meal export prices fell to USD 350–370 per ton DAP-western border. Sentiment: Market tone is neutral to slightly…
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Russian Wheat Export Forecast Up to 44.6M Tons
Forecast Upgrade: SovEcon raised Russia’s 2025/26 wheat export outlook to 44.6 million tons on strong demand and better export economics. Record Sales: November wheat shipments hit an all-time high of 5.1 million tons as buyers returned after delaying purchases. Improved Margins: Export margins turned slightly positive as domestic prices fell while FOB values held near…
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Black Sea Sunflower Oil Prices Drop: What Traders Need
Bullish: Soybean oil and soybean meal prices strengthened across Brazil, the US, EU, and China, with Dalian China soybeans and FOB Brazil soybean oil posting the largest gains, signaling robust demand in the broader oilseed complex. Bearish: Sunflower oil FOB Black Sea and sunflower meal CIF France both declined, pointing to pressure on Black Sea…
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Ukrainian Rail Grain Transportation Falls 27% in 2025
Bearish: Ukrainian rail grain transportation fell 27.3% in 2025 to 28.856 million tons amid weaker prices and logistical bottlenecks. Bearish: Export rail shipments declined 25.3% to 25.481 million tons, while domestic grain transport collapsed 42.9% to 3.024 million tons. Bearish: Seaports handled 92% of grain exports, highlighting concentrated infrastructure risk for Black Sea logistics. Neutral…
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Russian Sunflower Oil Exports to Reclaim Top Spot in 2025/26
Russia to reclaim leadership: Russian sunflower oil exports are forecast at 4.8 million tons in 2025/26, overtaking Ukraine’s projected 4.2 million tons. Shift in export balance: The move reverses 2024/25 dynamics when Ukraine led with 4.7 million tons versus Russia’s 4.2 million tons (USDA). India anchors demand: India remains the dominant buyer of Black Sea…
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South Korea Soybean Meal: MFG Buys 120,000t from COFCO
Volume: South Korea’s Major Feedmill Group (MFG) secured 120,000 tons of soybean meal from COFCO in two equal 60,000-ton cargoes. Pricing Benchmark: April delivery priced at $376.91/t C&F and May delivery at $373.71/t C&F set a reference for Q2 2025 Asian soybean meal values. Origin: Supply is expected from established exporters in the United States,…
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Thailand corn imports hit by new certification rules
Thailand tightens corn import rules: From January 1, feed corn imports must be certified as originating from non-residue-burning production. Imports already down sharply: Corn imports fell 27.59% to 1.46 million tonnes in January–November 2025, led by Myanmar at 82% of volume. Regional flows at risk: New environmental compliance could further restrict Southeast Asian corn shipments…
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USDA Grain Inventory Report: Markets Brace for Impact
Wheat & corn supported: U.S. export commitments are running well ahead of last year, tightening global exportable supplies and providing a neutral to slightly bullish backdrop for Black Sea wheat and corn values. Soybeans lagging: U.S. soybean exports are only 64% of USDA targets versus an 82% average pace, keeping oilseed sentiment more cautious despite…
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Kazakhstan Corn Processing Gets $5.6M Boost in Almaty
Investment Focus: AsiaAgroFood secures 2.5 billion tenge (~$5.6M) state funding to expand deep corn processing capacity in Almaty Region. Sector Support: Part of a broader 4 billion tenge 2026 government program to strengthen Kazakhstan’s agro-industrial complex. Value Addition: Emphasis on high-value corn products and water‑saving technologies could tighten regional feed corn availability over time. Timeline…
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Ukrzaliznytsia Grain Cars Cut to 800 by 2026
Structural capacity cut: Ukrzaliznytsia’s CTL branch plans to reduce its active grain car fleet to around 800 units by end-2026, tightening rail logistics for agricultural exports. Selective repairs: Only grain cars backed by confirmed long-term commitments will be repaired in 2025, limiting availability for spot or short-term shippers. Contractual imperative: Agricultural exporters are being pushed…