Author: Viktoriia Ray
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Ukrainian Wheat Prices Rise as Hryvnia Weakens
Hryvnia prices rise: Milling and feed wheat bids at Greater Odesa ports climbed to UAH 10,000-10,600/tonne (CRT) as the currency weakened. Dollar prices steady: USD-denominated bids for Ukrainian wheat held in the USD 206-216/tonne range, preserving export competitiveness. Logistics pressure: Overloaded networks, port restrictions, and higher tariffs from Russian attacks are lifting domestic cost bases.…
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Kazakhstan Feed Meal Exports Surge 157% Through Nov
Export Surge: Kazakhstan’s feed meal exports jumped 157% year-on-year to 2.65 million tons in Jan–Nov 2025. China-Driven Demand: China absorbed 98.9% of volumes, importing 2.62 million tons versus 1.02 million tons a year earlier. Regional Growth: Tajikistan, Uzbekistan, and Russia all expanded purchases, supporting broader regional trade flows. Logistics Impact: Strong eastbound rail flows to…
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Argentina Soybean Exports Soar 172% on China Demand
Export surge: Argentina’s 2025 soybean exports are projected to jump 172% year-on-year to over 12.5 million tons, led by Chinese demand. China-driven demand: China accounts for 85% of December 2025 shipments and an estimated 11.6 million tons of full-year imports from Argentina. Mixed fundamentals: Slower planting progress and lower soybean oil and meal exports contrast…
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Ukrainian Feed Corn Prices Rise on Strong Exports
Mildly bullish: Strong export demand and limited farmer selling are supporting a gradual increase in Ukrainian feed corn prices. Restraining factors: Port slowdowns, infrastructure damage, and ongoing military risks are capping further upside in prices. Export-driven strength: Feed corn remains the most actively exported crop, as exporters seek volumes to cover previously concluded contracts. Ukrainian…
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Ukraine Export Markets Expand: 19 New Destinations in 2025
Expansion: Ukraine opened 19 new agricultural export markets in 2025 across North America, Asia, the Balkans, and the Middle East despite ongoing war conditions. Product breadth: New access covers eggs, dairy, peas, fishery products, feed and non-food animal products, poultry, processed foods, and apples. High-value destinations: China, Canada, Oman, Kuwait, Malaysia, and Chile enhance Ukraine’s…
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Turkey Sunflower Oil Imports Surge Amid Drought
Import Surge: Turkey’s sunflower seed imports jumped 684% to 384,000 tonnes in Sep–Nov 2025 as drought-driven crop failures slashed domestic supply. Black Sea Dominance: Romania supplied 266,000 tonnes of seeds and Russia provided 90% of sunflower oil imports, tightening Black Sea market influence. Ongoing Supply Risk: A third consecutive crop failure and low carryover stocks…
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Russian rapeseed oil exports jump 29% in 2025
Export Growth: Russian rapeseed oil exports reached 1.4 million tons in Jan–Nov 2025 (+29% y/y), with export value rising 45% to $1.4 billion. China Demand: China accounts for 88% of Russian rapeseed oil export value, importing over $1.2 billion during the period. Global Ranking: Russia remains the world’s second-largest rapeseed oil exporter behind Canada, ahead…
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US Soybean Crushing Misses in Nov 2025
US soybean crush in November 2025 reached 6.0 million tonnes, missing expectations and down from October’s 6.43 million tonnes. Despite the monthly decline, September–November 2025 soybean crush rose 8.6% year-on-year to 18.1 million tonnes. Reduced US crush in November implies slightly tighter soymeal and soyoil supplies, which is Neutral to Slightly Bullish for Black Sea…
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Ukraine Agricultural Exports Drop 8.8% in 2025
Export slowdown: Ukraine’s agricultural exports fell 8.8% in 2025 to $22.53 billion, reducing foreign currency inflows. EU pivot: The EU share of Ukrainian agro-exports dropped below half, to 47.5% ($10.7 billion), amid logistics and regulatory shifts. Trade balance pressure: Ukraine’s agricultural trade surplus with the EU narrowed sharply from $8.87 billion to $6.06 billion. Sector…
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India sunflower oil imports drop – Argentina tops Russia
India’s sunflower oil imports fell 5% month-on-month in October 2025 to 240.2 thousand tons, signaling softer near-term demand. Argentina overtook Russia as India’s top sunflower oil supplier with 105.3 thousand tons, while Russian shipments slumped 39% from September. Weaker soybean oil imports (down 23% m/m to 405.8 thousand tons) point to broader moderation in India’s…