Author: Viktoriia Ray
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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…
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Jordan Wheat Tender: 60,000t Bought at $260/tonne
Neutral: Jordan secured 60,000 tonnes of milling wheat at $260/tonne C&F, setting a competitive price benchmark for April delivery. Neutral: Only half of the planned 120,000 tonnes was purchased, signaling either price sensitivity or a staggered procurement strategy. Neutral: Tight bid spread of less than $5/tonne among five major traders highlights ample global wheat supply…
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Russian Rapeseed Oil Exports to China Surge 42%
Export Growth: Russian agricultural exports to China reached $6.7 billion in Jan–Nov 2025, up 14% year-on-year, reinforcing China’s role as Russia’s top food buyer. Rapeseed Oil Surge: Rapeseed oil shipments to China jumped 42% to exceed $1.2 billion, becoming the second-largest agricultural export after frozen fish. Commodity Concentration: China remained the largest buyer of Russian rapeseed oil,…
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Agro-Region Group Corn Yields Surge in 2025 Harvest
Agro-Region Group Reports Record-Breaking Corn Yields in 2025 Harvest Agro-Region Group achieved an average corn yield of 9.64 t/ha, surpassing planned forecasts. AR Bozna division set a new company record with a corn yield of 11.87 t/ha. Stronger-than-expected production is neutral to slightly bearish for regional corn price dynamics. Market Update Agro-Region Group of Companies…
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Euronext Wheat Futures Fall on Supply Pressure
Bullish (Rapeseed): February rapeseed futures jumped 2.4% to €462.75/tonne on bargain buying after December’s 16‑month low and supply concerns following damage to Bunge’s Dnipro vegetable oil plant. Bearish (Wheat): March Euronext wheat eased 0.5% to €188.25/tonne under pressure from abundant global supplies and increased Argentine export competition. Market Overview Euronext wheat futures slipped on January…
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Kazakhstan Exports to China: Export Expansion Insight
Policy push: Kazakhstan has formally requested China to accelerate inspections and expand both eligible regions and product lists for agricultural exports. Operational readiness: Kazakh authorities and companies confirmed they are prepared to meet Chinese phytosanitary and documentation requirements. Logistics impact: Expanded Kazakhstan–China trade could modestly ease competition for Black Sea export capacity over the medium…
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Russian Grain Exports Rise to 52.9Mt — SovEcon
Russian wheat exports raised: SovEcon increased its 2025/26 wheat export forecast to 44.6 million tonnes, lifting total grain exports to 52.9 million tonnes. Near-record shipment pace: November and December wheat exports reached 5.1 and 4.2 million tonnes respectively, near all-time monthly highs. Margins turn positive: Falling domestic prices and stable $230/tonne FOB values have shifted…
